Medallion Property Management’s “Proven Process”

1 Kick-off Meeting

  • 90-minute in-person meeting
  • High-level analysis of portfolio
  • Expectation setting
  • On-boarding process overview

2 On-boarding

  • Financial & Data
  • Administrative
  • Tech & Utilities
  • Compliance

3 On-going Management

Reactive

  • Accounting & Bills
  • Leasing
  • Maintenance & Turnover
  • CHA Issues & Policy

Proactive

  • Gutter cleaning
  • Tax Appeals & Insurance Audit
  • Rent: Perks, Increases, Renewals
  • Surveys & Pre-inspections

4 Optimization

  • Semiannual analysis and review

On-boarding Process Details



Financial & Data

  • Bank Account Setup

    FEIN & Corp documents needed

  • Data Hand-off

    Ledgers, leases, mortgage statements, etc.

  • Tax Review

    MPM to review and appeal all real estate taxes

  • Insurance Audit

    MPM to audit insurance for best rates/coverage



Administrative

  • Keys & Security Information

    Keys, files, and all pertinent info delivered to MPM

  • Tenant Communication

    Letters sent by MPM to tenants explaining changes

  • Maintenance Information

    Any known deferred maintenance sent to MPM

  • Vendor Preferences

    Preferred vendors (if any) sent to MPM



Tech & Utilities

  • AppFolio Setup

    Rent roll imported and all units setup by MPM

  • Utilities Setup

    Utility info given to MPM for audit and setup



Compliance

  • Change of Ownership

    Forms completed with the CHA

  • Litigation Information

    Open violations or court cases sent to MPM

Equal Housing Opportunity Symbol

What People Are Saying About Us

Get In Touch

This field is for validation purposes and should be left unchanged.

MAIN OFFICE
(847) 674-5472
 
MAINTENANCE REQUESTS
(847) 978-2480