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Quality Management You Can Trust Elite Property Services, LLC.

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Presentation on theme: "Quality Management You Can Trust Elite Property Services, LLC."— Presentation transcript:

1 Quality Management You Can Trust Elite Property Services, LLC

2 History History Mission Statement Mission Statement Property Management Property Management Financial Management Financial Management Collections Collections Information Technology Information Technology Customer Service Customer Service Emergency Services Emergency Services Location Location References References Company Services Elite Property Services, LLC

3 Elite Property Services, LLC is a full service management company serving all of California. Because Elite has made the full transition to the digital office, Elite is not constrained by previous paper and office based company models and physical computer servers. The Company has offices where ever an internet signal is available. Elite Property Services, LLC is a full service management company serving all of California. Because Elite has made the full transition to the digital office, Elite is not constrained by previous paper and office based company models and physical computer servers. The Company has offices where ever an internet signal is available. Elite founders, having worked in the industry for decades, started the firm to correct many of the short comings of the older management firms, namely: inexperienced managers, too many accounts per manager, a lack of long term planning and a lack of real customer service. Elite founders, having worked in the industry for decades, started the firm to correct many of the short comings of the older management firms, namely: inexperienced managers, too many accounts per manager, a lack of long term planning and a lack of real customer service. Elite Property Services, LLC History Company Profile

4 Elite Property Services, LLC Mission Statement We are dedicated to protecting your property values. It is Our Mission: It is Our Mission: –To increase the effectiveness of Boards of Directors. –To increase the property values through professional services that set the industry standard. –To make living in our communities safe, enjoyable and valuable. –To create long-term success plans for our Associations. –To identify and correct problems before they are noticed by the members.

5 An experienced manager is assigned to each association to provides guidance, forethought, and all relevant information needed for the Board to make solid decisions. Some of the services provided by the Management Department include: – –Weekly Site Inspections – –Annual Calendar & Planning Meeting Development – –Board (and Annual) Meeting Guidance & Minutes Preparation – –Meeting: Notices, Agenda and Coordination – –Review of Service Work Performed – –Rule Enforcement – –Review of Invoices / Payments – –Emergency / Crisis Management – –Administration of Contracts, and much more. Company Services Elite Property Services, LLC Property Management

6 Company Services Elite Property Services, LLC –Financial Report Preparation and Transmittal (within 7 calendar days) Budget Preparation Budget Preparation Tax Return Filing, Audit Material Preparation, State Required Filings Tax Return Filing, Audit Material Preparation, State Required Filings –Accounts Receivable Monthly Statements – (E-statements, E-documents, Privacy Protection, etc.) Monthly Statements – (E-statements, E-documents, Privacy Protection, etc.) Deposit of Member Payments – (E-Check, Credit Card, ACH, Teller Deposits) Deposit of Member Payments – (E-Check, Credit Card, ACH, Teller Deposits) Pre-Lien & Lien Preparation & Delinquency Follow-up Reports Pre-Lien & Lien Preparation & Delinquency Follow-up Reports –Accounts Payable Invoice Approval/Payment Invoice Approval/Payment Check Disbursements Check Disbursements Payroll Accounting for Employees Payroll Accounting for Employees –The Financial Software is fully integrated into the Property Management Software Your Association's financial data is maintained in a clear and easy to understand accounting format, which provides for full illustration of the Association's accrual position, income and expense detail. Some of the services provided by the Financial Department are: Financial Management

7 Collections Elite works with the Board of Directors to create a reasonable Collection Policy which is written in accordance with the governing Civil Codes and Association Documents. Elite will enforce the Collection Policy to maximize assessment receivables. Elite works with the Board of Directors to create a reasonable Collection Policy which is written in accordance with the governing Civil Codes and Association Documents. Elite will enforce the Collection Policy to maximize assessment receivables. A Collections Update is provided each month. A Collections Update is provided each month. Elite has taken advantage of the latest software packages available for the benefit of our Client Associations. Elite has taken advantage of the latest software packages available for the benefit of our Client Associations. –Our Financial & Management Software programs are one in the same, internet based, accessible from any internet source and provided with numerous levels of security and protection. –Our Document Storage system is also internet based so we are capable of being in the office wherever an internet signal is available. –Our Systems allow Board Members to access private reports from the secure website any time. – Financial Statements, Work Orders, Architectural Logs, etc. Information Technology Company Services Elite Property Services, LLC

8 Customer Service & Emergency Services Maintenance Services In addition to Customer Services during regular business hours, our Emergency After-Hours Services are provided directly by our managers who are all equipped with 24/7/365 cellular phones. The managers will respond to emergencies at all hours without requiring the caller to utilize an uninterested Answering Service company. Feel free to ask our current Board Members about how easy it is to contact us. In addition to Customer Services during regular business hours, our Emergency After-Hours Services are provided directly by our managers who are all equipped with 24/7/365 cellular phones. The managers will respond to emergencies at all hours without requiring the caller to utilize an uninterested Answering Service company. Feel free to ask our current Board Members about how easy it is to contact us. Elite guarantees that all non-emergency calls will be returned in two hours. Elite guarantees that all non-emergency calls will be returned in two hours. Elite guarantees that all emergency calls will be returned immediately. Elite guarantees that all emergency calls will be returned immediately. Elite does not own, operate or employ service providers. Service work is provided by your own approved association vendors. Elite is capable of providing numerous qualified bidders, suppliers and service companies. Elite does not own, operate or employ service providers. Service work is provided by your own approved association vendors. Elite is capable of providing numerous qualified bidders, suppliers and service companies. Company Services Elite Property Services, LLC

9 CincSystems – Financial, Management & Website Software CincSystems – Financial, Management & Website Software CaBanc – Payment Processing & Banking Services CaBanc – Payment Processing & Banking Services Optimal – Statements & Large Mailer Printing Optimal – Statements & Large Mailer Printing CondoCerts – Escrow Document Services CondoCerts – Escrow Document Services Embrey & Associates – Collection Assistance Embrey & Associates – Collection Assistance Company Services Elite Property Services, LLC Elite utilizes outsourcing to handle time consuming tasks with greater quality and price than could be had in-house. This contributes greatly to our ability to focus on pro-active professional management. Outourcing Partners

10 Elite Property Services requires the company and managers to adhere to the following operating rules designed to provide the greatest customer service for the association. Elite Property Services requires the company and managers to adhere to the following operating rules designed to provide the greatest customer service for the association. –Minutes and action items delivered to the Board within 24 hours of the meeting. –Financial Statements delivered to the board in the first 7 calendar days of the month. –Meeting reports delivered at least 7 days prior to the meeting. –Website updates within 48 hours of the meeting. –All calls returned within two hours. Company Services Elite Property Services, LLC Performance Rules

11 Company Profile Elite Property Services, LLC Location & Hours Mailing Address: Mailing Address: –Elite Property Services P.O. Box P.O. Box Irvine, CA Irvine, CA Physical Address: Physical Address: –600 Anton Blvd., 11th Floor Costa Mesa, CA Costa Mesa, CA Satellite Addresses: Satellite Addresses: –Wherever an internet signal is available. Office Hours: Office Hours: –Managers are available for emergencies directly through their cellular phones 24/7/365. Elite does not use an invasive and time consuming Answering Service. Elite does not use an invasive and time consuming Answering Service. –Managers are also the primary contact for all financial and escrow questions. –Physical Office is open from 9:00am to 5:00pm on normal business days.

12 Banking Banking Legal Counsel Legal Counsel Certified Public Accountants Certified Public Accountants Trade References Trade References Insurance Insurance Landscape Contractors Landscape Contractors Paving Contractors Paving Contractors Painting Contractors Painting Contractors General Contractors General Contractors Board Members Board Members References Elite Property Services, LLC

13 References Community Association Banc 1665 W. Alameda Dr. Tempe, AZ *Selina Humphries (480) Banks CDARS PO Box 867 Lake Forest, CA *Cyndi Koester (949) CPA Schonwit & Company 151 Kalmus Dr, #M-3A Costa Mesa, CA *Steve Schonwit (714) Harle, Janics & Kannen 575 Anton Blvd #460 Costa Mesa, CA *Jake Harle (714) Legal Hickey & Petchul LLP 114 Pacifica, Suite 340 Irvine, CA *David Hickey (949)

14 References Elite Property Services, LLC CincSystems 3075 Breckinridge Blvd., Ste. 425 Duluth, GA *Dawn Randall (678) Trade References Insurance Robco Insurance Services Rancho Viejo Rd. #103 San Juan Capistrano, CA *Greg Bowser (949) Optimal Outsource 7 Rancho Cr. Lake Forest, CA *Josh Minton (949) Embrey & Associates 2942 E. Chapman Ave. #326 Orange, CA *Carolyn Embrey (714) CondoCerts PO Box Phoenix, AZ *Chuck Balacy (480) LaBarre Oksnee Insurance 30 Enterprise, Ste. 180 Aliso Viejo, CA *Curt LaBarre (949) State Farm – Bob Sullivan th St., Ste. 103 Newport Beach, CA *Bob Sullivan (949)

15 References Elite Property Services, LLC Grants Landscape Services 3046 South Orange Ave. Santa Ana, CA *Kenny Grant / Jaime Pompa (714) Landscape Contractors Paving Contractors Oliver-Mahon Asphalt 182 Wells Place Costa Mesa, CA *Brent Mahon (949) Bemus Landscaping PO Box San Clemente, CA *Stuart Williams (888) AMS Paving Rose Ave Fontana, CA *Dale Pathe (909) Sanders Paving Stanford Ave., Ste. B Garden Grove, CA *Mike Piel (714)

16 References Elite Property Services, LLC Premier Painting Newhope #405 Fountain Valley, CA *Robert Black (714) Painting Contractors General Contractors CPR Construction 1415 E. McFadden Ave, Ste. G Santa Ana, CA *Darrell Conger (714) DL Bone 8561 Roland St., Ste. A Buena Park, CA *Kerry Elder (714) ICON Maintenance 807 W. 17 th St. Santa Ana, CA *Greg Moreno (714) Board Member References available upon request

17 Please visit our website for additional information: Please visit our website for additional information: Contact Mike Kubas: Contact Mike Kubas: Elite Property Services, LLC


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