Scope Of Services
Client Services
01 / Scope Of Services
Management Portfolio & Unit Mix

Maintenance & Operational Efficiency
- 01Tenant Relations
- 0224 hour customer care
- 03Rent/Maintenance Collection
- 04Coordinate maintenance requests from tenants
- 05Organize general maintenance and labor
- 06Maintenance Contracts
- 07Maintenance staff performance reviews and education
- 08Volume discounts on general supplies and hardware
- 09Elevator and boiler efficiency testing and inspection
- 10Expedite job completion times
Lower Utility Rates
- 01Save up to 13% on electricity and gas – Energy aggregation purchase program.
Contract Optimization
- 01Competitive Insurance Pricing/Terms
- 02Superior Rates on Banking Service
- 03Discount Tax Certiorari Services
Seamless Online Maintenance Tracking
- 01Tenants submit support requests from any device to easily include images.
- 02Payment and bill automatically posted to ledger
- 03Manage inventory and post inspections
Management Software — Tenant Portal
- 01Secure – Online payments are more secure than mailing a check.
- 02Convenient – Easily view your balance, and make payments online using your preferred method.
- 03Effortless – Set up automatic payments and never worry about paying late fees.
- 04Fast – Quickly file and track maintenance requests directly through the Online Portal.
- 05Up to date – Keep your contact information and insurance details current with your property manager.
Owner Portal
- 01Easily access financial information/collections in real time from any device
- 02Save all records online in the cloud
- 03Submit / Check On a Maintenance Request
- 04Association Board Approvals
Project Management
- 01Purchasing Oversight
- 02Cost-Savings Analysis
- 03Frequent Check-Ins
Compliance and Filings
- 01Violation resolution and certification
- 02Reduced fees on dues and Local Law commissioning services
- 03Property registration, permit renewals
Legal Action
- 01Engage tenants while maintaining all compliance standards to manage eviction cases.
- 02Favorable terms from Attorney services
Leasing & Marketing
- 01Superior rates with brokerage to procure tenants for rentals.
- 02Online lease and renewal process
- 03Minimize time between move in/outs
- 04Marketing signage, newspapers posts
- 05Online features – Search engine optimization.
Real estate brokerage and tenant-procurement services are provided through J M Weber Real Estate Inc
Cost Savings on Contracts
- 01Competitive Insurance Pricing/Terms
- 02Superior Rates on Banking Service
- 03Discount Tax Certiorari Services
- 04Workers Comp discounts and Dividends
02 / Scope Of Services
Financial Services

Operating Budget
- 01Operating Budget Model forecasts income/costs with a 30+ year outlook. Automatically factor in rate increases/reductions and amortize debt over time. Create various capital structures to insightfully forecast performance.
- 02Yearly comparisons and data analysis
- 03Track an asset's success and viability.
- 04Prepare and present the annual operating budget to landlords before the year starts.
Monthly Financial Report (Owner's Portal – Customize Reporting Parameters)
- 01Balance Sheet
- 02Monthly income and expense statement
- 03Cash Flow
- 04Accounts Payable report
- 05Charge detail
- 06Expense Distribution
- 07Tenant receivables and prepaid report
- 08Copy of monthly bank statements with bank reconciliations
Insure and Allocate Reserves
- 01Distinguish and account for capital reserves, revenue reserves, and replacement reserves.
- 02Reserves 70 percent funded or more.
- 03Reserve rate calculations based on historical data analytics and all projected expenses related to major repairs and replacements expected in the future.
- 04Banking and Insurance Partners leverage financial products to help build capital.
Accounts Payable & Accounts Receivable
- 01Receivables are direct to bank, or via remote systems
- 02Automatically send past due invoices for missed rent to tenants
- 03Manage timing differences between collections and accruals
- 04Inform vendors of any changes required in their invoice submission
- 05Month-end close for accounts payable. Checks trials and runs finals of the outstanding checks.
- 06Upload appropriate documents into AppFolio (service tickets/contracts/other).
Assumed Increases for Costs, Payroll, etc — Changes in Operating Expense Growth Rate Calculated by Weighing
- 01Historical property data and trends
- 02Inflation & price indexes tracking overall real estate operating costs
- 03Expected gradual increases to dues, subscriptions and taxes
- 04Forecast tax and insurance premiums.
Annual Increases Associated with Payroll
- 01Employer portion of Social Security tax
- 02Employer portion of Medicare tax
- 03State unemployment tax
- 04Federal unemployment tax
- 05Worker compensation insurance
- 06Employer portion of insurance (health, dental, vision, life, disability).

Maintenance & Operational Efficiency
- 01Tenant Relations
- 0224 hour customer care
- 03Rent/Maintenance Collection
- 04Coordinate maintenance requests from tenants
- 05Organize general maintenance and labor
- 06Maintenance Contracts
- 07Maintenance staff performance reviews and education
- 08Volume discounts on general supplies and hardware
- 09Elevator and boiler efficiency testing and inspection
- 10Expedite job completion times
Lower Utility Rates
- 01Save up to 13% on electricity and gas – Energy aggregation purchase program.
Contract Optimization
- 01Competitive Insurance Pricing/Terms
- 02Superior Rates on Banking Service
- 03Discount Tax Certiorari Services
Seamless Online Maintenance Tracking
- 01Tenants submit support requests from any device to easily include images.
- 02Payment and bill automatically posted to ledger
- 03Manage inventory and post inspections
Management Software — Tenant Portal
- 01Secure – Online payments are more secure than mailing a check.
- 02Convenient – Easily view your balance, and make payments online using your preferred method.
- 03Effortless – Set up automatic payments and never worry about paying late fees.
- 04Fast – Quickly file and track maintenance requests directly through the Online Portal.
- 05Up to date – Keep your contact information and insurance details current with your property manager.
Owner Portal
- 01Easily access financial information/collections in real time from any device
- 02Save all records online in the cloud
- 03Submit / Check On a Maintenance Request
- 04Association Board Approvals
Project Management
- 01Purchasing Oversight
- 02Cost-Savings Analysis
- 03Frequent Check-Ins
Compliance and Filings
- 01Violation resolution and certification
- 02Reduced fees on dues and Local Law commissioning services
- 03Property registration, permit renewals
Legal Action
- 01Engage tenants while maintaining all compliance standards to manage eviction cases.
- 02Favorable terms from Attorney services
Leasing & Marketing
- 01Superior rates with brokerage to procure tenants for rentals.
- 02Online lease and renewal process
- 03Minimize time between move in/outs
- 04Marketing signage, newspapers posts
- 05Online features – Search engine optimization.
Real estate brokerage and tenant-procurement services are provided through J M Weber Real Estate Inc
Cost Savings on Contracts
- 01Competitive Insurance Pricing/Terms
- 02Superior Rates on Banking Service
- 03Discount Tax Certiorari Services
- 04Workers Comp discounts and Dividends