T
hank you for your interest in our services and for contacting us about additional information.
Enclosed you will find our management package which should provide you with all the
information you need to make an informed decision about our company.
CBE Property Management is a family owned and operated company that works in conjunction with
our residential real estate company, Coldwell Banker Excellence, to manage single family, condominiums
and multi-unit properties throughout Southern California.
As a full service property management company we offer a complete menu of property management
services. You will find the cost of our services to be surprisingly affordable and there is only one monthly
fee and no hidden costs.
We know that your rental property is an important part of your investment portfolio, so we have a
team of professionals on staff to assist with the management of this important asset. We have Leasing
Specialists, Property Managers, Accounting Professionals and a large selection vendors on hand to make
certain your experience with us is a positive one.
Here is what you can expect from CBE Property Management:
n Maximize Cash Flow: We use our expertise as a full service real estate company to obtain the highest
rent the market will bear and our marketing channels to reach the highest number of prospective
renters.
n Minimize Expenses: We have a network of vendors and contractors that charge us less because of the
volume of business we do with them and we pass those savings on to you.
n Obtain and Retain Good Tenants: Satisfied owners have tenants that pay on time. We have a system
to secure better tenants and have your property on the market for the shortest period of time.
n Protect Your Investment: We abide by the letter of the law and keep abreast of the complex rental
laws. In the case a tenant does not pay as agreed, they will be removed in compliance with all
state laws.
n Be the Point People: Perhaps one of the most valuable services we offer is to be your representative for
all matters relating to your property. We interact with the tenants for all matters allowing you time to
enjoy yourself.
Please review the management package and call us at (714) 529-1988 if you have any questions. You
can also find additional information at our website, http://cbepropertymanagement.com. We look
forward to being of service to you and hearing from you in the immediate future.
Best regards,
CBE Property Management
Better Tenants & Satisfied Owners
Application Procedures, Requirements and Disclosures
1. Each applicant should have acceptable credit which will be verified through a credit reporting agency.
We will require FICO scores. An adverse report such as delinquent accounts, unpaid judgments or prior
evictions may disqualify your application. Any unusual or extraordinary circumstances should be
explained in a cover letter in order to be taken in consideration.
2. Applicant’s employment and/or other sources or income will be verified. The most common way to
do this is with a copy of your most recent paystub. If self-employed, we may require a year-to-date profit
and loss or previous year’s tax returns. Length of employment, stability of pay, and type of work may be
a factor in our consideration. We prefer a collective gross income that is three time the amount of the
monthly rent. The amount of outstanding debts and the total monthly obligation of those debts will
also be factor taken into consideration.
3. We require the contact information of your current and prior landlords. Any prior eviction, failure to
pay rent or notices to vacate actions may disqualify the applicant.
4.Additional factors that may be taken into consideration include stability of residence history, frequency
of moves, history of violent behavior and any criminal convictions for violent crimes.
5. We allow co-signers and guarantors. Each guarantor much complete an application and acknowledge
that they will be subject to the payment of any financial deficiencies incurred by the occupant.
6. Each applicant must provide a copy of his or her driver’s license.
7. There is a $35 credit check per person if the applicant does not provide their own credit report that
meets the standard of our organization. The fee is $20 for the credit report for each applicant. Only
one credit report is required if the applicants are married. There is a $15 fee for CBE Property
Management to process and review your application. This is non-refundable. If you provide an application and credit from another organization that is complete and current, there will be no fee.
8. Payment of the Security Deposit and First Month’s rent must be in the form of a cashier’s check or
money order drawn from a local California Bank. There are no exceptions.
Thank you.
California Department of Real Estate (DRE) License Number: 00983521
Please visit us on the web at http://cbepropertymanagement.com
TABLE OF CONTENTS
Table of Contents
MANAGEMENT SERVICES..................................................................................................2
COMPARE YOU PROPERTY MANAGEMENT COMPANY ......................................................5
FREQUENTLY ASKED QUESTIONS.......................................................................................6
NEW CLIENT APPLICATION (6 Pages) .................................................................................7
NEW CLIENT ASSOCIATION FORM (2 Pages) ...................................................................13
INSURANCE INFORMATION .............................................................................................15
REFERENCES AND SATISFIED CLIENTS .............................................................................16
OUR APPROVED VENDOR LIST.........................................................................................17
1
OurCBE Property Management Services
Our CBE Property Management Services
The 5-Step Investment Property Certification Plan
n Market Evaluation – We review current market conditions and perform a full market analysis
to position your property effectively.
n Property Assessment – We conduct a thorough assessment of your rental and make
recommendations for making the property more marketable.
n Clean & Show – We transfer all utilities into our name in order to make the transition to a
new tenant seamless and easy.
n Vendor Coordination – We have multiple bids made on any work to be performed and
monitor the work that is done.
n Quality Inspection – Prior to the property going on the market, we will conduct a final quality
inspection and address any items not completed to our standards.
Aggressive Property Marketing
n Marketing: Since we are also a full service real estate company, we have every marketing tool
at our disposal to give your property exposure to the widest audience possible. Some of the
channels we use:
• SoCal MLS
• Rent.com
• Craigslist
• Pennysaver
n Showings: We pursue all leads and inquiries promptly whether online, by phone or in person.
We will schedule showings, meet prospective tenants or agents, and greet potential tenants in
person weekdays, weekends or evenings.
The “Better Tenant System”
n After 20 years of managing income properties, we have made the following discovery: better
tenants make more satisfied owners. To find and keep these tenants, we have developed a
“Better Tenant System”. The five principles of this system:
• Throw a Wide Net – Attract the greatest number of potential clients.
• Consider Credible Credit – Use common sense to decipher acceptable credit.
• Find Positive Cash Flow – Determine the capacity of a tenant to pay the proposed lease.
• What’s the Story? – Why is the tenant seeking to lease your property?
• Keep to the Contract – Let them know, we keep to the letter
of the contract.
2
OurCBE Property Management Services
Contract Execution
n Once we have secured the best possible tenant, we will execute a rental contract. You first
approve this contract before it is forwarded to the tenant for signatures. Our contracts are
approved and authorized by the California Association of Realtors and are “bullet proof” in a
court of law.
Tenant Coordination
n Before Move-in: Once contracts are signed and there is an agreed upon move-in date, we will
coordinate that event. We collect the first month’s rent and security deposit with cashiers
check.
n At Move-in: We jointly conduct a walk-through with the tenant and mutually agree upon the
condition of the property. It will be documented with digital photography and a 5-page Move
In/Move Out Condition form. Keys, remote controls and association information (if applicable)
are distributed to the tenants at this time.
n After Move-in: We assist the tenant with paying on-line and the best way to contact us in the
case of an emergency. We also assist with the transfer of all utilities.
Lease Collection & Disbursement
n We collect the rent per the terms of the agreement and disburse the rental proceeds in the
manner instructed by you on a monthly basis.
n In the event the tenant does not pay on time, we serve the “3 Day Notice to Quit or Pay Rent”.
n If the tenant does not pay the rent in the contractual time, we coordinate the unlawful detainer
action to remove your tenant using the eviction experts at our disposal.
Expense Management
n We pay the monthly bills you assign to us and deduct any expenses associated with the upkeep
and maintenance. For any expense in excess of $250, we will secure 2 bids for service.
n We continually look for vendors willing to do the same work for less money without sacrificing
quality.
Annual Inspection
n At least once a year, someone from our company will inspect your property with the tenant in
attendance. We wish to accomplish the following with this inspection:
• Make certain there are not additional tenants at the property who are not on the lease, or
pets now at the property not agreed to in the lease.
• Ask about issues the tenant may not have disclosed.
• Look for opportunities of preventative maintenance.
3
OurCBE Property Management Services
Accurate Accounting
n With your monthly proceeds check you will receive a monthly accounting statement detailing
any distributions.
n We will provide you with a year-end accounting summary or your account and 1099’s.
Ongoing Property Maintenance
n We provide our tenants with 24 hour contact information.
n We reduce the cost of repairs and maintenance due to our extensive
network of contractors, vendors and handymen.
n We make recommendations that will not only improve the value of
your rental, but also the value of your property should you decide
to sell in the future.
4
Compare Us to the Competition
Compare Your Property Management Company
There are a number of property management companies who would be glad to assist you. How
do you compare them? Use the following checklist to compare any other property management
company with CBE Property Management.
PARTIAL LIST OF SERVICES
THEM
US
MARKETING BY A NATIONAL REAL ESTATE COMPANY
4
THE “BETTER TENANT SYSTEM”
4
ON-LINE TENANT PAYMENT AND LANDLORD PROCEEDS
DISTRIBUTION
4
ALL PAYMENTS COLLECTED AND BILLS PAID
4
PREPARATION OF VACANCIES
4
COMPLETE MAINTENANCE AND REPAIR SERVICE
4
MONTHLY ACCOUNTING FOR EVERY PROPERTY
4
SPANISH, CHINESE, VIETNAMESE & ENGLISH SPOKEN
4
24 HOUR PAGING SERVICE
4
How do we compare? If the competition falls short, give us a call at (714) 529-1988.
5
FAQs
FAQs – Frequently Asked Questions by New Clients
Allowing a third party to manage your investment property may create some anxiety and questions. Here are some questions that are frequently asked of us by new clients. Of course if you
have questions that are not addressed below, please feel free to contact us at (714) 529-1988.
Q: Who does the actual marketing of my
property?
Q: Who determines how much to ask for
the rent?
A: Our sister company, Coldwell Banker
Excellence will be the responsible broker
for the marketing of your property.
Coldwell Banker Excellence is a full service
real estate brokerage with all the tools
and marketing expertise.
A: We will recommend an asking price for
your property, and use our marketing
skills, real estate experience and a rental
analysis to determine a price. Ultimately
though, the rental market itself decides
the monthly rent with the interest and
offers from prospective tenants.
Q: Who pays for the marketing of my
property?
A: There is no cost to the owner for the
marketing of the property. We pay for signage, MLS, and various internet
services. If you agree, you may pay another agent who brings a tenant through a
“fee” service such as the MLS.
Q: What does it cost to put my property
up for lease?
A: It costs nothing. We are paid a percentage of the monthly lease payment once
we have secured a tenant.
Q: What is typically involved in preparing
a property to be rented?
A: Tenants expect all major systems to be
operating condition, all health and safety
issues to be addressed, and the property
to be ‘move-in’ ready. This may include
painting, carpet cleaning, interior cleaning
and minor repairs.
Q: Is there a cost to process the tenant’s
application and draw up the lease?
A: No there is no additional cost. This is part
of our service.
Q: How are the tenants selected?
A: We use our “Better Tenant System” which
uses a screening process that analyzes
credit, income, rental history and most
importantly, we listen to their “story”.
Q: Who pays for repairs and maintenance
during the tenant’s stay?
A: The owner typically pays for all maintenance and repairs. For any repairs under
$250, we pay these immediately. Any
repairs over this amount must be
approved by you and we must obtain a
minimum of two bids.
Q: Are management fees deductible on
my tax returns?
A: Check with your tax expert, but generally
our fee is tax deductible.
6
NEW CLIENT
MANAGEMENT
APPLICATION
7
CLIENT INFORMATION
LAST NAME
DATE OF BIRTH
FIRST NAME
DRIVER’S LICENSE NO.
STATE
SOCIAL SECURITY NUMBER
CITY
PRESENT ADDRESS
HOME PHONE
MIDDLE NAME
STATE
WORK PHONE
ZIP CODE
CELL PHONE
EMAIL ADDRESS
SPOUSE / PARTNER INFORMATION
LAST NAME
DATE OF BIRTH
PRESENT ADDRESS
HOME PHONE
FIRST NAME
DRIVER’S LICENSE NO.
MIDDLE NAME
STATE
SOCIAL SECURITY NUMBER
STATE
CITY
WORK PHONE
ZIP CODE
CELL PHONE
EMAIL ADDRESS
MONTHLY ACCOUNT STATEMENT
Please mail a paper copy of my statement to the following street address:
STREET ADDRESS:
NOTE: If you have an investment partner(s) who requires a separate monthly property statement and is entitled to receive a portion
of the owner proceeds, please check this box and fill out separate forms for each partner.
OWNER WITHDRAW OPTIONS
If it is necessary for you to receive your owner proceeds as early as possible, we will make a special effort to do so. However, please understand that
California law requires that we must receive the rent check(s) and wait a few days to ensure that the tenant's check(s) has cleared before we can
issue your owner proceeds. We do our best to issue and mail owner proceeds depending on the needs of the individual owners.
If you wish, we can send your owner proceeds directly to your bank (this can save you time and effort.)
NO, do not send owner proceeds to my bank. Send them to the address above.
YES, please send owner proceeds to my bank (fill in the blanks below).
NA ME OF YOUR B A NK
B RA NCH OR A DDRESS
A CCOUNT NUMB ER
NOTE: If in the future there are any changes in the information on this completed form, please notify CBE Property Management in writing as
soon as possible. THANK YOU.
Page 1 of 6
NEW CLIENT MANAGEMENT APPLICATION
DISBURSEMENT INFORMATION
CBE Property Management will pay your reoccurring bills on your behalf. Below is a list of the most common of these bills. Please review each
item and indicate whether you want to pay the bill yourself or prefer CBE Property Management pay the bill on your behalf.
1. MORTGAGE PAYMENT
Owner will continue to pay himself.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
LOAN NUMBER
2. SECOND TRUST DEEDS PAYMENT
Owner will continue to pay himself.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
LOAN NUMBER
3. PROPERTY TAX PAYMENTS
Owner will continue to pay himself.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
LOAN NUMBER
$______________________________
1st installment is due on the 1st day of November ---1st installment is late after the 10th of December.
$______________________________
2nd installment is due on the 1st day of February --- 2nd installment is late after the 10th of April.
4. INSURANCE PREMIUMS
Owner will continue to pay himself.
CBE Property Management will pay on owner's behalf from funds in the trust account.
NAME OF AGENCY
PAYMENT ADDRESS
PAYMENT AMOUNT
NEXT PREMIUM DATE
INSURANCE POLICY NUMBER
5. HOMEOWNER DUES
Owner will continue to pay himself.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT A MOUNT
PAYMENT DUE DATE
Page 2 of 6
8
NEW CLIENT MANAGEMENT APPLICATION
6. GARDEN OR POOL SERVICE
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT A MOUNT
PAYMENT DUE DATE
7. UTILITIES: WATER
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
ACCOUNT NUMBER
8. UTILITIES: ELECTRICITY
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
ACCOUNT NUMBER
9. UTILITIES: GAS
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
ACCOUNT NUMBER
10. UTILITIES: TRASH BIN
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
ACCOUNT NUMBER
11. OTHER:
Owner will continue to pay himself.
Tenant pays.
CBE Property Management will pay on owner's behalf from funds in the trust account.
PAYMENT ADDRESS
PAYMENT AMOUNT
PAYMENT DUE DATE
Page 3 of 6
ACCOUNT NUMBER
9
10
NEW CLIENT MANAGEMENT APPLICATION
DISBURSEMENT
INFORMATION
RENTAL PROPERTY
INFORMATION
RENTAL ADDRESS
STATE
CITY
ZIP CODE
CROSS STREETS
TYPE
Single Family Residence
Condo
Attached
Is this property attached or detached?
How many stories is this home / unit?
1
Is the unit located upstairs or downstairs?
Duplex
Other:
Detached
2
3
Downstairs
YEAR BUILT
SQUARE FEET
Townhome
Upstairs
LOT SIZE?
Is the rental located in a gated community?
Yes
SCHOOL DISTRICT
No
GARAGE / PARKING INFORMATION
Is there a garage?
Yes
No
Is the garage attached?
Is there a carport?
What size garage?
Yes
Yes
No
No
Are there any assigned spaces?
1-car
2-car
3-car
Are there any remote openers?
Is the carport covered?
Yes
No
Yes
Yes
4-car
No
No
If so, how many?
Is there RV parking?
How many?
Are they covered?
Yes
No
Yes
No
Additional parking information:
ROOMS
BEDROOMS:
TOTAL BATHS:
1
2
1
DINING INFO:
Check all that apply
3
2
4
3
Dining room
ADDITIONAL ROOMS:
Check all that apply
5
4
LIVING ROOM:
FULL BATHS:
Yes
No
3/4 BATHS:
Formal dining room
KITCHEN:
Yes
1/2 BATHS:
Kitchen/dining combo
No
1/4 BATHS:
Breakfast nook
Family room
Den
Bonus room
Great room
Loft
Sitting room
Sunroom
Other:
Refrigerator
Dishwasher
Range Oven
Microwave
Garbage disposal
Island
Counter/bar
Office
KITCHEN
KITCHEN INFO:
Check all that apply
Who is responsible for maintaining the kitchen appliances?
Owner
Is the range gas or electric?
Trash compactor
Gas
Electric
Granite countertops
Tenant
Additional kitchen information:
OUTDOOR AREAS
Please indicate which outdoor area(s) the property has:
Backyard
Is the backyard fenced?
Patio
Yes
No
Balcony
Is the patio covered?
Page 4 of 6
Yes
No
11
NEW CLIENT MANAGEMENT APPLICATION
AMENITIES
FIREPLACE:
Yes
No
TYPE:
Gas
WASHER & DRYER HOOK-UPS:
Yes
No
WASHER & DRYER IN UNIT:
Yes
No
Is there a community laundry room?
SWIMMING POOL:
SPA / JACUZZI:
Yes
No
No
ADDITIONAL AMENITIES:
Check all that apply
Wood burning
LOCATION:
LOCATION:
TYPE:
Gas
Owner
Who is responsible for maintaining the washer/dryer?
Yes
Yes
Electric
Electric
Tenant
No
Is this a private pool located at a single family residence?
Yes
No
Is this a private spa located at a single family residence?
Yes
No
Tennis court
Clubhouse
Fitness center
Gym
BBQ
Laundry facilities
Golf course
Business center
Playground
Lake
FLOORING
Check all that apply
Carpet
Location:
Vinyl tile
Location:
Wood flooring
Location:
Pergo
Location:
Ceramic tile
Location:
Other:
Location:
COOLING / HEATING
COOLING
Central
Air conditioner wall unit
HEATING
Central
Forced air
Other:
YES
Does the home have any ceiling fans?
Other:
NO
If so, how many?
LEASING INFORMATION
Is this property currently available for lease?
YES
LEASE TERMS:
NO
12 month
6 month
Month-to-month
Other:
What day is the property available for showing?
What day is the property available for move-in?
MONTHLY RENT:
$
Are any pets allowed?
What size dog is allowed?
DATE:
/
/
DATE:
/
/
Is smoking allowed?
SECURITY DEPOSIT:
YES
NO
Any size
What type is allowed?
Medium Dog
$
PET DEPOSIT:
Dog
Small dog
Additional pet info:
Page 5 of 6
Cat
YES
NO
$
How many are allowed?
Must the dog remain outdoors only?
YES
NO
NEW CLIENT MANAGEMENT APPLICATION
PROPERTY DESCRIPTION
Please use the area below to highlight any special features or details of your property. This description will be help us advertise your property when it is
available for rent.
SPECIAL INSTRUCTIONS
Please use the area below to tell us about anything you feel might be important, so that we will be better able to manage your property.
FOR PPM OFFICE USE ONLY
SHOWING INFORMATION
Property Manager: Please fill out the showing information below.
Is this property currently vacant?
YES
NO
What day is the property available for showing?
DATE:
/
/
What day is the property available for move-in?
DATE:
/
/
SHOWING INSTRUCTIONS:
DRIVING DIRECTIONS:
Page 6 of 6
12
NEW CLIENT
ASSOCIATION
INFORMATION FORM
13
CLIENT INFORMATION
LAST NAME
FIRST NAME
PRESENT ADDRESS
MIDDLE NAME
STATE
CITY
WORK PHONE
HOME PHONE
ZIP CODE
CELL PHONE
SPOUSE / PARTNER INFORMATION
LAST NAME
FIRST NAME
PRESENT ADDRESS
MIDDLE NAME
STATE
CITY
WORK PHONE
HOME PHONE
ZIP CODE
CELL PHONE
1. ASSOCIATION INFORMATION
ASSOCIATION NAME
NAME OF MANAGEMENT COMPANY FOR ASSOCIATION
CITY
ADDRESS
STATE
PHONE NUMB ER
FA X NUMB ER
ACCOUNT NUMBER
MONTHLY MAINTENANCE FEES
CONTACT PERSON
PHONE NUMBER
ZIP CODE
UTILITIES INCLUDED IN ASSOCIATION DUES (check all boxes that apply)
Water
Electric
Trash
Cable
Gas
Other:__________________________________________________________________
SERVICES PROVIDED BY ASSOCIATION
Gardening Service
Front only
Other (specify):
Roof Repair
Other:__________________________________________________________________
Plumbing
Other:__________________________________________________________________
AMENITIES / SERVICES PROVIDED BY ASSOCIATION
Pool
Tennis
Other:___________________________
Spa
Ball courts
Other:___________________________
Clubhouse
Tot lots
Other:___________________________
Page 1 of 2
NEW CLIENT ASSOCIATION INFORMATION FORM
14
HOME OWNER
INSURANCE
VERIFICATION FORM
15
TABLE OF CONTENTS
References and Satisfied Clients
At CBE Property Management we take pride in the high level of service we provide to
our clients. We are prompt with inquires, courteous with tenants, and a professional
organization with regards to property management. Please feel free to contact the
following individuals and ask them about their experience with us:
Fiona Zhen
Placentia, CA
(714) 606-3778
Single family residence in Placentia
Diep Le
Seattle, WA
(623) 224-8649
Single family residence in Yorba Linda
Graham Juby
Irvine, CA
(949) 653-6203
Condominium in Laguna Niguel
Susan Johnson
Huntington Beach, CA
(714) 343-5342
Single family residence in Corona
Single family residence in Yorba Linda
Sam Hernandez
Laguna Niguel, CA
(949) 499-4342
Single family residence in Placentia
Michael & Julie Cwynar
Coto de Caza, CA
(714) 474-6822
Townhouse in Tustin
Roberta Gingold
Upland, CA
(909) 908-6850
Townhouse in Anaheim Hills
Kim Hayes
San Antonio, TX
(714) 822-6037
Single family home in Placentia
Many more references can be provided upon request.
16
TABLE OF CONTENTS
Our Approved Vendor List
NAME OF COMPANY / OWNER
SERVICE OFFERED
ADS Construction
Skip Schipsi
General Contractor
Licensed Construction
Duck’s Painting
Kevin Hwang
Exterior/Interior Painting
Acoustic Ceiling Removal
Quality First Painting
James Han
Exterior/Interior Painting
Acoustic Ceiling Removal
Approved Air Conditioning
Jeff Anastasi
Air Conditioning & Heating
Repair/Replacement
Overall Carpet Cleaning
Ku Pham
Carpet Cleaning/Repair & Coloration
Sterling Carpet
Dan Mandel
Carpet/Flooring
Krieger Electric
Jim Krieger
Licensed Electrician
Handyman
Gary Callaway
General Construction
Handyman
Wade Ewing
General Construction
Law Firm of Mark Von Esch
Mark Von Esch
Tenant Eviction
Starcourse Roofing
Brad Faubert
Roof Repair/Replacement
Johnson Plumbing
Cliff Johnson
Plumbing
This is a only a partial list of our preferred vendors.
17