Services

What Summit manages.

Each property’s management agreement states what is included, who is responsible for each part of the work, and how it is reported to you. These are the services an agreement can include.

01 · 5 services

Day-to-day operations

Leasing coordination, rent roll administration, resident communication, maintenance and property visits, run as one organized process.

Rental planning & leasing coordination

We review unit condition, current leases, upcoming expirations and comparable rents so you can plan for vacancies and renewals before they arrive. Leasing coordination is carried out through licensed professionals, with the same applicant criteria applied to every applicant.

  • A lease and expiration calendar for every unit
  • Unit readiness checked before a vacancy is advertised
  • Approved marketing, showings, applications and lease documents coordinated through licensed professionals
  • Applicant criteria that follow applicable housing and screening rules

Rent roll & receivables administration

Within the scope of your agreement, we keep a current rent roll, record charges and receipts, and track outstanding balances. Payments are reconciled against each resident account and discrepancies are flagged for your review.

  • A current rent roll with renewal and expiration dates
  • Charges, receipts and balances reconciled every period
  • Follow-up on late balances documented
  • Disputed balances and possession matters referred to your attorney

Resident communication

Residents have one clear way to report maintenance, arrange access, ask routine questions and receive formal notices. Every issue is recorded with a responsible person and a current status, and you see the matters that affect cost, safety or the tenancy.

  • One contact method for requests, access and notices
  • Every request logged with a responsible person and a status
  • Residents kept informed when a repair needs scheduling or further work
  • Matters affecting cost, safety or the tenancy raised with you

Maintenance & repair coordination

We receive requests, assess their urgency, get your approval when it is required and coordinate access with suitable service providers. Each job is tracked from request to completion, with the estimate, approval, invoice and photographs kept together.

  • Urgency assessed on every request
  • Your approval obtained for work above agreed limits
  • Recurring maintenance scheduled around the building’s equipment and condition
  • One record per job: estimate, approval, invoice and photographs

Property visits & turnover oversight

Visits follow a schedule set for the property and the scope of management. Each visit records visible conditions, recurring problems and the follow-up actions they need.

  • A visit schedule agreed for each property
  • Written notes on conditions and follow-up actions
  • Move-in and move-out condition records, keys and access devices
  • Approved turnover work coordinated between residents

A management visit is an operating record. Specialized inspections and technical assessments are carried out by qualified professionals.

02 · 3 services

Financial oversight

Property-level records, a monthly owner package and budgets that separate routine costs from larger improvements.

Property accounting & spending records

Each property has its own record of authorized receipts and expenses, supported by source documents. Invoices are matched to approved work, and unusual charges or discrepancies are flagged for review.

  • A property-level ledger backed by source documents
  • Invoices matched to the work you approved
  • Unusual charges and discrepancies flagged
  • Account ownership, signing authority and permitted transfers set out in writing, with owner funds kept separate from Summit’s operating money

Owner reporting

A monthly owner package explains the property’s cash activity and outstanding obligations in language you can use. The delivery schedule is set in your management agreement.

  • Income and expenses, with material changes explained
  • Rent roll, balances due and upcoming expirations
  • Open work, completed work and decisions awaiting you
  • Upcoming filings, inspections, renewals and planned maintenance

Budgets & maintenance planning

We prepare an operating budget from the rent roll, recurring contracts, past spending and known property needs, and separate routine expenses from larger improvements. Upcoming replacements are identified early so you can plan funding before a major expense becomes urgent.

  • An operating budget prepared for your approval
  • Routine expenses separated from capital items
  • Upcoming replacements and cash needs identified in advance
  • Every rent, cost or income assumption stated plainly

03 · 3 services

Compliance & projects

A compliance calendar built for the specific property, coordination of capital projects, and organized insurance and incident records.

Property-specific compliance coordination

Compliance starts with identifying the obligations that apply to your particular property. We keep a calendar of known filings, inspections, notices, renewals and corrective actions, assign responsibility for each item, and keep evidence of submission or completion.

  • A calendar of filings, inspections, renewals and corrective actions
  • For New York City properties, HPD registration reviewed for the building; where units are rent stabilized, HCR registration and records reviewed as a separate matter
  • Nassau and Suffolk requirements reviewed for the property’s own jurisdiction, not assumed from New York City rules
  • Building inspections, permit records, agency correspondence and violation responses coordinated

Technical conclusions and legal interpretations come from the appropriate licensed professionals.

Capital project coordination

For projects you authorize separately, we help define the scope, gather comparable proposals where practical, organize your approvals, and track schedule, cost and progress.

  • Scope written down before proposals are requested
  • Comparable proposals gathered where practical
  • Change orders and payment requests documented
  • Engineers, architects and contractors remain responsible for their own professional work, filings and certifications

Insurance & incident administration

Within the agreed scope, we organize policy information, vendor insurance records, incident documentation and renewal dates, and share information with your broker, insurer and attorney.

  • Policy details and renewal dates kept on the compliance calendar
  • Vendor insurance certificates kept on file
  • Incidents documented when they occur
  • Coverage recommendations and claim decisions left to your broker and insurer

Scope

What sits outside management.

  • Repair and vendor costs are separate from the management fee unless your agreement states otherwise.
  • Legal action, including evictions and disputed balances, is handled by your attorney.
  • Specialized inspections, engineering and architecture are performed by qualified professionals.
  • Coverage advice and claim decisions come from your insurance broker and insurer.
  • Compliance coordination is not a guarantee that a property is free of violations or future liability.

Start with a property review.

Tell us about the property. We will talk it through with you and follow up with a written proposal.

Request a property review (929) 624-7777