Our Approach
A structured, disciplined methodology that ensures clarity, consistency, and results at every stage of engagement.
From Inquiry to Ongoing Support
Our engagement process is designed to be transparent, efficient, and tailored to your specific needs.
Initial Inquiry
Every engagement begins with a confidential conversation. We take time to understand your situation, objectives, and any specific concerns. This initial discussion helps us determine whether our services are a good fit for your needs and allows you to learn more about how we work.
What to expect: A 30-45 minute conversation via phone or video conference to discuss your property situation and explore potential areas of collaboration.
Scope Definition
Once we've established mutual interest, we work together to define the specific scope of engagement. This includes identifying deliverables, establishing timelines, clarifying responsibilities, and agreeing on communication protocols.
What to expect: A detailed engagement letter outlining services, responsibilities, fees, and terms—ensuring complete clarity before work begins.
Review & Documentation
We conduct a thorough review of your property, documentation, and operational history. This phase involves gathering information, analyzing records, assessing conditions, and identifying any areas requiring attention.
What to expect: Requests for relevant documentation, possible property visits, and regular updates as we compile our findings.
Recommendations & Planning
Based on our review, we develop actionable recommendations tailored to your specific situation. We present findings clearly, explain options, and work with you to develop an operational plan that aligns with your objectives.
What to expect: A comprehensive report with findings, recommendations, and a proposed action plan for discussion and refinement.
Ongoing Oversight
For clients requiring continuous support, we provide ongoing oversight and management services. This includes regular monitoring, periodic reporting, and responsive support for operational matters as they arise.
What to expect: Regular check-ins, periodic reports, and a dedicated point of contact for ongoing property matters.
What We Need From You
To ensure an efficient engagement, we typically request the following information at the outset.
Property Documentation
Deeds, title reports, surveys, and any existing legal documents related to the property.
Operational History
Records of past maintenance, repairs, tenant interactions, and any ongoing operational matters.
Financial Records
Tax records, insurance policies, and any relevant financial documentation for the property.
Your Objectives
A clear understanding of your goals, concerns, and expectations for the engagement.
Don't worry if you don't have all documents readily available—we can help you identify and obtain necessary records as part of our engagement.
Confidentiality Is Paramount
At Ellsworth San Mateo LLC, we understand that real estate matters are inherently sensitive. Every piece of information shared with us—from property details to personal objectives—is treated with the utmost discretion.
Our confidentiality practices include secure document handling, restricted information access, and clear protocols for all communications. We do not share client information with third parties without explicit authorization.
Our Confidentiality Standards
- ✓ Secure document storage and transmission
- ✓ Need-to-know information access
- ✓ No third-party disclosure without consent
- ✓ Professional communication protocols
- ✓ Client information never used for marketing
Start the Conversation
Ready to discuss your real estate needs? We welcome the opportunity to learn more about your situation.
Contact Us