Services are customized for Your Association. The list below is not all inclusive and may be added to or deleted from to better meet the needs of your Association. Contact us for your association needs.
Provide requested information to Owners, Realtors, Buyers, Title Companies and Lenders necessary to complete a sale.
Understanding of industry practices over a wide range of association topics as well as a working knowledge of Laws that govern community associations.
All records of the community, including meeting minutes, financial records, contracts, insurance policies etc., are kept and maintained electronically.
Coordinate ACC requests and approvals. Maintain a record of all ACC approvals for future reference.
Our helpful, knowledgeable and friendly staff is trained and cross-trained to better assist you. We quickly respond to Owners with all questions and resolve concerns.
As required by governing documents, maintain lists of Rentals, Pets and occupant Senior Status.
Each association has their own personalized website where governing documents, notices, newsletters, forms and financial statements are available. Owners can look up their account and pay dues online.
Assist Board in monitoring community, Maintenance Plan and Reserve Study Requirements. Solicit bids to standards desired.
Send letters, Notices, Mailings, Emails, Newsletters as directed by the Board. Mass emailing to save money.
Regular visits to the community to observe conditions, discover concerns and violations as determined by the board.
Coordinate and follow-up with service providers on work to be done, concerns and issues.
Prepare standardized bid requests for competitive bidding for Association contract services such as landscape maintenance, pool maintenance, clubhouse, etc.
Local staff member answers and responds to emergency phone calls day or night, 24/7, including holidays.
Send Notice to Members, prepare agendas, ballots and packet of information to enable a well organized Annual Membership Meeting at the direction of the Board.
Prepare Board Meeting agendas and packets of information to enable a well organized and productive Board Meeting at the direction of the Board.
Assist Board of Directors with interpretation and enforcement of CC&R’s, ByLaws, Resolutions, Rules & Regulations, etc.
Provide Association and Account information to Owners, Realtors, Title Companies, Lenders, and Potential Buyers during closing and/or refinance.
Assimilate and provide necessary financial documentation to community Tax Preparer for proper and timely Income Tax filing. Also, file annual corporation renewals.
Prepare draft operating budget 90 days prior to the beginning of each year for the Board to review and adopt.
Complete Financial Reports, including Bank Statements and Bank Statement Reconciliations are promptly emailed to every Board Member each month.
Two (2) board members approve all invoices and sign all checks electronically.
Highly effective collection process for ZERO delinquencies.
Owners may pay dues and fees via Check, Auto Debting, ACH or Credit Card.
Dues and fees are collected and processed daily at the Bank via a Lock Box system for rapid posting.
Your provided community website allows for easy access to Financials, Notices, Minutes, Governing Documents, Newsletters, etc. 24/7.
Quickly inform and/or remind all owners of community meetings, events, emergency situations, etc.
Board Members can view invoices. Two (2) board members approve invoices and sign checks electronically online.
Each Community has a Website and each Owner has an Online Account to view their account, make payments, report concerns, view governing documents, notices, newsletter, access forms, etc.