HOA Management Services
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.
Resale Information
Provide requested information to Owners, Realtors, Buyers, Title Companies and Lenders necessary to complete a sale.
Expertise
Understanding of industry practices over a wide range of association topics as well as a working knowledge of Laws that govern community associations.
Records Retention
All records of the community, including meeting minutes, financial records, contracts, insurance policies etc., are kept and maintained electronically.
Architectural Control ACC
Coordinate ACC requests and approvals. Maintain a record of all ACC approvals for future reference.
Homeowner Issues
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.
Rental, Pet and Senior Registration
As required by governing documents, maintain lists of Rentals, Pets and occupant Senior Status.
Association Website
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.
Maintenance Plan Reserve Study
Assist Board in monitoring community, Maintenance Plan and Reserve Study Requirements. Solicit bids to standards desired.
Communication With Owners
Send letters, Notices, Mailings, Emails, Newsletters as directed by the Board. Mass emailing to save money.
Community Site Visits
Regular visits to the community to observe conditions, discover concerns and violations as determined by the board.
Contract Services and Employee Communications
Coordinate and follow-up with service providers on work to be done, concerns and issues.
Standard Contract Specifications
Prepare standardized bid requests for competitive bidding for Association contract services such as landscape maintenance, pool maintenance, clubhouse, etc.
24/7 Emergency Response
Local staff member answers and responds to emergency phone calls day or night, 24/7, including holidays.
Annual Meeting Organization
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.
Board Meeting Organization
Prepare Board Meeting agendas and packets of information to enable a well organized and productive Board Meeting at the direction of the Board.
Governing Document Administration
Assist Board of Directors with interpretation and enforcement of CC&R’s, ByLaws, Resolutions, Rules & Regulations, etc.
Title Information
Provide Association and Account information to Owners, Realtors, Title Companies, Lenders, and Potential Buyers during closing and/or refinance.
Tax Filing
Assimilate and provide necessary financial documentation to community Tax Preparer for proper and timely Income Tax filing. Also, file annual corporation renewals.
Annual Budget
Prepare draft operating budget 90 days prior to the beginning of each year for the Board to review and adopt.
Monthly Financial Reports
Complete Financial Reports, including Bank Statements and Bank Statement Reconciliations are promptly emailed to every Board Member each month.
Accounts Payable
Two (2) board members approve all invoices and sign all checks electronically.
Collections
Highly effective collection process for ZERO delinquencies.
Payment Options
Owners may pay dues and fees via Check, Auto Debting, ACH or Credit Card.
Accounts Receivable
Dues and fees are collected and processed daily at the Bank via a Lock Box system for rapid posting.
Information Access 24/7
Your provided community website allows for easy access to Financials, Notices, Minutes, Governing Documents, Newsletters, etc. 24/7.
E-mail Blast
Quickly inform and/or remind all owners of community meetings, events, emergency situations, etc.
Online Check Signing
Board Members can view invoices. Two (2) board members approve invoices and sign checks electronically online.
Interactive Website
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.