Services

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.



101Services
Resale Information

Provide requested information to Owners, Realtors, Buyers, Title Companies and Lenders necessary to complete a sale.

100Services
Expertise

Understanding of industry practices over a wide range of association topics as well as a working knowledge of Laws that govern community associations.

99Services
Records Retention

All records of the community, including meeting minutes, financial records, contracts, insurance policies etc., are kept and maintained electronically.

98Services
Architectural Control ACC

Coordinate ACC requests and approvals. Maintain a record of all ACC approvals for future reference.

97Services
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.

96Services
Rental, Pet and Senior Registration

As required by governing documents, maintain lists of Rentals, Pets and occupant Senior Status.

95Services
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.

94Services
Maintenance Plan Reserve Study

Assist Board in monitoring community, Maintenance Plan and Reserve Study Requirements. Solicit bids to standards desired.

93Services
Communication With Owners

Send letters, Notices, Mailings, Emails, Newsletters as directed by the Board. Mass emailing to save money.

92Services
Community Site Visits

Regular visits to the community to observe conditions, discover concerns and violations as determined by the board.

91Services
Contract Services and Employee Communications

Coordinate and follow-up with service providers on work to be done, concerns and issues.

90Services
Standard Contract Specifications

Prepare standardized bid requests for competitive bidding for Association contract services such as landscape maintenance, pool maintenance, clubhouse, etc.

89Services
24/7 Emergency Response

Local staff member answers and responds to emergency phone calls day or night, 24/7, including holidays.

88Services
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.

87Services
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.

62Services
Governing Document Administration

Assist Board of Directors with interpretation and enforcement of CC&R’s, ByLaws, Resolutions, Rules & Regulations, etc.

109Services
Title Information

Provide Association and Account information to Owners, Realtors, Title Companies, Lenders, and Potential Buyers during closing and/or refinance.

108Services
Tax Filing

Assimilate and provide necessary financial documentation to community Tax Preparer for proper and timely Income Tax filing. Also, file annual corporation renewals.

107Services
Annual Budget

Prepare draft operating budget 90 days prior to the beginning of each year for the Board to review and adopt.

106Services
Monthly Financial Reports

Complete Financial Reports, including Bank Statements and Bank Statement Reconciliations are promptly emailed to every Board Member each month.

105Services
Accounts Payable

Two (2) board members approve all invoices and sign all checks electronically.

104Services
Collections

Highly effective collection process for ZERO delinquencies.

103Services
Payment Options

Owners may pay dues and fees via Check, Auto Debting, ACH or Credit Card.

102Services
Accounts Receivable

Dues and fees are collected and processed daily at the Bank via a Lock Box system for rapid posting.

114Services
Information Access 24/7

Your provided community website allows for easy access to Financials, Notices, Minutes, Governing Documents, Newsletters, etc. 24/7.

113Services
E-mail Blast

Quickly inform and/or remind all owners of community meetings, events, emergency situations, etc.

112Services
Online Check Signing

Board Members can view invoices. Two (2) board members approve invoices and sign checks electronically online.

111Services
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.

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