Services
Browse our many services below.
ADMIN AND COMMUNICATION
Service Details:
- Maintain and process organized digital account information
- Track phone calls, requests mailings, maintenance, and compliance
- Provide professional and courteous customer care
- Bid and maintain insurance requirements
- Track amendment voting
- Prepare board meeting minutes
- Prepare and distribute annual mailings
- Prepare and distribute annual meeting notices including proxies and nomination forms
- Distribute newsletters
- Robo Call, Bulk Email, Community Website/Portal
- Mailings
MANAGEMENT
Service Details:
- Weekly on-site inspection
- Board meeting attendance
- Board meeting preparation
- Compliance notices and follow-up
- Vendor monitoring
- Reserve studies – understand & analyze
- Governing documents review & interpret
- Bid collection (minimum 3) for all capital improvement projects
MAINTENANCE
Service Details:
- 24- Hour Emergency Maintenance Line
- Use only licensed, insured, reputable vendors
- In-house general maintenance staff
- Routine maintenance inspections
- Maintenance requests tracking, and insure that all requests are done promptly and correctly
- Capital improvement projects supervision
- Architectural Improvement approval and tracking
FINANCIAL
Service Details:
- Accounts Payable
- Provide board with online access for approvals
- Accounts Receivable
- Monthly Statement & Reporting
- Board Members are provided with full visual access to all bank info for their community
- Collections
- Late Fee processing
- Monthly reports of prepaid and aging delinquency
- Work closely with attorneys on liens and delinquency
- Audits and Reviews as requested
- Tax Returns (CPA Firm)
- Budget creation
