Services

Administrative

  • 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

Communication

  • Robo Call
  • Bulk Email
  • Community Website/Portal
  • Mailings

Maintenance

  • 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

Management

  • 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

Financial

  • 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