HOA Management is more than just financials

Each association has a personalized homeowner web portal where governing documents and other important information can be easily accessed. Homeowners can view their accounts and make payments online. In addition to this resource, we have the bandwidth and experience to prepare and distribute communications by mail, email or text blast. Our knowledgeable staff is trained to assist homeowners with their questions and issues with convenient extended customer service hours, Monday - Saturday and most holidays.

We help address the everyday and long-term challenges boards face with hands-on support and educational opportunities. As credentialed experts on industry best practices and laws governing associations, we provide the professional perspective and training boards need and deserve. We guide each board toward compliance with regulations, laws and statutes, and we make recommendations for governing documents.

We provide homeowners with many convenient ways to make their payments: check, Auto-Draft or credit card. These assessments and fees are collected and processed daily. We ensure your community’s collection policies are followed. When further steps are needed, our committed collections team works effectively - in accordance with laws, regulations and best practices - to maximize collections for your association.

We prepare board meeting agendas and information packets to help facilitate productive and well-organized board and annual meetings. Then, we ensure minutes are made available to homeowners, as is required by an association's unique governing documents. We send notices to owners and prepare ballots at the board's direction. We also ensure all necessary records of the community are maintained and always accessible.

We conduct regular community visits to observe conditions, discover and verify concerns and issue violations as directed by the board. Depending on the governing documents, we can also maintain rental, pet or other required lists. We can coordinate architectural control (ARC) requests and approvals, as well as maintain historical records for future reference.

Our disclosure department will work with homeowners, realtors, buyers, title companies and lenders to provide the necessary documentation and information needed to complete a home sale. We will then work with new homeowners to set them up in our system and welcome them to the community.

When your association needs an onsite presence, we can partner with you to help manage onsite employees. These individuals receive access to group employee benefits. Your association can count on full HR support, decreasing liability and reducing recruitment, on-boarding costs and turnover. We also provide back-up coverage, professional supervision and performance management.

Our maintenance team provides standard bid requests for comparable and competitive bidding from verified vendors. We also assist with or manage special projects. We will coordinate and follow up with service providers on contracted work. Requests are tracked efficiently through our workflow system which board members have access to. In case of emergency, our staff is available to address issues 24/7.