Request a Proposal

Please provide us with complete information about your Association and select which services suit your needs and budget. We will provide an accurate proposal for your COA/HOA. Our services help associations save money and reduce the workload of the volunteer board.

COA & HOA Management Services

BOARD SUPPORT

We work to ensure the board is well represented and well educated in HOA matters. We maintain good public relations with residents and vendors.

ACCOUNTING

Invoices, accounts receivables, accounts payables, banking, reconciliation, account statements and monthly financial reports.

BANKING

We use a local bank for the associations banking needs; A board member can be a check signer; Able to obtain HOA loans.

INSURANCE MANAGEMENT

We will solicit insurance bids from multiple carriers to bring you the best coverage at the lowest cost. In claims we get the best settlement possible.

ADMINISTRATIVE

Communication is important to a successful association and management company. Our team responds quickly to all homeowner calls and written communications.

BOARD MEETINGS

Preparation of financial reports and other reports as required by the board for the quarterly board meetings and annual owner meetings. Option for additional meetings.

LEGAL REPRESENTATION

We communicate with your HOA’s law firm to answer questions posed by the board to address legal issues that may arise in the community.

LEGISLATIVE REVIEW

We keep the Board up to date with the latest legislation. Managers attend legal updates and review legislation.

PAYMENTS

Provide homeowners the ability to make electronic payments through the website portal via e-check, ACH or Credit Cards.

DELINQUENT ACCOUNTS

We actively monitor homeowner delinquent accounts. Notices are sent to the owner via postal service and electronic communications.

PROPERTY INSPECTIONS

Bi-weekly inspections of the entire community to check for maintenance concerns and covenant enforcement.

WORK ORDERS

Owners work requests are received through the community website, approved by the board, monitored and tracked.

COMMUNITY RULES

Our team will have thorough knowledge of your condo declaration, bylaws and Community Rules and Regulations.

REPORTING

Weekly activity reports are provided to the board of directors. Monthly financials and yearly reports to be provided to the Board.

VENDORS /CONTRACTORS

Monitor and communicate with vendors/contractors.We work at the direction of the board regarding various projects.

AFTER HOURS EMERGENCY

We are on-call 24/7 for emergency maintenance situations.