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Homeowner Associations
We assist board members in the smooth operation of your
association while reducing the burden on the members. We offer three
different levels of service: Full Management, Financial Management or
we can tailor our services to meet your associations' unique
requirements. We create working relationships with everyone involved
for the successful operation of your investment. We are available
24-hrs a day (no machines).
Full Management
- Establish and maintain Association checking/reserve account.
- Prepare and distribute to the Board of Directors a monthly
Cash Flow statement.
- Distribute the Annual Financial Report.
- Assist Board of Directors in enforcing the Project
Documents.
- Work with Treasurer for tax compilation and filing.
- Monitor maintenance and repairs of common areas; will
conduct routine inspections.
- Execute contracts for maintenance and operation of common
areas.
- Prepare Associations Annual Budget.
- Prepare and mail monthly billing statements, special
assessments and delinquency notices to owners.
- Collect monthly assessments and deposit into Association
bank account.
- Collect delinquent assessments in accordance with CC&R's and By-Laws.
- Pay all authorized bills.
- Maintain current roster of Association members.
- Maintain all Association records and handle all Board
correspondence.
- Attend regular Board meetings and the Annual Committee
Meetings.
- Prepare and mail any necessary materials (i.e., notices,
proxies, ballots, agendas, reports, etc).
- Respond to inquiries from escrow and mortgage companies;
record changes of ownership.
- Act as insurance Liaison between the Board and Insurance
Brokers and/or Agents.
Financial Management
- Maintain current roster of Association members.
- Maintain all Association records.
- Respond to inquiries from escrow and mortgage companies;
record changes of ownership.
- Prepare and mail monthly billing statements, special
assessments and delinquency notices to owners.
- Collect monthly assessments and deposit into Association
bank account.
- Collect delinquent assessments in accordance with
CC&R's and By-Laws.
- Pay all authorized bills.
Tailor-Made Management
Some homeowners' associations have unique requirements. We
understand this and can work closely with you to tailor our services to
meet those needs.
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Frequently Asked Questions
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