Services

Core Services – at a Glance

  • Customer Service

    Customer Satisfaction is at the core of our business model. We value our customers and strive to build stronger relationships.

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  • Financial Planning

    The most important aspect of great management is financial monitoring and planning. That is our specialty.

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  • Management Services

    We have created specialized programs that demonstrate our experience, specialized skills, and exceptional industry knowledge.

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  • Customer Service

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    • Demo Community Website
    • WE….

      • Field calls and inquires from Association members
      • Provide timely response to resident concerns and questions
      • Dispatch appropriate service vendors, when required
      • Follow up on calls to residents with status updates
      • Issue letters to resolve infractions of covenants
      • Provide periodic reports to Boards as requested
      • Provide support of a community web site as requested
      • Perform property inspections to ensure compliance with documents and from vendors

    • Issue work orders and monitor contractor performance to ensure that work has been completed in a timely manner and to the satisfaction of the Association
    • Communicate with residents to understand their issues and find appropriate solutions
  • Administrative Services

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    • WE….

      • Respond to calls and inquires from Association members
      • Track Association correspondence
      • Maintain government required documentation
      • Review the reserves and provide guidance
      • Create New Resident Records
      • Issue Collection Letters
      • Initiate the Lien Process
      • Maintain a Resident Database


    WE ALSO….

    • Organize annual and special meetings on behalf of the Association and the Board, including the preparation of notices, agendas and other necessary documents
    • Maintain a comprehensive system of records, books and accounts
    • Enter into contracts for essential services to the property, such as snow removal, landscaping, etc
    • Work with association professionals as needed (legal counsel, CPA, Consulting Engineer – Insurance Agent)
    • Review the assignations insurance policy, negotiate and procure, premium payments and claims
    • Keep all records of the affairs of the association, including the Declaration, Articles of Incorporation, Bylaws, Resolutions, Rules and Regulations, policies, minutes of meetings, copies of contracts, etc
  • Financial Services

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    • WE….

      • Maintain Association financial records
      • Maintain checking, savings and other banking accounts in the name of the Association
      • Collect Association fees
      • Issue statements to residents & issue past due collection letters
      • Process invoices from vendors
      • Ensure bank reconciliation

    WE ALSO….

    • Prepare materials necessary for an annual audit
    • Handel daily bank deposits
    • Pay all bills related to the operation of the association in a timely manner
    • Furnish comprehensive monthly financial reports to the Board
    • Assist Boards in the preparation of Annual Operating Budget and Reserve Expense Budgets
    • Ensure proper billing of residents and builder/developer lot assessments as it applies
    • Offer online assessment payment through ACH/Credit Card
    • Reduce delinquencies through a disciplined process using each community’s collection policy
    • Coordinate with the association attorney to facilitate legal collections of delinquent accounts, liens recording, and court appearances, when necessary
  • Vendor Relations

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    • WE….

      • Prepare bid specifications to be sent to multiple vendors when various services are needed (Insurance, Maintenance, Professional services, etc)
      • Analysis proposals for Board review (prices versus services provided)
      • Review of all contracts before presentation to the Board
      • Provide ongoing continuous review of contractor’s performance
      • Ensure that all contractor’s maintain a valid certificate of insurance on file with our office
      • Address any Resident/Board, concerns with vendors
      • Are the Contractor Liaison, who manages the bid process and analysis, service negotiations, project monitoring, and inspections
      • Also, on behalf of the Association, negotiate contracts for pool maintenance, landscaping, trash removal and other services as necessary
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  • Management Services

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    • WE….

      • Conduct property walk thrus and inspections
      • Attend regularly scheduled board and annual meetings
      • Coordinate Association Annual Meetings
      • Initiate letters and manage the formal complaint administration process
      • Provide guidance to the Board in the development of community policies and procedures
      • Administer the community covenant and rules enforcement

    WE ALSO….

    • Guide and assist members of the Board of the Association in the performance of their obligations
    • Offer highly qualified managers who are knowledgeable and trained in Community Association operations and law through continuing education programs
    • Build working relationships with product and service vendors who provide the best quality for the most reasonable and competitive prices
    • Offer comprehensive bid and vendor contract packages designed to ensure the best value for the Association

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