Homeowner Associations, Condominiums and Commercial Associations

We use Appfolio as our full accounting software. All income and expenses are tracked and available to use in detailed reports. All association accounts are reconciled monthly and reports are provided for annual audits.

Proper management of the association’s reserves is crucial to funding projects and avoiding unnecessary assessments. We track and manage reserve funds to ensure compliance, review maintenance history and analyze the reserve study.

Each month the association’s board is given a full packet of detailed accounting, reports and copies of receipts. These reports are available for viewing and download 24/7 through our online portal.

We formulate budgets for the association’s review and approval. We can assist in the development of budgets if reserve “catch up” is required or if the members are wanting additional services and improvements.

We send out monthly statements to all association members and collect dues in a timely manner. Delinquency notices and late fees are enforcement when needed, including liens or other enforcement actions.

When requested, our team will provide third parties the required set of association documents and complete certification forms for lenders. This is typically done during a refinance or sale/purchase.

Association members have multiple ways of paying their dues. We allow online payments using ACH (free), debit and credit cards. Members can mail their payments or use our electronic payslip, a unique barcorde that allows payment at Walmart or CVS.

Members are able to report maintenance at any time. Our team will determine if the issue is the HOA’s responsibility and dispatch accordingly. If it’s not an HOA issue, we guide members to the appropriate solution.

We manage vendors assigned to do work at your association and verify satisfactory completion of all work. We verify all vendors are properly licensed and insured.

At the end of every year, we will issue vendors the appropriate 1099 forms on behalf of the association in compliance with IRS guidelines.

Our team has the resources to procure bids from vendors needed for larger projects whether it’s a new roof that’s needed, a seismic retrofit, siding repairs or improvements to common areas.

Our team will manage vendors and inspectors during the life of a project, to the completion and satisfaction of the association. This includes site inspections.

Our team will assist the association in obtaining coverage renewals when needed. Additionally, our team will obtain insurance details from all association members in compliance with governing docs.

We attend board meetings and assist in guiding meetings according to governing documents. Our team works with the board to create the agenda and properly notice all association members.

Meeting minutes are required as formal documentation of board meetings. Our team will assist in note-taking during meetings and create the meeting minutes for the boards approval.

Our team will create and serve members notices pertaining to past due payments, assessments, collections, lien placement, notice of projects or repairs, notice of entry, violations, newsletters or anything the board deems appropriate.

We assist the board during the process of nominations, announcement of elections, delivery of ballots and vote certification.

All records are digitized, encrypted and secured in Appfolio using two-factor authentication using various levels of access. This ensures private and confidential information is not given to an unauthorized individual.

We assist the association in the creation and maintenance of a unique association website for its members. These sites are customizable and can come with many features.

Our designers are able to produce a custom newsletter to be distributed monthly, bi-annually or annually. The board can use this newsletter to provide important information to all members.