Condominium/HOA Management Services

• Act as a liaison between the Board and the homeowners.
• Provide property inspections for maintenance needs, and to ensure community standards are met. Notify residents of violations.
• Solicit and evaluate bids.
• Supervise on-site personnel.
• Provide monthly and annual meeting notices.
• Organize and attend Board meetings.
• Assist in purchasing and leasing process.
• Maintain comprehensive owner records.
• Inform Board of applicable State Statutes & assist with compliance.
• Ensure compliance with all legal and regulatory requirements
• Solicit insurance proposals.
• Assist in managing insurance claims.
• Comprehensive office record keeping and file maintenance.
• Form processing for architectural compliance.
• Processing of sales and lease applications.
• Processing and mailing of annual meeting package to owners.
• Handle all resident requests according to board policy.
• Provide 24 hour emergency service.

Financial Services

• Establish bank accounts in Association’s name.
• Collection of all maintenance fees.
• Process all accounts receivable and accounts payable
• Prepare checks for Board signatures.
• Reconcile and balance all bank statements.
• Provide a computerized monthly financial statement including general ledger, income statement, budget comparison, check register, and delinquency report.
• Process delinquent accounts for legal action.
• Provide yearly budget.
• Assist with Annual audits.
• Fraud protection assistance