Our Services
WHAT WE DO
- 24 Hour Emergency Contact
- Homeowner Communications
- Phone Calls and Written Requests
- Maintain Homeowner and Tenant Information Records
- Process Closing
- Documents, Including:
– Mortgage Questionnaires
– Certificates of Insurance
– 22.1 Disclosure Statements - Maintain Correspondence Files
- Prepare and Process Information Mailings:
– Newsletters
– Meeting Notices
– Budgets
– Project Notifications - Administer Association Insurance Policies
- Rules and Regulations Enforcement
- Monitor Architectural Controls
- Certificates of Insurance Monitoring
- Rental Leases and Emergency Form Monitoring
- Maintain Contractor Information, Including:
– W-9 Information per IRS Requirements
– Certificates of Insurance - Attend Open Board Meetings
- Prepare Agendas and Meetings Packets
- Monthly Property Inspections
– Maintenance Issues
– Violation Compliance
– Owner Architectural Changes
– Sales Closings - Solicitation of Contracts and Bids
- Oversee Contractors, Projects, Capital Improvements, Pool Services/Employees
- Website Development
- Insurance Claim Management
- Financial Statements– Accrual Method
- Assessment Billing
- Collections
- Budget Preparation
- Coordinate Audits and Tax Services
- Monitor Investments
- Review and Code Invoices
- Accounts Payable Processing
- Disbursement of Operating and Capital
- Reserve Fund Expenditures
- Coordinate Reserve Studies
- Local Banking
- On Staff Maintenance Division
- Handle Routine and Emergency Requests
- Provide Work Order Status Reports
- Scheduled On-Site Property Inspections
- Obtain Multiple Bids From Approved Contractors
– Routine Maintenance
– Special Projects - Coordinate and Manage Ongoing Maintenance
- Coordinate and Supervise Special Projects
