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

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