Resources

Meetings

• Schedule, notice, coordinate and attend all board meetings
• Provide board packages prior to meetings
• Attend all regularly scheduled board meetings

Service & Communication

• Prompt response to all association phone calls and correspondence
• Walk-throughs
• Newsletters

Marketing

Develop and execute professional marketing campaigns that consistently meet property performance objectives for existing and repositioned properties.

Accounting Services

• Prompt deposit of all association receipts
• Diligently pursue all delinquent accounts
• Monthly homeowner billing
• Prompt payment of all association expenses
• Long term financial planning (i.e., cash flow and reserves)

Insurance

• Assist with securing annual insurance policy
• Confirm all contractors have appropriate insurance coverage
• Assist with filing of association insurance claims

Repairs & Maintenance

• Oversee association repairs and maintenance
• Oversee the ordering process of all supplies/materials as needed
• On-site Personnel and Operations – Our employees help ensure both resident and owner satisfaction through keen attention to detail.
• Coordination of on-site inspections, budgeting contractor management and more.
• Administer all association, regular maintenance contracts

Financial Services & Reporting

• Prepare monthly financial statements
• Assist board with annual budget
• Assist board with interest rate management of cash reserves and reserve analysis
• Prepare monthly bank reconciliation