Board Meeting Attendance: Your property manager will organize and attend board
meetings. Property manager will work with the trustees to establish an agenda and will officially record all meeting minutes.
On-site Meetings: Your property manager will be available to meet with the association
and contractors on a regular basis to facilitate repairs and improvements.
Annual Meeting: Your property manager will organize the annual meeting to discuss the
short and long term goals of the association. We will present an annual report and recommended planning strategies.
Insurance Claims: File appropriate documentation to the insurance company when a claim
needs to be filed. We will work with the insurance company from start to finish. This includes hiring third party
inspectors if required, or obtaining repair estimates.
Rules & Fine Enforcement: As instructed we will enforce and levy fines accordingly.
Dispute Resolution: We professionally handle disputes that may arise. This includes
delinquent condo fee accounts, failure to pay assessments, and vendor related issues.
Legal Coordination: Work with the association's legal representation on issues such as
amendments to the condo docs, by-laws, or collecting debts.
Owner & Resident Database: Maintain current records of all owners and residents. We will
obtain leases for rented units to ensure conformity to the condo documents.
Welcome Packet: We provide all residents with a welcome packet explaining the transition,
provided services and our contact information.
Record Keeping: We will maintain a detailed file including all invoices, receipts, insurance
binder, bylaws, master deed and owner information.
Association Interaction: Communicate news, updates, repairs, and future plans to the entire
association via email, telephone, text, fax and/or standard mail.
Board of Trustees assistance: Assist the board of trustees with elections and resignations
to ensure proper procedure is followed as defined by the condominium documents.
Online Account Management: Log-in information will be provided through a customized web page specific
to your association. All monthly reports, invoices, condo documents, and insurance information will be updated regularly and is
available for immediate download in PDF. format. You will have the option to set up a one time or recurring payment for condo fees,
and submit maintenance request 24/7. We can post news, events, and updates as requested.
Banking: We utilize many advanced banking services and techniques to more efficiently handle association
funds and reserves. We have a dedicated account specialist that evaluates each associations needs. Additionally, our agreement with
local banks allows us to provide the association with a free bank account and reserve account. There are no monthly maintenance fees.
Accounts Receivable: We are able to deposit checks electronically at our office or collect via ACH. This
helps in making sure our associations have funds in their accounts quickly and helps minimize delinquencies.
Accounts Payable: All vendors are entered into our banking system and paid electronically through
our banking institutions online portal. This comes with a guarantee from the bank that payments will be paid on time.
Financial Reports: Various types of reports can be generated on monthly, quarterly and annual
basis. Reports can be emailed, faxed and mailed as requested. Our detailed reports are easy to understand and will serve as an
excellent reference during tax preparation and financial planning.
Delinquent Account Remediation: We constantly monitor any delinquent accounts and will facilitate
any legal action necessary to minimize the financial risk of the association.
Initiation and Organization of Assessments: We will assist the board of trustees in determining
appropriate assessments and will then produce notices and invoices to all owners.
Budgeting: Annual budget creation and maintenance will include an analysis of the reserve account to
ensure that financial goals are accomplished. Proper planning will lower costs, provide adequate time for owners to prepare for
changes and ensure condo documents compliance.
Insurance Evaluation & Policy Marketing: Annually we will request that the current insurance agent
market the policy to different underwriters. We will also consult with outside agents to determine if a better value is available.
Vendor Relations: We maintain a portfolio of qualified contractors who are all licensed and insured
to maintain and improve the cosmetics and structure of the property.
Bid Process Organization: We will establish a detailed scope of work request and provide on-site
explanation and expectations to potential vendors or contractors. We take pride in our abilities to find the greatest value in
ongoing and individual service contracts.
24/7 Emergency Service: When unexpected situations occur we will be there to assist 24/7/365. Residents
will receive our 24 hour hotline telephone number and a property manager is always accessible.
Regular Property Inspections: Scheduled and unscheduled property inspections will occur on regular
basis to identify areas of concern before they become problems. We monitor the work of vendors, locate maintenance issues and
ensure rules compliance.
Maintenance & Repair Schedule: We will prepare a report displaying all expected annual maintenance.
This information will be provided to all residents as needed to keep everyone informed.
Proactive Maintenance Programs: After assessing the structural and mechanical functions of the property
we will plan a long term program to minimize unexpected maintenance or expenses. These programs are very attractive to both potential
buyers and residents because it distributes costs over a long period of time, avoiding large one-time assessments.
In-House Service Technicians: We employ highly skilled and qualified maintenance technicians to assist with
routine maintenance and repair. Please contact us for further details.
-Capital Improvement/Renovation
-Web Management
-Brokerage Division