Our property maintenance services are designed to ensure the highest standards of care and compliance across all common areas. We conduct thorough monthly property inspections and supervise all aspects of maintenance, including on-site personnel when required. Our team coordinates all repair visits and prepares multiple bid specifications to ensure cost-effective solutions. We enforce CC&Rs, Rules & Regulations, and Architectural Design Guidelines, while also processing architectural requests and maintaining detailed tracking systems for both architectural changes and violations. Additionally, we monitor the performance of vendors and contractors to guarantee quality service, and we ensure all necessary documentation—such as termite reports and proof of additional condo insurance—is obtained and up to date.
Our finance and accounting services are designed to ensure transparency, accuracy, and compliance in all financial matters related to property management. We handle the collection of homeowner assessments and miscellaneous income, process vendor invoices on a weekly basis, and prepare comprehensive monthly financial statements and reports. Our team coordinates the preparation of association reserve studies, tax returns, audits, and state corporation commission filings. We manage the assessment of late charges and fines in accordance with association policies and oversee the implementation of special assessments when necessary. Additionally, we are responsible for collecting delinquent homeowner assessments through notices, lien filings, and judgments. We also establish and maintain association bank accounts and lead the coordination of budget analysis and preparation to support sound financial planning.
Navigating association insurance can be complex, but our team ensures it’s handled with precision and care. We begin with a full evaluation of your current insurance package to identify any gaps or outdated coverage. From there, we make all necessary updates to align with evolving legal requirements and changes in community property. In the event of a claim, we manage the entire process—from initial filing to overseeing replacements—ensuring a smooth and efficient resolution for your community.
Our administration and document management services provide comprehensive support to ensure your community operates smoothly and transparently. We handle the preparation and distribution of meeting notices and announcements, maintain accurate homeowner address records, and manage all association corporate documents. Our team coordinates architectural change requests, keeps the Board informed of current and pending HOA legislation, and facilitates Board and Membership Annual meetings with well-organized agendas. We can also manage meeting minutes and resolutions, recorded lot deeds, and all related documentation. Communication is a priority—we correspond with homeowners, vendors, committee members, and the Board, and we issue violation letters, delinquency notices, and other homeowner correspondence as needed. Additionally, we support document amendment activities, provide voting guidance, and coordinate the preparation of community newsletters to keep residents informed and engaged.
Our resale disclosure assistance ensures a smooth and transparent transition for both buyers and sellers. We provide detailed closing instructions and up-to-date homeowner account status reports, while maintaining clear communication with title companies and homeowners throughout the process. Our team supplies all necessary information for completing condo questionnaires and distributes the community’s rules and regulations to ensure full compliance. Additionally, we process any past due assessments received through escrow, helping to resolve outstanding balances efficiently and accurately.