"Let us maximize the return on your investment and prolong the economic life of that investment."

Customer Services:

• Field calls and inquires from Association members.
• Telephones are answered 24 hours a day, 365 days a year.
• Dispatching appropriate service vendor for call, when required.
• Follow up call to member with status/update.
• Property inspection to ensure compliance with documents.
• Warning letters to resolve infractions of covenants.
• Periodic reports to Board of all calls and letters.
• Owner relations, including service request management and complaint service management.

Administrative Services:

• Attendence at Board Meetings as required.
• Preparation for all materials for annual meeting of membership.
• Working with association professionals as needed (Legal Counsel, CPA, Consulting Engineer, Insurance Agent, etc.).
• Association correspondence.
• Maintaining goverment required documentation.
• Review of reserves and reserve studies.
• Recruitment and hiring of association staff.
• Insurance management, including policy review, negotiation and procurement, premium payment and claims management.
• Inventory maintenance.
• Implement a purchase order procedure and spending limit with on-site staff.
• Emter into contracts for essential services to the property, such as snow removal, extermination, utilities, etc..
• Report any violations found by the goverment agencies to the owners.
• Maintain a comprehensive system of records, books and accounts.
• Creating new ownership records.
• Supplying all necessary office services to support your association.
• Collecting letters.Initiation of the lien process.

Accounting Services:

• Maintaining association financial records.
• Collection of fees.
• Billing of maintenance fees.
• Monthly financial statements to Board.
• Statements to members & past due collection letters.
• Periodic review of reserve study.
• Receipt of invoices from vendors.
• Bank reconcilliation.
• Preparation of materials necessary for annual audit.
• Daily bank deposits into a separate operating account for each property.
• Pay all bills related to the operation of the site.

Vendor Relations:

• Preparation of bid specifications to be sent to multiple vendors when various services are needed (insurance, construction, professional services, etc.).
• Analysis of proposals for Board review (price versus services provided).
• Presentation to Board in simple, easy to understand format.
• Review of all contracts before presentation to Board.
• Ongoing review of contractors performance.
• Ensure that all contractors maintain a valid Certificate of Insurance on file with our office.
• Addressing any residential/Board concerns with vendor.
• Contractor liaison, including bid process and analysis, service negotiation, project monitoring and inspection.

If you are interested in our business and would like to find out more, please submit an Information Request Form. We will get back to you a.s.a.p..