Services Offered

Administrative Services

Assistance acquiring master insurance policies from licensed and established insurance brokers and agents.
Process all insurance claims for review by the Board of Directors and assist with the claims process.
Production and distribution of required notices for general membership and annual meetings of the association membership.
Document and track reported homeowner violations for review and action by the Board of Directors.
Prepare enforcement letters in accordance with the associations governing documents when directed by the Board of Directors.
Create and maintain a current list of all owners including contact information.
Respond to all telephone inquiries in a timely and professional manner.
Prompt and professional resolution to Board and homeowner maintenance requests.
Maintain all correspondence, documents, vendor, and general files relating to the operation and management of the association’s activities as directed by the Board of Directors.

Operation of a twenty-four (24) hour emergency telephone service. All calls are responded to by our experienced staff. We do not use a third-party call system.
Regular on-site property inspections to identify any common areas requiring maintenance or repair.
Assistance in acquiring estimates for the repair and maintenance of the association’s common area.
Verification of all vendor worker’s compensation, and general liability insurance policies, as well as compliance with necessary state licensing requirements.
Receipt, review and approval of vendor invoices/
Supervision of vendor obligations for recurring service and compliance with the contractual obligations.
Assistance in drafting, adopting, and revising rules and regulations.
Assistance in forming and directing committees.
Cooperation with the Board of Directors and legal counsel regarding any proposed or pending litigation.

Financial Management Services that include: Monthly Financial Statements, Balance Sheets, Bank Reconciliations, Income and Expense Reports, Check Registers, Budget Comparison Reports, General Ledgers, Delinquency Reports and Reserve Account status.
Distribution of monthly billing statements to homeowners. Delivery methods are determined by the Board of Directors.
Collection and deposit of all receivables in an account held by the association.
Prepare checks for signature and mailing.
Coordinate with the associations CPA to prepare annual tax returns and audits.
Preparation of annual 1099’s, W-2’s and Pro Forma budget.
Enforcement of the Associations collection policy.
Prepare all relevant information and coordinate with the reserve study vendor.