HOA/CA SERVICES

HOA/CA MANAGEMENT SERVICES

With over 35 years of Real Estate experience and more than 75 years of property management experience, we are experts in professional management services for single family and multi-family rentals and HOA’s.

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Association Governance Services

A highly successful association is effective governance principles and practices - principles that support communication and practices that delineate responsibilities.
  • Responsibilities:
    • Completing regular inspections of the property
    • Reporting violations of the Covenants, Rules and Regulations, and the Design Standards
    • Providing notice to homeowners whose property is out of compliance
    • Working with the homeowner to resolve the issue

Business and Financial Services

Maintaining complete, accurate, and timely association financials is a cornerstone of our firm. We produce all the necessary business and financial information your association will need to make sound decisions.
  • Responsibilities:
    • Accounts Receivable Report
    • Balance Sheet
    • Bank Reconciliation of All Accounts
    • Budget Comparison Report
    • Cash Disbursement Report
    • Operating Budget

Community Building Services

Our managers play a key role in building a sense of community and positively affecting members' perceptions of their association through consistent communications and management of quality events.
  • Responsibilities:
    •  Printed association newsletter
    • See online services for additional responsibilities

Online Services

Our "Smart Technology" service has been created to bring convenience, savings, accessibility to information, and management efficiency to community associations, its professional managers and staff, its board of directors, committees, volunteers, and its residents.
  • Responsibilities:
    • Distribute association information and documents
    • Target and send group emails and mailings
    • Collect resident information and requests
    • Collect assessment payments and fees
    • Support resident self-service and access to information
    • Optimize use of volunteer time and resources
    • Provide education on procedures and rules

Property Management Services

We know that a well-maintained property produces the highest returns for owners - and we're proud to offer a long list of satisfied owners as testimony to our maintenance programs.
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