Administrative services

  • Primary Contact and Liason for Board: With but not limited to: Homeowners, Vendors, Insurance, Legal Counsel
  • Attend Board Meetings: Frequency Per Contract, Prepare paperwork for board members
  • Attend Annual Meetings
  • Prepare and distribute all paperwork, attend and provide support, keep board informed if quorum has been met by proxy and persons in attendance
  • Closing Services
  • Production of closing letters, completion of mortgage questionaires
  • Provide Storage of Archived Records
  • Process Incoming & Outgoing Mail
  • Maintain Homeowner Database
  • Manage and Ensure Up To Date Insurance
  • Prepare and File Tax Return
  • File State Required Documents

property services

  • Property Inspections
  • Common Area Key/Device Management
  • Repair Requests
  • Landscape Maintenance
  • Covenant Enforcement
  • Issue violation letters at Board discretion 

financial services

  • Accounting: Receivables and Payables
  • Financial Statement Preparation
  • Yearly Budget Preparation and Management
  • Billing, Collection, Maintenance of Homeowner Dues
  • Collection of Delinquent Accounts
  • Maintain Association Bank Accounts