Property Management and Financial Services

We are happy to provide services that are customized to your needs. We offer full service that includes both Property Management and Financial Services. If your association only needs help with financials, then we can offer Financial Services alone.

Property Management Services:

  • Request and help to analyze appropriate insurance bids
  • 24 hour emergency response availability
  • Board meeting support, including help with agendas, proxies and ballots, assistance with elections, budget considerations, etc.
  • Process reviews and new process development
  • Violations reporting and tracking
  • Enforce rules and regulations as specified by Board
  • Resource and team coordination with other professionals serving your association
  • Architectural review submissions and tracking
  • Manage estoppels process
  • Facilitate mail outs for meeting notices and collections
  • Vendor selection and communications

Financial Services:

  • Annual budget preparation
  • Review and advise on process for funding reserves
  • Fee and assessment collection
  • Accounts payable processing
  • Provide monthly and YTD financial statements
  • Provide support during liens and foreclosures
  • Manage Process of delinquency notifications
  • Estoppels and lender questionnaires