Records & Correspondence

Maintenance of accurate, accessible files, records, and financial books to ensure each property is running smoothly
and efficiently, including:

Maintain up-to-date records of all pertinent building information and homeowner contact information
Archive all financial records from previous seven years in accordance with GAAP
Process tenant applications via the preparation, distribution, and review of applications and supporting documents
Perform background checks
Follow up on references and obtain credit, employment, and other reports on prospective residents to determine if applicants meet property standards and guidelines
Communicate and manage procedures for move-ins and move-outs
Enforce House Rules and Architectural Control

Other Services...

Perform regular on-site property inspections to evaluate both short term maintenance needs as well as provide strategic long term preventative recommendations
Schedule and oversee routine and emergency on-site maintenance and repairs, follow up on work orders and implementation of preventative maintenance plans
Collect and review bids for common area maintenance and reserve projects
Coordinate contractor logistics to expedite work schedules and minimize disruptions to residents
Negotiate and retain contracts and services from our large network of preferred vendors and partners to ensure the most favorable pricing for services including: Utilities, Building Services, Auditing, and Fire Equipment
Collaborate with consultants and engineers hired by the association
Recruit, hire, train, and supervise all on-site personnel
Assist in processing insurance claims for the Association

Timely and informative financial accounting
Carefully monitored annual operating budgets and development of long term capital budgets
Efficient and accurate annual financial reports for your board including analysis of expenditures and cost-saving recommendations
Daily tracking, and monthly reconciliation of all bank accounts
Customized, easy to understand financial statements, that provide an overview of money collected and spent, including: Balance sheet, Income statement, Monthly expenses , Expense variances collected , Outstanding dues , Outstanding invoices, Delinquency collection
Compliance with annual association audits via the provision of accurate and detailed financial records to auditor
On-site personnel payroll and expense tracking