FAQ

We strive to make the transition as seamless as possible for both the HOA board and the community. Typically, we request a 60-day transition period. During this time, we update your information at the Secretary of State's office, listing us as the registered agent. This enables us to open bank accounts in your name, including operating and reserve accounts if needed. We collaborate with your current management company or the board to gather all homeowners' names and contact information, ensuring they are informed about the transition through multiple emails and letters. Meanwhile, we build out your community's website and review governing documents to fully understand your community's needs. Our top priority is to ease this process for both the board and homeowners.

Yes, we can pay vendor invoices directly from your operating account. All invoices will be sent to us, and we provide a complete monthly accounting report detailing every penny spent from the association's funds.

Typically, board packets are sent out during the first full week of each month. We can customize these packets based on your needs, but most communities receive a 12-month income statement, balance sheet, cash flow statement, copies of paid invoices, work orders, violations, and delinquent homeowner reports. This keeps the board fully informed about all community activities.

Yes, depending on your chosen package, we can assist with communication and setup for your annual meeting, whether it's online or in person.

Yes, we can provide insights and opinions on your current budget or budgeting process. With experience working with numerous communities annually, we're adept at preparing budgets and are happy to assist based on your selected package.

Absolutely. While our packages are designed to be affordable for associations of any size, we can address specific issues like parking or marketing communications at our hourly rate.

Yes, it seems every neighborhood has at least one challenging homeowner. We're happy to assist with communication to resolve any arising issues.

Absolutely. When onboarding a new property, we aim to learn as much about your community as possible. Sometimes this involves sending your bylaws to one of our attorneys to create an HOA cheat sheet. This cheat sheet provides easy-to-read duties, roles, and bylaw notices that help establish a foundation for better management and governance.

Yes, we've observed significant increases in insurance premiums across communities. We're happy to help by obtaining quotes to find better options for your insurance needs.

We focus on helping HOA communities become more proactive rather than reactive. Many communities struggle with future budgeting and governance due to being preoccupied with current issues. Through technology use, effective communication, and efficient property management, we alleviate much of this burden from boards so they can focus on proactively running their communities.