• On-site daily visits.
  • Attend Board meetings.
  • Assist Board with Annual HOA Meeting.
  • Manage the maintenance of the common areas.
  • Discuss with and guide Board on major repair issues.
  • Take all calls from homeowners to keep the burden off of the Board.
  • Send Annual/Special meeting notice and proxy form to homeowners.
  • Send Quarterly Newsletter and Summary Reports to all homeowners.
  • Provide 24 hour, seven days/week telephone answering service for emergencies.
  • Receive maintenance requests from Board and homeowners, coordinate with Board as appropriate.
  • Obtain periodic vendor service bids as requested by Board and process to Board for review and approval.
  • Maintain list of vendors with good track record, acting as the Secretary of the Assemblies, according to the State Law.
  • Delinquent payment follow-up
  • Maintain a current list of unit owners.
  • Pay all bills out of HOA Operating account.
  • Keep separate set of books of account for HOA.
  • Send quarterly financial summaries to all homeowners.
  • Provide account history to individual owner when requested.
  • Send monthly financial management report and disbursements journal to Board.
  • Deal with individual homeowners on their accounts and coordinate with Board if necessary.
  • "Red Flag" reports sent to Board if applicable on cash-flow and/or Reserve deposit problems.
  • Receive payments and deposit directly into HOA separate Operating account at the bank, keeping records thereof.
  • Help Board evaluate repair items, keeping the property value.
  • Discuss Reserve study results and ramifications and remedies with Board.
  • Coordinate with Board fining and violation procedures, forms, and follow through.
  • Answer procedural questions for Board where appropriate based on historical knowledge.
  • Discuss HOA operating and legal issues with Board members. Refer to attorney when necessary.

Enjoy your home, we take care of your investment