OUR SERVICES

PROFESSIONAL SERVICES

  • Prompt Enforcement
  • Supervision of Common Area Maintenance
  • Timely Collections
  • Full Service Accounting
  • Consulting Services
  • Free Website Setup and Administrative Assistance
  • Creative Solutions for Sponsorship Funding
  • Easy to Read Financials
  • Customized Reports
  • Discount Offers w/Affiliated Vendors
  • New Owner Welcome Services
  • Accredited Managers and Accountants
  • Integrated Top of the Line Technology
  • Reduce Phone Calls by 90%
  • Quarterly Newsletters (emailed)
  • Community Handbook Preparation
  • Quarterly Drawings of Local Business Gift Cards
  • Monthly Financial and Management Reports
  • Benchmark Reports
  • Complete Online Proxy Forms
  • Ability to Update Owners with Community Matters Through Email or Website
  • Prompt Customer Service for all calls faxes and emails. (no call center or automated response)
  • Zero Operating Bank Fees
  • Update Board on Legislative updates that impact HOA’s in the DFW area
  • Annual Calendar of Events,
  • Review Investment Accounts Deadlines, Insurance Expiration Dates, Contract Terms and Research Best Rates
  • Contract Negotiation / Bid Requests / Plan for Reserves
  • On-site Property Inspections

MANAGEMENT

  • Deed Restriction Enforcement
  • Onsite Inspections with Pictures
  • Work with the Board on Escalated Enforcement Measures
  • Annual Review of all Contracts
  • Lower Collection / Delinquency Rate
  • Same Day Turnaround on Calls and Emails
  • Governance Policies
  • Utilize Website Survey Feedback Forms
  • Direct Contact with Manager (no call center is used)

FINANCIAL OPERATIONS

  • Assist in Reserve Study / Budget Development
  • Invoices Paid Daily
  • Annual Review of all Investment Accounts
  • Historical Trends
  • EOY Projection Reports
  • Accrual or Cash Accounting
  • Actual vs. Variance – Budget Report

ASSESSMENT COLLECTIONS

  • Check County Appraisal District for Alternate Address Lookup
  • Escalated Collection Processing
  • Online Payments – ACH Debit, E-check
  • Processing of Credit Cards
  • Ability to Receive Notification of Payment via Email

Board of Director Private Portal  (Board members can view sensitive information)

  • Review Delinquency Reports w/Actions Noted
  • Historical and Current Financials
  • Review Violation Reports
  • See Pictures of Violations
  • Contracts and Agreements
  • Review Call Logs
  • Review Invoices
  • Bank Statements / Balances
  • Full Financial Details
  • Minutes and Hearing Information

Homeowner Portal (Owners can view the following services 24/7)

  • Review Individual Owner Account Balances
  • Review Individual Owner Compliance Concerns
  • Check if Payment was Received
  • Review Status or stage of Collections (2nd letter, Attorney Demand Letter, Lien or Foreclosure),
  • Review Status of Association Finances
  • Historical and Current Year Budgets
  • Newsletters / Email Blasts
  • Community Updates and Events
  • Community Calendar
  • Announce Lost Cat / Dog
  • Post Pictures
  • Review and Download Governing Documents
  • Review City Ordinances
  • City Contact Numbers
  • Committee Information
  • On-Line Forms – ACC, Volunteer Forms, etc.
  • On-Line Survey’s
  • Community Map / Plats
  • Board Meeting Minutes
  • Collection Policy / Enforcement Policy
  • Report a Violation On-Line
  • Review Collection Policy
  • Review Enforcement Policy
  • Post Yard of the Month Pictures