Administrative
Numerous functions and tasks are necessary to keep an association’s train on its track. Many go unnoticed, some are unknown, and collectively it can be overwhelming.
Our systems, technology and processes are innovative and designed to keep communication accessible and timely, tasks documented and always moving forward so that no detail is overlooked.
Communication – Effective, efficient and reliable communication – phone, email, mail, website – on a 24/7 basis; customer service and communication are top priority
Data Storage – Secure and accessible systems to ensure all records are safely stored and accessible
Insurance Management – Complete assistance in ensuring proper insurance coverage, bidding to reliable carriers and managing claims when they arise
Meetings – Comprehensive Board packages and effective meeting facilitation to ensure all types of association meetings are successful
Resale Disclosures – Reliable and complete services to ensure the association is fulfilling its statutory obligation to facilitate resale documents for sellers
Tasks – Robust “task” management system to ensure all homeowner requests, Board directives and other initiatives are documented, tracked and completed to satisfaction
Training – Comprehensive training available to all Board members on a range of topics from Board responsibility to accounting fundamentals, property management tools, effective meetings, insurance basics and more
Website – Functional web portal provided to each association with a user-friendly homeowner portal to submit requests, manage their account, access documents and communicate important news