Services & Expertise
Your HOA matters to us as much as it does to you, and our goal is to make HOA living effortless for you. We focus on providing support that enhances property values and fosters community cohesion. Our top priorities include consistent follow-up and transparency among the board, members, and management company.
✓ Supervision of property maintenance
✓ Facilitation and preparation of board meetings
✓ Communication for the community
✓ Vendor qualification and monitoring
✓ Architectural support services
✓ Compliance with Indiana statutes
✓ Education for board members
Financial & Accounting
Beyond timely bill payments, we offer comprehensive accounting services to simplify your fiduciary duties. Our meticulous record-keeping, adherence to industry best practices, and long-term planning insights keep your association financially sound.
✓ Preparation of financial statements
✓ Processing of accounts payable
✓ Collection processes for accounts receivable
✓ Management of association banking activities
✓ Implementation of effective internal controls
✓ Preparation of annual operating and reserve budgets
Cutting Edge Technology
What if actively participating in your HOA was just part of your daily digital routine? Our carefully selected technologies streamline your interaction with the HOA, freeing you to enjoy the rest of your day.
✓ Homeowner and board portal
✓ Convenient online payment programs
✓ Electronic statements and billing
✓ Electronic notification system
✓ Standard and customized community websites
✓ Online access to association documents
✓ Quick updates to online accounts
Comprehensive Property Management Services
Your HOA commitment is to provide full service management to the communities that we service. We utilize our robust technology platforms along with our partnerships in the industry to offer our clients a convenient and exceptional experience. Our team has established careers in association management that have focused on customer service. We use this knowledge and experience to guide our communities into the future.
Our Comprehensive Services include:
Our team provides comprehensive financial management and reporting for each association, including the prompt invoicing and collection of homeowner assessments. All accounts payable invoices are handled quickly and efficiently to assist in maintaining positive vendor relationships. Because transparency is key to our business model, Board Members have complete access to all accounts payable documentation via the online community portal. Your HOA will assist the Board in preparing the annual budget, including providing accurate and timely projections of income and expenses. Financial reports are produced monthly and provided to all Board Members for review in a timely, error-free manner.
Our team will prepare for and attend Board meetings, including the community annual meeting. Your HOA will ensure Board Members are prepared to make community decisions by providing complete agendas with supporting material and complete, accurate and timely minutes following the meeting.
Collection of homeowner assessments is essential for any Association to function smoothly and efficiently. Your HOA will send out assessment bills in a timely fashion and follow the established community delinquency process for uncollected assessments, including working with Association legal counsel when necessary.
Your HOA has built strong relationships with an extensive list of local vendors. Your HOA will work to obtain multiple bids from appropriate vendors for community projects. All bids will be collected, analyzed, and presented to the Board for review and vendor selection. Your HOA can provide guidance to Board Members during the selection process if desired.
Your HOA conducts regular community site tours including monitoring CCR compliance. Your HOA has a variety of technological tools to use while in the field conducting site tours to ensure actions taken are accurate and timely. Your HOA collaborate with owners during the compliance process to promote community harmony as well as maintaining strong property values throughout the community. When necessary, Your HOA will work with Association legal counsel on escalated compliance matters.
Your HOA has established an architectural review process to ensure that all applications are complete when submitted to the Board for the review and approval process. Your HOA handles all communication with the homeowner during and following the architectural review process including notification of approval, conditional approval, or denial of the submitted application. Your HOA maintains an electronic record of all improvement apps for a lot and for the community.
Your HOA has built strong relationships with an extensive list of local vendors. Your HOA works with the Board to ensure that the community is matched with vendors that provide excellent service at a reasonable cost within the budget. Your HOA maintains a work order system for routine and emergency maintenance needs and ensures that all work orders are completed in a satisfactory manor prior to payment being made. Your HOA ensures all vendors submit appropriate records, including tax information, liability insurance information, workers compensation insurance information and 1099 generation. Your HOA provides vendor oversight and management on all projects and ensures that all work done within the community is completed according to the approved spec.
Your HOA coordinates with appropriate professional contacts for issues requiring expertise beyond the normal management duties. Your HOA will work with attorneys, insurance agents, accounting firms, and other similar service providers, as necessary.
Your HOA has an excellent record keeping system in place. Your HOA maintains hard copy files of appropriate documents for several years and keeps all electronic files for the length of time that the team works with the community. Your HOA offers online portals to each community which enables homeowners and Board Members access to community documents, budgets, meeting minutes and other Association documents/communications. Your HOA has a secure, cloud-based server that that is redundant and backed up regularly to ensure Association records are preserved and safeguarded from unauthorized access.
Each community utilizing Your HOA's services has access to a website an an online portal for unparalleled transparency for board members and residents. Communities have online access to account balance, community documents, community communications, and more. Our portal provides on-the-go access to their Association account, including amenity reservations, account balance, community documents, compliance issues, architectural review, make payments and more.