Financial Records

Rely on our full-service accounting department and experienced managers to obtain current documentation to facilitate smooth transfer of ownership. Meticulous record-keeping and experience overseeing real estate transactions enable us to achieve quick turnaround on tight deadlines without compromising the integrity of important information.

✓ 24/7 online portal access
✓ Resale demand statements
✓ Refinance/release of lien statements
✓ Association certifications
✓ Preparation of demand statements
✓ Changes to ownership records

Customer Care

We want new homeowners to understand the full scope of resources available to them upon moving into an HOA. By taking the time to help navigate the escrow process, we make sure buyers know they have an ally in their management company who is looking out for their best interests.

✓ Personalized introduction letter
✓ Member financial packets
✓ Online portal access information
✓ Amenities rules & regulations
✓ Governing Documents
✓ Budget information

Have a question? Need more info? Just wanna say hi?

We’re a friendly crew, always here to help!