Compare Our Packages

Our Solutions Packages

Not sure which of our solutions packages is right for your Association? Use this chart to compare some of the highlights of our different HOA services.

Dedicated Resident Services Department  to answer your homeowners calls between 8:00 am to 6:00 pm 5 days a week
Verbal Translation services for non-English speaking residents
Homeowner Calls logged to track issues and trends
Electronic Document archival to ensure that every piece of communication related to a homeowners account is available and reproducible when needed
Service level agreements to ensure timely response to inquiries by homeowners or board members Not included
New owner welcome packet with our New Homeowner Orientation video on the Associations Website (includes Spanish Subtitles)
Homeowner Website
View account balances real time
Pay assessments online with eCheck or Credit card
Allow homeowners to setup recurring online payments for monthly dues payments
Submit and track ARC Requests online Not included
Submit and track work orders online Not included
Calendar of Events
Homeowner/Board Member Directory
Document Library for Governing documents, newsletters and more
Board member only section of website for documents, ARC approvals and more Not included
Accessible with your own domain name (www.Yourcommunityname.com)
Violation Inspections
Customized Monthly, or bi-weekly random Inspection of your community Optional (Additional Fees Apply) Not included Not included
Dedicated Compliance Inspector for comprehensive inspections – freeing your portfolio manager to work on other issues for your community Optional (Additional Fees Apply) Not included Not included
Monthly Report of Violation activity Optional (Additional Fees Apply) Not included Not included
Escalation of violations and Fines for violations according to your CCR’s Optional (Additional Fees Apply) Not included Not included
Prolonged violation resolution Optional (Additional Fees Apply) Not included Not included
Customizable inspection criteria Optional (Additional Fees Apply) Not included Not included
Pictures available on Violation Letters Optional (Additional Fees Apply) Not included Not included

Architectural Review
Preliminary review to ensure all supporting documents submitted to enable your committee to decision Not included Not included
Process to ensure that applications do not go unanswered by your board/Committee resulting in unwanted automatic approvals Not included Not included
Inspections to ensure that structures have been submitted for approval, and are completed in the timeline as required Optional (Additional Fees Apply) Not included Not included Not included
Monthly report showing approved/denied applications in the last 30 days Not included
Annual Meetings
Announcement and agenda preparation
Timing of Meeting announcement mailing according to your Bylaws
Attendance by Portfolio Manager or Association Coordinator Optional (Additional Fees Apply) Optional (Additional Fees Apply)
Certification of election by Staff during the meeting Not included Not included Not included
Management company Staff available to sign in homeowners & distribute voting/information packages Not included Not included Not included
Facilitation of the Meeting Not included Not included Not included
Translator available for Spanish speaking residents (additional fees may apply) (additional fees may apply) (additional fees may apply) (additional fees may apply)

Payment Posting
Deposit and credit homeowner payments the day they are received.
All checks imaged and available to Customer Service allowing for Homeowner account dispute resolution
Website Payments posted immediately and viewable by the homeowner
Allow homeowners to sign up for Direct Debit of payments (ACH)
Pay assessments online with eCheck or Credit card
Allow homeowners to setup recurring online payments for monthly dues payments
Collections
Statements with detailed account history mailed each month to delinquent owners
30, 60, 90 day collection letters mailed to delinquent owners
Title search for returned mail to ensure that the correct owner is being billed at the correct billing address
Payment plan negotiation with homeowners to avoid legal collections
Monthly Review of Payment plans for nonpayment and escalation to Legal
Credit Bureau reporting services for Assessment Delinquencies Optional (additional fees may apply) Optional (additional fees may apply) Optional (additional fees may apply) Optional (additional fees may apply)
Legal collections (Lien/Foreclosure) for accounts that meet customized thresholds for time and dollar amounts.
Financial Reporting
Monthly Financial reports that include bank statements and images of canceled checks
Financial report distribution by the end of the first week of each month
Report distribution via Email
Detailed reports showing budget variances to help control spending
Homeowner balances with last payment date and collection status
“Cash Based” accounting method – making financials easier to read and understand.
Financial Reports archived to Board Member only Section of Website

Budgeting
Preparation of next year’s annual budget draft by August 31st
Budgeting based on actual expenses – not just projected income
Assist the board to finalize budget for presentation at annual meeting
Assistance to determine annual assessment amounts, reserve funding, and capital funding.
Tax Preparation (additional fees may apply) (additional fees may apply) (additional fees may apply) (additional fees may apply)
Reserve Studies for Replacement Reserves (additional fees may apply) (additional fees may apply) (additional fees may apply) (additional fees may apply)
Yearly Insurance and Risk Review
Vendor Management
Approved Vendor list
Vendors have to meet rigorous quality standards to be approved
Process to monitor vendor insurance and terminate services upon lapse of coverage
Obtain competitive bids for association services Optional (Additional Fees Apply) Optional (Additional Fees Apply) Not included

Emergency Service
Emergency Hotline staffed with a live person – 24 hours a day 7 days a week 365 days per year for townhomes and condominiums Optional (Additional Fees Apply) Optional (Additional Fees Apply) Not included
Maintenance crew available 24×7 Not included Not included Not included
Insurance Rehabilitation in cases of fire or other disaster Optional (Additional Fees Apply) Not included Not included
eManageSuite™ Online Tools for Self-Managed Associations
Track Violations, automatically escalate them based upon preset criteria, and assess violation fines Not included Not included Not included
Automatically generate customized letters for each stage of a violation Not included Not included Not included
Ensure that your violation process is followed accurately Not included Not included Not included
Track & Decision architectural requests and generate customized architectural approval/denial letters Not included Not included Not included
Allow board members to approve invoices for payment online Optional (Additional Fees Apply) Not included Optional Not included
Manage and track work orders for condo/townhome communities Not included Not included Not included
Real time accounting, work order, ARC & violation reports Optional (Additional Fees Apply) Not included Not included
Eliminate the need to store paper files in a board or committee members home Optional (Additional Fees Apply) Not included
Board Meeting Attendance Optional (Additional Fees Apply) Optional (Additional Fees Apply)

 

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