Services

The services included in our standard management agreement include in-person attendance and on-site presence as well and convenient web-based access to all data relevant to the performance of our services.

Maintenance and Operations

* Cost-effective and efficient contract bidding, negotiations, and administration
* Verification of insurance and bond coverage for contractors
* Design and implementation of preventive maintenance program
* Weekly or monthly documented property inspections
* Identification and resolution of serious non-routine maintenance needs
* Provision of 24/7 emergency maintenance services
* Instant on-line work order progress tracking

Communications

* Attend scheduled Board meetings and Annual Members Meetings
* Distribute Board Meeting announcements, agendas, and minutes
* Distribute Annual Meeting announcements, agendas, and minutes
* Administer Rules and Regulations including architectural control
* Administer information requests, complaints, and requests for documentation
* Process resale and transfer certificates
* Secure on-line access to personal account data
* Instant on-line access to:
  • Corporation documents
  • Residential forums
  • Corporation forms
  • Corporation activities
  • Other local condominium corporation boards
  • Web-based newsletter
  • Industry news and other useful information

Finance and Administration

* Administer accounts payable/receivable and delinquent assessments
* Maintain files and records to ensure a good record of activities
* Monitor and administer insurance coverage
* Reconcile monthly accounts and bank statements
* Provide Balance Sheets, Income Statements, Budget Variance Analysis
* Compile and submit recommended annual budget
* Provide ACH (automatic withdrawal/payment) capabilities

Clerical

* Maintain up-to-date roster of owners and mortgagees
* Handle all incoming telephone, email, and mail communications
* Maintain records of all contracts, warranties and other items important to the verification of services performed on the property

Technology

Our technology drives our business model. Many of the burdens that small corporations face are handled by our advanced web-based applications. Our centralized web portal is accessible to all community members from any computer connected to the internet, making managing the corporation easy and stress-free for board members, owners, and residents alike.

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What our customers are saying...

“Thank you for all your help with the outstanding condo fees from the commercial properties as well. You have been doing a great job and I'm very impressed with how quickly you respond to all requests or concerns.”

Clayton H., Vice President, WCC #496