We provide hands-on administrative support that allows Boards and Owners to operate with confidence and ease. Our team ensures all required insurance coverages are properly placed and continuously maintained in accordance with governing documents, statutory requirements, and Board directives—eliminating gaps and minimizing risk. Serving as a trusted partner to the Board, we streamline communication, maintain accurate Association records, oversee contracts, and ensure compliance, allowing Board members to focus on leadership rather than day-to-day administration.

Our Administration services include:

• Ensuring all required insurance coverages are in place and up to date

• Maintaining Association records, contracts, and governing documents

• Serving as a liaison between the Board, Owners, vendors, and service providers

• Supporting Board governance and compliance oversight

• Coordinating meetings, communications, and notices to Owners

Our financial management services are designed to deliver clarity, control, and complete transparency. We proactively prepare and present a comprehensive annual budget ahead of the fiscal year, efficiently bill and collect assessments, and provide secure electronic payment options for Owner convenience. All authorized expenses are carefully reviewed and paid on time, with Association funds maintained in properly controlled bank accounts. Detailed monthly financial statements and timely year-end reports give the Board clear insight into the Association’s financial health. To protect the Association’s resources, we regularly review vendor contracts, obtain competitive bids, and issue Requests for Proposal to ensure services remain cost-effective and responsible. These services are powered by Rentvine, our advanced property management platform, giving Owners easy access to account information, communication tools, and service requests, while providing the Board with robust, real-time financial reporting that promotes accountability and trust.

Our Financial Management services include:

• Preparation and submission of preliminary and final annual budgets

• Billing and collection of monthly assessments; providing receipts to Owners

• Issuing payments for authorized expenses and maintaining bank accounts

• Detailed monthly financial statements and year-end reporting

• Electronic payment services for Owners

• Reviewing contracts and issuing Requests for Proposal annually

• Obtaining competitive bids for contracted services

• Real-time Board access to financial reporting through Rentvine

We take a proactive, integrated approach to maintenance that protects property values and enhances the living experience for residents. Our team provides 24/7 emergency response and coordinates the ongoing care of buildings, common areas, and grounds to standards set by the Board. With access to licensed professionals in HVAC, plumbing, electrical, and general contracting, we ensure work is completed efficiently, safely, and to a high standard. We also manage insurance-related repairs, investigate and document incidents, and maintain clear records to reduce risk and downtime. Through our Owner and Resident portal, service requests can be submitted and tracked in real time—ensuring fast response times, clear communication, and consistent results.

Our Maintenance Management services include:

• 24/7 emergency maintenance response

• Regular maintenance of structures, grounds, and common areas

• Coordination of licensed professionals in HVAC, plumbing, electrical, and general contracting

• Oversight of insurance-related repairs and claims

• Investigation and documentation of incidents and property damage

• Real-time work order submission and tracking via Owner and Resident portal

• Vendor oversight and quality control for contracted services