Services

We integrate the latest in technology, infused with time-tested processes in a company flexible enough to meet the changing needs of each individual client. Our team stands ready to discuss with your Association, their goals and objectives and to satisfy those objectives by applying our innovation and experience in a way that meets your specific requirements.

Association Administration and Meeting Management

  • Attend and run Association Meetings

  • Respond to resident communication

  • Prepare and distribute notices, agendas and meeting minutes

  • Process sale transfer records

  • Create and maintain member databases

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Governing Docs and State Law Compliance

  • Ensure owner compliance of Association governing documents and ORS

  • Review and enforce standard operating procedures

  • Liaise with legal council, consultants, and municipality

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Accounting and Financial Reporting

  • Manage Association payables and receivables

  • Creation and delivery of annual coupon books

  • Manage delinquencies

  • Assist in handling of special assessments

  • Prepare monthly financial reports

  • Assist with annual tax return and year-end audits

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Community and Livability Enhancement Management

  • Concierge services

  • Assist in production and distribution of Association newsletters

  • Custom web portal communities

  • After hours emergency answering service and dispatch

Maintenance and Reserve Plan Management

  • Assist in preparation of annual reserve study or maintenance plan

  • Record and process service requests

  • Coordinate preventative maintenance

  • Handle warranty claims involving common elements

  • Manage bids and supervise contractors

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Budgeting and Management Planning

  • Preparation and management of annual budget

  • Real-time management plan reporting