TECHNOLOGY

  • Support and implement the latest technology
  • Fully utilize Caliber (our management database and accounting software)
  • Provide clients with an online portal that gives them the ability to view and approve invoices, look at work order and covenant violation issues
  • Residents have 24/7 access to their accounts, including electronic payment of assessments, and account balance
  • Eco-friendly paperless office
  • Cloud-based document storage systems
  • Mobile workforce; staff that can access data and work from anywhere and at anytime

ACCOUNTING

  • Client access to our CPA-led accounting team
  • Accounting presence at board meetings on an ad hoc basis
  • Our accounting prowess is one of our most robust capabilities with strong internal controls and systematic processes
  • Subject to CAM Rule E-2, we are able to provide various methods of accounting, i.e., accrual, modified cash, and cash
  • Management and monitoring of all association accounts: operating, reserve, settlement and investment
  • Free lockbox for secure assessment processing, along with a variety of other payment methods are available to homeowners
  • We accommodate all forms of collection policies and work with most collection attorneys in the Denver metro area

DEVELOPING COMMUNITIES

  • Assistance and guidance in developing design guidelines
  • Builder / Developer budgeting template to help in establishing HOA and identifying potential shortfalls
  • Enhancing builder and owner relations
  • Developer / Declarant transition expertise, including developing and monitoring punch lists

RELATIONSHIPS & EXPERTISE

  • Independence and objectivity
  • Access to an HOA expert, M-F from 8:30AM to 4:30PM, and after hours emergency service available 24/7, 365 days/year
  • We have highly credentialed, seasoned managers and support staff, with over 100 years of combined experience
  • Flexible and customizable suite of services for each association’s needs
  • Full life cycle project management, including the development of RFPs and Vendor / Contractor management
  • Regular property inspections
  • Maintain records for work orders, covenant compliance, and architectural requests
  • Identify deferred maintenance items
  • Implement and follow reserve studies or long term capital expense schedules
  • Professional coordination of all meetings (owner, board and member meetings)
  • Interact with regulatory agencies, as needed
  • Maintain records relating to certifications and corporate filings, including managing document retention policy
  • Maintain Associations’ FAQs

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