Frequently Asked Questions

Common questions answered

• How much is the service fee?

  Custom Management Plans start at $250 per month.

• What is included in the service fee?

  Our service fee includes professional accounting services, access to the Community Portal, and assistance with your annual filings with the Secretary of State. The HOA Board also has the option to incorporate additional services as needed.

• What is the setup fee?

  Setup fees start at $250 and may vary based on the current state of the community’s information and any additional out-of-scope requirements (such as recreating prior financials and budget preparation).

• How can owners pay their assessments?

  Payments can be made via bank account (e-check), check, or credit/debit cards (with a minimal processing fee). Autopay can also be set up at no extra cost. Coupon books for mailed checks are available for a small administrative fee.

• How are delinquencies handled?

  Collection procedures are established in accordance with your community’s CC&Rs and can be adjusted if necessary. Our team is available to assist with required collection measures or to offer recommendations.

• Do you process resale documents?

  Yes, we process orders through CondoCerts. You can find more information here https://secure.condocerts.com/resale/.

• Can you help us with compliance?

  Absolutely! Our team can assist with required site visits in nearly all locations. A dedicated manager can be engaged to handle compliance issues, and Compliance View 360 is a valuable tool for site inspections.

• Can you assist with our Reserve Study?

  Yes, our system integrates with SmartProperty, allowing for real-time asset management both now and in the future. We can also recommend Reserve Specialists to help prepare reports.