• Owner/tenant Information
  • Vendor Information and Contacts
  • Dues and Collections
  • Utility Accounts
  • Past, Current and Pending Invoices and Payments
  • Bank Accounts/Statements and Tax Returns
  • State Regulatory Document Filings
  • Insurance Policies and Documents 
  • Association Documents and Amendments
  • Rules and Regulations
  • Policies and Resolutions
  • Meeting Minutes and Agendas
  • Electronic Resale Package
  • Correspondence
  • Current Year Budget, Current and Historical Financial Data; including electronic files and GL detail
  • Copy of HOA Database and Electronically Stored Files
  • Board consultation and resolution recommendation
  • Preventative maintenance 
  • Local, state, and federal government compliance
  • Budget oversight
  • Streamlined efficiency and profitability 
  • AR/AP
  • Facilities maintenance
  • Facilities management
  • Vendor management
  • By-law adherence 

Our Commercial Property Management Services

Ready to transfer? This is what we'll need: