Services

Contact Us: (909) 592-5300 or (949)791-8573

450 S. Lone Hill Ave., Suite B 

San Dimas, CA 91773

HERE ARE A FEW OF THE WAYS WE PROVIDE PROACTIVE ASSOCIATION MANAGEMENT EVERY DAY:

• Effective, efficient and well-organized board and annual meetings
• Comprehensive property inspections
  
• 24-hour emergency property services
  
• Vendor procurement and oversight
  
• Convenient online member access
  
• Maintenance of records for all contracts, warranties and other important documents
  

Our experienced staff helps provide continuity and maintains a consistent point of contact.

MANAGEMENT AND ADMINISTRATIVE SERVICES

• Hold seminars and workshops for Board and Committee Members
• File and assist with insurance claims
  
• Development of policies and procedures
  
• Attend all annual and regular Board Meetings
  
• Prepare and distribute newsletters and notices to the property Issue
  
• New Owner Welcome packages
  
• Field all owner requests and respond accordingly
  
• Dispatch Work Orders
  
• Prepare and distribute meeting notices
  
• Records management and storage
  
• Prepare request for proposal and obtain bid specifications
  
• Track all incoming phone calls and requests​
  

FINANCIAL MANAGEMENT

• Assessment and special assessment billing
• Delinquency enforcement and collection
  
• Annual budget preparation and financial planning
  
• Manage operating and reserve accounts
  
• Reserve planning and budgeting
  
• Owner payments via check, online check, online credit card and direct draft
  
• Facilitate payment for all Association bills and expenses
  
• Monthly financial reporting
  
• Investment assistance and analysis
  
• Tax and audit coordination with CPA/Auditor​
  

​PROPERTY SERVICES

• 24/7 Emergency response
• Dispatch/oversee Association service providers
  
• Rules and violation enforcement
  
• Regularly scheduled property inspections
  
• Onsite and employment services, employ, oversee and provide benefits to Association employees

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