Association Management

Management Plan Options

The Resident Portal is the cornerstone of communication between the residents, the board, and the management company. The Portal can be run from a computer or mobile devices. The homeowners can pay dues, request service, access financial & the governing documents and communicate with the management company or the board.

Additionally, the portal provides a board-only communication channel to manage the association’s business.


  • Collection and deposit of monthly dues
  • Work with existing HOA accounts
  • Realtime tracking budget & expenses
  • Annual payment voucher to homeowners
  • Bill review and payment
  • Monthly financial statement to the BOD
    • Cash flow
    • Balance sheet
    • Itemized revenue & expenses
    • Bank reconciliation
    • Delinquency reports
    • More statements available upon request
  • Provide professional year-end statements to BOD
  • Issue required 1099’s
  • Periodic audit of the books as required by law
    • Expenses incurred by the HOA


  • Receive and facilitate work orders and requests
  • Issue ticket number
  • Realtime tracking
  • Completeion report
  • Vendor management
    • Obtain bids & contracts reviews
    • Performance reviews
  • Annual maintenance schedule and checklist
  • Oversee all contracted services as directed by BOD
  • Monthly maintenance report to BOD
  • 24/7 Emergency line


  • Quarterly communications with homeowners
  • Provide BOD with updates on any new Colorado Real Estate Commission requirements.
    • Not providing legal advice, however.
  • File annual report with Colorado Secretary of State.
  • Create and provide meeting agendas
  • Assist BOD with rule enforcement
  • Attendance of association meetings
  • Annual meeting with BOD
    • Budget planning
    • Reserve analysis review
    • Strategic and action planning
    • Annual update of CID code and regulations
  • Annual Homeowners  Meeting
    • Arrange for the annual meeting
    • Provide timely notice to homeowners per association bylaws
    • Help BOD present general condition of the association
    • Present financial status of the association
    • Prepare, present and seek approval of the annual budget

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