Services

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

109 North Exchange place

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