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First name*

Last name*

Board Position*

Email*

Mobile phone number*

Property Name*

Property Type*

City*

State/Region*

Zip Code*

How Currently Managed*

# of Units*

Dues Collection Frequency*

Have a current or planned special assessment / loan*

Avg Amount of Dues / Home / Payment*

Ex: owners pay between $300 - $400 / month so the average is $350.

# of Homes Delinquent over 60 days*

Ex: not including the current month's dues, what total # of homes are delinquent 2 months or more

Avg # of Bills Paid / Month*

Not the $ amount - the # paid

# of Bank Accounts*

# of Investment Accounts*

# of investment accounts, CDs, etc.

# of Credit /Debit Cards to Reconcile*

# of W2 Employees on Payroll*

Direct employees of the Community (W-2) not independent contractors.

# of Cost Centers Tracked (over 1 set of books)*

If you have only one set of books used to track operating and reserve income and expenses then enter N/A. If you use cost centers to create separate income & expense reports for different buildings, neighborhoods, phases, a marina or other amenities enter the number tracked (in addition to your primary set of books). One way to know if you use them is if your accounting (general ledger) codes use a "-001, -002, -003" to help segregate items for separate reporting.

Current Software Used

Current Quality of Reports*

Accurate; up to date (have last month's reports)(1=poor - 5 =excellent)

Special Requirements, if any

What are 3 issues you hope our service will solve?*

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Source

Phone

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PLEASE PROVIDE SOME DETAILS SO WE CAN PREPARE A QUOTE FOR YOU

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