The Services and Tools You Need to Manage Your Community More Effectively.

Save Time
Convenient Online Tools
Fewer Owner Questions
Increased Expense Control
Fast Board & Homeowner Support

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Trusted

Licensed

Risk Free

Insured

Easy On-boarding

EZ 30 day transition

Collect

Reduce delinquencies and improve cash flow.

Emailed Statements
Mailed Statements
Coupon books
Online payments (ACH & CC)
Late Notices

Protect

Reduce risk of fraud by 70%

Bill approval by 2 Board Members
Improved internal controls
Positive pay check protection

Report

Accurate & On-Time monthly reporting.

Emailed monthly reports to all board members
Actual vs Budget income statement
Bank reconciliation flagging variances

Communicate

Responsive Owner & Board Support

Phone and email support to answer your questions
Video call & screenshare training
Access to online tools

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We Enable You to Easily Manage Your Community Like a Pro


FINANCIAL Bill & Collect Owner Dues Send Late Notices Work on Deliquent accounts/ Collections Set up & Bill Special Assessments Pay Vendor Bills Produce Financial Reports Online Portal to View Account & Pay Budget Assistance ADMINISTRATIVE Resale & Refinance Administration Mail/Email Community Letters Newsletter Prep & Distribution ADVISORY Guidance on Policies & Procedures Guidance on Operational Questions PHYSICAL MGT 24/7 Emergency Ans Service & Dispatch Vendors

FINANCIAL

Bill & Collect Owner Dues
Send Late Notices
Work on Deliquent accounts/ Collections
Set up & Bill Special Assessments
Pay Vendor Bills
Produce Financial Reports
Online Portal to View Account & Pay
Budget Assistance

ADMINISTRATIVE

Resale & Refinance Administration
Mail/Email Community Letters
Newsletter Prep & Distribution

ADVISORY

Guidance on Policies & Procedures
Guidance on Operational Questions

PHYSICAL MGT

24/7 Emergency Ans Service & Dispatch Vendors

What the Board Normally Handles
ADMINISTRATIVE Lead Annual Meeting Take Meeting Minutes PHYSICAL MGT Source Vendors & Get Proposals Supervise Work Site Inspections Violations & ARCs

What the Board Normally Handles

ADMINISTRATIVE

Lead Annual Meeting
Take Meeting Minutes

PHYSICAL MGT

Source Vendors & Get Proposals
Supervise Work
Site Inspections
Violations & ARCs

Services Done by Other Advisors
Prepare Tax Return Review & Revise Governing Docs Review Insurance Coverage & Bid Out Reserve Studies Project Manager for Capital Improvements

Services Done by Other Advisors

Prepare Tax Return
Review & Revise Governing Docs
Review Insurance Coverage & Bid Out
Reserve Studies
Project Manager for Capital Improvements

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We Provide All The Tools & Support You Need

We use industry leading tools to help make your life easier. Browse the features below to see example of the tools and services you will be able to utilize with Community Financials.