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

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 Letters

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

We Enable You to Easily Manage Your Community Like a Pro

FINANCIAL

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

ADMINISTRATIVE

      • Resale & Refinance Administration
      • Mail/Email Community Letters
      • Draft/Mail/Email Annual Meeting notices
      • 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
Services Done by Other Advisors

 

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

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.

COLLECTION TOOLS

Online Payments

Mailed & E-Statements

Coupon Books

Late Letters

Equifax Credit Reporting Reduces Delinquencies

TRANSPARENCY & COMMUNICATION TOOLS

Owner Account Balance

Community Documents

Calendar

Community Mailings

Newsletters

Resale & Refinance Paperwork

Software Advanced Training

24/7 Emergency Answer Svc

SOFTWARE SYSTEMS

Tops Software

Strongroom

Software Login for Onsite Managers

BANKING RELATIONSHIPS

Truist (was BB&T)

Download our Articles on How to Start Self Managing &/or How to Avoid Fraud at your Community