




Full Service HOA Management
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Schedule board meetings.
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Coordinate and post/send out agendas.
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Prepare and circulate Board packets.
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Send out follow up meeting minutes.
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Prepare to-do lists and assign timelines and people (if required) to all action items.
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Maintain to-do list and ensure all action items are completed on time and accurately.
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Coordinate annual elections and manage voting forum.
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Ensure board meetings and general policies and procedures are being carried out in compliance with the Davis-Stirling Act and buildings’ governing documents.
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Keeps BOD up to date on any new association laws or changes to current laws.
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Make recommendations for updates to the CC&R’s, By-Laws and House Rules annually to ensure documents are compliant.
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Maintain all corporate documents.
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Monthly on-site visits and inspections with checklist.
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Communicate and update owners as necessary on building matters.
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Manage and resolve resident questions and complaints.
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Draft and send letters to members who are in violation of CC&R’s, including time frame for correction or, if applicable, hearing dates.
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Compile and send annual disclosure mailings to HOA.
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Ensure HOA is compliant with all current laws governing condominium communities.
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Handling of delinquent accounts, emphasizing timely follow up and confidentiality.
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Work with and provide advice to owners on how to handle neighbor disputes.
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Coordinate all moves for the building in compliance with house operating rules and regulations.
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Maintain homeowner information database to keep current.
- HOA specific website.
- Homeowner Portal/ Board Member Portal.
Escrow & Disclosure Services
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Escrow Packages
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Regular orders (7-10 days)
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Expedited Orders (24-48 hours)
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Contact: Angel@infinitypropertymanagement.com
Financial & Accounting Services
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Monthly HOA due collections (offer online dues payment option), bank deposits and transfer of reserve funds.
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Monthly reconciliation of account ledgers and late notices to residents past due.
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Payment of all operating and reserve expenses, including utilities and payroll.
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Issue monthly financial packet, including bank statements, check registers and summary reports of deposits and expenses paid -all made available on-line for easy access.
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Coordinate with CPA to complete annual tax returns and financial reviews.
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Finalize and distribute year-end financial summary.
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Annual pro forma operating budget with recommendations of reserve quantities for upcoming major repairs.
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Manage collection of delinquent up to 90 days. Coordinate with collection companies once account is 90 days past due.
Maintenance
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Emergency maintenance service 24 hours a day, 7 days a week.
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Maintenance requests:
-Process all maintenance requests
-Contact, hire and supervise all maintenance work with vendors
-Meet with vendors at property as required
-Follow up on all maintenance matters to ensure properly resolved -
Renegotiation of vendor contracts to ensure pricing is always competitive.
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Vendor screening (includes verification of insurance, license and references).
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Ensure all building systems are current and up to code for maximum safety (includes fire alarms systems, elevators, sprinkler systems, HVAC units).
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Annual maintenance calendar for managing certifications and timely scheduling of preventative maintenance.
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Coordinate and manage the Reserve Study for all major building components.
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Send out all building notices regarding upcoming maintenance activities/events.