Our Proven Transition Process
Planning Ahead
From the moment we’re selected, we get right to work and begin the transition process with our team.
Complete Records Transfer
We coordinate directly with your outgoing manager to collect all of your records— financials, contracts, minutes, homeowner rosters, and governing documents. Nothing falls through the cracks.
Financial Confidence
Our accounting team sets up secure banking, reconciles balances, and ensures assessments flow smoothly into your community’s accounts. Homeowners receive clear payment instructions and immediate access to online payment options.
Operational Continuity
Your vendors, contractors, and utility providers are introduced to our team right away. Services continue without interruption, and they are provided instructions on where to send invoices so that they can be reviewed and paid promptly.
Transparent Communication
We believe homeowners deserve clarity and reassurance during a change. Every resident receives a welcome packet with payment details, contacts for our team, and portal access.
Early Wins & Long-Term Success
Within the first 90 days, we perform a full financial review, meet with the board to fine-tune priorities, and start planning ahead for budgets and capital needs. Our goal is not just a smooth transition, but a stronger foundation for years to come.
The Result: A professional, worry-free transition that allows your board to focus on governance while we take care of the operational details!