Overleaf is committed to providing the right type and proper amount of services for your association, while providing our services at a competitive price. The following services can be included in an all-encompassing day-to-day management package or select services a la carte to meet your specific needs.
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Communication and Compliance
- Administrative oversight
- Assistance with complaint resolution
- Board Member training
- Effective HOA meeting practices
- Meeting minute retention
- Monthly status reports from manager
- Notices, memos and alerts posted electronically on website with RSS feed option
- Rule enforcement
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Finances
- Bank Account management
- Collection of assessments
- Financial management
- Financial planning and budget preparation assistance
- Monthly statements of account
- Reserve account fund planning assistance
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Maintenance
- Assistance in selecting qualified vendors
- Maintenance plan implementation
- Monthly on-site inspection reports with photo documentation
- Project and contractor oversight
- Reserve study coordination
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Record Keeping
- Centralized electronic document storage
- Electronic document storage
- E-mail communication retention
- Owner / Tenant information retention and archive
Our primary goal is to protect your investment and help create a better community. We assist in the day-to-day business of governing your Association, collection of HOA fees, payment of invoices, monthly financial statements, implementation and coordination of maintenance plans. We promote clear and concise communication with the Board and owners; we have found this to be the foundation of successful relationships with the communities we manage.