No long-term commitment
How switching works — all nine steps
Boards put off changing companies because the switch sounds worse than the problem. It is nine steps: your board signs twice and sends one letter, and our transitions team does everything else.
- 01
The board decides
We present to your board if you want us to. The board votes and signs a management agreement.
- 02
You give notice
A 30-day cancellation notice to your current company, by email or in writing. Read that contract first — some only allow cancellation inside a specific window.
- 03
We collect your records
Member listing, fiscal information, vendor insurance certificates, rules and architectural guidelines, prior tax returns, open bank statements, and a year of minutes, budgets and reconciliations.
- 04
Signature cards
Signed with your President and Treasurer.
- 05
The new account opens
A $5,000 check payable to the association opens it, so the utility bills keep getting paid during the handover.
- 06
Owners are loaded
Every homeowner goes into the management software with their own portal access.
- 07
The year gets scheduled
We build the annual calendar with your board and put every meeting on it.
- 08
Owners hear from us
A welcome letter goes to every homeowner with contact details and payment options.
- 09
Funds move, management begins
We transfer the funds to the new account and take over active management of your community.
