Our Process: Simple, Collaborative, and Built Around You
Our approach is simple: we build our process around your association. We believe in clarity, listening, and finding the level of support that brings order to your community.
Because we strictly manage a select portfolio, our onboarding process is intentional, hands-on, and structured to ensure we can fully support your association’s long-term objectives before we begin working together.
1. Starting the Conversation
It starts when you contact us. We want to learn about your unique community, how your board currently coordinates daily operations, and the specific areas where your association needs support. This initial discussion is entirely about listening to your operational goals and seeing if our cooperative approach is a natural fit for your association.
2. Personalized Proposal
Based on our initial discussion and a review of your association’s specific needs and governing documents, we provide a clear, straightforward proposal. Depending on what serves your association best, our proposal will focus on one of two practical paths:
- Full-Service Association Management: Continuous operational, administrative, and financial backup to manage your daily systems and keep your community running smoothly.
- A Targeted Consulting Package: Short term project-based support to help you sort through specific administrative issues or construction guidance. All consulting services are delivered at a fixed, flat rate—never hourly.
3. Review & Refine
We sit down with your board—face-to-face or virtually—to talk through the proposal together. This step is how we ensure we both fully understand the details of the agreement and how it will function in practice. This is our time to answer your specific questions, clarify roles, and refine the details so that everyone is completely aligned on expectations and scope before anyone signs anything.
4. Implementation & Coordination
Once the agreement is finalized, we pivot into active coordination built around a realistic timeline that protects your community and sets clear operational boundaries.
Path A: Full-Service Association Management (Month 1 is Setup)
The first 30 days are dedicated to administrative setup and system onboarding, with daily on-going coordination officially beginning in Month 2. During Month 1, we focus on:
- Financial & Banking: Coordinating banking resolutions, opening accounts, and establishing automated assessment payments.
- Systems: Configuring your customized remote portal. We use one nimble platform for all payments, records, and maintenance requests to keep your data organized in one place.
- Governance: Auditing governing documents, rules, and regulations to establish a clear operational framework.
- Onboarding: Distributing a community-wide Welcome Package to introduce owners to the new portal and association standards.
Path B: Targeted Consulting (Flat-Rate Operational Support)
We begin work under our flat-rate agreement. Our consulting is strictly process-driven and operational—helping you sort out administrative files, problem-solve complex community challenges, or create learning tools.