Request a Proposal

Name of Your Association:
(required)

Please include the Location/City

Condominium or HOA (required)

Please select the type of planned development.

—Please choose an option—CondominiumHOAOther

Contact Name (required)

Your board role

—Please choose an option—PresidentTreasurerBoard Member

Contact Phone Number (required)

Contact Email (required)

Association’s Physical Address: (include City)

Number of Homes/Units in Community:

Assessment Frequency

Assessments are billed:

MonthlyQuarterlySemi-AnnualAnnual

Number of Board Members

Number of Board Meetings per year:

Approximate age of community:

Any Special Assessments?

—Please choose an option—NoneYes, CurrentlyPending/Future

Estimated % Residents Past Due On Assessments:

Current fiscal year budget approved:

—Please choose an option—YesNo

Number of Payables per Month (required)

How many bills does your Association pay each month?

—Please choose an option—Less than 2020 – 40More than 40

Date of last financial audit

Reserve Study

Completed within the current yearStudy completed last yearStudy completed more than two years agoWe've never had a study

Is Your Community Gated?

YesNo

Is the Association:

Self-ManagedProfessionally Managed

Reason for change:

Anticipated time of change in management (Please note: We typically have at least a 2-month wait list for onboarding new clients):

Expectations/areas seeking to improve: