About Us
What Do We Mean By "Utah's HOA Management Company?"
We manage the various types of Community Associations, commonly referred to as HOA's, that exist in Utah. Although our headquarters are in Salt Lake City, we also have teammates located in St. George to serve our Southern Utah clients as well.
We help Boards Preserve, Protect, and Enhance owner value according to your governing documents and applicable law. Our team brings decades of experience that gives us a strong foundation, but we also keep on top of the ever changing aspects of the industry.
What We Do
We manage Single-Family, Condo, PUD, and other hybrid forms of master and sub Associations.
When all is said and done, we facilitate Board decisions. Boards change and their needs often do as well. Communication and transparency are key to adapting as needs change.
Knowledge, Experience, Communication, Action
Knowledge, experience, communication and action are key to success in our industry! We keep up on the latest legal changes and updates. We have the best communication tools available. We follow through, and our software allows owners and Board members to track the progress of work orders and many other tasks.
Technology
We use the best software available, known as Vantaca. Condo/Home owners have access to their account information at any time. Work orders can be placed when an issue is found, and the progress can be tracked online. Financial reports are available to Boards monthly and to all owners according to Utah statutes and law. Although the technology we use is the best of the best, that's NOT necessarily why our clients love us. The software simply compliments everything else we do! Whether you call, email, or submit a request through the web portal, you can be confident we're getting issues resolved.
Our Services
Typically included in management fee:
· Pay Association Expenses
· Process mail & other correspondence related to the Association
· Prepare & send statements
· Maintain accounting records
· Receive & process payments from owners
· Reconcile all bank accounts
· Fund reserve account according to the approved budget
· Prepare financial statements for Board meetings which shall include but are not limited to Balance Sheet, Income & Expense Sheet, Aging Delinquency, Aged Payables, Bank Statements & Reconciliation
· On-site visits to ensure the homeowner maintenance is being performed & community standards are kept (Frequency varies by community per contract)
· Provide appropriate notification to owners with any issues that need to be addressed
· Prepare & send appropriate notices for non-compliance issues in accordance with the Associations Fine Policy & other governing documents
· Facilitate/Execute collection of delinquent assessments in accordance to the Association’s Collection Policy
· Report completed tasks to Board
· Work with legal counsel when necessary for collections
· Prepare for meetings including but not limited to Board Meetings, Annual Meetings, Special Meeting, Budget Meetings, etc.
· Attend Board Meetings (Frequency is per contract, which varies by community)
· Prepare Annual Budget
· Prepare Board packets that shall include financial reports, agenda an any other material necessary to conduct the meeting no less than 1 business day prior to the meeting
· Prepare & mail appropriate notices & meeting packets for the communities Annual Meeting
· Coordinate regular maintenance of the Common Area & Limited Common Area
· Coordinate & monitor appropriate insurance coverage for the Association
· Prepare email bulletins as needed to communicate with the community
· Work with vendors to schedule maintenance of the Association
· Oversee vendors to ensure work is performed in accordance to the contract
· Create and maintain a web portal
· Point of contact for Owners
· Liaison for Title Companies, Vendors, Real Estate Agents