Our services

HOAMPROS manages diverse communities ranging in size, structure and lifestyle. From condominiums, single family, commercial and mixed-use properties, HOAMPROS has the right solutions to fit your unique community. We offer a selection of customized service options that can be added to your agreement to ensure your association is operating at optimal efficiency. Our innovative suite of services covers all aspects of HOA operations, including financial, maintenance and administrative support.

Accounting & Financial

Accuracy, Clarity, Transparency.

Effective financial management aims for transparency and accountability in the receipt and disbursement of funds by adherence to approved HOA budgets and in keeping with the highest ethical standards. HOAMPROS provides in-house accounting services, overseeing our client’s fiscal needs and making it easier to maintain your fiduciary responsibility. We deliver clear, detailed and easy to understand financial statements that provide at-a-glance comparisons between actual performance and projections, and ensures that your community’s accounting is accurate and precise. Our detailed record keeping, industry best practices and insight into long-term planning keeps your association on track to maintain the right balance of cash and reserves, so the board can make sound and timely business decisions. From accounts receivable and accounts payable, to monthly financial reconciliations, you have a strong financial partner in HOAMPROS. For large associations, HOAMPROS partners with CID Consotrium LLC to provide exceptional financial accounting services.

Administrative

HOAMPROS is capable of managing all of the administrative needs of your community with our commitment to continuing education, knowledge of civil code, and responsive customer service. HOAMPROS schedules monthly/quarterly board meetings, coordinates and prepares meeting agendas and circulates board packets, attends and records Board Meeting minutes. We assist with governing documents, respond to owner questions, maintain all corporate documents and provide mandatory notifications to the Franchise Tax Board and the Secretary of State, prepare annual disclosures, prepare and maintain to-do lists and assign timelines to all action items, ensuring action items are completed on time and accurately. We obtain proposals for HOA projects and repairs and keep residents informed of projects within their community Additional services include appearance in small claims court and attendance at mediation or arbitration, and management consultation services.

After-Hours Community Care

HOAMPROS 24/7 emergency after-hours service ensures that someone is always available to tend to your community’s urgent needs. In cases of emergency, board members always have direct access to management, 24-hours a day, 7-days a week. During emergencies you need responsive servive and to know you can reach your community management team directly, ensuring complete around the-clock-emergency coverage.

Innovative Banking

Association banking is a critical service impacting an association’s day-to-day operations. It is vital to have a banking partner who understands the needs of Community Association banking. HOAMPROS has partnered with Heritage Bank of Commerce HOA Specialty Banking, one of the most trusted names in community association banking. Heritage Bank of Commerce understands the challenges facing association clients and customizes services to meet our clients’ needs. Heritage Bank offers a comprehensive, secure lockbox program where assessment payments are deposited directly to the association’s bank account. We are able to offer our clients valuable tools to meet their banking needs — and at no additional charge.

Board Support

Consistent follow-up and follow-through are our top priorities as we increase the transparency between board, membership and management company. We are finely tuned to provide the support that increases property values and creates a stronger sense of community. We keep the board up to date on any new association laws or changes to current laws, and make recommendations for updates to the CC&Rs, By-Laws and House Rules annually to ensure documents are compliant. We provide overall guidance to the board, ensuring board meetings and general policies and procedures are being carried out in compliance with the Davis-Stirling Act and the association’s governing documents.

Community Oversight​

Regular community inspections and on-site vendor evaluations are critical to protect the value and integrity of your association, and ensure that Association vendors are meeting their contractual obligations. Non-compliance matters are not only documented in writing, they are also digitally photographed, uploaded to the respective resident’s account, and accompany violation warning letters.

Document Protection & Security

An association’s management company is responsible for storing and protecting extremely confidential and critical data. At HOAMPROS we daily backup our systems to ensure our clients’ documents and information are protected.

Escrow Services

HOAMPROS delivers accurate and responsive escrow services. Our thorough and detailed escrow process preserves the association’s interest by ensuring that any and all assessments due are collected through the escrow process, and both the buyer and seller are made aware of any non-compliance issues.

Maintenance Work Order Request Tracking

Management receives and logs all client service calls and emails, then assigns and tracks work orders sent to various vendors that service the association’s property and its amenities.

Management Company Transitions

Transitioning to a new management company can be a source of anxiety for associations. HOAMPROS has alleviated transition-related concerns by developing seamless transition processes and protocols executed by management. Our checklist protocols ensure that every step of the process is smooth and worry-free.

We only have one chance to make a great first impression! We have created unique transition tools, including our homeowner welcome package and vendor transition coordination, illustrating our dedication to extraordinary customer care and a seamless transition process.

Vendor Relationships

HOAMPROS has developed strong relationships with the best vendors and contractors in the business. Providing a strong network of talented and pre-vetted vendors for our clients to select from mitigates many potential issues, and is a critical component of a well-managed community. HOAMPROS preferred vendors are on our reference list because they deliver extraordinary products and service to our valuable association clients.

Our policy is to solicit two to three bids based on a set of specifications for all major service contracts. In most instances, the specifications will be developed by a consultant or the manager and then reviewed by board members for final approval before being submitted to vendors for bidding. When major project work is required, we will assist the board in locating a professional consultant or project manager who is capable of preparing the bid specifications and bid package. After the bids are received, they are reviewed to assure accuracy of the bid specifications. Any clarifications or corrections are obtained prior to presentation to the board for review and selection.

The duties and responsibilities listed above are not intended to be an all-inclusive list. They are intended to offer a general overview of what an association and its board of directors might expect from HOAMPROS.