The repository
Everything on record, in one place.
These are examples of what a client sees after signing. Nothing here is a public file, and nothing is downloadable from this page: every row lives behind the portal login.
Boards
For Condo, HOA and CDD clients.
Governing documentsDeclaration, bylaws, articles and recorded amendments.Opens the portal login.Annual budgetThe adopted budget with the reserve allocation shown.Opens the portal login.Monthly financialsBalance sheet, income statement and delinquency report.Opens the portal login.Meeting minutesBoard and membership meeting minutes as approved.Opens the portal login.Reserve studyThe current study and the funding schedule it recommends.Opens the portal login.Vendor contractsExecuted contracts, insurance certificates and renewal dates.Opens the portal login.Owners
What a managed owner has on file at any moment.
Management agreementThe signed agreement and any amendments.Opens the portal login.W-9Your completed taxpayer identification form on file.Opens the portal login.Monthly statementsIncome, expenses and disbursement for each month.Opens the portal login.Year-end 1099Annual tax reporting for rents disbursed to you.Opens the portal login.Inspection reportsRoutine, move-in and move-out reports with photographs.Opens the portal login.Renewal noticesRenewal terms sent to the tenant and your approval on file.Opens the portal login.These rows are examples of what a client sees after signing, not public files. Nothing on this page is downloadable, and every row opens the portal login.
Next step for boards
See where your building stands.
A free Board Snapshot for Florida Condo, HOA and CDD boards. It comes from a licensed, family-owned firm in Brandon.
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