Association Name:
*
Type of Association:
*
Please Select
Homeowner Association
Office Condominium Association
New development
What type of homes/products are in the Association?
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Please Select
Single Family
Townhome
Condominium
Commercial
Combination of product types
What type of homes/products are in the Association?
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Single Family
Townhome
Condominium
Commercial
Combination of product types
If there are multiple product types, please indicate how many of each type:
Address from within the Association (street, city):
Contact Name:
First Name
Last Name
E-mail:
*
example@example.com
Phone Number:
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Format: (000) 000-0000.
Number of board members:
*
Number of board meetings per year:
*
Total number of homes in the community:
Please select all amenities that the Association maintains:
Pool
Playground
Clubhouse
Dog Park
Sport Court (volleyball, bocce, tennis, pickleball, etc)
Walking Trails
Community Garden
Fitness Center
Fire Pit
Golf Course
Other - Please describe below
Other amenities:
Is the Association responsible for any exterior lot or home maintenance?
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Yes
No
Has the Association had a reserve study completed?
*
Yes
No
Please upload a copy of the reserve study.
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Has the Association been party to or named currently in any litigation or in the last 12 months?
*
Yes
No
Assessment Billing Frequency:
Please Select
Monthly
Quarterly
Annually
Other
Does the Association have any pending special assessments?
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Yes
No
Are there any upcoming or ongoing large-scale capital projects such as roof replacement or private road work?
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Yes
No
Are there any current pending amendments to the legal documents or special ongoing votes? If so, please provide further details.
*
Provide further description of project:
Please provide the current balance sheet and income statement, if available.
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Are there any improvements and changes the board wishes to see?
Proposal needed by:
Anticipated Start Date for Management Services:
How did you hear about us?
Please Select
Facebook
Internet Search
Friend or Family Referral
Other
Please indicate the other
Additional comments or message:
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