2020-2025 New Client Proposal Requests

Management Proposal Request
Please complete this form if you are a Board or Committee Member of your neighborhood HOA or the builder / developer.

This proposal request form is for HOA management services only.

We do not offer individual investment / rental management services.
Submitter Status:*

Board MemberCommittee MemberOther
Full Name*

First NameLast Name
Email*
example@example.com
Phone Number*

Area CodePhone Number
Legal Name of Association *
Site Address*
Age of Community*
Number of Dwellings / Lots?*
Type of Dwellings:*

CondominiumsSingle Family HomesTownhomesOffice Building(s)Other
Community Amenities:*

BMP PondsClubhouseEntrance AreasIrrigation SystemPlaygroundPoolPool HousePrivate StreetsRecreation RoomTennis CourtNoneOther
Currently Working with a Management Firm?*

YesNoSelf Managed
Package Level of Interest: The size of the community will determine the level of services we can provide.

Silver (Financial Management Only + Annual Meeting Attendance)Gold (Financials plus some Meetings and Inspections)Gold+ (Financials plus more Meetings and Inspections)Other / Want to Discuss
How did you hear about us?*
Referral? Internet search? Postcard?
Additional Details / Notes / Comments:
Should be Empty:

Management Proposal Request