Property management services that are recommended for Small boards or HOAs/condos needing all legal and operational basics.

Includes (Required/Essential Tasks):

• Board & HOA compliance management

• Financial reporting & budget tracking

• Monthly meeting support (agenda prep, minutes, attendance tracking)

• Vendor coordination (routine maintenance)

• Property inspections (basic, monthly or quarterly)

• Reserve fund oversight

• Resident communication & portal management (basic inquiries)

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Property management services that are recommended for Boards wanting more proactive management beyond compliance.

Includes Basic Package PLUS (Priority/Recommended but not required):

• Maintenance scheduling & preventive maintenance follow-ups

• Reserve study assistance

• Contract negotiation & vendor performance oversight

• Incident management & documentation

• Annual HOA meeting coordination & support

• Enhanced resident communication (monthly newsletter or updates)

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Property management services that are recommended for Boards seeking a complete, premium management experience with extras that enhance value.

Includes Intermediate Package PLUS (Luxury/Optional/Value-Add Services):

• HOA/Community website management

• Owner approvals for rentals/home sales

• Discounted real estate services for owners (brokerage referrals)

• Social media or community engagement support

• Amenity booking & management (if applicable)

• Customized reporting (KPIs, financial trends, vendor scorecards)

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Home Watch Services recommended for Owners who stay seasonally and want prep before arrival.

Includes:

• Pre-arrival home prep (cleaning, temperature adjustment, utility check)

• Safety & operational checks (AC, plumbing, appliances, security system)

• Grocery & supplies check / restocking options (optional add-on)

• Mail/package pickup

• Minor maintenance coordination

• Post-arrival inspection & report

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Home Watch Services recommended for Owners traveling for extended periods who want oversight.

Includes:

• Regular property inspections (weekly or bi-weekly)

• All operational checks (AC, plumbing, appliances, security system)

• Mail/package pickup

• Emergency response coordination

• Vendor oversight for urgent issues

• Condition reports (photos and notes for owner)

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These services can be purchased individually and can be added to any of the services above

• Consulting Services

• Hurricane Preparations

• Grocery Re-Stocking

• Vendor Coordination (usually single projects)

• Special Inspections (Roof, Pool, HVAC)

• Event or Meeting Coordination

• Emergency Response Coordination

• Rental approvals and Screening

• Property Cleaning Coordination

• Custom Reporting

• Budgeting Management

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