Real-estate Professionals Services
Real estate professionals and community management firms - and their clients - benefit from mutual understanding of each others' roles. We will work with you and guide you to a greater understanding of the idiosyncrasies of unique communities and how the differing legal restrictions, requirements, and governing structure can affect you and your clients. By having a clear picture of the landscape in community living, you can strengthen your partnership with your clients.

We're here as your team-members, and are happy to provide the following to real estate professionals:

Sales packets
These packages provide the information that a prospective purchaser needs to know about a community. This can include the annual budget, reserve study, governing documents, resolutions, rules and regulations, meeting minutes, important items of correspondence, and other informative materials.

Governing documents
All prospective purchasers need to be able to review the governing documents (including the Declaration of Protective Covenants, Conditions and Restrictions - also known as the CC&Rs - the Bylaws, and the Articles of Incorporation, if the community is incorporated). The governing documents detail such things as what the association's maintenance and repair responsibilities include (will the owner have to pay for replacement of his/her roof, or is the HOA responsible for that work?), what things owners can and cannot do on their own property, and when owners have to submit changes to their property to the association for approval prior to making those changes (for example, do they need to get approval to change the color of their home?).

Resolutions, rules and regulations
These items further define and clarify the restrictions contained within the governing documents, including items like the terms of remittance of dues, late fees, and the grace period for payment. Contained in these documents are other items such as insurance information, so that the prospective owner can obtain the proper level of coverage for his/her property.

Attending sales meetings
The developers have a vision for their community, but each developer and each community is different. We can explain how the developer's decisions for the association impacts the owners' responsibilities.

HOA education
Associations are here to stay, so let us help you understand the ins and outs and how they can provide long-term benefits to your clients.