You are here: Home1 / Membership Management Plans
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Basic |
Standard |
Premium |
Portal Access |
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Boss Systems are entirely digital |
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Easy Navigation, Training, 24/7 Support |
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Management Team Services |
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Assigned Property Manager |
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Assigned Real-Estate Sales Representative |
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Assigned Property Insurance Manager |
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Assigned Property Manager |
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Assigned Property Inspector |
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Assigned Financial Team |
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Assigned Legal Representative |
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Assigned Maintenance Manager |
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Membership Management Services |
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Association & Unit Owners Membership Programs |
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Transition Process & Set-Up |
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X |
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Attend 1 Monthly BOD Meeting |
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Attend 1 Yearly Annual Meeting |
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X |
X |
Record/Issue Meeting Minutes |
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X |
X |
Black & White Copies |
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X |
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Color Copies |
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X |
X |
Review Corporate Status |
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X |
X |
Issue Yearly Annual Report |
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X |
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Issue Yearly Budget Preparation |
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X |
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Tax Return Fillings |
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X |
X |
Issue New Governing Documents |
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X |
X |
Issue New Rules & Regulations |
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X |
X |
Issue Amendments |
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X |
Manage Association Daily Activities |
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X |
Set-Up Communication Hub |
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Manage Resale Packets |
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X |
X |
Membership In Vendor Consortium |
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X |
X |
Vendor Pricing Discounts |
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X |
X |
Bids/Estimates/Proposals Work-Orders |
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X |
X |
Bids/Estimates/Proposals General Construction |
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X |
X |
Work-Shops |
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X |
Home Safety |
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X |
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Home Maintenance |
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X |
X |
Financial Budgeting |
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X |
X |
Understanding By-Laws |
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X |
X |
Understanding Declarations |
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X |
X |
Understanding Rules & Regulations |
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X |
Understanding insurance |
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X |
X |
Understanding Taxes |
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X |
X |
Understanding Common Area’s |
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X |
Understanding Common Property |
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X |
X |
Understanding Common Elements |
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X |
Issuance of Community News Page |
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X |
Issuance of Association Web-Site |
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X |
X |
Live Virtual Event Management Services |
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Association BOD Meeting Support – 1 Monthly |
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Association Membership Meeting Support – 1 Yearly |
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X |
X |
Zoom Cloud Meetings – By Appointment Only |
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X |
X |
Independent or Shared Hosting Controls |
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X |
X |
Sign -N-Register |
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X |
By Invite Only (Security) |
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X |
X |
Video/Audio Recordings |
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X |
X |
Email Communication Network Services |
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Unit Owners Membership Emails |
X |
X |
X |
Association BOD Members Emails |
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X |
X |
Smart-Phone Services |
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Community Text Network |
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Access Association Portal |
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Access Unit Owner Private Account |
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X |
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Cloud Management Services |
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All Files are stored in the cloud |
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X |
X |
Formation Documentation |
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X |
State Incorporation |
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State EIN Documents |
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IRS EIN Documentation |
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X |
Governing Documents |
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Engineering Drawing |
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Government Documentation |
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Financials |
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Yearly Budgets |
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Yearly Banking Statements |
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Taxes |
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X |
Contracts |
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Property Management |
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Landscaping |
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Building Safety |
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Maintenance |
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X |
X |
BOD Accessibility |
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X |
Unit Owners History |
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X |
Secure Access |
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X |
Analytical Hub – Dashboard Services |
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Intelligent Reporting Tools |
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X |
X |
Investigate Trends |
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Predict Outcomes |
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X |
X |
Discover Insights |
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X |
X |
Complete Data Analysis |
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X |
X |
Charts & Graphics |
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X |
X |
Legal Services |
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Documentation Support Only |
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X |
X |
Evictions |
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X |
X |
Law Suits |
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X |
Insurance Claims |
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X |
Governing Documents |
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X |
IRS |
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Committee’s Formation Services |
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Governing Set-Up |
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Guidelines |
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Agenda |
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Processes |
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Intuitive Financial Software Services |
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Financial Reports |
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Balance Sheet – Assets, Liabilities, & Equity |
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General Ledger – Debit & Credit Transactions |
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Beginning & Ending Cash Balances |
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Budget & Actual |
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Income Statement – Income & Expense By Unit |
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Association Reports |
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Association Unit Notes – Communications |
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Board Members Index |
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Unit Owners Financial Details |
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Violations – List of Violations & Status |
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Delinquent Association Unit Owners |
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Late Fee Policy – Auto Set-Up |
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Auto-Payment Reminders |
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Taxes |
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Yearly Tax Statements (Software Ready) |
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IRS Fillings (H&R Block Membership) |
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IRS EIN Status |
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State TIN Status |
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IRS/State Sales Exempt Certificate Status |
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Budgetary Data (Proprietary) |
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Past Years Data Collection & Input |
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Current Year Data Collection & Input |
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30 Year Projected Budgets |
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Yearly Cost Analysis |
X |
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Electronic Funds Transfer (EFT’s) Services |
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ePay Activity – Electronic Funds Transfer |
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Banking Transactions Via Smart Technology |
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Remote Check Printing – Vendor, Utilities, ect. |
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X |
X |
Check Details – Visual Attachments |
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X |
X |
Credit Cards/Debit Cards or Checking Accounts |
X |
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Real-Estate Sales Services |
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(All Services are Independent Contracts Only) |
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Lowest Fee’s |
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Highest Sale Marketing |
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XX |
Exposure |
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X |
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Showcasing |
X |
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Fastest Turn-Over |
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X |
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Sales Certificates |
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Property Insurance Services |
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(All Services are Independent Contracts Only) |
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X |
X |
Townhomes/Condominiums/Investment Properties |
X |
X |
X |
Associations General/Liability |
X |
X |
X |
Common Property |
X |
X |
X |
Auto |
X |
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X |
Life |
X |
X |
X |
Recreational |
X |
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Maintenance Contract Services |
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(All Services are Independent Contracts Only) |
X |
X |
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Compliance Reports |
X |
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Work-Orders- Association & Unit Owners Requests |
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Elevators |
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Parking Garages |
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HVAC Systems |
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Pools |
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X |
Boilers |
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Safety Systems |
X |
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X |
Roofing |
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Electrical |
X |
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X |
Plumbing |
X |
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X |
Carpentry |
X |
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X |
Excavation |
X |
X |
X |
Painting/Drywall |
X |
X |
X |
Masonry |
X |
X |
X |
Landscape Contracts Services |
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(All Services are Independent Contracts Only) |
X |
X |
X |
Grass Maintenance |
X |
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X |
Shrubs/Bushes |
X |
X |
X |
Trees |
X |
X |
X |
Decorative Designs |
X |
X |
X |
Repairs |
X |
X |
X |
Pest/Rodent Controls |
X |
X |
X |
Fertilizers |
X |
X |
X |
Weed Controls |
X |
X |
X |
Inspection Program Services |
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(All Services are Independent Contracts Only) |
X |
X |
X |
Building Inspections |
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X |
X |
Roofing Inspections |
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X |
X |
Gutters/Downspouts |
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X |
X |
Foundation Inspections |
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X |
X |
Landscape Inspections |
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X |
X |
Storm-Water Drainage Inspections |
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X |
X |
Retention Pond Inspections |
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X |
X |
Detention Ponds Inspections |
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X |
X |
Security Inspections |
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X |
X |
Parks/Pools Inspections |
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X |
X |
Safety Inspections |
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X |
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Code Enforcement Inspections |
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X |
X |
Hazard Inspections |
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X |
X |
Mold inspections |
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X |
X |
Alterations Requests |
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Electronic Alteration Forms |
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Submittal Process |
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Compliance Reviews |
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Approval Process |
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X |
Code Enforcement |
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X |
General Inspections |
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X |
X |
Rental/Leasing Programs |
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(All Services are Independent Contracts Only) |
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X |
X |
Residential |
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X |
X |
Townhouses |
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Condominiums |
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X |
Duplex |
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X |
X |
Single Family Houses |
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X |
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Investment Properties |
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X |
X |
Ownership Accounts |
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Operating Account |
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Reserve Account |
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X |
Unit Owners & Tenants |
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X |
List – Unit, Names, Contacts, Status |
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X |
Background Search (BMI) |
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X |
Credit Rating Search |
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X |
Individual Unit Owner Account |
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X |
Summary – Name – Contact Address |
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X |
X |
Communications – Emails |
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X |
X |
Records – Files |
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X |
X |
Ledger – Balance |
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X |
X |
Notices – Late Payment – ect. |
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X |
X |
Set-Up EFT Payments |
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X |
X |
Attachments |
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X |
Accounting |
X |
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X |
Work-Orders/Tasks |
X |
X |
X |
Communications |
X |
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X |
eLease Activity – Leasing Details |
X |
X |
X |
Premium Tenant Screening Usage |
X |
X |
X |
Billed Premium Tenant Data |
X |
X |
X |
Transaction Details By Account – Debits & Credits |
X |
X |
X |
Basic Tenant Screening – Billed Basic |
X |
X |
X |
Appliances Registration |
X |
X |
X |
Meter Reading – Utility Meter Service |
X |
X |
X |
Event History |
X |
X |
X |
Unit Owners Registered Auto’s |
X |
X |
X |
Contingencies |
NOTE: |
1.) any/all fee’s are not included |
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X |
X |
2.) any/all permits/license and/or certificates are not included |
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3.) any/all attorney fee’s/cost are not included |
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X |
4.) any/all policy cost are not included |
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X |
5.) any/all equipment/tools/materials are not included |
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6.) any/all travel, hotels, food costs are not included |
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X |
X |
7.) any/all contracts are exclusive of the management plan |
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X |
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8.) any/all plans are supported via contract and not advertisement |
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9.) this document is advertisement and is subjected to modifications |
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10.) any/all discounts are based on the program membership level |
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11.) Packages are influenced based on “SIZE” and “AGE” of community |
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X |
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12.) Boss is a “ONE STOP ALL” approach to property management |
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13.) Minimum Plan Total Cost = $160.00 per month>
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X |
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14.) ALL PLANS ARE NEGOTIABLE & ARE GOVERNED BY CONTRACT |
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X |
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15.) Deadlines & Due Dates are the responsibility of the client |
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X |
X |
16.) Not responsible for late fee’s, charges or interest |
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X |
X |
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