FAQ
What types of financial reports does Legacies Management provide?
We provide detailed monthly financial reports, including balance sheets, income statements, budget-to-actual comparisons, and delinquency summaries. Each report is easy to read, audit-ready, and uploaded to your association’s homeowner portal for full transparency.
How does Legacies Management support HOA and condo budget planning?
We collaborate directly with your board to prepare annual budgets based on historical data, reserve needs, and future projections. Our goal is to ensure your community stays financially healthy and prepared for both routine and unexpected expenses.
Does Legacies Management assist with collections?
At Legacies Management, we implement proven collection procedures tailored to each association’s governing documents. Our approach balances professionalism and empathy while driving results, consistently reducing delinquencies and protecting community cash flow. We guide boards in adopting effective policies and timelines that promote timely payments and streamline enforcement, helping associations operate smoothly and sustainably
What types of meetings can Legacies Management support?
Legacies Management provides full support for a wide range of association meetings, including board meetings, annual membership meetings, and special or transitional meetings as requested. From preparing agendas and notices to facilitating quorum tracking and documenting minutes, we ensure each gathering runs efficiently, stays compliant with governing documents, and fosters productive decision-making.
How are meeting notices sent to homeowners?
Meeting notices are distributed in full compliance with your association’s governing documents and applicable state laws. Legacies Management offers flexible delivery methods including email, postal mail, homeowner portal notifications, and physical signage or postings when required. Our team ensures that notices are timely, clear, and accessible, so homeowners stay informed and engaged in their community’s decision-making process.
Are minutes and documents stored digitally?
Yes. All meeting agendas, minutes, and related association documents are securely stored and organized within the homeowner portal. This ensures homeowners have convenient, transparent access to important records anytime, supporting accountability, compliance, and informed community participation.
How do homeowners receive updates or alerts from Legacies Management?
Homeowners receive updates and alerts from Legacies Management through a variety of channels, including email, portal messaging, text messaging, Pearl- our AI assistant, and traditional mail, depending on the urgency and importance of the information. Our goal is to meet homeowners where they are and keep them well-informed.
Does your team attend board meetings?
Yes, our Community Association Managers actively attend board meetings to provide updates, support, and documentation. We also assist in preparing agendas, coordinating notices, and managing logistics to ensure smooth and productive meetings. We recommend meeting with us at least four times a year so we can keep you fully informed and ensure that every aspect of your community's management is running smoothly.
How often are community inspections performed?
Community inspections are typically conducted on a monthly basis, though we tailor this frequency based on your association's specific needs and governing documents. If your community consistently demonstrates high compliance and minimal issues, inspections may be reduced to a quarterly schedule. We're here to create a plan that works best for your community!
What happens if a homeowner doesn’t correct a violation?
If a violation remains unresolved, we follow the association's established procedures, which may involve additional notices, hearings, or fines. All actions are thoroughly documented to ensure transparency and fairness. And absolutely, don't worry if your association doesn't currently have a policy in place, we'll help you create one that aligns perfectly with your governing documents.
Is photo documentation included in violation notices?
Yes, every violation notice includes detailed photo documentation. Each photo is time and date stamped, clearly labeled, and accompanied by a description to help homeowners understand exactly what needs to be corrected and why.
