Here is a glimpse into some of the wonderful management services we offer!
The Citrus HOA Management team is dedicated to providing the absolute best management services to each association we manage.
With integrity and passion, we will get you results!
Our management services include but are not limited to the following:
Billing & Collections:
• Processing of all payments
• The option to pay online through Appfolio
• Maintain detailed and current financial records
• Track all delinquent payments and enforce fair collection policies
• Prepare and send out monthly statements for all owners with online options available
Online Portal:
• An online portal is provided for each homeowner to:
make the payment process convenient
allow owners to securely access their statement information and association documents securely
give owners the ability to place work orders
Electronic Delivery:
• To streamline processes and eliminate paper waste, the option for owners and Board Members to receive paperless correspondence for all statements and communications is available.
Accounting:
Dedicated Financial Controller to:
• Monitor and reconcile all association bank accounts
• Prepare reconciliation reports and bank statements to present to the Board each month
• Verify all accounts payable invoices and maintain detailed records of all payments
• Write checks monthly to ensure all vendors are paid on time
• Prepare annual budget reports, with management recommendations, to present to the Board
Service Coordinator:
• Respond to Maintenance Requests and Architectural Requests
• Support and assist Community Managers in daily tasks
• Contact reputable vendors to obtain bids
• Perform follow-up with vendors and Maintenance and Architectural Requests
Project Coordination:
• Coordinate all regular maintenance work for the association
• Strive to obtain a minimum of 3 vendor bids to submit to the Board for approval of all projects
• Provide a trusted portfolio of preferred local vendors
• Attend onsite meetings with contractors for related maintenance items
Onsite Inspections:
• Conduct walkthroughs of the association and inspect the exterior of buildings, landscaping, and common area facilities.
• Prepare written reports of all observations and violations to present to the Board, as well as recommendations for all maintenance personnel with photographs.
Board Meetings and Board Packets:
• Annual meeting held onsite with management present to discuss topics such as: the budget, elections (per governing documents), annual disclosures, and any upcoming legal changes that will impact your community.
• Board Meetings. The board packets will include: a detailed agenda, minutes from the previous meeting, a summary of violations, a complete financial report, and any delinquency information.
Business Hours Availability:
• Our office hours are Monday - Friday from 8:00 AM - 4:30 PM.
• We are located at 127 E. State Street, Redlands, CA 92373.
• We can be reached by email at info@citrushoa.com or by phone at (909) 435-0099.
Emergency Availability:
• Centratel Answering Services proudly monitors our after-hours and weekend emergency line.
Insurance:
• Citrus HOA Management carries the following insurance: liability, workers compensation, and errors and omissions.