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 TECHNOLOGY   |   ACCOUNTING   |   ADMINISTRATION   |   ASSOCIATION MANAGEMENT   |   CONSULTING 

 

TECHNOLOGY

Looking for convenience instead of extra paperwork? Would you like to manage your personal account, request and track maintenance, view your HOA’s governing documents from your own home?

Bold Real Estate Solutions offers cutting edge web-based technology and unique software programs that can precisely fit homeowners and board members needsl; thus, allowing you to be informed, involved and educated about the past, present and future of your community association. We provide:

• A Reserve Study which is used to closely monitor the Associations Reserves for Future Expenses and financial strengths and weaknesses.
• Manage your personal homeowner account which includes viewing your personal statement, assessments, review board, approved budgets, homeowner contact information, meeting minutes, and much more.
• Online bill pay and automatic withdrawal options.
• Use online search capabilities to conveniently search and find information from your associations’ rules and regulations, declarations, and other governing documents.
• Request and track maintenance services via an easy-to-use online form.
• Review and monitor monthly statements and financial reports with the click of a mouse.

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ACCOUNTING

Bold Solutions possesses the skills, technology, and experience to ensure your Associations financials are properly managed and monitored. We provide:

• Automatic payment option.
• Collections/Late notices.
• Accounts Receivable/Accounts Payable.
• Monthly financial statements.
• Bookkeeping and reporting.
• Reserves and investment accounting and administration.
• Charting of association’s monthly and annual required functions including tax returns, annual reports, etc.

 

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ADMINISTRATION

Bold Solutions’ centrally-located office in Avon acts as the “hub” of all communications between Association Specialists, homeowners, board members, vendors, and financial institutions.

• Files and records.
• Correspondence.
• Insurance management.
• Rules administration.
• Policy development.
• Refinance documents, resale and disclosure statements.
• Unit transition services.
• Access to knowledgeable client service representatives.

 

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ASSOCIATION MANAGEMENT

Looking for an Association Management company that specializes in the well-being of the owners and their properties? A management company that understands that each association is different with special needs and offers attention to detail?

The Association Specialists at Bold Real Estate Solutions provide professional management services from budgeting to monitoring to implementing.  Our team-oriented staff works together to ensure that all aspects of your association are managed and maintained.

• Provide Reserve Studies which will closely monitor future expenses and the business’ financial strengths and weaknesses.
• Prepare annual operating budget for approval by association members.
• Enforce rules and regulations established by the association.
• Attend and facilitate four board meetings and one annual meeting to discuss fiscal reports, general ledgers and other business of the association.
• Preparation and attendance of monthly Design Review Committee meetings.
• Notice, transcript, and post correspondence of meetings to homeowners.
• Assemble comprehensive packets for board meetings.
• Provide liaison services between the board, homeowners and vendors.
• Write up, sub-contract, and track maintenance requests.
• Act as association agent with financial institutions.
• Keep the association up-to-date with CAI – Community Association Institute rules and regulations.
• Provide quarterly newsletters with updates from Association Specialists about the association, the community and the county.

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CONSULTING

Bold Solutions Association Specialists offer expert, professional advice to unit owners, board of directors, new associations, self-managed associations and communities in search of a new management company on any topic or issue faced by the common interest of the communities.

• Preparation of job descriptions.
• Mediation between homeowners, board members and attorneys (If necessary).
• Assessment of current management practices.
• Assessment and training of governing documents, association’s duties, responsibilities, and corporate liabilities.
• Evaluation and recommendations of physical property conditions.
• Preparation of reserve studies designed to monitor the Associations Reserves for Future Expenses and financial strengths and weaknesses. 

 

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Want to learn more? Click here if you would like a Bold Association Specialist to provide a consultation on our services and how they can change your association’s operations.