Onboarding Process
Services
Onboarding Process
Communication is paramount – and we believe strongly in overcommunicating. Onboarding is an all-hands-on-deck process with your board, the previous management company, and your residents.
Onboarding Process
Services
Communication is paramount – and we believe strongly in overcommunicating. Onboarding is an all-hands-on-deck process with your board, the previous management company, and your residents.
All services
Step 1
We begin by setting up the association’s bank accounts while compiling correspondence that introduces Southern States Management Group to every owner as the new management firm.
Step 2
Our accounting and management team captures resident information and provides detailed resources on where and how to pay, 24/7 contact information, and the new leadership team assigned to your community.
Step 3
Our accounting team sets up opening balance entries and addresses any delinquencies or pre-paid assessments, so we start exactly where the association left off.
Step 4
Your Licensed Community Association Manager reviews documents and contracts, learns the insurance policies, and gains an understanding of the association’s business while communicating with vendors.
Step 5
We meet with the board to understand vendor relationships, identify areas of opportunity or improvement, and make sure vendors are validating their scope of work.
Step 6
Your manager meets with the board to understand and develop the association’s priority items and desires, while forecasting for long-term needs.
More services
Because Community Should Feel Like Home
Tell us about your community and we'll put a proposal together. One size doesn't fit all – yours won't either.
Request a Proposal
Share a few details and we will prepare a management plan scoped to your association. One size doesn't fit all.
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