How We Vet Management Companies

State Licensing Verification

We verify that management companies hold required state licenses where applicable, including Community Association Manager (CAM) licenses and business registrations.

Insurance Coverage Review

We confirm companies carry adequate general liability, errors & omissions, and fidelity bond coverage to protect your association.

Professional Designations

We note industry certifications such as CMCA (Certified Manager of Community Associations), AMS (Association Management Specialist), and PCAM (Professional Community Association Manager).

Portfolio Assessment

We review the types and sizes of communities managed to ensure experience aligns with your association type, whether condo, townhome, or single-family HOA.

Business History

We consider how long the company has operated and their stability in the market, though newer companies with experienced staff can also be strong options.

Local Market Knowledge

We evaluate familiarity with local vendors, state HOA laws, and regional considerations that affect community management.

Manager-to-Community Ratios

We inquire about how many communities each manager handles. Lower ratios typically mean more responsive service and attention.

Technology & Systems

We assess whether they offer modern owner portals, online payments, work order systems, and transparent financial reporting tools.

Response Time Commitments

We look for companies with clear service level agreements for responding to board and homeowner inquiries.

Emergency Response Capability

We verify 24/7 emergency response systems and established protocols for handling urgent situations.

Client Reference Checks

We encourage boards to contact current clients. Companies in our network agree to provide references upon request.

Complaint History Review

We check for patterns of complaints with licensing boards, Better Business Bureau, and industry associations.