PMI Association Services

1
ONBOARD

Board Member Orientation

DATA TRANSITION

  • Notify Vendors of Management Change
  • Bank account creation within first 10 days
  • All financials obtained within first 30 days
  • All legal documents obtained within first 30 days
  • Funds transferred complete within first 30 days

Software Set-up within 30 Days

  • Accounting System
  • Homeowner Portals
  • Community Website (if applicable)
  • Banking logins
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4
REVIEW

Review Improvements from Survey Results

  • Review completion of improvements
  • Confirm contract renewal

Annual Review

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PMI Association Services

2
MANAGE

Financial Management

  • AR/AP, Reconciliation
  • Generate Financial Statements - ASSET SAMPLE

Compliance Inspections

  • Inspect community for violations
  • Community common area assessement

Board Meeting

  • Prepare Board Meeting Agenda - ASSET SAMPLE
  • Take meeting minutes
  • Present Financials
  • Community update

Community Support

  • Homeowner communication
  • Board member communication
  • Work Order Management
  • Vendor Coordination - ASSET SAMPLE RFP
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3
SURVEY

Board Member Survey - ASSET SAMPLE

7 questions to improve:
  • Accountability
  • Transparency
  • Communication

Homeowner Survey

7 questions to improve:
  • Accountability
  • Transparency
  • Communication
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1
ONBOARD

Board Member Orientation

DATA TRANSITION

  • Notify Vendors of Management Change
  • Bank account creation within first 10 days
  • All financials obtained within first 30 days
  • All legal documents obtained within first 30 days
  • Funds transferred complete within first 30 days

Software Set-up within 30 Days

  • Accounting System
  • Homeowner Portals
  • Community Website (if applicable)
  • Banking logins
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2
PRESERVE

Financial Management

  • AR/AP, Reconciliation
  • Generate Financial Statements - ASSET SAMPLE

Compliance Inspections

  • Inspect community for violations
  • Community common area assessement

Board Meeting

  • Prepare Board Meeting Agenda - ASSET SAMPLE
  • Take meeting minutes
  • Present Financials
  • Community update

Community Support

  • Homeowner communication
  • Board member communication
  • Work Order Management
  • Vendor Coordination - ASSET SAMPLE RFP
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Right Top Arrow
3
SURVEY

Board Member Survey - ASSET SAMPLE

7 questions to improve:
  • Accountability
  • Transparency
  • Communication

Homeowner Survey

7 questions to improve:
  • Accountability
  • Transparency
  • Communication
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Right Top Arrow
4
REVIEW

Review Improvements from Survey Results

  • Review completion of improvements
  • Confirm contract renewal

Annual Review

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onboard

ONBOARD

At PMI we’ve transitioned over 500 communities to our company. We understand the pain board members face when changing management. From financial documents to association funds we facilitate a transparent transition so we can get you set up without missing a beat. Part of this process includes sending out an Introductory Welcome Packet to all owners within the association to keep them informed of the change in management. We’ve found that this leads to an even smoother transition as we keep your homeowners informed.

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preserve

PRESERVE

Proper communication and transparency is key to running an association well. On a monthly basis there are many tasks that need to be performed by both the management firm and the board of directors; financial management, compliance inspections, board meetings, works order, etc.. By providing the board with insight into financial details and handling oversight of community issues you can return to living IN the community, not FOR the community. We are here to support you in the day to day tasks that you would otherwise be in charge off. Here is an example of a Monthly Management Report that you can expect to receive from PMI on the 15th of every month.

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SURVEY

One of the greatest things we’ve learned as a management company is that keeping a healthy relationship with the board (and the association) starts with good communication. One thing we have done to enhance our communication and, ultimately, our relationship, with you as our client is to send an anonymous Board Member Survey to each board member and a separate one to each homeowner, Homeowner Survey. The purpose of this survey is to keep in touch with our clients and make sure they are satisfied with our services. We know that homeowner satisfaction is a part of YOUR satisfaction, so we like to get their input as well. We have found that as issue arise through this survey process we are able to address the issues, correct them, and maintain good relationships with our clients. It’s important to us that homeowners and board members alike feel confident in their management company. As a member of the board we will share the results of these surveys with you.

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report

REPORT

Part of the report step in the Brand Promise is to follow up with the items found in the survey and make sure that the board and PMI are on the same page. We also like to have an Annual Review meeting where we can review the contract, discuss outstanding items, review completed tasks and make sure that your satisfaction with our commitment to you is being met. Transition is hard for both the management company and the board. As we continue to hold these review meetings we’ve found that our clients maintain their business with us saving them time, money, stress and the effort of having to switch management companies.

*Our promise to you is that you will receive excellent communication and support through the transition process. You will find open and transparent communication about all aspects of management as we strive to preserve your community through daily, weekly, and monthly tasks. Annually we will provide survey results and issues with you so we can work together to maintain a long lasting, healthy, and productive relationship between your Board of Directors and PMI.

PMI Brand Promise Logo

Our commitment to you is to deliver on our brand promise: effective communication, honesty/integrity, accurate accounting and availability of management team.

Effective Communication

Effective Communication

With tens of thousands of clients doing business with PMI, we manage a large volume of communication every day.

Honesty and Integrity

Honesty/Integrity

To us the greatest evidence of honesty/integrity is that our clients refer us to family and friends.

Accurate Accounting

Accurate Accounting

By processing millions of accounting transactions every year. We get it right!

Availability of Management Team

Availability of Management

We’re a part of your community and available to you! Call us anytime.