Services
American Properties Team provides full service management to its clients with exceptional communication, friendly customer service, accurate financials, and proactive maintenance.
Administration
- Answer phones during office hours and assist owners as needed
- Attend board and annual meetings
- Prepare board meeting package and annual meeting presentations
- Maintain all association documents and records
- Prepare 6D and all sales and refinancing documents as needed
- Send out Welcome Packages to new owners
- Maintain web portal with current documents
- Assist attorneys with any issues or questions on behalf of the association
- Send out notices and follow-up with any violations that occur in the community
- Assist in keeping insurance policies up-to-date and making sure community is covered properly
- Assist in any insurance claims
Maintenance
- Effective work order system that tracks, notifies and updates owners by submitting work orders through the website, emailing or calling the service team
- 24 hour emergency service available to the community
- Customized preventative maintenance program
- Solicit vendor proposals and vet them as needed
- Manage vendor performance to make sure they are doing their work properly
- Make regular site inspections and make recommendations to the board as needed
- Assist and administer any capital reserve projects, as requested
Financials
- Prepare full monthly financials that include: income statements, balance sheet, reserve analysis, cash disbursements, monthly general ledger, delinquency, investment, open accounts payable, and bank reconciliations
- Collect association fees
- Handle the collection process and diligently follow it though to payment
- Send out late notices
- Prepare and assist with annual budgets
- Assist in acquiring loans and other financing options
- Set up association vendors and pay them promptly
- Maintain operating and reserve checking accounts
- Prepare and assist in year end audits and tax returns with concert with association accountant
Communication
- Web Portal for all properties with optional community websites available
- Easy Email and text communications to all owners and residents
- Community phone notifications to relay important messages
- Document center for important notices, association documents, board minutes, financials, and other important information
Copyright 2024, Terms
American Properties Team, Inc.
500 West Cummings Park, Suite 6050
Woburn, MA 01801
P: 781.932.9229 | F: 781.935.4289