Financial Solutions
Rest assured with our financial reliability
At our company, we make sure that all of our offerings meet the highest financial standards, guidelines, and regulations. This means that you have a broad range of options to choose from, and you can feel confident that they are all compliant with the best practices in the industry.
Financial Solutions
Simplify your HOA loan experience with our assistance
Our team is dedicated to providing comprehensive assistance throughout the entire HOA loan process.
What we provide:
- We provide a comprehensive range of services to help you secure HOA loans with ease, including reviewing your loan request to determine your funding needs.
- Our team will prepare a thorough financial analysis to confirm your funding requirements and ensure you have the necessary resources.
- We communicate directly with contractors to ensure they have the information they need to provide accurate estimates.
- Our team can request and collect legal review of governing documents to ensure compliance with all applicable regulations.
- We complete loan application packages and submit them to the appropriate lenders on your behalf.
- Our team coordinates with your community manager to ensure a smooth and efficient process.
- We respond to lender inquiries promptly and professionally, providing document updates as needed.
- Our team coordinates the final signature between the board, attorney, and lender to ensure a successful closing.
- We can facilitate wire transfer requests quickly and securely to ensure timely disbursement of funds.
HOA Deposit Services
Simplify your HOA loan experience with our assistance
We use our resources and expertise to find payment solutions that benefit the management team, our clients and communities. We’re dedicated to finding solutions that work for everyone involved.
What we provide:
- We offer a range of financial services designed to meet your business needs, including ACH transactions and business debit and credit cards.
- Our business online banking service provides secure and convenient access to your accounts, allowing you to manage your finances from anywhere.
- Our cash management services enable you to efficiently manage your cash flow and streamline your operations.
- We offer competitive checking and savings accounts with flexible terms to help you reach your financial goals.
- Our desktop scanners enable you to quickly and easily deposit checks from the comfort of your office.
- Our electronic billing system allows you to send and receive payments quickly and securely.
- Our highly customizable options ensure that our services are tailored to your unique business needs.
- Our mobile deposit feature allows you to deposit checks anytime, anywhere using your smartphone or tablet.
- We offer multiple users and levels of access, ensuring that your team has the appropriate level of access to your accounts.
- Our lockbox services and positive pay system provide an added layer of security to help protect your business against fraud.
- We offer wire transfer services to help you quickly and securely move funds domestically or internationally.