We offer a comprehensive roster of services and the responsiveness, accountability and dependability your Association deserves.
Learn about our services in the sections below.
Financial Management
- Develop and prepare the annual operating budget for the Board’s review and approval.
- Prepare a mailing to owners of the approved budget in accordance with California Civil Code.
- Prepare and submit to the Board a year-to-date budgeted versus actual income and expense analysis on a monthly basis.
- Prepare and maintain books and records necessary to produce financial statements in accordance with generally accepted accounting practice.
- Prepare and submit a monthly financial summary of all receipts to the Board. Receive, review and approve vendor invoices and other bills, and prepare checks for payment and subsequent mailing.
- Collect all assessments as they become due and payable and deposit all cash receipts in the Association's bank accounts, maintained at an FDIC-insured banking institution.
- Maintain a record of homeowners’ dues and receipts and provide the Board with a monthly delinquency listing. Send monthly arrear notices and cause notices of default and liens to be recorded against delinquent homeowners (some such services are at an additional cost).
- Provide free 24/7 web-portal access to each homeowner so they can view their account ledger and pay their assessments online via EFT (without any transaction fees to the homeowner), make maintenance requests, and more.
- Provide free 24/7 web-portal access to each Board member with the ability to generate numerous real-time financial reports and obtain association-related information.
Administrative Management
- Receive and investigate significant complaints regarding rule violations, and report all such violations to the Board for appropriate follow-up
- Prepare general correspondence between the Association and owners, contractors, etc. Maintain a file of all Association correspondence received or issued.
- Assist the Association in the procurement of insurance coverage, as well as the processing of insurance claims.
- Coordinate general membership meetings including the Annual Meeting at the direction of the Board.
- Attend scheduled Board Meetings (frequency determined by the Board).
- Attend and provide input for any Board and/or operating committee meeting at the request of Board.
- Assist Association's legal counsel, as necessary, to initiate required legal action consistent with the Association's By-Laws, Covenants, Conditions, and Restrictions.
- Work with the Board to develop and adopt policies and procedures as required by law including a fine policy, collection policy, internal dispute resolution policy (IDR), alternative dispute resolution (ADR).
- Make annual disclosures to the membership on behalf of the Board as required by the Davis-Stirling Act.
Property Management
- Competitively bid non-emergency services and provide input in the selection of contractors and in the development of contract specifications.
- Obtain competitive bids
- Obtain from each contractor relevant certificates of insurance including workers’ compensation and general liability insurance.
- Direct contractors who are providing recurring services and monitor specific contractor performance to ensure full compliance with contract specifications.
- Perform regular monthly site inspections in order to maintain a satisfactory knowledge of the condition of the property and the performance of the association's contractors.
- Receive service requests for property repairs or maintenance and report trends in service requests to the Board.
- Arrange for a prompt and satisfactory response to emergency service requests.
- Advise the Board of major problems or trends in maintenance service requests as they occur.
- Manager shall respond to all issues in a professional manner on an individual basis. Manager’s regular office hours are Monday to Friday 9am to 5pm PT, with emergency service being available 24 hours per day, 7 days a week.
Your neighborhood is more than just an asset; it is a sanctuary where memories are made, and we believe protecting it requires a partner who is as empathetic as they are driven. At Icon Realty Services, we go beyond standard HOA management services by acting as devoted stewards of your community's future. Serving Los Angeles County and surrounding areas, our team is motivated to elevate the living experience across Southern California, from the coastal communities of San Diego to the bustling neighborhoods of Los Angeles County, CA.
Request a proposal today or contact our office to discover how we can help your community thrive.
OPERATIONAL EXCELLENCE FRAMEWORK
CONSISTENT PHYSICAL OVERSIGHT
We believe responsible HOA management requires boots on the ground, not just emails from a desk. Our motivated team conducts rigorous monthly property inspections to identify maintenance needs early, ensuring the safety and beauty of your Los Angeles County, CA neighborhood are never compromised.
RESPONSIVE COMMUNICATION PLEDGE
A dependable partner listens, which is why we uphold a strict 24-hour response policy for every homeowner and Board inquiry. We provide the attentive full-service HOA management that communities rely on to feel heard, valued, and respected.'
INTELLIGENT FISCAL STRATEGY
We protect your investment through precise HOA financial management that prioritizes transparency and long-term stability. Our creative approach to financial management for HOAs ensures your reserve funds and operating budgets are optimized to prevent surprises and maintain property values.
PERSONALIZED ADMINISTRATIVE SUPPORT
Every association has a unique culture that requires a tailored touch rather than a rigid template. We pride ourselves on delivering flexible HOA administrative management, navigating complex compliance issues with creativity and a deep respect for your specific governing documents.
Frequently Asked Questions
Will we actually see our manager at the property?
Absolutely. We believe in being present and hands-on, so your manager visits every month to inspect the property and ensure everything looks its best.
What happens if a homeowner has an urgent issue after hours?
We have a dedicated team ready to help 24/7. Whether it is a late-night leak or a safety concern, a real person is always just a phone call away to assist.
How do you handle neighbors who aren't following the rules?
We approach violations with empathy and respect, focusing on friendly communication rather than just handing out fines. Our goal is to resolve issues peacefully so neighbors remain on good terms.
Is it difficult to switch to your management company?
Not at all; we handle all the heavy lifting for you. We coordinate with your old company to transfer keys, files, and data so your Board does not have to worry about a thing.
How do you keep our community's money safe?
We treat your funds with the highest level of integrity and transparency. We provide clear, easy-to-read financial reports and ensure every dollar is accounted for to protect your community's future.
Icon Realty Services, Inc.
