HOA Management Services

Administrative Management

• Excella Group has its own bidding engine which does costs benefit analysis and provides best recommendation.

• We are equipped to deal with any emergency that may come up for your association. Excella Group provides 24*7 call center service to address any emergency. Homeowners can enter requests through the portal.

• Excella Group Association Managers generate and submit property inspection reports to the Board. The property inspection report covers all the elements of property, including pictures and observations collected during the inspection.

• The portal allows homeowners to report violations online with all possible details. The board will have visibility of all the reported violations.

• As directed by the Board or CC&R's, Excella Group will issue a Violation Letter to the offender. Excella Group will automate this process online. We will work with the Board to ensure the paper trail is reduced.

Financial Management

• Excella Group provides information in real time for all aspects of association management.

• Excella Group will analyze past Budgets and forecasts based on operational needs & coordinate the reserve study. Our portal allows us to seamlessly collaborate with Board in this area of service.

• Prepare and mail billing statements. Prepare accrual based financial statements and reports. Post and deposit owner payments, including ACH payments. Issue delinquent notices and letters.

Meeting Management

• Checklists have been developed and used for regular Board meetings, budget meetings, annual meetings, etc. Excella Group will reserve meeting venue, prepare and mail notices, proxies, ballots, agendas, etc. Excella Group's portals have also been customized to allow homeowners to RSVP online.

• Our Association Manager will attend all meetings as part of the scope or any additional meetings required to conduct business.

We provide Financial Only Management to associations who do not need our help in managing other projects and details for their association. The service aims at providing full support in managing the financial operations and assisting the board to maintain the financial discipline for the association.

Budgeting

• Excella Group will capture the approved budget of the last 3 years and prepare an Annual Budget for the Board prior to end of the fiscal accounting year.

• Excella Group will research and analyze the operational needs and reserve study.

• Our team works closely with all the local authorities to ensure we have captured the details to provide an accurate forecast for services like utilities etc.

Collection / Accounts Receivables

• Collection of assessments is the most critical aspect of managing the associations.

• Our portal permits the homeowner to select the payment option most convenient for them, such as online payment, sign up for ACH, send payment via check, or call our Toll-Free number to make a payment.

• Excella Group stays on top of Assessment Collection with homeowners through friendly Reminder emails/mails.

Financial Reporting

• Excella Group provides information in real time for all aspects of association management to the Board Members and Homeowners.

• Balance Sheet, Income Statement, Prepaid Report, Delinquency Report, Bank Statement, etc.

Some associations do not want to engage the management company for their operations, however, they still need the tools and abilities to manage the association in an efficient way. Our Self-Managed Platform addresses this need for such associations.

Self-Managed Software Features

• Complete HOA management platform that can be accessed by board members and homeowners

• Document storage and sharing capabilities with permission controls

• Financial tracking and reporting tools

• Communication tools for board and resident messaging

• Online payment options for HOA dues and assessments

• Maintenance request tracking and management

• Technical support and training for board members

Benefits of Self-Managed Software

• Cost-effective solution compared to full-service management

• Maintains direct board control over association operations

• Professional-grade tools without the full management commitment

• Scalable solution that can grow with your association's needs