Client Services

What We Offer

Every property is unique with owners’ requirements and budget considerations. We give our best to exceed your expectations when it comes to property management. Touchstone Property Management helps you protect your investment by providing professional services, minimizing your costs, and maximizing your income.

Our Property Management Services Include

Accounting

  • Mailing monthly common charge invoices with remittance envelopes.
  • Processing monthly common charge receivables. All bank deposits are recorded via electronic bank files.
  • Processing all account payables, coded to the various budgetary categories by the managing agent.
  • Processing checks/invoices twice per month for Board signatures.
  • Maintaining the financial books and records, e.g., annual audit.
  • We accept all charge cards including ACH payments through the owner portal.
  • Developing an easy-to-read monthly financial report that could be viewed at any time via a web portal. The financial report, at a minimum, will include a balance sheet, arrears report, monthly budget analysis with variances, and year-to-date breakdown.
  • Developing a projected year-end budget for Treasurer by November 15th with recommendations for board consideration.

Maintenance

  • Logging all work order activity, including date and time received, status/assignment, and completion date. All work orders will be processed to the various approved trades and or onsite maintenance staff.
  • Coordinate various inspections about Code compliance, e.g., Fire Marshal inspection, Place of Assembly Permit.
  • When necessary, obtain at the minimum three bids for Board consideration based on Board directive.
  • Meet with the vendors to discuss any outstanding issues. Conduct periodic inspections of the pool equipment room (Touchstone employs a Certified Pool Operator.)
  • Conduct weekly inspection of common grounds.
  • Meet with the staff personnel.
  • Notify the Board of any Risk Management issues and implement policy as directed by the Board.

Administrative

  • Provide continuity during the transition stage into new management.
  • Correspond with the various owners on behalf of the Board.
  • Return any phone messages from the weekend on Monday. All phone messages will be returned the same day if received before 4 PM.
  • Process House Rule Violations/fines as per the By-Laws.
  • Monitor additional insured certificates from vendors, naming the Association.
  • When necessary, we implement Hold Harmless/Indemnification forms.
  • Obtain insurance quotes for D & O, Liability, and Casualty.
  • Develop and implement a schedule of tasks/assignments with expectations and deadlines for the onsite personnel with the 30-day review.
  • Attend monthly board meetings; process minutes.
  • Process appropriate mailings for the Annual Meeting and Election.
  • Provide a web-based portal for board members and homeowners.
  • Provide 24 hours/365-day support and provide emergency contact phone number.

Personnel

  • If necessary, provide a highly qualified full-time or part-time Property Manager onsite.
  • Entire offsite back office support team.
  • Bookkeepers will be provided offsite at the Touchstone office.
  • Provide an onsite receptionist(s) if needed.
  • Provide Maintenance persons if required.

Self-Management

To manage everything by yourself seamlessly, we offer full computerized bookkeeping options with competitive pricing.

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