For land developers and homebuilders, the creation of a new
community is an immense investment. Your focus should be on
building exceptional homes and selling them quickly. Our specialty is managing the complexities of the Homeowners Association (HOA) from the initial blueprint phase through resident control, ensuring a smooth transition, efficient operation, and the long-term protection of your brand legacy.
We are the link that minimizes your financial risk, secures your development's reputation, and accelerates
the path to a fully sustainable, homeowner-controlled community.
Developer Services
1 | Pre-Development Foundation: Mitigating Risk Day One
The earliest decisions are the most critical. Before the first shovel hits the dirt, we establish the financial and legal framework that will govern the community for decades. Our goal in this phase is to create an operational plan that is sound, compliant, and financially attractive to buyers, ensuring the longevity of your investment. We start by drafting preliminary and phased budgets, creating a dynamic financial roadmap that scales with the community’s growth and is designed to minimize your developer subsidy. This process includes establishing fair, legally sound, and attractive assessments. We then provide expert review and advisement on all governing documents (CC&Rs, Bylaws, and Design Guidelines) to ensure they align with your sales strategy and state law, reducing future litigation risk. Finally, we handle the planning, vetting, negotiating, and coordination of all essential service providers such as landscape, insurance, and pool maintenance to establish high-quality, cost-effective operations before the first resident moves in.
2 | Post-First Closing: Operational Efficiency & Sales Support
Once sales begin, our role pivots to operational management. We act as a professional buffer, minimizing the administrative burden on your staff while maximizing resident satisfaction and compliance. We become the single, professional resident-developer liaison for all homeowner concerns, freeing your sales and construction teams to focus on their core responsibilities. We work directly with your home sales agents, providing accurate HOA information and promoting the benefits of community living to prospective buyers, essentially acting as sales team support. Our commitment includes meticulous expense management and budget adherence to protect and reduce the developer's financial obligation through proactive subsidy protection. We manage the official HOA business, including processing closing documents, executing seamless move-in process management, ensuring consistent compliance enforcement of community standards (e.g., architectural review), and professionally preparing and conducting all necessary developer-controlled board meetings with full legal documentation.
3 | Continued Legacy: Successful Transition to Homeowner Control
The completion of the development marks a critical transition. We manage this process with transparency and expertise, guaranteeing the community is set up for long-term success under homeowner leadership, which is the final measure of your development’s quality. This includes the systematic turnover preparation and execution, where all records, contracts, and financial assets are legally transferred to the new homeowner board. We then provide comprehensive homeowner board training and mentorship for the newly elected resident leaders on their fiduciary duties, governing documents, and financial oversight. We also assist the new board with coordinating the final developer warranty and deferred maintenance items and establishing a sound reserve study for long-term capital planning. This professionally executed transition minimizes post-turnover disputes and litigation risk, ensuring your company name is associated with quality and smooth operation for years to come, thus preserving your legacy and reputation.
Our focus is not just on managing an HOA; it’s on managing the developer’s interests. We offer financial discipline, centered on minimizing your subsidy period and accelerating the community’s path to self-sufficiency. We act as your brand shield, managing resident relations with professionalism and transparency during the critical construction and sales phases. Most importantly, we ensure expert compliance, making certain every governing action, from budgets to enforcement, is legally sound to significantly reduce your exposure to potential challenges down the road.