Support Systems for
Community Management Companies
For Independent Portfolio Managers Who Want to Grow their Business!
- Account Management
- Receptionist Services
- Administrative Support
Support Systems for
Community Management Companies
For Independent Portfolio Managers Who Want to Grow their Business!
- Account Management
- Receptionist Services
- Administrative Support
Give yourself a $36,000 pay increase by contracting with trestle Alliance for back office support services
Providing professional back office support
Team- Our staff becomes your staff and with our proven systems, you can successfully operate your management company remotely and manage more communities without adding overhead
Efficiency – Set up and maintain your CINC access and CINC Web access offering integrated banking, management software and web interface for owners
Accounting – Services including collections, bill payment, financial reports, owner account access and tools for budget preparation
Mechanics – Assist with the set up of your individualized business phone line and accept all owner calls – answering account related questions and forwarding other calls to manager as applicable
Our system is specifically designed to help portfolio managers grow their business and maximize profit.
Monthly Fees for Management Company Support Systems
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✓ $2.50 per unit per month
Other fees may apply for new community set up, additional users, copies and postage, etc.
ADMINISTRATIVE FUNCTIONS
Trestle Alliance addresses your community’s basic administrative needs so that your time is more effectively used to grow your business and service your Boards.
Maintain Files
- Maintain Association files, maintenance schedules, etc.
- Maintain electronic files for each unit
- Transfers of ownership and contact information
Assist Owners
- Accept owner calls and answer account related questions
- Request emails from callers or forward calls to manager
Correspondence
- Print and mail statements
- Provide letter templates to facilitate correspondence
COMMUNITY LANDING PAGE
Your company’s website will direct to the CINC community web page where they can register or log in to access their community and unit information.
Owners can make payments and view documents online
Board Members have special access with additional viewing privileges
Improved communication with owners and Board Members
Complete transparency with Board
ACCOUNTING FUNCTIONS
All accounting functions are completed in the Trestle Alliance offices by a designated accounting staff
Bank Accounts
- Administration and reconciliation of all bank accounts
- Operating checking accounts with partner bank
- Reserve savings and/or investment accounts
Collect Assessments
- Assist with the preparation of payment coupons
- Payments processed through Lock Box at bank
- Online payments accepted by ACH or Credit Card
- Assist in the collection of delinquent accounts
Pay Invoices
- Association invoices will be scanned in and coded by manager to ensure proper expensing
- Manager can be a signor on all checks or can designate TGM
Reporting
- Provide financial statements to Board each month
- Financial statements and supplemental documents available online for Board viewing anytime
Budget
- Provide budget preparation tools and templates
Audit
Assist and provide information as required to the Association’s auditor to complete third party audit and tax preparation
- Auditors can access CINC system as special users