HOA Management


Our highly-regarded reputation is founded on our professional management team, and we are proud of their exemplary work. To attract and retain well-qualified team members, we offer a highly competitive salary and benefits package to our employees. We specifically seek out individuals who are decidedly career-oriented and take authentic pride in their work. All of our management personnel have been certified, or are working toward certification, by the California Association of Community Managers (CCAM designation). 

A key strength of our management team is that the department has been designed to offer structure and support to its personnel. Traditional management firms use a more-or-less flat organizational structure, assigning a single individual to provide all administrative and management functions for a portfolio of several associations. That individual is then left to “sink or swim,” and their communities lack the benefit of the cohesive guidance and coordination offered by a team-oriented approach, guided by a senior level of management. By contrast, our management division operates with a supervisory and support structure designed to improve efficiency and ensure cohesive direction. Best practices and procedures are continually promulgated throughout the department, enabling our managers to focus on providing the highest quality service to our clients.

In addition to maintaining the industry-standard credentials, our managers participate in our own in-house training curriculum on a continuing basis. The team gathers regularly to keep abreast of such matters as new laws affecting associations, software updates to serve our clients more efficiently, and other new developments.

Supporting our homeowners is our dedicated Homeowner Support Department. They will be your first point of contact when you telephone our office, and are in the office all day to assist callers immediately. Our clients don’t get lost in voice-mail oblivion! Every call or metal opens a "Case" in Salesforce.  Our Homeowner Support staff is familiar with our communities and trained to resolve many common issues. This helps to support some routine aspects of the workload so that your primary account management team can focus more attention on the larger issues affecting the community: inspecting the property, managing vendors and work orders, communicating with the membership, supporting the Board on policy matters, and other high-level tasks. Your account management team is also generally available to speak with callers promptly, unless he/she is on another call or visiting one of our properties, in which case the call is fast-tracked to be resolved as soon as possible. Each call we receive is promptly logged in our system and assigned a follow-up tracking number. This results in timely responsiveness and ease of follow-up – no more complaints about un-returned calls!

View Sample Homeowner Online Experience

Community Association Managers managing a portfolio of properties accomplish most of their work in the office.  Our company is no different.  Homeowners rarely understand the full extent of the management function, and even Boards may have trouble keeping up with all that is taking place at any given time.  While a few important requests from the Board tend to command the majority of attention during meetings, there are literally hundreds of other things happening between meetings.  We manage on a case-based system.  Everything we do is tracked in Salesforceand available to the Boards online, 24/7.  We capture every phone call, e-mail, letter, work order, in-house suspense date - virtually everything.  Our Boards of Directors can go online whenever they want and see the volume of work in process and already completed.

Board members can then drill down on every case they are interested in, see its history, when it was worked on last, and who said what.  We encourage our Board Members to take a few minutes and look at what is going on, and to track items of particular interest to them.  This arrangement has proven to be a very convenient way for the boards to stay current.  We have found that our Boards that use this system function much more smoothly and get answers to questions at any time they desire.  Board Members also have access to current statistics so they can measure our performance - how much we are doing, and how timely is it getting done.
Our escrow department is located in-house to manage the legally required document transfers and disclosures upon the sale of a home at one of our client properties. This work is performed at no cost to the Association; all related fees are charged to the homeowner. We are also able to provide lender certificates (“HOA Certs”) upon a resale or refinance, with fees charged to the homeowner, if the Board so chooses.  Demands and Lender's Certificates can be purchased through to allow payment by credit card and rapid response. We work with your attorney to minimize the associations exposure to answering questions from lenders that are designed to push their liability to the association, while at the same time providing answers that will allow the home to be purchased or refinanced.

The Helsing Group, Inc. provides financial support services for all types of community associations.

  • Self-managed associations
  • Suburban condominiums
  • High-rise condominiums
  • Mid-rise condominiums
  • Single-family home communities
  • Commercial/office projects
  • Mixed use (commercial/residential)
  • Master planned communities

Self-Managed Associations:

When the Board must also play the role of property manager, it is all the more important to have efficient and responsive financial services you can rely on.  Supported by our expertise, experience and superior technology, self-managing Boards can spend less time worrying about financial matters and focus on making policy.

The Helsing Group offers a variety of additional services for your Association needs. Please follow the links below for additional information. 

Association Setup and Management

BRE Budgets

Election Services

Maintenance Manuals

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