Legacy Management Services

Legacy Management is committed to providing personal, professional, and effective management of your individual unit, professional center, or community association. We are dedicated to maintaining property values for all of the homeowners and business owners who live and work in our communities. Legacy does this with superior communication, personal service, third party financial management, and efficient administrative tracking making you our priority!

Association Benefits Program

Programs for the Individual Homeowner

  • Licensed Real Estate Agents
  • Financial & Investment Planning
  • Mortgage Loan Origination & Refinancing
  • Legal Referral
  • Contractor Referral
  • Cleaning & Maid Services
  • Tutoring & Educational Needs
  • Sports Enrichment
  • Concierge Services
  • Special Event Assistance
  • Security Plan Development
  •  

Community Association Management

Administrative Services include but not limited to:

  • Management Reports
  • 24-Hour Emergency Service
  • Contract Administration
  • Insurance Administration
  • Site Staff Hiring, Training and Supervision
  • Enforcement of Community Rules and Regulations

Financial Services include but not limited to:

  • Financial Reports
  • Payroll Administration
  • Payment of Association Obligations
  • Collection of Association Assessments
  • Delinquency Collections
  • Preparation of Annual Budget

Facility Services include but not limited to:

  • Site Based Engineering & Maintenance Staffing
  • Energy Conservation & Purchasing
  • Project Management
  • Structural & Mechanical Inspections
  • Mobile Staff for Part Time Engineering & Maintenance Coverage

 

Consulting & Business Development

We offer the following services to produce optimum results:

  • Budget Preparation & Supporting Narratives
  • Legal Document & Site Plan Review
  • Service Levels & Amenities Consultation
  • Interim Management (Association Set-up Program)
  • Creation of Owners Manual & Books of Resolutions
  • Resident Orientation & Transition Programs
  • Board of Directors & Committee Training
  • Staffing Studies & Personnel Policies Manuals
  • Operational Evaluations & Management Audits

 

Brokerage Services

General Brokerage

  • Real Estate Listing & Sales
  • Buyers Representation
  • Market Analysis
  • Make Ready Consultation
  • Advertising & Multiple Listing of Property
  • Contract Negotiation & Execution
  • Successful Settlements

Property Management & Leasing

  • Rental Market Analysis
  • Advertising & Multiple Listing of Property
  • Lease Negotiation & Execution
  • Turnover & Ongoing Maintenance Oversight
  • Regular Property Inspections
  • Rent Collection Bill Payments
  • Monthly Financial Statements
  • 24-hour Emergency Service
  • Superior Tenant Selection

Legacy Management Volunteer Trainings

Legacy Managements Executive Team partners with many different cities and organizations, offering their expertise to state leaders, Board members and homeowners on a voluntary basis, where they train and speak on a variety of HOA topics that include:

  • Managing HOAs In Tough Economic Times
  • Fun With Financials
  • Successful Boards
  • Creative Management Perspectives
  • Reserve Studies
  • Strategic Thinking
  • Vision and Mission Statement Development
  • How To Select A Management Company
  • Going From Self-Managed To Professionally Managed
  • Fundamentals of Being An HOA Board Member
  • Community Harmony
  • Check-Up
  • Understanding Community Management
  • Ideas for Successful Board Meetings
  • How To Manage Association Finances
  • Homeowner Services
  • The Importance Of The Bottom Line
  • Building Confidence By Following Your Agenda
  • Board roles and responsibilities - by position
  • New Laws That Impact Your Community