Board Member FAQs  

  • Yes - Board’s receive assistance in navigating systems such as Smartwebs and also the bill-pay portal, Strongroom. Online tutorials are additionally available. We can also set a Zoom meeting to discuss navigation and answer questions.

  • Yes – The Board has direct contact information with, Office Administrator, Community Manager and dedicated Financials Client Manager.

  • Yes, we send email reminders by default (and for free), if we have an email for the homeowner. If approved by the Board we will send a paper statement or coupon book instead to certain Owners for an additional charge to the Association.

  • Vendor invoices can be reviewed and digitally signed off in our online bill approval system, Strongroom, which can be accessed through the board’s online portal. This makes bill approval more convenient, provides better checks and balances and streamlines the approval process. This also allows boards to track an invoice from initial submittal to payment for visibility.

  • We provide California Civil Code compliant financial reports, including a balance sheet, comparative income statement showing a variance to budget for the month and year to date, check register, aged delinquency, and bank reconciliation report. There is also access to real-time bank account information for payment accounts (not investment accounts)

  • The portal provides these features:

    1. the ability for the board to share information with homeowners;

    2. the portal includes a list of all homeowners and their contact information for the board;

    3. includes tools for tracking violation and architectural review compliance tasks. Plus, we also handle resale and refinance paperwork in accordance with State statute.

  • Yes, we offer an online learning site with how-to guides and tutorial videos and additional support to ensure board members are comfortable and proficient in using the new software tools and online portal.