Professionalism with a Personal Touch – an Accredited Management Company AAMC®
Our Homeowner Association Portfolio Managers are credentialed and certified professionals several with over 20 years’ experience. Managers rotate on call for 24/7 emergency response.
Shoreline is experienced in the management of all types of residential and commercial associations: Medical Centers, Commercial condos, Mixed Use Associations, Residential Condominiums, Low rise and mid-rise Condominiums, Townhomes, Duet homes; Planned Unit Developments and Resident- Owned Mobile Home Parks. We understand that each Association is a unique community with its own specific needs. Our Portfolio Managers familiarize themselves with your community and tailor a management program to meet your specific requirements. We offer Full-Service Management with an assigned certified Manager as well as Limited Scope contracts.
Shoreline Managers are active members of ECHO, CACM and CAI. Having knowledge of the Davis- Stirling Act and California Corporations Code requirements enables us to assist the Board of Directors in making successful decisions.
We offer Full Management with an assigned Certified Manager as well as Limited Scope Contracts. Contracts can also be tailored to meet your specific needs, such as adding consulting and administrative support to a Limited Contract.
Following are available services:
|Assessment collection: Bank lockbox, online payments and electronic transfers||X||X|
|Assist the Board in the collection of member delinquencies||X||X|
|Online payment of Association invoices via StrongRoom, with Board member access||X||X|
|Monthly computerized financial reporting including images of all paid invoices||X||X|
|Coordinate income tax filings and Financial Review by CPA||X||X|
|Coordinate and assist with reserve study updates||X||X|
|California Secretary of State filings (bi-annually)||X||X|
|Coordinate Insurance Policy Renewals and obtain bids if requested||X||X|
|Inform Board members of education opportunities||X||X|
|“Vet” all vendors for insurance and licensing requirements. Provide referrals||X||X|
|Elections: Consulting and Administrative support to the Inspector of Elections||X||X|
|Compliance with State and Federal laws affecting a common interest development||X||X|
|Prepare and distribute disclosures to members as required by the Davis-Stirling Act||X||X|
|Sales of units: property inspections, distribution of documents and demand to escrow||X||X|
|Assigned certified manager||X|
|Respond to Member inquiries and requests by mail, email or through website||X|
|Meeting attendance by assigned manager||X|
|Administration: Prepare meeting agendas, minutes, management reports and correspondence on behalf of the Association||X|
|Coordinate maintenance and repairs including solicitation of bids from approved vendors||X|
|Site inspections and recommendations to Board of Directors||X|
We also offer Consulting Services on an hourly basis.