1. Tell us about your community
Share your location, association type, unit count, and the issues your board wants help with.
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FOR BOARDS & ASSOCIATIONS
Thinking about switching management?
Tell us what your community needs, what’s working now, and what you’d like to improve.
What a management transition looks like.
2. Talk through the scope
We’ll discuss financial reporting, board meetings, inspections, owner support, and what your board expects.
3. Review a proposal
Your board can review the proposed scope and ask questions before deciding.
4. Plan a handoff
If your board selects Five Star, we’ll coordinate the transition of records, vendors, and communications.
AFTER YOUR BOARD SELECTS FIVE STAR
From signing to the first month
We agree on the start date, key contacts, and update schedule with your board. Timing depends on when records and account information are available.
Before the start date
Your Five Star transition contact requests governing documents, financial records, owner balances, vendor contacts, and open work orders. We confirm who is handling each item and flag anything still outstanding.
At launch
We share contact, payment, and portal instructions with owners, confirm vendor points of contact, and review urgent work and upcoming board deadlines.
During the first month
We review opening balances and outstanding records as they arrive, track unresolved items, and update the board on progress and decisions needed.
FOR BOARD MEMBERS
Sample monthly board update
A fictional example of how a board can see where the association stands, what’s in progress, and what needs a decision.
Financial snapshot
Operating cash $42,500
Reserve cash $118,000
Operating expenses $1,200 under budget year to date.
Collections by stage
Reminder sent 5 accounts
Payment plan 2 accounts
Referred to collections 1 account
Board action list
Gate repair: Board to review two bids at its next meeting.
Irrigation: Management to confirm completion with the vendor.
Budget: Treasurer to review the draft before the next meeting.
FOR BOARDS & ASSOCIATIONS
Let’s meet for coffee or lunch.
Tell us what’s working in your community and where your board could use a hand. We’d be happy to meet in person, hear what matters to you, and answer your questions. No commitment needed.
Choose your state to open an email draft. Share your community’s location and a few times that work for you.