We Make the Transition Easy

We realize that most board members don't have time to spend hours completing forms and attending meetings in order to get signed up with a management company. Whether you are transitioning to Connected from self-management or a different management company, our sign-up process is painless.

Your assigned Account Manager at Connected will work with the board and your current management company to gather and compile the information that we need. 95% of the "work" is handled by us, allowing even the busiest of Boards to easily transition to Connected.

Have no fear! We have the transition process structured in such a way that it is simple for the Board and requires very little time or effort.

Online Sign-Up Wizard

The requirements on the board are limited to the completion of a simple online sign-up wizard. The wizard prompts you to enter all of the information that we need in order to set up and configure your account. The completion of the wizard only takes between 30 and 60 minutes.

Interacting with Current Management

Your assigned Account Manager will handle all of the interaction with your current management company. This includes visiting their office to pick up the association's files, keys and other property.

We provide your board with pre-written letters that you will send to your current management company informing them of the change in management and the information that you require. Just send the notices to your current management company and we'll handle the rest.

No stress We handle all of the interactions with your current management company.

Expected Timelines

The amount of time required to get up and running with Connected is determined primarily by the amount of time it takes the Board to complete the online sign-up wizard. Once the wizard has been fully completed it takes our team one week to load, customize and deploy your account.

The following is a sampling of the steps we perform during our internal setup process:

check Assignment of Operations Manager to the association.
check Assignment of Building Inspector and scheduling of initial property inspection.
check All management and accounting systems configured according to the information provided by the board in the sign-up wizard.
check Deploy and customize the association's Owners Forum and Vision System.
check Vendors contacted to gather quotes for insurance, cleaning, landscaping and snow removal. (If requested via sign-up wizard)
check Bank account setup.
check Setup of maintenance calendar for association.
check Welcome packets drafted and sent to all unit owners.

 

CLIENT TESTIMONIAL

Client Testimonial

Board President discusses the transition process from former management company to Connected.

HEAR WHAT YOUR NEIGHBORS ARE SAYING ABOUT CONNECTED MANAGEMENT!

The most valuable feedback about our service comes from active board members. Watch our video testimonials to learn about their experiences with Connected.


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Please complete the form below and one of our helpful account managers will review your information and contact you as quickly as possible. We will provide a proposal for our management services and answer any questions that you may have.

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