CONDO MANAGER The Leader in Association Accounting and Management Software Mailing Address: P.O. Box 26844 Charlotte, North Carolina 28221 Web Site www.condomanager.com.

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Presentation transcript:

CONDO MANAGER The Leader in Association Accounting and Management Software Mailing Address: P.O. Box Charlotte, North Carolina Web Site General Toll Free (800) (704) Fax (704)

A variety of effective, efficient, and yet easy to use functions allow you to fulfill all customer needs at all times. Document production and detailed record keeping will ensure that nothing is lost in translation. 1 Since the first version of Condo Manager was released 1990, our company has been developing and perfecting its management and accounting software every single day. Condo Manager is developed by experienced administrators, property managers, accountants, and first class software developers. This alliance ensures that Condo Manager delivers cutting edge technology to help adapt to the ever-growing needs of self-managed associations and management companies. This one-of-a-kind program brings a number of features to your fingertips, leaving you with the ability to do anything ranging from quickly referencing account information to easily creating a complete set of custom financial reports. With multiple standard features and a wide-selection of optional modules, you can modify the software to your precise specifications. Many competitors claim to be unique and provide custom software, but Condo Manager has, and always will, set the standard. Condo Manager- Your Solution to Every Problem

2 Just one click away from creating any report Keep and update the status of any service request ever created Track the entire Architectural Change process from beginning to end in detail Prepare all meeting tools in minutes Recap all homeowner communications at any time

3  Manage an unlimited number of units  Keep a full history of all communication for every account (Items sent from Condo Manager are automatically saved in Communications History)  Export data to Microsoft Outlook and your PDA  Print payment coupons directly from Condo Manager  Organize and prepare for Community Meetings  Integrated word processor with automatic mail merge and 40 template letters  Print or documents to homeowners, based on their preference  Manage all information for your owners, tenants, and vendors  Easily reconcile an unlimited number of bank accounts  Generate and export over 300 high quality reports to Excel, Word, PDF, or  Customize financial statements with a WYSIWYG (What You See Is What You Get) interface  Search information from any association in Condo Manager, regardless of which association is currently active  Access Communication History, Work Order History, and Account Statements directly from the Owner’s Information screen Key Features  Web Service – Owners can access and update their account with unique login information  Web Backup – Backup your data to a remote server with 256 bit data encryption to ensure you’re always protected in the event of an emergency  Data Conversion – We can import all of your associations, owners, vendors, and chart of accounts directly into your new Condo Manager solution  Training – We utilize the very best web technology to train your employees and staff on your computer with your Condo Manager data  Remote Accounting – For new management companies and smaller associations, our team of expert accountants will help you with all of your accounting needs  Mass Mailing Service – We have the latest tools and equipment to perform all of the mailing services for your association and management company  Web Site Design and Hosting – We can help you develop a customized web site for your association or company  Consulting Services – We can answer all of your HOA accounting and management questions Condo Manager Services  Create Work Orders and Service Requests  Track every step of your Violations and Architectural Change Requests process  Track delinquent accounts and NSF Checks  Maintain accurate and detailed utility billing records for each community  Use Condo Manager’s Payment Processing Module to import Lockbox files from the bank and track which owners pay by ACH (automatic drafts) Optional Modules

Condo Manager is the true leader in association management and accounting software for a reason. Not only because our program is owned and operated by a number of management companies and independent associations in the United States and Canada, but because it was built by association management professionals with years of experience in software development and community management. This unique insight gives us a competitive advantage and allows our company to deliver exceptional service and value to our customers with cutting edge technology to help them meet the ever growing demands of their business. Condo Manager will to help you:  Manage an unlimited number of associations  Globally search information from every screen  Allow owners to access and update their information online  Securely backup and encrypt your data in the event of an emergency  Create customized reports and software modules to meet your company’s needs  Integrate your management and accounting into one, easy-to-use interface  Invoice your owners, send account statements, and print monthly reports with just a few mouse clicks  Easily track all violations, Architectural Change Requests, service requests, work orders, debt collections, and detailed Communication History  Export your data to Microsoft Excel, Word, Outlook, or your PDA To learn more about Condo Manager, visit our website at You can also download a software demonstration by submitting a “Free Demo” request on our main page. Feel free to review the video tutorials by clicking on the “Videos” link on the left-hand menu. Built for Professionals by Professionals 4