Street view of a row of houses.
Industries we serve

Homeowners association services

We deliver a one-stop banking solution and homeowner portal customized for your management companies or community associations.

HOA services built for you

We provide a streamlined banking solution designed for your association. Improve your member satisfaction with an integrated experience, plus your association management gets a consolidated financial view of everything.

Business woman teleconferencing using a wireless earphones and a tablet

We can simplify servicing

Your one-stop portal solution enhances member satisfaction with a seamless user experience.

  • View your accounts with single sign-on, tracking and managing online
  • Set up recurring auto debits for management fees and extraneous payment
  • View all your statements online on the first business day of the month
  • Place stop payments on checks
  • Block homeowner payments
  • Search by individualized association name, account number, date, amount, bank or address

Your banking made easy

Fraud Prevention

We strive to protect your organization against fraud by employing various tools and services built for early detection and ultimately prevention of such occurrences. 

Account Management Services

Manage all of your daily banking functions in one place with the ability to consolidate management of multiple associations in one convenient platform.

Businessman sitting and looking at computer screen
Current HOA clients

Make changes to your HOA account

Log in to your portal to make a change, an update or to check the status of your account. We cannot make changes by telephone. You must log in to your account.

If you need help, you can reach us by phone or email Monday through Friday.

We specialize in supporting your association's needs

You gain our experience

Streamline your financial operations with our three decades of experience. You benefit from our innovative products and services customized for your operational objectives. We have hundreds of satisfied clients, and we can help you too.

  • Customer service
  • Relationship management
  • Lockbox operation
  • Integration
  • Sales

You can streamline payment processing

We can capture multiple payment types.

  • A single, consolidated deposit made to your associations for all payment types
  • Images for viewing of all homeowner check payments and check deposits
  • Access to funds on the second business day after the deposit
  • Scanning for depositing checks remotely
  • Ability to research payments and apply exception processing online
  • Schedule and execute ACH transactions
  • Web-based ACH application
  • Ability for homeowners to pay assessments by paper check, eCheck, credit card or online bill pay

HOA online banking video

See how to set up your online banking access and how to make changes.

Real Estate Agent showing a property and holding the keys and a tablet

Integrate your accounts

The HOA services platform integrates with most major financial accounting software packages so you can:

  • Download daily payment files
  • Upload homeowner validation and blocked files
  • Reconcile bank account(s)

For accounts payable integration we partner with most major accounts payable vendors to streamline your payables processing.

Let's connect

Sabine Liedel

Sabine Liedel, CMCA

Director, Business Development, HOA Services
Philadelphia, Pennsylvania
Sheila Adams

Sheila Adams

VP, Regional Account Executive, HOA Services
Martinez, California
Generic headshot graphic

Jeffrey Brown

VP, Regional Account Executive, HOA Services
Denver, Colorado
Michael McCaffrey

Michael McCaffrey

VP, Regional Account Executive, HOA Services
Tampa, Florida
Sally McCray

Sally McCray

VP, Regional Account Executive, HOA Services
Norcross, Georgia
Mahendra Sami

Mahendra Sami, CTP

VP, Regional Account Executive, HOA Services
Brea, California

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