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HOA Transition Checklist

HOA transition checklist - Transition to Liberty

Transition is defined as…

Noun: The process or a period of changing from one state or condition to another.

Verb: Undergo or cause to undergo a process or period of transition.

Liberty Community Management looks at a Transitioning two fold. We believe in doing it effectively and efficiently. We understand it is a process and can be looked at as being painful. But we have a transition process set in place that allows your community to sit back and let us do the work.

Whether you are moving from a self-managed community or another management company Liberty Community Management is the place for you. We offer a smooth and timely transition. Our start up sheet, which can be found at the bottom of the page, will make your transition very easy.

Our IT department has the latest and most unique technology that stores all your documents, past and present. In the transition we will build a website portal inside our website that allows you to view all your documents regarding your community and allows access to all your accounts, contractor bids, budget and anything else that will allow you to make sound decisions for your community. We will provide you with a username and password that allows you inside your communities documents, which will in turn answer the question every homeowner wants answered, “where is my money?”

If you are transferring from another management company we will coordinate with the previous management company for record pickup, review the community documents and customize collections. We will also send out the welcome package to all homeowners and begin managing your community effectively and efficiently with our HOA Transition Checklist.

  • Setting up bank accounts and reserve accounts
  • Review of insurance policies to insure proper and current coverage
  • Ensure compliance with existing covenants, as well as County laws regarding amenities and proper signage
  • Training of Board members to serve the community, provide training material for volunteers, establish committees to the Board and represent the community at the transition
  • Work with the declarant or the Board to enforce Covenants, Conditions and Restrictions, Incorporate By-Laws, and provide resolutions on behalf of the Association as part of the consultation to the Board
  • Review and maintain records of all architectural modifications. Provide approval or denial based on a review of the community documents. Provide responses to owners regarding their requests


To get started with the transition, download the Community Start Up List

Our Affiliations

Community Associations Institute All Property Featured Manager
Liberty Community Management, Inc., Property Management, Loganville, GA

HOA Horror Stories

HOA Litigation Is No Fun- Is it avoidable?
Sep 05, 2013
Liberty Community Management, Inc., Property Management, Loganville, GA
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