HIGHER LEVEL. of ASSOCIATION MANAGEMENT

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1 A HIGHER LEVEL of ASSOCIATION MANAGEMENT Sentry Management is dedicated to being the best community management company. Every day we live our core value to embrace the honor to serve our communities.

2 A PARTNER You Can TRUST 1 2 Timely, Friendly Communications Your community manager responds quickly and accurately to association and homeowner queries. Prompt, courteous interaction is a top priority, whether communications are in person, on the phone, or via or text. We understand that you need an acknowledgment that we heard you and that a solution is in progress. Trained Manager has 24/7 online access to association s records Homeowner payment and billing call-in number Effective and Transparent Handling of the Association s Money Sentry skillfully handles all money matters for the Board, from annual assessment billing and collection, penalties and liens and any other source of revenue. The support team maintains meticulous financial records and provides standard financial reports in real time available anytime online to Board members. Only use independent, qualified contractors never financially affiliated with us Effective strategies to reduce delinquent accounts 3 Superior Customer Service and Local Support The community manager is the frontline when it comes to customer satisfaction. To further support the manager and association staff is always close by to help provide solutions. Everything the Board needs to interface is provided locally. Service enhanced by electronic financial reports, mailings, and banking Advanced digital support from homeowner payments to administering violations

3 Standard MANAGEMENT Services: HOMEOWNER SERVICES CommunityPro PORTAL Correspondence & Mailings After Hour Emergency Answering Service Non-compliance Letters (Images Optional) Lease Coordination ADMINISTRATION Monitor Utilities Usage Contractors Coordination Negotiation of Vendor Contracts Arrange Tax Filings with CPA Sale Coordination Assistance to Board Track Association & Vendor Insurance Consult Documents in Making Decisions REPORTING Manager s Report Financial Reports Package Assessment Report Closing Report MEETINGS & FOLLOW-UP Annual Membership Meeting Attendance Prepare Meeting Minutes Organize & Attend Regular BOD Meetings Maintain Official Records ASSESSMENT, BUDGET & ACCOUNTING Administer Assessment Process Accounts Receivable & Payable Banking Services Operating and Reserve Budget Preparation At Sentry Management, our experience translates to a comprehensive understanding of the services that keep your community functioning smoothly, and our standard management package was created with this in mind. Some management companies fail to fully disclose pricing. What sets Sentry Management apart is that we fully disclose all costs. Board operational items (copies, postage, homeowner-paid items and requested special services) are subject to reimbursement. Our base management fee includes routine costs associated with our managers performing management services. REVIEWS Start-up Operations Review Check Common Area Maintenance Homeowner Violations Review Architectural Review Tracking Common Elements Management

4 EXPECT MORE from SENTRY STANDARD SERVICES ARE COMPREHENSIVE More features and services are standard to help you establish and maintain a successful community. With Sentry Management as your association s agent, organization and great communication is always front and center. Annual Budget Planning Workshop Board Educational Opportunities & Tips e-newsletters Online Board Room Support for Board Members No Fee Lockbox Services Local Customer Service a Phone Call Away Liaison with Community, Developer & Attorneys Bank Rate Monitoring for Association Funds Five Homeowner Payment Options Homeowner Electronic Communications on Violations ADDITIONAL SERVICES OPTION Sentry offers an accounting and administrative services option for those communities that self-manage and do not need our standard package of services. This selection provides the key basics related to funds management including monthly financial reports, accounting/ bookkeeping, processing invoices, assessment notification, electronic payment acceptance. Many other administrative tasks, like closings 9 and assistance with annual budget preparation, are included as well. FINANCIAL PACKAGE HAS NINE REPORTS Balance Sheet Revenue & Expense Budget Comparison Monthly Transaction Register Check Register Accounts Receivable Report Closing Report Accounts Payable Report Sorted Accounts Payable Purchase Journal General Ledger

5 Best Managers, PORTAL and Fraud Prevention HANDS-ON MANAGERS Sentry provides professional community managers that are well-trained, experienced and capable. We make sure they are located close by to maximize their time in your community. Our unique service center structure relieves managers of some of their routine administrative tasks which means that more of their time is spent handling your important matters and supporting your homeowners. To make sure your association remains completely satisfied, our Customer Assurance Team reaches out proactively to your Board to anticipate potential issues. That extra effort brings better focus on the association s top priorities. INDUSTRY S BEST ONLINE PORTAL Most management companies have some type of portal for homeowners to pay assessments. Our CommunityPro PORTAL stands out because it provides five easy ways to pay and lets homeowners view association documents, calendars and newsletters. For Board members, it is a valuable management tool. At any time, a wealth of operational information can be accessed as well as the real-time downloadable financial reports an industry exclusive. FRAUD PREVENTION As an Accredited Management Organization, Sentry maintains the highest security measures and financial standards in guarding against manipulation or fraud. We keep accounting, collections, and accounts payable functions separate. Also, operating accounts are kept independent from reserve accounts. These built-in separations are the checks and balances your community needs to run a thriving association. Also, our corporate financials and internal practices are audited annually.

6 Solutions for Homeowner, Condominium, Developer and Commercial Associations The Sentry Management Foundation Principle of Service is In every interaction, demonstrate kindness, professionalism and timely resolution. To us, that means returning calls and s promptly, providing quality services, and offering the most value possible to serving as your Association s agent. Our services are second to none because we: Listen and respond quickly Bring professionalism to handling money Provide qualified local managers Only use unaffiliated, qualified contractors Effectively use advanced technology Provide straightforward management package Problem-free Transition. Associations are pleasantly surprised by how seamless the transition process is to Sentry Management. Once an agreement is signed, we do all the work. Sentry converts accounting and association records, communicates with the owners, and confirms compliance with all applicable legal association requirements FLORIDA OFFICES Brevard Space Coast Clermont Fort Myers Kissimmee Longwood Orlando Naples Pasco Tampa North Ponte Vedra Jacksonville Sarasota Tampa Bay Clearwater Tavares Ocala Volusia New Smyrna Beach