Our Services

Community Association Services

We provide community management solutions that fit your community’s needs.

Walters Management offer customized services that address the financial, maintenance, and administrative components of managing a successful residential community.

Financial Services

Walters Management’s financial services are driven by four critical characteristics: Accuracy, Clarity, Timeliness, and Transparency.

Walter’s fiscal program begins with developing a detailed operating budget that is presented to the Board of Directors for review and approval.

Consulting & Developer Services

Guiding developers through the community planning & development process.

New community development requires significant planning and expertise. Walters provides operational knowledge and decades of experience, resulting in a community that is healthy, well run, and responsive to its residents.

Walters Management is a full service community management company. We offer a variety of solutions for our clients that best meet your needs!

Community Association Management

Effective community association governance requires a balance between consistent procedural management and genuine neighborly empathy for the community and its members. Walters Management understands this delicate dynamic, and provides our clients with a number of customized resources to ensure that a community association is operating at peak efficiency, while garnering the support and buy-in of its members.

Our services cover all aspects of HOA operations including financial, maintenance, and administrative support.

Walters Management’s financial services are driven by four critical characteristics: Accuracy, Clarity, Timeliness, and Transparency.

Effective financial management aims for transparency and accountability in the receipt and disbursement of funds as dictated by approved HOA budgets, and in keeping with the highest ethical standards. Walter’s fiscal program begins with developing a detailed operating budget that is presented to the Board of Directors for review and approval.

Following budget approval, we generate and deliver financial statements that provide at-a-glance comparisons between actual performance and projections, equipping the board to make sound and timely business decisions.

Walters Management helps develop and implement comprehensive maintenance programs that enable communities to thrive and operate smoothly

The communities we serve take pride in the beauty of their surroundings, and Walters is a key partner in maintaining and enhancing their curb appeal. How a community looks is a primary indicator of the overall health and vitality of an association, and a key factor in member satisfaction and pride of ownership. A community that provides timely and proactive maintenance is also more likely to meet their other obligations.

Walters Management provides administrative services tailored to the communities we serve, including:

  • Communication tools to connect members to each other, the board, management, and community service providers (vendors).
  • Easy access to reference materials, keeping community residents fully informed of community guidelines, financial operations, and rules & regulations.
  • Effective management support and guidance for board members through direct communication and training opportunities. This ensures they are kept abreast of best practices and industry trends.
  • Organizational and preparatory services essential to annual and board meeting planning. This includes scheduling, agenda preparation, reports & documents delivery, maintenance of minute books & members’ records, and otherwise fulfilling the requirements of the associations as a non-profit mutual benefit corporation.

Escrow Services

Walters Management streamlines the flow of documentation and paperwork during escrow, whether a homeowner is buying, selling, or refinancing a home within the community. In addition to providing escrow assistance and advice, we have partnered with HomeWiseDocs to provide convenient online access to order association documents and fulfill other escrow tasks.

While walters does not process governing document requests directly, our experienced escrow team is ready to assist with escrow service questions. Please contact the Escrow Department for questions:

Consulting & Developer Services

Walters Management helps guide developers through the community planning & development process with decades of experience. Walters is your partner in setting a solid foundation for your new community.

Having reviewed legal documents for communities ranging in size from 84 units to 3500 units, we are well versed with a wide range of documentation—including legal documents for business parks, condominiums, apartment conversions, single family, build-to-suit and master planned communities. We understand what constitutes “effective and enforceable” legal agreements and how to avoid provisions that may create problems during the development of the community.
We provide written recommendations for changes or modifications, and will also share sample documents for consideration.

Walters is an ideal partner in the site plan review process. Our experience has taught us that oftentimes small changes to a site plan can prevent problems associated with maintenance, parking, utilities and other factors. An early site plan review also provides an opportunity to ensure that the physical components of the community are consistent with the legal documents of the Association.

Walters Management is a key partner in the financial operation of the associations we manage. Our deep understanding of the fiscal aspects of common interest developments uniquely positions us to assist in developing a budget for your community that is realistic and feasible. We will provide the budget preparation company with qualified bids to justify modifications or adjustments. More importantly, we understand the necessary balance between marketable assessment fees and effective financial planning. We are also well versed in the implementation and fiscal management of variable assessments, phased budgets, cost centers, maintenance agreements, subsidy agreements and developer billing.

Creating a successful sales and marketing culture begins during the early stages of community development. Walters can provide education to your agents regarding the benefits associated with common interest developments, architectural control procedures and early disclosure information. We will also provide materials for new buyers that outline the advantages and benefits of living within a planned community.

Protection and preservation of the architectural standards and aesthetics of your development is absolutely essential. New homebuyers are eager to begin improvements to their new home and often unaware of the community’s design approval process. By developing clear and comprehensive design guidelines prior to the first sale, Walters helps facilitate and manage the approval process—avoiding miscommunication or unmet expectations. Our guidelines will incorporate provisions established in the legal documents of the Association and outline long-term maintenance responsibilities of the owners.

We will also prepare and monitor a detailed tracking program to verify that new homebuyers are adhering to the established guidelines.

During the development and implementation of your community, a calendar of key events will need to be created. These include scheduling the first members meeting, executing annual contracts and insurance policies and reporting certain information to the membership. 
Walters will assist you in creating a comprehensive calendar that includes every required element.

Proper annexation requires supplemental declaration to documents, completion of final subdivision reports and BRE budgets as well as other necessary steps. Walters is well versed in the annexation process and, together with your legal counsel, will assure that additional phases are properly assimilated into the community.

Our accounting and escrow departments have extensive knowledge of phased developments. We will verify that with the close of an escrow in the next phase, all proper adjustments to financial considerations are made. Additionally, our manager will obtain insurance coverage options for your approval and implement any other necessary adjustments with the annexation of additional homes.

An essential key in the long-term success of a common interest development is the implementation of solid accounting and financial planning. Due to our experience with new developments, we are experienced with creating delinquency policies, vendor qualification processes, work order systems and general owner information. We are also familiar with federal and state income tax requirements and will work directly with the Association’s accountant to verify that all appropriate steps have been implemented.

Ready for a Proposal?

We just need a little information from you and one of our representatives will be in touch!

Ready for a Proposal?

We just need a little information from you and one of our representatives will be in touch!