Client Name
Display As
Mailing Address Line 1
Mailing Address Line 2
City
State
(Select One)
Outside of US
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
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District of Columbia
Florida
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South Carolina
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
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Zip
Phone
Year Business Started
Previous HOA Mail Provider
How did you hear about us?
Referral
Google/Search Engine
Tradeshow/Networking Event
Direct Mail
Blog
Other
If other, please specify
Contact 1
Main Contact First Name
Main Contact Last Name
Main Contact Email
Main Contact Title
Contact 2
Additional Contact First Name
Additional Contact Last Name
Additional Contact Email
Additional Contact Title
Additional Information
Lock box bank
Alerus Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Banc of California
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Bank of America
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Bank of Hawaii
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Bank United
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Capital City Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Chase Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
CINC Lockbox
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Citywide Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Cogent Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Community Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Enterprise Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
First Citizen's Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
First Horizon Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
First United Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
HomeStreet Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
National Bank of Arizona
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
National Cooperative Bank (NCB)
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
NewFirst National Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Pacific Premier Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Pinnacle Financial Partners
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
RBC Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
SMB Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
SouthState Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
SunWest Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Truist Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Union Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Valley Bank
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Vantaca Lockbox
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Western Alliance Bank (AAB)
Management ID
Remit Address Line 1
Set as Default Remit Address
Remit Address Line 2
Remit Address Line 3
Other
If other, please specify
Accounting software used
AppFolio
Buildium
C3
Caliber
CINC
Condo Manager
e-Unify
FRONTSTEPS Suite Manager
Jenark
Promas
Propertyware
Quickbooks
Rent Manager
SmartWebs
Spectra
TOPS One
TOPS Pro
Vantaca
VMS
Yardi
Other
If other, please specify
Communities Managed
Households Managed
Payment Terms
30 Day Net Terms.
The management company / HOA (Client) agrees to ensure invoices are paid within 30 days of the invoice date. A service charge of 1.5% per month will apply to any past-due invoices, and a 3% fee will be added to all credit card payments. The Client understands and agrees that they are financially responsible for all orders placed on behalf of the communities they manage, including those for which they have since terminated management services.
Account Holds & Non-Payment.
If there is an outstanding invoice, the Client's account will be placed on hold. While on hold, the Client will not be permitted to place orders for any community they manage until outstanding invoice(s) are paid in full, and the Client's account is brought up to date.
In the event of non-payment and the Client's account is referred to a collection agency or attorney, the Client agrees to be responsible for all costs associated with the collection process.
Terms of Use and Privacy Policy.
I certify that I have read and accept the
Terms of Use
and
Privacy Policy
.
Full Name
Email
Date
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