Switching HOA management companies, without the trauma.
Most boards dread the change more than they dread their current manager. They shouldn't. We've run this transition hundreds of times — and we carry the weight, not your volunteers.
There are usually two reasons a board starts looking.
In nearly every switch we see, it comes down to one of these two — and both are fixable.
Communication has gone quiet
Emails sit for days. Homeowners can't get answers. The board finds out about problems last. If you're chasing your manager, something's broken — and it's the most common reason boards leave.
Delinquency keeps climbing
Unpaid assessments pile up, reserves thin out, and collections never seem to happen. A consistent process should keep delinquency low — ours averages around 10%.
The roadmap
Your first two years with CMGT, mapped out.
From the first records request to a community that practically runs itself. Three views of the journey — the 90-day handoff, the rhythm that follows, and where your community lands in two years.
Phase 1 — First 90 days
The handoff, day by day — and it falls on us.
A documented onboarding nobody else in the Gulf South visualizes. Every milestone is real, sequenced, and supported by check-ins from your CAM, their Supervisor, our COO, and our CEO.
Throughout · behind the scenes
Every department digs in.
As records come in, each specialist department reviews your governing documents, flags what's unique to your association, and sets up its side to keep you compliant — so nothing gets improvised after go-live.
Our onboarding team takes over
A dedicated onboarding coordinator — something most companies don't even have — pulls every document from your previous manager, board, or developer, opens your bank account, and begins building your file in our software. The handoff never depends on the outgoing company cooperating.
Financials & owner balances
Financial records obtained and reviewed, with up-to-date owner balances and aging loaded into our system — so every account is accurate from day one.
Access & vendor setup
Gate codes, credentials, and fobs collected. Our vendor coordinator reaches out to your vendors, verifies their insurance and licensing, and moves them to ACH — quietly reducing your liability as they come over.
The onboarding meeting — meet the full team behind your community
About ten days before go-live, every department supervisor sits down with your board. Your CAM asks for your three most important priorities, so we focus on what actually matters to you — not a generic checklist. Updated resolutions, the management agreement, and the budget are reviewed and signed here, so you're compliant and buttoned up before day one.
Day 30Go LiveGo Live Your CAM takes over
Usually the first of the month — and the day your homeowners first hear from us. A welcome letter goes to every owner, mailed and emailed. Contact transfers to your dedicated CAM, who calls your board liaison with their Supervisor.
Throughout · we don't disappear after go-live
Check-ins that don't stop.
Your CAM's Supervisor checks in at two weeks, six weeks, and sixty days, then you settle into our standard six-month rotation — plus a thirty-day check from leadership to confirm you're getting everything you need.
Site inspection & board orientation
We walk the property for the first time with a board member — we won't assume what your community needs, you tell us. Your board orientation happens here too: a walk-through of our processes and hands-on portal training.
The "no gotcha" education letter
After that first inspection, homeowners get an easy-to-read breakdown of their governing-document rules — our CC&R quick-reference — before a single violation goes out. We'd rather help owners get it right than catch them getting it wrong.
Executive check-in
Our CEO sends a personal video to every homeowner — not just the board, and not something the national chains bother to do — and our COO reviews your first 30 days. Owners can log in to see last month's financials.
Fully up to speed
Budget reviewed against your governing documents (reserves included), property taxes and any arrears researched and cleared — a dig most managers skip — utilities transferred, and the first violation round issued. Onboarding exists to kickstart every one of these, so the heavy lifting is already behind you.
Phase 2 — The quarterly rhythm
Onboarding ends. The rhythm begins.
This is what running your community looks like once you're settled — the same dependable cadence, on repeat, for as long as we're your neighbors.
- Financial statements posted by the 20th
- Prompt homeowner responses
- Site visits & inspections
- Work orders tracked end to end
- P&L visible to every owner in the portal
- Board reporting & review
- Vendor performance reviews
- CAM Supervisor check-in
- Reserve & budget tracking
- Budget preparation
- Reserve study review
- Annual meeting support
- Insurance renewal review
Phase 3 — The long view
Relief starts day one — not next year.
Most of what keeps your board up at night is handled in the first weeks. Only the things that should take time — like rebuilding reserves — play out across the full two years.
Nothing waits a year. The everyday weight is off your board within the first weeks; the only things that run the full arc are the ones that genuinely should — like rebuilding reserves the right way. By year two, you're not managing the manager. You're just living here.
The records request, the vendor calls, the bank paperwork, the homeowner notices — we handle all of it. Your board's job is to say yes.
What does HOA management cost to switch to?
Every community is different, so we quote custom — never a one-size template. We don't compete on being the cheapest; we compete on value. Most boards find that better collections and fewer fire drills more than cover the difference.
See what full-service includes →"They don't just report issues — they show up with the answer. Our board meetings are calmer, and our reserves are healthier."
Ready when you are.
Tell us what's not working with your current manager. We'll show you exactly how the switch would go — within two business days.