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.
Documents obtained
We pull every onboarding document from your previous management company. The handoff doesn't depend on them cooperating.
Homeowners introduced
First communication goes out to all homeowners, introducing CMGT and what to expect.
Financial records secured
Financial records and operational information obtained and reviewed.
Accounts & access
Beginning balances checked, homeowner balances confirmed, and gate codes, credentials, and fobs collected.
Onboarding meeting
All department supervisors meet your board — so you can ask questions and understand exactly what each department does.
Day 30Go LiveGo Live Your CAM takes over
Formal introduction mailed and emailed to homeowners. Your board gets a formal email. Contact transfers to your dedicated CAM, who calls your liaison with their Supervisor.
Site inspection & education
First site inspection complete. An education letter goes to homeowners on the covenants — before any violation — plus a quick-reference guide. CAM Supervisor checks in.
Leadership check-in
Our CEO sends a welcome email and our COO reviews your first 30 days. Homeowners can now log in and see last month's financials.
Supervisor check-in
Your CAM Supervisor confirms every need is being met.
Full operations
First violation round complete and issued. Your community's house is in order — and the rhythm begins.
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
- Same-day 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 one business day.