Financial Solutions

Financial security you can trust

We employ the tightest financial standards across a wide range of offerings.

01 / Associa Financial Solutions, Inc.

Helping you navigate the HOA loan process

Associa Financial Solutions, Inc. will guide and assist your board in the loan process from beginning to end.

02 / HOA Deposit Services

Association Deposit Services

We leverage our abundant assets and knowledge to facilitate win-win payment solutions for both the board and residents.

Services Include:

Reviewing loan request
Preparing financial analysis to confirm funding needs
Communicating directly with contractor
Requesting and collecting legal review of governing documents
Completing loan application package
Submitting completed loan application package to appropriate lender

Coordinating with community manager
Responding to lender inquiries
Providing document updates
Coordinating final signature between board, attorney, and lender
Facilitating wire transfer requests

Offerings Include:

ACH transactions
Business credit cards
Business online banking
Cash management services
Competitive checking and savings accounts
Desktop scanners
Electronic billing

Highly customizable options
Multiple users and levels of access
Lockbox services
Positive pay
Wire transfers

Partner with us

We do what it takes to care for our communities, homeowners, and partners.

Request a proposal

A powerful way to manage communities

Find out how we can bring your vision to life.

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