Resources
Practical, experience-informed tools designed to help board members, homeowners, ethical management firms, vendors, and managers ask better questions, recognize risk, and have informed conversations with independent legal counsel.
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Not legal advice. Not vendor-sponsored. Built for transparency.
Management Company Conflict-of-Interest Disclosure Template
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This disclosure form can save your association thousands - maybe hundreds of thousands in hidden fees and revenue streams.
A structured disclosure framework designed to alert board members as to potential/current operations which exist within the HOA Management Industry right now, but when used as a disclosure form, it may surface financial relationships, revenue-sharing arrangements, and affiliations that may influence recommendations made to associations that provide hidden revenue streams to management, increase operating expenses within your association, and even block out reputable service providers who can save you time and money.
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Some of these practices may even be technically legal and even ethical when properly disclosed, but if they're ethical - then why don't Boards', and even Managers, know about them?
Available Versions
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Short Form $5 – Awareness , education, and limited disclosure - Use Coupon Code: FREE at checkout for a limited-time offer.
Expanded Form ($20 ) – Expanded disclosures and deeper knowledge into potential current HOA Management Company operations. Use Coupon Code: DISCOUNT at checkout for a limited-time offer of $6.
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What This Resource Covers:
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Earnings credits and banking incentives
Insurance commission sharing
Vendor referral, marketing, and hidden profit-sharing arrangements
Payment processing and float revenue
Software platforms and data monetization
Private equity ownership and influence
Collections, foreclosure, and downstream real estate relationships
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HOW TO USE: review the template; consult independent HOA counsel; counsel adapts as needed; require Owner/Principal and CFO certification.
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For ethical management companies: if none of these arrangements exist, completion should take minutes. If they do exist, transparency requires documentation.
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Usage: you may share these resources. If you modify them, label as modified and do not present as the original. HOA attorneys are welcome to adapt these tools into their own firm versions.
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Disclaimer: informational only—not legal, accounting, or financial advice. The author is not an attorney. Consult independent counsel for your specific circumstances.