Current Customers

 

Community Management Request for Proposal

PCM provides financial services to self-managed communities and management companies. If you are interested in receiving information regarding our financial services, please provide the following information:

Personal Information
Community Name:
Property Management Company:
Address:
City, State, Zip Code:
Contact Name:
 
Telephone Number:
Fax Number:
Email Address:
Board Member: Yes No
Board Position:
Committee Member: Yes No

 

Community Information
Type of Community:
Number of Units  
Year Built:
Total Annual Budget:
Current Monthly Assessments:
How often?
Developer Name:

 

Financial Information
Are Financial Statements Being Produced Now?
Yes No
If Yes, by who?
What method of accounting is being used?
Does the Association Have an Annual Audit?
Yes No
Who is the Current Auditor?
Does the Association Have a Reserve Study?
Yes No
If yes, by who?  What Date?
What is the Association's Overall Financial Status?