Hybrid Management Program

Partner with us on your terms!

Partnering with Paladin for our Hybrid Management Program is a great option for self-managed Associations who feel they have a good handle on day-to-day operations within their community but would like to take advantages of some of the tools and softwares that we use to make managing an association easier, with some additional support regarding specific projects or problems they are facing.

We do offer specialized support and oversight for associations not currently under full-time management and render these services on a per hour or per project basis depending on the specific circumstances our client is facing.

Things We Do To Get You Set-Up for Success

Set Up Management Software
- Get all units, unit owners, and contact information entered into the management software
- Set up all the software preferences
- Set up and link bank accounts for seamless invoicing and bill-pay
- Set up the annual budget and financial reporting functions based on your current budget
- Create recurring invoices so that monthly dues or special assessments get billed correctly to each unit owner.
- Set up and organize chart of accounts
- Set up maintenance and general request forms
- Set up violations form
- Set-up custom fields that you may need
- Enter your condo docs, insurance docs, and budget into the documents section so that owners can access them at any time.
Set up and Train your AI Assistant (if applicable)
Set you up on our back end project management interface/software
Provide you with training via our Basic and Advanced Online Courses

Things We Can Help With on an Hourly Basis

Help Oversee and Present Reserve Studies
Help with Legal Disputes
Assist w/ Property Loss & Insurance Claims
Find and Resolve Underground Water Leaks
Help w/ Engineering Questions
Help w/ Accounting Questions/Discrepancies
Help w/ Violations and Rule Enforcement
- Hearings & Fines
Help w/ Major Construction Projects
- Coordination & Management
Help Get Bank Loans/Funding For Capital Improvement Projects
Fill Out Morgtage Questionairres
Provide Resale Packages
Coach Board Through Situations
Consult on Specific Complex Issues

Things The Board Will Still Handle:

Collect and Process Owner Payments
Record and Pay Vendor Invoices
Schedule and Run Board and Owner Meetings
Handle maitenance requests
Create the Annual Budget
Field Inquiries from Unit Owners
Deal with Losses & Claims
Bid & Negotiate Vendor Contracts

$999 Set-Up Fee

$125/hr for Consulting Services

$99 Enrollment In Course

Included In Program (Mandatory)

Account Set Up – $999 (1x)

Enrollment In Advanced Training Course – $99 (1x) per Board Member
Membership in Our Community – $1/mo per Board Member
HOA Management Software
- $49-$129/mo (Depending on Size of Association)
- Contracted separately with software company
- We set the software up for you but you get to keep the software no matter what even if you stop working with us.

Coaching / Consulting Services – $125/hr By Request

Free Access to the Paladin Community and community members
- Community includes Condo Attorneys, Insurance agents, Realtors, Mortgage brokers, Tradesmen, and many other vendors that specialize in serving the HOA world. All of these vendors will be resources that you can ask questions to and engage for services if needed.

(All Above Expenses Reimbursible By Association as Continuing Education)

Estimated Total Cost Of Hybrid Program To Association:

$999-$1500 For Initial Set-Up

Then

$70-$250/mo after

(depending on add-on options and amount of consulting needed)

This represents a 60%-85% Discount When Compared to Traditional Management Models!!

Add-On Services (Optional)

Invoice Pre-Approval Add On $19/mo (Optional)
- Allows for invoices to go through a pre-approval process prior to payment
  - This ensures that no invoice gets paid until approved by treasurer or a board member
- Also includes free Check Generation and mailing to vendors
  - (Normally $1.50/check in the standard version of management software)

24/7 AI Assistant – $50/mo (Recommended)
- 24/7 AI Assistant trained on your associations Condo Docs.
- Can field questions from unit owners in real time
- Can answer questions about rules and/or condo docs
  - Useful to owners and Board Memebers
- Can escalate issues to management or board if the issue requires human intervention
- Can answer phone calls, texts and emails immediately
- Always responds to owners in a polite, positive, and professional way.

Back-end Management Software – $50/mo (Highly Recommended)
- This is a project management software that keeps our team and the Board in constant communication on all projects.
- It allows for shared access to a Task list for maintenance request and administrative items
- Each member can make comments on tasks and attach pictures
- It allows tasks to be assigned and then certain people to be notified when the tasks are completed
- Each member can make comments on tasks and attach pictures
- It allows tasks to be assigned and then certain people to be notified when the tasks are completed
- Allows us to assign tasks to one another
- Allows us to set due dates on tasks
- Notifies the group when someone comments on a specific task or project
- Allows us to ping each other on a specific question without having to bother the whole group with constant emails and notifications that aren’t relevant to them, but still giving them the ability to check in on the progress of a task or the conversation that is being had when they have the time
- It allows for easier communication and work-flow on shared projects
- Essentially eliminates the need for emails and long email chains

PO Box $6-10/mo (Optional)
- Sometimes this is a good idea for all association correspondence.

Dedicated Phone Line $20-75/mo (Optional)
- Sometimes this is really nice so you don’t have unit owners blowing up your personal cell phone.