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MANAGEMENT SERVICES

Attentive management for
San Diego community associations

Full-service management for condominium and planned development communities — built around reporting a board can actually govern from.

2006

Southwest Equity Partners founded

28

Communities under management

300+

Minimum homes, planned developments

20

On the association management team

3,300+

Units under management

100+

Minimum units, condominium specialty

115+

Employees firm-wide

6

Maximum communities per manager

Why Boards Choose Southwest Association Management

Four things that set us apart

Board-first reporting

Our monthly package is written to be read in a meeting, not filed. Variances are explained, action items carry an owner and a date, and the consequential item is flagged before the board finds it.

Built for larger associations

Condominiums over 100 units and planned developments over 300 homes. We’re staffed for that complexity rather than stretched across a portfolio of every size.

San Diego only

One county, one office. Your manager can be at the property the same day, and knows the vendors, the counsel, and the inspectors by name.

Anticipate, don't react

Proactive communication is the difference between satisfaction and delight. We see it before the board has to ask.

We build stronger communities through responsive service.

Our mission is to build stronger communities through responsive service, trusted relationships, and a commitment to making every resident feel at home. In practice that means condominium and planned development associations across San Diego County get a dedicated management team for the meetings, the vendors, and the homeowners — and a separate group of accounting specialists handling the money.

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WHAT'S BOARDS SAY

Three pillars

Everything we do for an association sits under one of three headings. We name them so a board can hold us to them.

PILLAR ONE

Resident Communications

Southwest Association Management provides uninterrupted customer service for homeowners — responding immediately to emergencies, and within two business days for non-urgent requests.

Layered support, so questions get answered
The manager is the ultimate source of information, but not the only one. Assistant managers are assigned to specific managers and know the properties well. Our receptionist team handles the most common questions — starting with “what is my account balance?” Every manager is supported by three team members.
Owners receive a series of letters and emails introducing them to the firm before our management term begins — how to reach their manager, how to pay dues, how to submit a work order, and how to review their account.
Boards see community business as it happens rather than waiting for a monthly report. Name the portal and what the board can see.
Homeowners pull governing documents, insurance, rules, financials, and meeting minutes from the owner portal, and perform the same core functions from the mobile app.

PILLAR TWO

Financial Management

To create the strongest financial environment possible for your association, we have built demanding internal processes to maximize your association’s health — and we maintain high security measures to safeguard your financial information.

The Executive Summary — five pages tell the story
Unless you’re a CPA, you probably don’t want to read 100+ pages of financial reports every month. We provide a five-page Executive Summary you can absorb in five to ten minutes: total assets, net income for the month and year to date, delinquencies, major variances, violations, and service requests. The full report is there if you want to go deeper.
Four San Diego in-house accountants plus dedicated accounts payable and accounts receivable staff — the resources to deliver monthly financial packages on time, consistently.
We guide the board through the annual budget beginning a full three months before the end of your fiscal year. Board approval of invoices prior to payment can be implemented at any time.
Owners two months or more behind enter our in-house pre-lien process: a friendly reminder, a second notice, then a Notice of Intent to Lien. Files move to a collection firm at $1,000 and to foreclosure at $1,800. Handling the early stages internally saves both the owner and the association significant money over going straight to a collections attorney.
We take the reserve analyst’s findings and add more precise data to assess the association’s real needs over five years, then build a graphic analysis the current and future boards can plan from — updated annually alongside the Annual Disclosures. Where reserves sit below 70%, getting to a sustainable position becomes the priority.

PILLAR THREE

Facility Maintenance

The value of your home is maximized by managers who use their skills, expertise, and relationships with superior vendors to protect and improve the condition of your common areas. We also keep an in-house maintenance team that services our properties as needed — generally faster, and at a lower cost, than an outside general contractor.

A monthly site walk, recorded
The portfolio manager performs a detailed site walk every month using our management app to log deficiencies. The board gets access to all work orders, plus a summary of progress and roadblocks at each meeting.
Even good vendors need guidance. We don’t make wholesale vendor changes at a new property — most performance problems come from a lack of leadership rather than a bad contractor. We implement a monthly walk-through with the landscaper and maintenance team, with a critical eye toward what needs to improve. Contractors who can step in on short notice are available if they’re genuinely needed.
Thirty tradespeople on staff means common-area work generally gets done faster, and at a lower price, than a general contractor would charge for the same scope. Boards are never required to use them — the work can be bid out, and we manage the outside vendor to the same standard either way.
Describe the emergency line, who answers it, and what qualifies.

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