Board Orientation

Board Orientation: Understanding the Planning Path

Do You Have Questions About What Comes Next?

Schedule a Planning Call

CAMs and association advisors are encouraged to schedule planning calls.

Milestone inspections and compliance requirements initiate a planning process — not a single decision.

This orientation is designed for condo and HOA board members, as well as the Community Association Managers (CAMs) and professional advisors who support boards throughout this process.

While every association’s situation is unique, boards typically move through a similar planning path, which may include:

Understanding inspection findings
Reviewing reserve adequacy
Evaluating timing and compliance requirements
Considering assessment and funding options
Coordinating professional guidance (CAMs, engineers, attorneys, reserve specialists, and other advisors)

This page is designed to help boards understand how these steps interrelate, so decisions are approached thoughtfully and with clarity rather than pressure.

Educational Resources (English)

Recursos en Español (Spanish Resources)

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We prioritize communication and transparency in every aspect of our process, ensuring that your project is funded as quickly as possible to meet your deadlines.

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Our team comprises seasoned professionals with decades of experience in the construction and commercial lending arena.