Changing management companies
The transition plan organizes contracts, banking, accounting, records, communications, technology, maintenance, and member access so the association can move forward without losing continuity.
This section is for HOA and condominium board members who have recently hired myHomeSpot. Your transition begins with the board’s onboarding submissions so we can coordinate the transfer of records, financial information, contacts and ongoing services.
Meet Casey Hunley, your Onboarding Specialist. Casey is your point of contact for getting started, questions about the forms, and coordinating transition next steps. Work with Casey to confirm your community’s priorities, responsibilities and target dates.
Call Casey: 850-304-2611 ext. 113Email Casey: Casey@myhomespot.com
Casey Hunley
Onboarding Specialist
The board must complete the forms below to begin the transition process. Start with Getting Started and About the Property, then assign the remaining forms to the board member responsible for each area. The Treasurer can coordinate financial information; the Secretary can help with records and contacts; committee members can assist with their procedures.
Use current association information and identify pending issues or missing records. If a form does not apply or you cannot answer a question, contact Casey for guidance rather than leaving the requirement unresolved.
After you submit the forms, coordinate with Casey on outstanding information and your community’s transition schedule. The plan covers records and contracts, banking and accounting, owner communications, system setup, service launch and follow-up. Timing depends on your management agreement, the records available and coordination with your outgoing provider.
Prepare the Board President’s records request and transition notice
Enter your association and management contacts to prepare the letter, accounting checklist, official-records inventory and email draft for your outgoing manager.
Download the management transition plan (PDF) · View the plan online
Download the transition notice and checklists as an editable Word template for manual completion.
We use your setup forms to collect information, organize records, prepare services and check everything before release. Casey coordinates missing items and confirms dates with your board. Timing depends on when complete records are received.
Your board submits the setup forms for the property, directors, committees, vendors and operating procedures. We confirm your management start date, assign your community manager, set up board communications and request records and starting funds from the outgoing provider.
We collect owner and property information, governing documents, contracts, insurance, financial reports and meeting records. We organize the association’s files, enter owner contact details and identify missing or conflicting information for your board and outgoing provider to resolve.
We use the records and board instructions to set up bank and payment services, budgets, opening balances, vendors and invoice approvals. We also enter assessment amounts and collection procedures, and confirm who is authorized to review and approve payments.
We prepare the community website and portals, maintenance requests, architectural applications and rule-enforcement processes. We organize service and meeting calendars, transfer vendor and insurance contacts, and document common areas, equipment and access needs during a site visit.
We review imported owner and financial information, follow up on missing records and confirm the setup with your board. We check portal access, payment instructions, forms and service contacts, then prepare welcome messages and the member onboarding and board introduction schedule.
We release the community website and member services, send welcome letters and emails, and help members get started with portal access, payments and requests. At a board meeting, we introduce your management team and review how to work together, then complete the handoff to your community manager.
A good transition plans around the items most likely to disrupt residents or the board.
Communicate when, where, and how owners should pay without ambiguity.
Transfer work orders, vendor commitments, warranties, keys, and access information.
Preserve official records, notices, pending matters, and required filing information.
Confirm bank authority, balances, deposits, payables, receivables, and approval rules.
Common questions
Begin the board onboarding forms above, starting with Getting Started and About the Property. Contact Casey Hunley to coordinate questions and next steps.
No. The board is responsible for completing the submissions, but members can divide the work by role. Designate a board contact to coordinate answers and follow up on missing information.
Tell Casey which records or answers are unavailable and identify who may have them. Ask Casey how to handle any form that does not apply to your community.
The published plan outlines a six-week path. Your actual schedule depends on the agreed start date, scope of services, receipt of records and coordination with your outgoing provider. Confirm your community’s dates with Casey.
Coordinate the communication schedule with Casey. Owners should receive confirmed instructions before payment, portal, contact or maintenance procedures change.
Contact Casey Hunley at 850-304-2611 ext. 113 or Casey@myhomespot.com for onboarding questions and transition coordination.
The transition is designed to preserve essential member support, payment processing, maintenance routing, records, and board communication. Exact timing depends on the outgoing provider and available records.
Prepare current contacts, governing documents, financial records, contracts, insurance, owner rosters, open projects, pending violations, legal items, and access credentials.
Members should receive clear instructions before payment, portal, contact, or maintenance routes change. The notice schedule belongs in the transition plan.
We’ll connect you with the right team.
This section is for HOA and condominium board members who have recently hired myHomeSpot. Your transition begins with the board’s onboarding submissions so we can coordinate the transfer of records, financial information, contacts and ongoing services.
Meet Casey Hunley, your Onboarding Specialist. Casey is your point of contact for getting started, questions about the forms, and coordinating transition next steps. Work with Casey to confirm your community’s priorities, responsibilities and target dates.
Call Casey: 850-304-2611 ext. 113Email Casey: Casey@myhomespot.com
Casey Hunley
Onboarding Specialist
The board must complete the forms below to begin the transition process. Start with Getting Started and About the Property, then assign the remaining forms to the board member responsible for each area. The Treasurer can coordinate financial information; the Secretary can help with records and contacts; committee members can assist with their procedures.
Use current association information and identify pending issues or missing records. If a form does not apply or you cannot answer a question, contact Casey for guidance rather than leaving the requirement unresolved.
After you submit the forms, coordinate with Casey on outstanding information and your community’s transition schedule. The plan covers records and contracts, banking and accounting, owner communications, system setup, service launch and follow-up. Timing depends on your management agreement, the records available and coordination with your outgoing provider.
Prepare the Board President’s records request and transition notice
Enter your association and management contacts to prepare the letter, accounting checklist, official-records inventory and email draft for your outgoing manager.
Download the management transition plan (PDF) · View the plan online
Download the transition notice and checklists as an editable Word template for manual completion.