We switched HOA management companies this year... A few lessons for anyone considering it, from a board member
Our community in central FL spent almost 2 years debating whether to switch our management company. The previous one wasn't bad on paper but communication was really bad. Like emails sitting for a week, owners feeling ignored, board meetings dragged because nothing got done in between.
We finally pulled the trigger early this year and went with a different company. A few things I wish we'd known going in:
The transition is rough no matter how smooth they try to make it. You should budget 60-90 days of "wait who do I email about this now??"
Get the new company looped into your reserve study and any open insurance claims as early as you can
Have a clean handoff plan for vendor contracts. We had two landscapers show up the same week (NOT ideal)
Owners will complain during the transition, but it's never personal.
Anyone else been through a switch? Do you have any other tips?