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Services

Developer & Transition Services

Turnover sets the tone for a community's next decade. We support developers through build-out and give incoming owner boards the records, budget, and training to take over without drama.

Support during development

While the developer still controls the association, we handle the operational side — budgets, vendor setup, assessment billing, and resident onboarding — so early buyers experience a community that already runs well.

  • Initial budget preparation
  • Vendor and service setup
  • Assessment billing from first closing
  • New homeowner onboarding

Transition planning

We build a turnover timeline well before the statutory trigger: what records must be delivered, which studies are needed, and what the board should expect. Surprises at turnover are almost always the result of planning that started too late.

  • Turnover timeline and checklist
  • Records and document inventory
  • Financial and reserve review coordination
  • Warranty and punch-item tracking

Records and financial handover

Governing documents, contracts, insurance, plans, warranties, and financial records get organized and delivered in a form the new board can actually use — not a box of unlabeled binders.

  • Organized digital record library
  • Contract and warranty assignment
  • Account and banking transition
  • Opening balance verification

New board training

First-time directors need to know their duties, the meeting rules, and how to read a financial statement. We orient the board, set the annual calendar, and stay alongside them through the first budget cycle.

  • Director duties and fiduciary basics
  • Meeting and voting procedures
  • Reading association financials
  • First-year operating calendar

How it works

A simple, predictable engagement

Every ClearPath PMC engagement starts with a scoped written proposal, moves through a structured onboarding, and settles into a steady rhythm of reporting and communication.

  1. 01

    Discovery & proposal

    We review your documents, budget, and pain points, then quote scope and pricing in writing.

  2. 02

    Structured onboarding

    Records, vendors, banking, and portal access transition on a documented 30-day plan.

  3. 03

    Ongoing partnership

    Consistent reporting, responsive service, and a dedicated manager who knows your property.

Ready for management that keeps you informed?

Tell us about your community and we'll put together a straightforward proposal — scope, service levels, and pricing in writing.