Financial Solutions
Financial security you can trust
We employ the tightest financial standards across a wide range of offerings.
Associa Financial Solutions, Inc.
Helping you navigate the HOA loan process
Associa Financial Solutions, Inc. will guide and assist your board in the loan process from beginning to end.
Services Include:
- Reviewing loan request
- Preparing financial analysis to confirm funding needs
- Communicating directly with contractor
- Requesting and collecting legal review of governing documents
- Completing loan application package
- Submitting completed loan application package to appropriate lender
- Coordinating with community manager
- Responding to lender inquiries
- Providing document updates
- Coordinating final signature between board, attorney, and lender
- Facilitating wire transfer requests
HOA Deposit Services
Association Deposit Services
We leverage our abundant assets and knowledge to facilitate win-win payment solutions for both the board and residents.
Services Include:
- ACH transactions
- Business debit and credit cards
- Business online banking
- Cash management services
- Competitive checking and savings accounts
- Desktop scanners
- Electronic billing
- Highly customizable options
- Mobile deposits
- Multiple users and levels of access
- Lockbox services
- Positive pay
- Wire transfers
HOA Lending Services
Association Lending Services
When you find yourself in need of financing for maintenance, improvement, or development, our bank service offers loans to help.
Services Include:
- Terms from 1 to 15 years
- Loan amounts from $100K – $2M
- Competitive interest rates
- No prepayment penalty to association
- No deposit account requirement
- Flexible upfront or credit funding
- Quick decisions within a few business days
Services Include:
Services Include:
Services Include:
Property Document Storage & RetrievalPartner with us
We do what it takes to care for our communities, homeowners, and partners.
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