Can I change my User ID on The Management Trust resident portal?

Currently the only way to access the resident portal is with your account number. Of note, this was an issue with the resident portals of all of the management companies we investigated.

BTW, I use a Mac and there is a way that Apple allows me to save my UserName and Password so that I don’t have to remember it each time. Unfortunately I don’t know how to do this on Windows-based systems, but if anyone know how to do som on Windows, please contact me!

— Joe

July HOA Payments – Q&A

As we transition to The Management Trust company, here are a few steps that you will need to take to get your monthly payment to the right place. Some of the information below was in a June 26, 2017 letter sent to you from The Management Trust, but we are repeating it just to make sure we get the message out.

Checks

For the future, please use this address:

Dorado Villas Homeowners Association
c/o PO Box 80293
City of Industry, CA 91716-8293

If you mailed your July payment to the old address, it will be forwarded to The Management Trust.

Electronic Funds Transfer

While we haven’t changed banks, our bank requires The Management Trust to get a new authorization for each Dorado Villas HOA homeowner who wishes to use electronic funds transfer for paying their dues. This authorization form was included in the June 26 letter from The Management Trust. The July payment may take some time for the authorization form to get processed, so please return it with your voided check as soon as possible. The Management Trust does not charge for electronic funds transfers.

Other Payment Options

The Management Trust also offers these new payment options.

e-check

You can pay from an online bill payment service such as your bank or Quicken. To do this, contact Toni Fogh-Andersen at The Management Trust (see below) to receive your account number. It is also best to include your address in the memo section of your check. The Management Trust charges $1.50 to process a payment made by e-check.

Credit Card

To pay via credit card, contact Toni Fogh-Andersen at The Management Trust (see below) to obtain your account number. Then you can use the automated system at 760-776-5100, extension 8050. The Management Trust charges 2.75% of the total payment when using this method.

Payment  via The Management Trust portal

You will soon be receiving login information for the The Management Trust portal where you can pay by credit card or e-check. The fees for e-check and credit card payments described above will also apply when you pay via the portal.

We will not be charging late fees during this transition but we appreciate your cooperation on these payment changes.

We hope to make this as smooth a transition as possible.

If you have any questions or problems regarding any of these payment methods, please contact:

Toni Fogh-Andersen
Phone: 760-776-5100 ext. 6323
Email (Toni.Fogh-Andersen@managementtrust.com).

Thank you for patience and support as we work with The Management Trust to work for us.

Your Dorado Villas Board of Directors,

Jan, Bruce, Pam, Joe and Kathleen

How we selected The Management Trust

We have selected a new management firm, The Management Trust. You should have received some material from them already and you will be receiving more from them soon. We’ve had a few questions about our selection process, so we wanted to share how we came to a decision.

There were several steps to get to the final selection of The Management Trust. We started with a list of over a dozen qualified firms from the association of property managers. The list was narrowed to seven by eliminating ones that were not in good financial standing or were having other difficulties, etc. We reviewed our prior selection process and asked other HOA leaders about their feedback. Two members of the Board were on point to screen the seven firms. They met with all seven to make their evaluation. One example for not choosing a firm was that they couldn’t take on any new business for several months. The entire Board met with four firms and got it down to three, all of which we felt would do a good job. Each firm had their strengths and weaknesses.

To get to the final selection, references were screened and we all talked with our own HOA contacts who use these firms but were not on their referral list. Our attorney was consulted as he deals with all of the management firms. Of the final three, we decided that a bigger firm (The Management Trust) had the needed management skill set with people who could back each other up. Their structure of having a manager and assistant manager for each HOA seemed like a good strategy. Back up is in place and they have more than one person who can help our homeowners with any issue. They also have strong financial systems which was a key factor for us and were willing to work with us to get a good property manager fit. The other two firms were smaller or newer to our market.

We did look at social media, such as Facebook and Yelp.  All of the firms had a limited number of positive and negative reviews. Management Trust has hundreds of accounts throughout the west, exponentially more clients than all other firms. While Management Trust was not the least expensive, we did find them flexible in working on the contract regarding many issues.

We are looking forward to working with Shawnna Carr and Toni Fogh-Andersen at The Management Trust.