Switching Management Companies Should Not Be Scary.
The Veritas 45-Day Management Transition is a structured, documented system that covers every detail of switching — so nothing falls through the cracks and your community never misses a beat.
Why boards stay with management companies they are unhappy with
It is not loyalty. It is fear.
Fear that records will get lost in the transition. Fear that homeowners will not know who to call. Fear that vendor relationships will be disrupted and maintenance will fall behind. Fear that the board will be blamed for whatever goes wrong in the switch.
These fears are understandable — because poorly managed transitions are chaotic. But a well-managed transition is methodical, documented, and completely controllable. The Veritas 45-Day System exists for one reason: to make switching management companies something your board feels confident about, not afraid of.
Days to full onboarding
Transition fee charged
Records request initiated
First board packet delivered
The Veritas 45-Day Management Transition
Every step is documented, tracked, and visible to your board throughout the process.
Foundation
Records request issued to prior management company. Bank transition checklist prepared. Board kickoff meeting held. Current contract reviewed for proper termination compliance. Insurance coverage verified to continue without gap.
Data & Documents
Owner roster transferred, verified, and loaded into management platform. Assessment schedule confirmed and billing setup initiated. Complete vendor list collected and reviewed. Insurance certificate and policy calendar established. Governing documents organized and uploaded to your new homeowner portal.
Financial & Operations Setup
Operating and reserve bank accounts established in the Association’s name. All financial records transferred and reconciled. Homeowner payment portal activated. Delinquency review completed — action plan presented to Board. Open violation audit completed — all active violations inventoried and status confirmed.
Work Order & Project Audit
All open maintenance work orders transferred and status confirmed with vendors. Capital projects in progress inventoried with current scope, contractor, and budget status. Board confidence dashboard baseline established — your first view of the community’s complete operational picture.
Launch
First complete Veritas board packet prepared and delivered. Welcome letter sent to all community residents introducing Veritas and providing contact information and portal access instructions. All service level agreements activated. Your community is fully onboarded and operating under the Veritas standard.
What Veritas requests from your prior management company
We handle the outreach. You do not have to negotiate with your prior manager for your own records.
Governing Documents
Articles of Incorporation, CC&Rs, Bylaws, Rules and Regulations, and all amendments
Financial Records
All accounting records, bank statements, check registers, prior year audits, and current budget
Owner Roster
Complete member list with mailing addresses, email addresses, phone numbers, and account ledgers
Vendor Contracts
All active vendor contracts, insurance certificates, and service agreements with expiration dates
Meeting Records
Board meeting minutes for prior 3 years, annual meeting records, and board resolutions
Open Items
All open violations, pending work orders, active legal matters, and delinquent accounts
The only question is: what is the cost of waiting another year?
Request a proposal and we will walk you through exactly what a transition would look like for your community — timeline, steps, and what you can expect every day of the 45.