HomeThe 45-Day Transition

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.

The Real Problem

Why boards stay with management companies they are unhappy with

It is not loyalty. It is fear.

Fear that records will get lost. Fear that homeowners will not know who to call. Fear that vendors will be disrupted. The Veritas 45-Day System exists to eliminate that fear completely.

45

Days to full onboarding

$0

Transition fee charged

Day 1

Records request initiated

Day 45

First board packet delivered

The System

The Veritas 45-Day Management Transition

Every step documented, tracked, and visible to your board.

Days 1–7

Foundation

Records request issued to prior management company. Bank transition checklist prepared. Board kickoff meeting held. Current contract reviewed for proper termination compliance.

Days 8–15

Data & Documents

Owner roster transferred and verified. Assessment schedule confirmed. Complete vendor list collected. Insurance certificates established. Governing documents organized and uploaded to your new homeowner portal.

Days 16–25

Financial & Operations Setup

Bank accounts established in the Association's name. All financial records transferred and reconciled. Homeowner payment portal activated. Delinquency review completed. Open violation audit completed.

Days 26–35

Work Order & Project Audit

All open maintenance work orders transferred and status confirmed with vendors. Capital projects inventoried. Board confidence dashboard baseline established.

Days 36–45

Launch

First complete Veritas board packet prepared and delivered. Welcome letter sent to all community residents. All service level agreements activated. Your community is fully onboarded.

Ready to Make the Switch?

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.