Financial Solutions

Financial security you can trust

We employ the tightest financial standards across a wide range of offerings.

01 / 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

02 / 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
  • Multiple users and levels of access
  • Lockbox services
  • Positive pay
  • Wire transfers

03 / 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:

Partner with us

We do what it takes to care for our communities, homeowners, and partners.

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