At Treo, we recognize that every community has unique needs and challenges. Our proactive approach has made us a leader in community management across Utah, serving condominiums, townhomes, single-family PUDs, and office condominiums.
We believe strong, lasting partnerships are built on trust, open communication, and proven results—values we put into practice every day in the communities we manage.
Here’s what we provide to every community that chooses to grow with us:
Transition Management
We know changing management companies can be daunting but Treo can handle all of that for you! On behalf of the acting board, Treo communicates with the current management company in efforts to set clear deadlines for the transition. Treo will send a comprehensive checklist of documents needed to ensure a smooth, accurate and efficient transition. Leave it in our hands. We don’t just manage; we make things happen!
Financial Management
Accounting and Collections
Treo Management offers a complete range of accounting services to support your association’s financial success. We are dedicated to delivering timely, accurate, and transparent financial reports so your board can make confident, informed decisions. Homeowners also benefit from multiple convenient payment options for their dues. With meticulous recordkeeping and sound accounting practices, we help keep your association on track.
Our accounting team provides:
- Budget preparation and analysis in partnership with community managers
- Automated accounts payable system for easy invoice review and approval by board members
- Specialized banking solutions through CIT Bank and Alliance Bank, designed for community associations
- Assessment receivables management
- Assessment billing and collections
- Bank account setup and monitoring
- Monthly reconciliation and financial reporting
- Investment fund and rollover oversight
- Proactive, respectful collection services that improve payment rates
24/7 Homeowner Emergency Access
Emergencies don’t follow a 9-to-5 schedule, and neither do we. Board members and homeowners can report after-hours emergencies by calling our dedicated emergency line, where they’ll reach an after-hours representative. Depending on the situation, the representative will dispatch a vendor for immediate repairs or notify the acting manager.
At Treo, we value strong partnerships with trusted service providers. Through our Preferred Vendor Program, we work with experienced, thoroughly screened vendors who understand the importance of both emergency and preventative maintenance. We also ensure that all vendors maintain current insurance information and coverage for your protection.
Administrative Services and Board Support
A community manager’s role is to simplify operations for the board, enabling them to make quick, well-informed decisions in the best interest of the association. By taking on time-consuming administrative tasks, the manager allows the board to focus on high-impact decision-making.
Key responsibilities include:
- Facilitating board meetings
- Preparing board packages in advance of meetings
- Attending executive sessions as needed
- Coordinating meeting notices — preparing and distributing agendas, notices, ballots, proxies, and related materials
- Organizing all documents related to the annual meeting
- Managing vendor contracts
- Overseeing HOA correspondence and communications
Vendor Management and Maintenance
At Treo Management, we go beyond basic upkeep—we actively protect your community’s value. Our team conducts regular property inspections and landscape walks to ensure common areas look their best and all rules are being followed. With expertise in building maintenance, our managers quickly identify potential issues, prioritize repairs, and take action before small problems become big expenses.
We’re authorized to handle minor repairs on the spot, like fixing sprinkler heads, replacing lights, or arranging small plumbing jobs—saving your board time and hassle.
Every month, you’ll receive an automated inspection report, plus recommendations for larger projects when needed. From snow removal to landscaping and preventive maintenance, we manage the bidding process and oversee the work. Our web-based system tracks every job from start to finish, giving you complete visibility and peace of mind
Consistent and Fair Enforcement of Covenants
Consistent Covenant Enforcement
At Treo we believe that consistency is key in the enforcement process. Your assigned association manager will be educated on your association's community standards and the board's expectations. They will inspect the property on a regular basis for covenant violations, using the governing documents as a guide. This is to ensure there is conformance with all association rules and regulations. Managers then prepare and send out letters for noncompliance items as identified by the associations governing documents.
24/7 Web Portal for Association Owners
Full Transparency, Anytime Access
At Treo, transparency is a top priority. Our cloud-based portal gives homeowners and board members 24/7 access to association documents and account information—anytime, anywhere, from any device. Designed for ease of use, the portal lets you check balances, make payments, review monthly financial reports, and access governing documents whenever you need them.
Owners can also submit exterior modification requests, maintenance requests, and amenity access or card requests directly through the platform, keeping communication streamlined and the community running smoothly.
Architectural and Landscape Requests
Faster, Easier Modification Requests
Our board portal accelerates the process for architectural/landscape modification requests. By taking a more streamlined approach, homeowners send a modification request via their online portal. The association manager will then review applications and supporting documents to ensure the committee has all the information and attachments needed to make an educated decision. Once the application for modification is ready, the committee then receives a notification with a link to the application in the board portal where an approval can be sent with a simple click the click of a button, or additional requests can then be sent. The association manager will communicate with the homeowner and maintain the records in the association's permanent files once a decision has been made.
Community Managers Providing Professional Guidance
Expert Guidance You Can Trust
Though HOA management companies will at times refer the board to the association’s attorney for legal advice, managers can provide guidance on most other matters to facilitate the associations long-term strategic plan. We understand the association's board is ultimately responsible for making all decisions regarding the association. However, our managers have experience and expertise in management best practices as most of our association managers are certified by the Community Associations Institute.
This certification allows them to keep current with Utah civil code sections that apply to condominiums, cooperatives and planned unit development communities. Their insight is invaluable to ensure HOAs act lawfully. Over time, this leads to most boards learning to trust their management company’s expertise, which in turn increases the efficiency of operations overall. We’ve seen the powerful benefits of a strong manager/association relationship, which is why we place so much emphasis on finding the perfect managerial fit for your association.
Reserve Analysis Review and Planning
Reserve Fund Expertise
Treo specializes in reserve fund planning and management. We review your reserve analysis annually and implement a budgeting plan to ensure your association is financially prepared for all repairs and replacements outlined in the community’s long-term plan.
Elections
Election Coordination
Treo manages the entire election process for your association—from preparing ballots to overseeing voting—ensuring accuracy, transparency, and compliance with all requirements.
Homeowners Communication
Committed to Clear Communication
Treo prioritizes open, two-way communication, ensuring every homeowner feels heard and receives information in a professional, respectful manner.
Insurance Review
Protecting Your Community with the Right Coverage
Ensuring your community is properly insured in accordance with state laws and community expectations is essential. Treo partners with trusted insurance agents who specialize in HOA coverage to help safeguard your community against potential losses.
