White-Glove Transition Process

A Transition So Seamless, You’ll Wish You Did It Sooner.

We handle the "Clean Break" and 100% of the data migration. Your Board simply signs—we do the rest. Each week we will provide status reports on what we did and what is left to do to ensure your always in the know.

Request my Transition Roadmap

STEP 01

The "Clean Break"

The most stressful part of switching is the ‘breakup.’ AmLo acts as your professional buffer. We handle the formal notice, the data retrieval, and the keys. You never have to have a difficult conversation with your old firm again.

Key Actions

  • Sign AmLo Management Contract
  • Send us your current management contract
  • Sit back and relax, your work is now done
A professional transition from an old HOA management contract to AmLo Management's digital platform.
A tablet displaying a structural blueprint and magnifying glass over building infrastructure, representing an engineering-led HOA audit.

STEP 02

Forensic Audit

Once the transition is initiated, we apply an engineering mindset and MBA-level discipline to perform a comprehensive “Stress Test” of your association. We don’t just accept old records as truth; we investigate your physical assets, vendor contracts, and governing documents to identify hidden risks and immediate cost-saving opportunities that legacy managers often overloo

Key Actions

  • Technical review of your physical assets and reserve study
  • Deep-dive audit of all service providers
  • Governance and record reconciliation

STEP 03

Fiscal Re-Alignment

Leveraging institutional-grade fiscal discipline and an MBA-level approach to treasury management, we professionalize your association’s financial health. We move your community away from “black box” accounting and into a state of total transparency, ensuring that every dollar is accounted for, protected, and strategically allocated to maximize long-term property value.

Key Actions

  • Institutional banking migration & control setup
  • Fiscal reconciliation
  • Homeowner portal deployment
A secure laptop screen showing a real-time HOA financial dashboard with budget-to-actual reports and transparent ledgers.
Homeowners and Board members in a modern lobby welcoming the transition to AmLo Management's professional governance.

STEP 04

Legislative Integration

We finalize the transition by fortifying your community’s legal standing and establishing a new standard of high-touch communication. Leveraging our deep expertise in Washington and California civil codes, we ensure your Board is protected by the law and your homeowners are welcomed with the professional clarity and responsiveness they deserve.

Key Actions

  • Jurisdictional compliance audit
  • Homeowner education & onboarding
  • Prioritized 12-month management calendar

The White Glove Checklist

  • We notify your current management firm.
  • We retrieve all physical and digital records.
  • We audit every vendor contract for savings.
  • We notify every homeowner of the change.
  • We establish 24/7 financial transparency for the Board.

100% Retention

Stability in Leadership. We build long-term partnerships and deliver on our promises each month.

CMCA Certified

Certified Manager of Community Associations. Expert-level mastery of HOA and COA management.

AMS Certified

Association Management Specialist. Advanced certification from CAI for high-level property leadership.

Weekly Report

Stay in the Know. We provide weekly status reports throughout the transition process.
Loren Kosloske, Founder of AmLo Management and West Coast HOA leadership expert.

I built this process to solve the pain points I experienced as a Board Member. We don’t just move files; we professionalize your community’s future.

Loren Kosloske, Founder

Ready for a cleaner way to lead?

Take 60 seconds to tell us about your community, and we’ll send you a custom Transition Roadmap within 24 hours.

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