ELM | Spring 2015 Newsletter

ELM Newsletter Spring 2015

In This Issue:

CEO Update Employee Spotlight CINC Features Lifestyle Tools

Contact Us ELM Customer Service: 877-221-6919 customerservice@evergreen-lm.com

Key Personnel Kraig Carmickle President/Chief Executive Officer kcarmickle@evergreen-lm.com Arthur Burnside Chief Information Officer aburnside@evergreen-lm.com Wendy Herkenratt Controller, Accounts Receivable, Accounts Payable, Financials, Budget Planning, and Audits wherkenratt@evergreen-lm.com Angelica Rice Senior Director of Client and Homeowner Services, Transfers and Disclosures, Transitions, Collections, and Software Training arice@evergreen-lm.com

A Little About Us. Evergreen Lifestyles Management is a full-service Lifestyle Property Management Company that can manage your community efficiently and at the highest standard of service.

Building and sales are important to you – and they should be important to your association management company. That’s where Evergreen Lifestyles Management comes in.

Heather Laude Director of Communications hlaude@evergreen-lm.com

We know that every community we manage is unique, and that’s why we custom-fit our services to meet your community’s needs.

ELM is here to manage the day to day with current homeowners so you can concentrate on what you do best, while we concentrate on what we do best.

Ashley Larsen Customer Service Manager alarsen@evergreen-lm.com

Our executive team has more than 20 years combined experience in lifestyle property management, which makes us fully equipped to handle your community’s needs.

Mandy Morgan Central Florida Regional Manager mmorgan@evergreen-lm.com Patti McDonald South Florida Regional Manager pmcdonald@evergreen-lm.com

Important Email Address New Business Inquiries info@evergreen-lm.com Homeowners customerservice@evergreen-lm.com Transition Team communitytransition@evergreen-lm.com Estoppels estoppels@evergreen-lm.com

Investing In Our People.

Our commitment to human capital, in both your team members and residents, is what makes Evergreen Lifestyles Management an exceptional management company.

Evergreen builds teams by actively recruiting the best people in the industry and develop them to deliver outstanding customer service. We invest in our team members, celebrating their commitment, inspiring their creativity and rewarding their performance.

ELM Update

SPRING HAS ARRIVED IN FLORIDA!

BY KRAIG CARMICKLE Chief Executive Officer 877-221-6919 | kcarmickle@evergreen-lm.com

E

vergreen Lifestyles Management has been very busy over the last eight months improving operations throughout Florida and within our corporate office in Jacksonville. Below is a quick overview of the improvements: •

Improving overall communications with Onsite Manager, Portfolio Managers, Department Heads, and the Executive Team.

1. Weekly Community Manager and Department Head meetings at 10am every Wednesday via phone conference.

2. Face-to-face meetings with statewide Managers monthly.

3. Lifestyles all-team brainstorm conference calls each month.

4. Bi-annual all-staff Summit Meetings in person, to team build and hear the current direction of Evergreen Lifestyles Management.

•

24-7 Customer Service Platform: 877-221-6919 (live person will answer all calls – no answering machine).

•

All Evergreen communities now have ELM Customer Service Magnets for the homeowners’ quick reference to call if an emergency has happened or they need a work order completed within the community.

•

ELM 300 Question and Answer Customer Care Platform: This is internet based so everyone within ELM can answer questions that a homeowner or

potential buyer might have. It is updated monthly by managers/board members.

•

We hired a new Controller for Evergreen in March 2015 – Wendy Herkenratt. See page 5 for more about Wendy.

•

ELM implemented a Monthly Financial Checklist for the Accounting Department and LCAMs.

•

Established Monthly Detailed Variance Reports that are included in the Monthly Board Packets.

•

Upgraded management software that communicates with the associations’ banks so you have real time operations – this rolled out in early 2015.

•

All Community Managers have an iPad with a Compliance APP so they can conduct Mobile Compliance within their communities – this feature is rolling out in April 2015.

•

Customer Service is our focus. We have continuous customer service training for all employees. The management team just finished the “Johnny the Bagger” series.

•

Launched ELM’s state of the art proprietary Lifestyles Website Platform, which is taking Lifestyles and communications within our communities to the next level. (See page 6 for more information.)

CINC Systems A Competitive Edge for Homebuilders Our association and management company websites give you the competitive edge by providing you with the ability to offer your homeowners unparalleled technology. Our fully customizable websites offer streamlined communication with your homeowners and board members.

• • •

• • • • • • • • • • • • • • • • • •

Fully integrated with CINC Systems Publish association documents, financials, and newsletters Create security around documents to designate permissions to view documents (i.e. – grant permission for only board members to view financials) Online real-time account status Online credit card and e-check payments (with AI partner bank) Online work order submission and tracking Online community directories Association calendar Customized broadcast emails and messages Preferred interest group emails Online ACC/ARC submission and tracking Online review of violations assessed to property Automatically update homeowner record with email address and phone numbers Association photo galleries Board/committee member pages Real–time aging report Real–time open violation report Real-time accounts receivable and collection information Online review process of ACC/ARC submissions for ACC/ARC committee members Online invoice review/approval Board tasks/projects page

Employee Spotlight

WELCOME TO THE TEAM

Wendy Herkenratt is a long-time Florida resident with deep seeded roots in not-for-profit and property management accounting and has over 15 years of experience in the areas of accounting, budgeting, collections, grant reporting and strategic planning.

She has a Bachelors of Science in Accounting and a Masters in Business Administration, both from the University of South Florida. Her career began as a Property Accounting Assistant in 1999 in Orlando, FL. Wendy moved to South Florida in 2002 where she started as Assistant to the Director of Finance and became the Accounting and Financial Manager for the Morikami Museum and Japanese Gardens. She found her way back to property management in 2010 as the Delinquent Accounts Manager for a Central Florida property management company. It is here she learned the HOA/COA side of property management. While working closely with several local association law firms in collection efforts against delinquent owners, she was approached by one of Central Florida’s prominent association law firms to spearhead their collections department. After a few months,

she took on the role of Accounting Manager along with her Collection Manager position. Wendy used her prior experience in property management to speak to managers and board members to inform them and keep them up to date on the collection process, annual changes in laws and statutes, and how to account for monies when applying safe harbor or other case law reductions.

She also spoke at several seminars on the topics of Financials and Budgets for Continuing Educational Credits for Managers and Board Members.

Wendy has found her way back to property management as the new Controller for Evergreen Lifestyles Management. She is very happy to be back in the field she started in and is excited about the opportunities at Evergreen as they grow the company to be the premier choice for property and lifestyles management.

WENDY HERKENRATT Our new Controller Wendy, who has a Bachelors Degree in Accounting and a Masters in Business Administration, will also be handling Accounts Receivable, Accounts Payable, Financials, Budget Planning, and Audits.

Contact Wendy: 877-221-6919 wherkenratt@evergreen-lm.com

Tools For Success

LIFESTYLES WEBSITE

HOMEPAGE

CALENDAR

The homepage displays the mobile and desktop friendly design that was developed to cater to the user’s needs.

The slideshow displays important events or announcements directing the user to take action.

The calendar lists all events in the community along with their category.

Residents select their personal interests on their profile so that can have a customized view of the calendar. The platform also provides a built in RSVP system for the Lifestyles Director to manage event attendees.

THINGS TO DO & AMENITIES

PHOTO GALLERY

Each site has a section that provides a list of the amenities, clubs, etc. in the community. Residents and potential buyers in the community can visit these pages to learn more about these activities.

The platform provides a photo gallery page that allows for residents to view pictures taken at the latest event. The users are also able to Facebook share these pictures straight to their personal Facebook account to help promote the community.

SALES/RESIDENT INFORMATION The platform provides a section for the Sales Team and/or Lifestyles Director to enter and pull information that is useful. For the sales team, they can add prospect information, access videos of the community, and pull live data such as resident interest information or event data (RSVP counts) to show how popular events, clubs, and amenities are in the community.

PROFILE, DUES & PAYMENT ACCESS The platform provides a section where the user can update their contact information, interests in the community, pay their association dues, and any other connected system such as Gate Management Software.

“The Evergreen experience will rise above the expectations of your guests and will fulfill every resident’s vision of a perfect community.”

Your Community.

Your Home.

Your Evergreen.

10401 Deerwood Park Blvd.

Suite #2130 Jacksonville, FL 32256

(877) 221-6919 info@evergreen-lm.com