Heritage Property Management Services

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This letter serves as my personal reference of Heritage Property Management. My name is Greg Halvorson. I live in the Broadlands Community. Our community is a group of over 200 single family homes. I served on the Architectural Review Committee for two years and served as Vice President for four years.I became active in the community shortly after moving to the community. During the time I was on the board we made the decision to contract with Heritage Management. I can tell you this made a positive change not only on a day to day basis in our community but also the handling of the collections of dues and dealing with past due accounts. We have been contracted with Heritage for over five years.

Heritage has been easy to work with, quick to rectify any situation and just generally a very professional organization to be associated with.

Sandy Decker filled in for Sharon Silver as our Portfolio Manager while Sharon had her back operation and recovered. I, and the entire board of Dunwoody Chace, want you to know how much we appreciated having Sandy step in and do a very good job for us. Sandy is very capable and a quick learner, taking over her new duties so we did not miss a beat, pitching right in so we had only to familiarize her with all our quirks and expectations. She demonstrated strong follow-up, interest in and caring for our community, and contributed to our board meetings with sound advice and ideas. She was pleasant and easy to work with – she establishes and maintains relationships quickly -- always with a smile on her face and in her voice, keeping an even keel at all times. She even walked the community in August with board members, recording follow-ups and taking care of them. So, thanks for assigning Sandy to help us as well as Sharon. I know she and Sharon talked frequently to assure we were taken care of properly and in a timely manner. Having Sharon as our Manager and then experiencing Sandy filling in confirm the wisdom of our decision to contract with Heritage for your services.

Just test drove the EDGE. Great administrative tool! I already feel I know more about what's going on and know where to get information when I don't. Thank You!

I wanted to drop you a line and tell you what a great job your staff is doing representing The Accolades. I moved in May 1 and I have had lots of questions and also some maintenance work done on my unit to prevent water damage. Jennifer and Bobby have gone out of their way to make me feel like a welcome addition and to satisfy my needs. When I questioned some work done to stop water leading into my crawl space, Bobby did not hesitate to set up an appointment, at my convenience, to come by and discuss exactly what the landscapers had done to rectify the problem. I am in the new home industry and know great customer service when i see it. I only wish the communities I represent could use Jennifer and Bobby and Heritage Management. Thank you for having such a wonderful representatives on your staff, and keep up the good work!

I wanted to take the time to write a note thanking you and Heritage for your superior performance as a property management company for The Accolades. I've been a resident here for almost 10 years and have seen many management companies come and go. You have by far, been the best. I really appreciate your willingness to assist and offer ideals for solutions to problems. Also that you are reachable, respond in a very timely manner and on top of that, are professional and very courteous. You are an amazing team member.

Yesterday we undertook one of the most harrowing and unpredictable situations a Board can take on. We cleaned out a 30 year old, 160 foot, 8"" sewage pipe that was deteriorating, and were poised and ready with the City on standby, for it to collapse. This is the only sewer line that serves all of the 90 units in Phase I of our property.

While I was taking photos of each milestone, I was sending in the play-by-play to Jackie on her email just in case a disaster occurred. As it turned out, all is well, but with no maps and the City's prediction of disaster, it was not just a little frightening. Please congratulate Jackie for literally holding our hands through this event. She has done an excellent job.

I just wanted to applaud your website. I called Lee Alou with some questions about a community he manages and he helped me with the answers, but also directed me to the website. For frequently asked questions, this is great!!! I would have gone to the website first, but the question I had could not have been answered from the website.

It's such a help for real estate and mortgage professionals. I really appreciate all the information!

Morris, Congratulation on your retirement - I hope all the work from Skylar's Mill didn't force an early retirement (Lol). You will be greatly missed. You have been instrumental in giving our community the lift it so desperately needed. Thanks for all the confidence and encouragement, that you instill within our board members, over the past few months. Enjoy your retirement!! Welcome Tarah! We look forward to working with you.

Lee earned his wings this week. When he heard about the Boom lift, he suggested the light over B5, which has not been working for years and is difficult to access due to its position, be replaced as he would have access using the boom lift. Good thinking! It has now been done and the 11th Street has a flood light. Thanks, Lee! Lee also fixed the sprinkler thingamabob that went on the blink when whatever else went out. And, he watered the flowers the painter ripped out of the ground with their hoses. Thank You LEE. You are a GEM!! You, Paul, Lee, Morris and, of course Jan, make my work so much easier. Thank you so much. Now I just have to figure out how to program the sprinkler system for every other day instead of every day. Should be a breeze for someone as tech savvy as me? Tell Gavin, please, about what Lee has done for us. He is invaluable to me and our Association.

I wanted to let you know how wonderful Kristan Collins is, she has been a huge source of help for me. Kristan is caring and professional and I really appreciate her efforts in helping me with my home owner's association at Willows Condominiums.

Last but not least, thank you very much for all of your help getting The Willows on track. It is a great pleasure to work with you. We recognize the volume of work, and we'll do all we can to help.

Heritage is a great management company to work with, and they never disappoint us!

I was on the website a number of times last night, it is amazing how easy it is to access all the information such as financial reports, violations, etc.

Hi Sharon - Everything was restored beautifully and all involved were highly professional and very pleasant and considerate. I am very happy and grateful that I now have the unit I thought I was purchasing. I thank you, Paul, and your entire team for that.

Once again Le Chateau is very lucky to have a great team of professionals working on our behalf.

When Melanie was assigned to us, it was immediately recognized that she was knowledgeable, a hard worker and she took on the difficult tasks with a can-do attitude. Melanie spent many hours, evenings and weekends assisting us in bringing our property into a more manageable state. With her help, we have begun the basics of laying a foundation and a path we can follow for the years to come. Melanie works well with the board, homeowners and contractors and is always patient, tactful and quick to come up with a solution. We are going to miss her but wish her well in her new assignment.

David - I just wanted to say Thank You for being proactive with this. In years past it has been like pulling teeth trying to find this document (been an owner for 12 years). Again, thanks for making it easy for us, we appreciate it.

I wanted to take a moment of your time to share that working with Sonja Johansen as the Property Manager for my townhouse in GA over the past year+ has been an absolutely pleasure. Her commitment to customer service and to finding fair and sensible solutions that benefit all parties has been nothing short of remarkable. If there is any opportunity for me to recommend your firm's services, I certainly will!

Thank you, Lisa. Board members, please join me in thanking Jackie for going beyond the call of duty in handling the FHA application process. Jackie has been working very hard on this effort since the day we found out that our FHA approval had expired. We are nearing the end of the application process, and Jackie is doing a tremendous amount of work to help our community. On several occasions during this process, she has refused to believe that documents did not exist or were not already available, and has been persistent in searching them out on our behalf. I have no doubt that we could not have pulled together this application in record time without Jackie's diligence.

I so much appreciate your attention to detail and prompt responses to my issues. You demonstrate a level of service rarely delivered in today's world.