HOA Services in Santa Clara, CA.
Expert Community Association Management Backed by Technology and Local Insight
Why Choose PMI SouthBay for HOA Services?
At PMI SouthBay, we specialize in full-service HOA management tailored to meet the unique needs of communities in Santa Clara and surrounding areas. Whether you're managing a small townhome complex or a large-scale master-planned community, we bring structure, transparency, and proven systems that help HOA boards operate efficiently and maintain property values.
With over a decade of experience in California HOA regulations, we serve as your trusted partner—handling everything from daily operations to long-term community planning.
What Our HOA Services Include
-
Comprehensive HOA Operations Management
We manage daily operations, documentation, and vendor coordination while ensuring smooth communication between boards and homeowners, with all work orders supported by our expert staff trained in maintenance and capital improvement projects for reliable execution. -
Financial Oversight & Budget Control
We support your board with transparent budgeting, dues collection, and reserve planning. All invoices require board approval via the CINC platform, with automated monthly reports and quarterly financial reviews to keep everyone aligned and informed. -
Compliance & Legal Guidance
From CC&R enforcement to helping your community stay compliant with California Civil Code, we reduce legal risks and ensure that governance standards are consistently upheld. -
Community Engagement & Resident Experience
We strengthen community ties by organizing board meetings, facilitating communication portals, distributing notices, and streamlining homeowner inquiries. -
Maintenance Oversight
From landscaping to emergency repairs, we ensure common areas stay clean, safe, and well-maintained—while also managing capital improvement projects in-house to ensure quality, consistency, and cost control.
Benefits of Partnering with PMI SouthBay
- Transparent Reporting: Access all documents and financials in real-time through our digital portal.
- Local Expertise: We understand Santa Clara’s regulatory environment, vendor market, and community needs.
- Board Support: We assist with board training, policy creation, elections, and strategic governance.
- Customizable Services: Whether you want full-service or partial management, we scale to fit your needs.
- 24/7 Emergency Response: We handle after-hours issues so you don’t have to.
Communities We Serve
We proudly provide HOA management in:
- Santa Clara
- San Jose
- Sunnyvale
- Mountain View
- Milpitas
- Cupertino
…and nearby Bay Area neighborhoods.
Ready to Improve Your HOA’s Operations?
Let PMI SouthBay be your HOA’s trusted partner in compliance, communication, and community success. Get in touch today for a free consultation and discover how we simplify your board’s responsibilities—while making your residents feel heard and supported.
Call us: 510.403.1035
Email: info@pmisouthbay.com
Serving the greater Santa Clara Valley
Fill out the form and we will be in touch. Want immediate help? Call us at to get started now!
Request A Bid
Fill out the form below and we will be in touch. Want immediate help? Call us at .
Board Member or Homeowner?
Financial Management
- Preparing and maintaining financial records
- Processing HOA dues and fees
- Handling payroll for HOA employees
- Preparing and filing tax returns
- Managing the HOA's budget
- Providing financial reports to the HOA board of directors
- Assisting with financial planning and decision-making
Administrative Management
- Handling all membership inquiries
- Enforcement of community association covenants, conditions, and restrictions
- Organize and attend membership meetings
- Selecting insurance providers and policies for board approval
- Monitoring of local/national laws and advice on pertinent legislative issues
- Communicating with city, state, and county authorities as needed
Maintenance and Building Management
- Common area inspections
- Architectural request tracking
- Online maintenance and work order management
- Obtaining competitive bids for services
- 24-hour availability/on-call maintenance
- Management of maintenance plans
- Vendor insurance tracking
- Coordination and management of Reserve Study
We Have Three Goals When Managing Your Santa Clara Community.

Make Your Community the Best Place to Live

Deliver Superb Service to Owners & Tenants

Add Tangible Value Back to Your Community
What We Do As Your Santa Clara HOA Manager
Assigned Community Manager
We make it easy to know who to contact by assigning your community its own manager who knows you and your neighbors and will assist with your management needs.
Board Member Assistance
We assist boards with document preparation, meeting facilitation, record keeping, and consulting to increase efficiency and organization.
Community Communication
The Online Portal gives board members and homeowners a way to communicate effectively with real-time access to all community information and data.
Assessment Collection
Our Online Portal for homeowners streamlines the payment collection process. It makes it as easy as possible for owners to know the status of their accounts.
Accounting and Reporting
We take care of budget preparation, accounts payable and receivable, reserve analysis, payroll, and collections. Then we bring the data together in easy-to-understand monthly financial reports.
Calendar and Scheduling
Double bookings are a thing of the past. PMI’s community calendar software enables residents to coordinate events, plan meetings, and book shared facilities.
Compliance and Inspections
Nobody wants to confront their neighbors about violations. We oversee inspections, enforcement, and record-keeping of all violations and compliance reports.
Document Management
Documents are neatly stored online, giving homeowners and board members easy access to meeting minutes, financials, and community rules.
Maintenance and Inspections
We coordinate and manage all community maintenance needs with 24/7 response for emergencies, inspections of common areas, and scheduled maintenance.
The PMI Difference
We Protect, Maintain, and Enhance The Communities You Live In
Self-Managed Association Services
Areas We Serve
Don’t see your neighborhood? These are just a few cities and communities we offer management services to. Contact us if you don’t see yours; we are always looking to expand!
- Santa Clara
- San Jose
- Cupertino
- Milpitas
- Sunnyvale
- Campbell
- Mountain View
- Palo Alto
- Gilroy
- Morgan Hill
- Los Gatos