Transition Process to Wozig HOA Management

1. Contract Signature

• The transition process formally begins with the signed contract between Wozig and the HOA Board of Directors.

2. Coordination with Previous Management Company

• Initial Contact: Wozig initiates communication with the previous management company to organize the data transition.
• Data Transfer Request: Wozig requests staggered data in phases:
  • Phase 1: High-level basic data and a small portion of HOA funds via check to establish an account within 7 days.
  • Phase 2: Complete data transfer within 30–60 days (based on migration requirements), with regular periodic updates during this period.
• Confirmation: The previous management company reaches out to the HOA Board to confirm the transition.

3. Initial Community Onboarding

• Welcome Letters: Once initial basic data is received, Wozig sends welcome letters to community members and sets them up in the system.

4. Vendor Data Integration

• Vendor Onboarding: As vendor data is received, Wozig onboards vendors to the new system to ensure seamless continuity of services.

5. No Service Interruptions

• During the transition period, the previous management company continues providing uninterrupted services to the community.

6. Formal Transition Start Date

• Wozig takes over management responsibilities at the beginning of the agreed-upon term.

7. Redirecting Communications

• The previous management company provides Wozig’s contact information to any homeowners or vendors who reach out during the transition period.

8. Payment Forwarding

• If homeowners mistakenly send payments to the previous management company after migration, those payments will be forwarded to Wozig.