Relocate to Wisconsin : The Management Company for the HOA wants to know WHAT ?

The Management Company for the HOA wants to know WHAT ?

  Being on the board of an HOA can be some work...and if you have a sub division where there is a lot to manage...recreation areas, common areas that require landscaping  etc, the use or rental of facilities...a management company may be the best choice rather than depending on time from volunteers.

Homeowners Association   If as many in our area have, you just have a common is most probably not necessary...and volunteers may be scarce...but their "jobs" are not monumental. There is the hire the landscape company, collect dues and the verification of dues paid when people move...get the HOA docs to newcomers.  In theory, they are supposed to enforce the rules, answer complaints, do something about violations of the rules...often that is not the case...dues and landscaping are the largest responsibility.  If this is your choice as a "give back" not a great deal of time or complication involved.

   One HOA recently decided, while the tasks werquestionnairee not monumental, there were few volunteers to run for the positions on the their solution was to hire a management company.  That would almost sound logical...the first communication announced that of course there would be an increase in dues to cover their "services"...(hiring  one landscape company) and there  was also a questonnaire.

     I am not qualified to determine the "legality" of the questions...only the wisdom...or rather lack thereof in this document sent to residents. Question included:


     - Mortgage company and their address

    - If the home is rented (none are to my knowledge) AND
       a copy of the lease....

    - Homeowners insurance company, name and address

    - Vehichle descriptions - model, color, make & license no.

     - Pet(s) type breed and weight


   question marks NONE of these questions ...first have anything to do with the HOA  documents OR to our minds are any of their business....are they selling the information to other insurance agents ? Car dealers ? Veterinarians ?  While in some parts of real estate there is no such thing as toooo much information...this is a classic example of TOO much information when it is NOT required...over stepping whatever self ordained authority this "management" group might imagine they have....Their BIG BROTHER sort of attitude exemplified won't be met with warm fuzzy answers. 

not acceptable   If you receive any such questions that you are not comfortable answering and feel exceed the boundaries of the "authority" of a company...DO NOT answer dues that are not answer questions that are not required...or necessary.

     Privacy infringement ...we think so...just say NO to such "outside the lines" questions. 

     This is a public service message brought to you courtesy of Sally K. & David L. Hanson, Associate Brokers with Keller Williams Realty in southeastern Wisconsn.

Sally K. & David L. Hanson, ABR, CDPE, CSS, e-Pro,ILHM, REDS

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Comment balloon 15 commentsSally K. & David L. Hanson • March 11 2017 01:23PM


Good morning Sally and David.  The HOA board are the ones who should decide what questions of any are on this type of questionnaire and not the management company.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) about 1 year ago

Thanks for sharing this experience. Some HOAs are certainly intrusive.

Posted by Roy Kelley, Roy and Dolores Kelley Photographs (Realty Group Referrals) about 1 year ago

WOW! That does sound like overstepping their authority.  We have a board and a management company. For communication purpose they have our email, phone and address. That is it! 

Posted by Sheri Sperry - MCNE®, (928) 274-7355 ~ YOUR Solutions REALTOR® (Coldwell Banker Residential Brokerage) about 1 year ago

If the management company did this on their own, they are probably wrong. They should be acting on the behalf the Board. I manage a couple HOAs and it is important to know who is residing in a unit (owner or tenant), who has pets, and what vehicles people drive. However, I would say most of those are only pertinent IF there are problems. For example, I wouldn't ask what everyone is driving unless there had been problems with parking in the past.

Posted by Nathan Gesner, Broker / Property Manager (American West Realty & Management) about 1 year ago

Good morning Sally and David. Without reviewing the documents, not sure what the managment company can request legitimately! Enjoy your day!

Posted by Wayne Martin, Real Estate Broker (Wayne M Martin) about 1 year ago

Good morning Sally K. & David L. Hanson ,

I'd say many of these questions are definitely over stepping the bounds of the management company. I'd say after reading the deed restrictions of the community and the resale certificate one could ascertain if these are legitimate questions.

Posted by Dorie Dillard, Serving Buyers & Sellers in NW Austin Real Estate (Coldwell Banker United Realtors® ~ 512.346.1799) about 1 year ago

Clearly management is way out of bounds with these questions and are crossing a line! Really unbelievable!

Posted by Kristine Ginsberg, NJ Home Stager (Elite Staging and Redesign, LLC) about 1 year ago

Sally: This sounds like a recipe for disaster with questions that have no bearing on what they plan on doing. Next they will be saying only 1 pet per household! HA.

Posted by Anita Clark, Realtor - Homes for Sale in Warner Robins GA (ColdwellBanker SSK Realtors ~ 478.960.8055) about 1 year ago

Definately information gathering, not something i may have answered as it is none of their business if not required by law. Have a good Sunday Sally K. & David L. Hanson 

Posted by Scott Godzyk, One of Manchester NH's Leading Agents (Godzyk Real Estate Services) about 1 year ago

Hi Sally and David -- most HOAs I have encountered have rules and bylaws, the management company should follow, enforce and not create what is already agreed by the members(owners).   

Posted by Michael Jacobs, Los Angeles Pasadena Area Real Estate 818.516.4393 (Coldwell Banker Residential Brokerage) about 1 year ago

Sally and David it does raise a question as to why they are requesting the information.  I would not provide it if I was one of those homeowners.

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) about 1 year ago

This is why many will not move to a community that has an HOA or Management Company. Some things just aren't anyone's business...

Posted by Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400, Long Island Condo & Home Sale Specialists (The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803) about 1 year ago

I serve on 3 HOA boards and all 3 have management companies. We do not answer questions like this. They have to go elsewhere to get those answers.

Posted by Debbie Reynolds, Your Dedicated Clarksville TN Real Estate Agent (Platinum Properties) about 1 year ago

Hi Sally and David - I have been on HOA board.  I think a good working relation between volunteers and a professional management company is the best combination.

Posted by Grant Schneider, Your Coach Helping You Create Successful Outcomes (Performance Development Strategies) about 1 year ago

Way out of bounds.  These HOA people want more than they are due to receive.

All over the place.

Posted by Jay Markanich, Home Inspector - servicing all Northern Virginia (Jay Markanich Real Estate Inspections, LLC) about 1 year ago