The Management Trust

We are happy to expedite the refund process for this owner.  The current credit balance of $352.63 will be refunded within ten (10) business days.Our full response is attached.  Thank you for the opportunity to review this complaint and resolve the issue.  If we can be of further...

assistance, please do not hesitate to contact us.
The Management Trust CDC AN EMPLOYEE OWNED COMPANY A DIVISION OF THE MANAGEMENT TRUST June 8, 2015 Revdex.com 1000 Station Drive, Ste 222 DuPont, WA 98327 RE: Complaint ID [redacted] / [redacted] To Whom It May Concern: Our office is responding to [redacted]‘s complaint, Complaint ID [redacted], filed with you on June 3, 2015, received in our office on June 5, 2015. The Management Trust Washington is an association management company, hired by the [redacted] to manage the business affairs of the community. One of those tasks pertain to billing and collection of regular, special, late, administrative and fine assessments by the homeowners association for each member owner of the Association within the community. When members move out of the community upon notification from escrow we process the change of ownership, stop billing, and cancel automatic payment if applicable. I have read the complaint, reviewed the documentation in our system, and received a report from [redacted], the Accounts Receivable Lead in our Kirkland office. This owner contacted us on May 12, 2015 to let us know that they had sold the property on April 30, 2015. In our response to a Demand request from escrow on April 5, 2015 we noted that this owner was enrolled in our Direct Debit program. We requested that the owner please contact us to discontinue their enrollment. Unfortunately we did not get that notification to stop the May automatic debit. The escrow packet that we received was date stamped May 6, 2015 – after the May debit had already occurred. We are happy to expedite the refund process for this owner. The current credit balance of $352.63 will be refunded within ten (10) business days. Thank you for the opportunity to review this complaint and resolve the issue. If we can be of further assistance, please do not hesitate to contact us. Sincerely,

Complaint: [redacted]
I am rejecting this response because: the sign requestor form states that I agree to the terms Which I do not agree and will not sign the form. The records belong to the association. I have requested the information that is permitted by the state of Washington. The information requested should follow the RCW  that is outlined by the Washington state The records should fully address the concerns on my certified letter. I will be happy to have the information mailed to me because driving to the Kirkland office is not an option. It important for The Management Trust to put their response in writing because TMT has failed to make the requested information available to me. A telephone conversation at this point will not product the information. I have sent two certified letter to both locations and I cannot understand why a telephone conversations will resolve the problem. Please provide the records to me in the mail and upon receiving my requested information is the only way the complaint can be closed There is no reason why the association and Trio Management should work together be the county this is a shared community. 
Sincerely
[redacted]

Complaint: [redacted]
I am rejecting this response because:
Sincerely,
[redacted] I am at a loss because the Board President advised us to contact the vendor's agent. I sent a certified letter requesting the files per the advise from an attorney. Per TMT's letter, reporting that it cannot guarantee that this will occur does not warrant that production will be complete. Per Washington state  RCW 64.38.045 articles 1 : states, The association or its management agent shall keep financial and other records Sufficiently detailed to enable the  association to fully declare to each owner the true management agent shall keep financial and other record sufficiently detailed to enable the association to fully declare to the true statement of its financial status. Per RC64.38.034 article number 4:  all meeting of the board of directors shall be open for observation by all owners of record and their authorized agent. the board should be keeping minutes of all taken by the board. actions we quarter and there nd to see information that is not complete. Not to mention that by signing TMT policy which is not our governing document. My daughter purchased the home and to verify if she and I are entitled to see the information is

We checked on the timing when [redacted] purchased her home and compared it to the information she was provided in escrow.  We have confirmed that [redacted] did receive all of the correct information that we were to provide to escrow at the time of her purchase.  Thank you!       [redacted]®| Division President The Management Trust

Our response is attached.  Additionally, although our role for this client is limited to accounting services, as a courtesy we are working to connect this homeowner with the Site Staff.  While we can facilitate the connection, the decision to reverse assessments is with the Board of...

Directors and Site Staff.  Unless further clarification is requested, we will consider this incident closed, having responded with the information in this message and the attachment.Thank you,[redacted], CMCA® AMS®Executive Vice PresidentThe Management Trust - Washington[redacted]Kirkland WA 98033[redacted] faxThe Management TrustCDC AN EMPLOYEE OWNED COMPANYA DIVISION OF THE MANAGEMENT TRUSTMay 26, 2015Revdex.com1000 Station Drive, Ste 222DuPont, WA 98327RE: Complaint ID [redacted]To Whom It May Concern:Our office is responding to [redacted] complaint, Complaint ID [redacted], filed with you on May 10, 2015, received in our office onMay 26, 2015.The Management Trust Washington is an association management company, hired by the [redacted]HOMEOWNERS ASSOCIATION to manage the accounting for the community. Those tasks pertain to billing and collection ofregular, special, late, administrative and fine assessments by the homeowners association for each member owner of theAssociation within the community. We provide accounting-only services for this community and, as such, our billing isperformed per the Association’s governing documents and at the direction of the Site Staff and the Board of Directors.I have read the complaint and reviewed the documentation in our system. [redacted] escrow collection in August 2014 paidthe monthly assessment of $32.22 through December 32, 2014 (see attached Assessment Account Statement). Per theAssociation’s delinquency policy, a First Official Notice (attached) was generated in February notifying of the past dueassessment balance that included late and administrative fee assessments for January and February. After the Waiting Period inMarch required by the Association’s delinquency policy, a Second Official Notice was generated in April (attached). A ThirdOfficial Notice was generated in May (attached). Our records show that on May12, 2015 we were contacted by email to changethe mailing address to the property address.There may have been other communication with [redacted] by the Association that is not captured by The Management Trust’ssystems. This is due to the fact that we handled only the accounting (bookkeeping) aspects for this community.We are happy to work with [redacted], the Site Staff and the Board of Directors regarding this request. If it hasn’t already beendone, [redacted] should put the request in writing to [redacted]@managementtrust.com. Since the decision isnot ours to make, we trust that this response is sufficient to close the matter with the Revdex.com.Sincerely,[redacted], CMCA®, AMS®Executive Vice PresidentCC: [redacted], Administration – [redacted], Accounts Receivable Lead – Kirkland[redacted], Staff Accountant - Kirkland[redacted], Kirkland, Washington 98033CONNECTING PEOPLE TO THE PROMISE PH: [redacted] ROAC/O The Management TrustP O BOX [redacted]City of Industry, CA 91716-8286[redacted]DUPONT, WA 98327Property Address: [redacted] ** DUPONT, WA 98327Account #: [redacted]Code Date Amount Balance Check# MemoBalance Forward: 0.00Escrow - Mortgage Transaction8/29/2014 150.00 150.00 Transfer Fee/ ESC Form FeePayment 8/29/2014 -128.88 21.12 [redacted] Escrow PaidPayment 8/29/2014 -150.00 -128.88 [redacted] Escrow PaidAssessment 9/1/2014 32.22 -96.66 Homeowner duesAssessment 10/1/2014 32.22 -64.44 Homeowner duesAssessment 11/1/2014 32.22 -32.22 Homeowner duesAssessment 12/1/2014 32.22 0.00 Homeowner duesAssessment 1/1/2015 32.22 32.22 Homeowner DuesAssessment 2/1/2015 32.22 64.44 Homeowner DuesLate Charge 2/10/2015 15.00 79.44 Late Fee ProcessedDelinquency Letter 2/10/2015 12.00 91.44 DELAssessment 3/1/2015 32.22 123.66 Homeowner DuesLate Charge 3/10/2015 15.00 138.66 Late Fee ProcessedAssessment 4/1/2015 32.22 170.88 Homeowner DuesLate Charge 4/10/2015 15.00 185.88 Late Fee ProcessedDemand Letter 4/10/2015 24.00 209.88 DEMPayment 4/27/2015 -170.88 39.00 WEB [redacted]Assessment 5/1/2015 32.22 71.22 Homeowner DuesLate Charge 5/10/2015 15.00 86.22 Late Fee ProcessedFinal Letter 5/10/2015 12.00 98.22 FNLPayment 5/19/2015 -193.32 -95.10 [redacted]Payment 5/19/2015 -103.44 -198.54 [redacted]Current 30 - 59 Days 60 - 89 Days >90 Days Balance: -198.54-198.54 0.00 0.00 0.00The Management Trust - [redacted] | [redacted] | Kirkland, WA 98033 | ([redacted]5/26/2015 Page 1 of 1Please make check payable to: [redacted] ROAPlease remit payment to:[redacted] ROAC/O The Management TrustP O BOX [redacted]City of Industry, CA 91716-8286The Management Trust - [redacted]THIRD OFFICIAL NOTICE5/19/2015 Account #: [redacted] ROA[redacted]DUPONT, WA 98327For property at: [redacted] * DUPONT, WA 98327Dear Homeowner:Over the past several months we have sent at least two notifications regarding your delinquent homeowner assessmentaccount. Despite these notifications, your account is more than ninety (90) days delinquent.This final notice is sent to inform you that if the account is not paid in full within ten (10) days of the date of this letter,it will be turned over to the association's attorney for collection. If that happens, you will be liable for payment of allattorney's fees and any other costs incurred by the attorney in attempting to collect this delinquent account. Theattorney's charge for making an initial demand will exceed $300.00. The last payment that posted to your accountwas on 4/27/2015 in the amount of $170.88.The balance owing on your account, including late fees and administrative fees, is $98.22 as of the date of this letter. However,this amount due will increase substantially in thirty (30) days as attorney fees begin to accrue.The attorney will be authorized to take all necessary collection efforts which may include, but not be limited to:Filing of a lien against your property;Foreclosure of the lien and sale of your home;Initiation of a lawsuit, thenWage garnishment, andSeizure of assets.This is an urgent and serious issue. By remedying this delinquency immediately you will be able to stop the process and avoidthe engagement of an attorney to collect this debt. Please remit payment in full, payable to [redacted] ROA, incare of The Management Trust - CDC at PO Box [redacted], City of Industry CA 91716-8286. Such action will avoid the next stepin the delinquency collection process.If you have further questions you may contact Denise Ford at [redacted] or by email at [redacted]@reachone.com. Thisletter is an attempt to collect a debt. Any information we obtain will be used for that purpose.Sincerely,The Management Trust - CDC[redacted] ROA[redacted] Kirkland, WA 98033 PHONE[redacted]The Management Trust - [redacted]SECOND OFFICIAL NOTICE4/16/2015 Account #: [redacted] ROA[redacted]GIG HARBOR, WA 98335For property at: [redacted]Dear Homeowner:Our records indicate that your homeowner assessments are seriously past due. You have already been notified of thisdelinquency by our association management firm's accounting department. The last payment that posted to youraccount was on 8/29/2014 in the amount of $150.00.The balance owing on your account, including late fees and administrative fees, is $209.88 as of the date of this letter.As your ROA management staff, we monitor the financial matters of the property and act in accordance with the best interest ofthe association. Slow or delinquent payments are not permissible. The Assessment Payment Policy adopted October 25, 2005and effective January 1, 2006, outlines what steps we may take if you do not bring your account current. The policy, a copy ofwhich accompanies this letter, provides that:Your ability to make a Hardship Circumstance request is waived if the request is not received within ten (10)days of the date of this letter;A notice of claim of lien may be filed against your property;A copy of the lien may be sent by the association treasurer to a mortgage holder on your property;The full amount of the annual assessment, and any other unpaid assessments, may be accelerated.Please remit payment in full, payable to [redacted] ROA, in care of The Management Trust - CDC at PO Box[redacted], City of Industry CA 91716-8286. Such action will avoid the next step in the delinquency collection process.If you have further questions you may contact [redacted] or by email at [redacted]@reachone.com. Thisletter is an attempt to collect a debt. Any information we obtain will be used for that purpose.Sincerely,The Management Trust - CDC[redacted] ROA[redacted]Code Date Amount Balance Check# MemoEscrow - Mortgage Transaction 8/29/2014 150.00 150.00 Transfer Fee/ ESC Form FeePayment 8/29/2014 -128.88 21.12 [redacted] Escrow PaidPayment 8/29/2014 -150.00 -128.88 [redacted] Escrow PaidAssessment 9/1/2014 32.22 -96.66 Homeowner duesAssessment 10/1/2014 32.22 -64.44 Homeowner duesAssessment 11/1/2014 32.22 -32.22 Homeowner duesAssessment 12/1/2014 32.22 0.00 Homeowner duesAssessment 12/1/2014 32.22 32.22 Homeowner duesAssessment 12/1/2014 -32.22 0.00 Voided through Batch VoidAssessment 1/1/2015 193.32 193.32 Homeowner DuesAssessment 1/1/2015 193.32 386.64 Homeowner DuesAssessment 1/1/2015 -193.32 193.32 Voided through Batch VoidAssessment 1/1/2015 32.22 225.54 Homeowner DuesAssessment 1/1/2015 -193.32 32.22 Voided through Batch VoidAssessment 2/1/2015 32.22 64.44 Homeowner DuesLate Charge 2/10/2015 15.00 79.44 Late Fee ProcessedDelinquency Letter 2/10/2015 12.00 91.44 DELAssessment 3/1/2015 32.22 123.66 Homeowner DuesLate Charge 3/10/2015 15.00 138.66 Late Fee ProcessedAssessment 4/1/2015 32.22 170.88 Homeowner DuesLate Charge 4/10/2015 15.00 185.88 Late Fee ProcessedDemand Letter 4/10/2015 24.00 209.88 DEMThe Management Trust - [redacted]SECOND OFFICIAL NOTICE4/16/2015 Account #: [redacted] ROA[redacted]GIG HARBOR, WA 98335For property at: [redacted]Dear Homeowner:Our records indicate that your homeowner assessments are seriously past due. You have already been notified of thisdelinquency by our association management firm's accounting department. The last payment that posted to youraccount was on 8/29/2014 in the amount of $150.00.The balance owing on your account, including late fees and administrative fees, is $209.88 as of the date of this letter.As your ROA management staff, we monitor the financial matters of the property and act in accordance with the best interest ofthe association. Slow or delinquent payments are not permissible. The Assessment Payment Policy adopted October 25, 2005and effective January 1, 2006, outlines what steps we may take if you do not bring your account current. The policy, a copy ofwhich accompanies this letter, provides that:Your ability to make a Hardship Circumstance request is waived if the request is not received within ten (10)days of the date of this letter;A notice of claim of lien may be filed against your property;A copy of the lien may be sent by the association treasurer to a mortgage holder on your property;The full amount of the annual assessment, and any other unpaid assessments, may be accelerated.Please remit payment in full, payable to [redacted] ROA, in care of The Management Trust - CDC at PO Box[redacted], City of Industry CA 91716-8286. Such action will avoid the next step in the delinquency collection process.If you have further questions you may contact [redacted]@reachone.com. Thisletter is an attempt to collect a debt. Any information we obtain will be used for that purpose.Sincerely,The Management Trust - CDC[redacted] ROA[redacted]Code Date Amount Balance Check# MemoEscrow - Mortgage Transaction 8/29/2014 150.00 150.00 Transfer Fee/ ESC Form FeePayment 8/29/2014 -128.88 21.12 [redacted] Escrow PaidPayment 8/29/2014 -150.00 -128.88 [redacted] Escrow PaidAssessment 9/1/2014 32.22 -96.66 Homeowner duesAssessment 10/1/2014 32.22 -64.44 Homeowner duesAssessment 11/1/2014 32.22 -32.22 Homeowner duesAssessment 12/1/2014 32.22 0.00 Homeowner duesAssessment 12/1/2014 32.22 32.22 Homeowner duesAssessment 12/1/2014 -32.22 0.00 Voided through Batch VoidAssessment 1/1/2015 193.32 193.32 Homeowner DuesAssessment 1/1/2015 193.32 386.64 Homeowner DuesAssessment 1/1/2015 -193.32 193.32 Voided through Batch VoidAssessment 1/1/2015 32.22 225.54 Homeowner DuesAssessment 1/1/2015 -193.32 32.22 Voided through Batch VoidAssessment 2/1/2015 32.22 64.44 Homeowner DuesLate Charge 2/10/2015 15.00 79.44 Late Fee ProcessedDelinquency Letter 2/10/2015 12.00 91.44 DELAssessment 3/1/2015 32.22 123.66 Homeowner DuesLate Charge 3/10/2015 15.00 138.66 Late Fee ProcessedAssessment 4/1/2015 32.22 170.88 Homeowner DuesLate Charge 4/10/2015 15.00 185.88 Late Fee ProcessedDemand Letter 4/10/2015 24.00 209.88 DEMThe Management Trust - [redacted]FIRST OFFICIAL NOTICE2/17/2015 Account #: [redacted] ROA[redacted]GIG HARBOR, WA 98335For property at: [redacted]Dear Homeowner:This letter is meant to give you written notice that, according to our records, you are past due in your payment ofassessments to [redacted] ROA. The last payment that posted to your account was on 8/29/2014 inthe amount of $150.00.The balance owing on your account, including late fees and administrative fees, is $91.44 as of the date of this letter. Pleasenote that:Late charges and administrative charges have been added to your account;Hardship Circumstance requests must be made within ten (10) days;You have thirty (30) days to dispute the debt in writingThis letter is our initial attempt to collect payment of a debt: your delinquent assessment. Any information obtained will be usedfor that purpose. Unless within thirty (30) days after receiving this notice you notify us, in writing, that you dispute the validity ofthe debt, or any portion of it, we will assume the debt to be valid. If you notify us in writing within the thirty (30) day period thatthe debt, or any portion of it, is disputed, we will obtain and mail a copy of verification of this debt to you.We are taking this action pursuant to the Assessment Payment Policy adopted by the board of directors for [redacted] ROA. A copy of the policy in its entirety may be viewed on the association's web site. If you have further questionsyou may contact [redacted]You may ask the Association board of directors for special consideration in severe hardship circumstances by making a writtenrequest within ten (10) days from the date of this letter. Your request must include a description of the hardship circumstances.Please remit payment in full, payable to [redacted] ROA, in care of The Management Trust - CDC at PO Box[redacted], City of Industry CA 91716-8286. Such action will avoid the next step in the delinquency collection process. Thank youin advance for resolving this issue promptly.Sincerely,The Management Trust - CDC[redacted] ROA

July 13, 2017   Revdex.com 1000 Station Drive, Ste 222 DuPont, WA 98327   RE:  Complaint ID [redacted] / [redacted], [redacted]   To Whom It May Concern:   Our office is responding to Ms. [redacted] complaint, Complaint ID [redacted], filed with The Revdex.com on July...

12, 2017, received in our office on July 12, 2017.   The Management Trust Washington is an association management company, contracted by [redacted] HOMEOWNERS ASSOCIATION to manage the business affairs of the common interest community, i.e. condominium, single family homeowners association or cooperative.  Our company is responsible for implementing the decisions of the community’s Board of Directors and for communication of those decisions to the member homeowners.  Among the tasks we are responsible to perform is communication with member owners of the Association decisions regarding compliance with governing documents including Covenants, Conditions, and Restrictions (CC&Rs) and Rules and Regulations adopted by the Board of Directors.  We also perform financial and accounting services including posting, billing, and collecting assessments (regular, special, fine, etc.) that the Association is authorized to levy against the homeowners’ lots.  Assessments are levied by and paid to the Association, not The Management Trust.  We are the Association’s management representative, implementing the board approved compliance and fine assessment policy and process.   As part of our scope of work, Community Managers regularly conduct routine compliance and site reviews to identify violations of the Association’s governing documents including, but not limited to, lawn maintenance, unsightly conditions, and visible garbage/recyle containers.  Per our management agreement with [redacted] Homeowners Association site reviews are conducted strictly on and from common community or public property.  Our Community Manager was not on private property or trespassing in any way when the conditions at Ms. [redacted]’s property were observed and photo documented.  To the contrary, our Community Manager was on the sidewalk in front of Ms. [redacted]’s and/or neighboring property which is common or public property.  The angle and/or zoom setting of the photo may have given the appearance otherwise and thus Ms. [redacted]’s assertion with which we disagree.   Washington State RCW for homeowners associations stipulates that a homeowner has the right to be heard.  The appropriate recourse for members of a homeowner association who dispute a compliance matter and/or fine assessment is to request a hearing to appeal the decision.  We understand that [redacted] intends to attend a hearing scheduled for Tuesday, July 25, 2017.  The [redacted] Homeowners Association Board of Directors has the decision making authority regarding [redacted]’s alleged compliance matter(s), fine(s), and all other disputes she may have with the Association.  We have provided all board requested documentation to the board of directors which conducts the hearing.  A representative of our firm will be present at the hearing to assist both parties to reach a conclusion of fact so that the board can render their decision in this matter.   As such, we believe we have been proactive in solving these concerns and this complaint against The Management Trust should be closed.  Thank you for the opportunity to review this complaint and resolve the issue.  If we can be of further assistance, please do not hesitate to contact us. Sincerely,          John [redacted], CMCA®, AMS® Division Executive Vice President   CC:Kelli S[redacted], Division Vice President of Community Association Management Scott A[redacted], Executive Community Association Manager Debbie P[redacted], Community Association Manager

This company is in business to invent violations and gain profits from homeowners. Our associations who put their trust into this company are making a big mistake if they are looking for honest management. If you are an association that has finically made mistakes and is looking for a way to recover your loses then this is the company for you. They provide no explanation for the fines and will deliver them every two weeks to boost their income. I have even received duplicate charges for fines for the same violation on the same day . I would never do business with this company ever!

After moving into my first new home, I made sure to set up with my bank my HOA payment to automatically pay the bill. I was confused by the multiple remit to addresses provided by the Management Trust so I called to clear up and after being told to mail to one of the addresses, I set up accordingly with my bank. Several months after I set up, I received a letter from The Management Trust stating I had a past due balance and late fees incurred despite all payments sent and cleared with my bank. When I called to discuss with [redacted] in Accounting, not only did she interrupt me multiple times, telling me that I sent to the wrong address (even though the past due letter had the address I sent payments to matched), but she also never admitted that the company may be in error. After being told I needed to provide cancelled checks as evidence of payment, I contacted my bank twice and was told both times all they can provide for the BillPay service was the Electronic File Transfer number, remit account number & routing number. After calling back and attempting to explain this to [redacted] she didn't believe me and continued to insist that I should be able to get cancelled checks. In any case, the issue is still not resolved and at this point I'm going to escalate to her manager and maybe someday prove that I've made the payments (which have all cleared). This company is apparently all employee owned which amazes me. This is by far the worst customer service experience I have ever had and has cost me at least two hours of my workday trying to sort this out.