Financial Solutions

Financial security you can trust

We employ the tightest financial standards across a wide range of offerings.

01 / Marquis Financial Solutions, Inc.

Helping you navigate the COA loan process

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Services Include:

Reviewing loan request
Preparing financial analysis to confirm funding needs
Communicating directly with contractor
Requesting and collecting legal review of governing documents
Completing loan application package
Submitting completed loan application package to appropriate lender
Coordinating with community manager
Responding to lender inquiries
Providing document updates
Coordinating final signature between board, attorney, and lender
Facilitating wire transfer requests

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02 / COA Deposit Services

Association Deposit Services

We leverage our abundant assets and knowledge to facilitate win-win payment solutions for both the board and residents.

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Services Include:

ACH transactions
Business debit and credit cards
Business online banking
Cash management services
Competitive checking and savings accounts
Desktop scanners
Electronic billing
Highly customizable options
Mobile deposits
Multiple users and levels of access
Lockbox services
Positive pay
Wire transfers

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03 / COA Lending Services

Association Lending Services

When you find yourself in need of financing for maintenance, improvement, or development, our bank service offers loans to help.

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Services Include:

Terms from 1 to 15 years
Competitive interest rates
No prepayment penalty to association
No deposit account requirement
Flexible upfront or credit funding
Quick decisions within a few business days

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Services Include:

Services Include:

Services Include:

Partner with us

We do what it takes to care for our communities, homeowners, and partners.

Request a proposal

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A powerful way to manage communities

Find out how we can bring your vision to life.

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