Huge Efficiencies Gained with Phase Predictor Tool

We prepared the HOA budgets for a large builder within a master-planned community based on the construction phasing they initially provided us with. We were initially instructed to do four 25-lot sales phases because they, “don’t want to deal with too many public reports”.  To streamline the process, we had an in-person meeting at their corporate office to discuss the budget structure and explore cost-saving measures. 

During the meeting, we introduced our innovative “Phase Predictor” tool, available on our website for free.  After running the numbers, which included the anticipated number of sales per month, consulting costs, and public report costs, the tool recommended eight phases for the project; twice the number of DRE phases initially planned. While this increased filing fees, it also resulted in significant savings of over $200,000 in HOA dues paid to the Association!

By recommending smaller phases, such as 12 lots instead of 25, the builder only paid for the other 11 lots when one sold, resulting in substantial cost reductions. The owner of the building company was thrilled with the projected savings and quickly requested changes to the Phasing program, which we promptly implemented.

They also never had to “Deal with too many public reports” because they used our firm for DRE Processing as well, which we coordinated directly with the escrow unit and the property manager to ensure all the public reports were issued and distributed correctly and the correct budget was being used.  We also coordinated the release of their bonds as the phases were closing and were released more quickly because the phases were smaller. The builder was kept informed along the way but didn’t have to do anything other than keep building homes!

Our success with this project was so significant that the home building company extended our methodology to another project, and we’ve been working together for many years.

Hi, I'm Scott

I'd love to learn more about your new development or project. Use the link below to request a proposal.


Stay up to date.

Sign up our newsletter for latest article and news.
property What You Need to Know About Subdividing Land Today

Subdividing Land: What You Need to Know

As the world population continues to grow, the demand for land will only increase. By subdividing land into multiple usable lots, the possibility of reaping additional profits is highly likely. This has led many people to ask the question, “How do I subdivide land?”

Read More »
Red Flags that Signal Potential Problems with Your Reserve Fund

Red Flags that Signal Potential Problems with Your Reserve Fund

As a homeowner, board member, developer, or community manager, you bear a significant responsibility of ensuring that your community is always in top-notch condition, well-maintained, and prepared for any unexpected situations. One of your primary duties is managing your community’s reserve fund, which serves as a financial buffer to cover any unforeseen expenses or significant repairs.

Read More »
Making Your HOA more attractive for Insurance Companies

Making Your HOA more attractive for Insurance Companies

There are fewer insurance companies willing to write policies for HOAs due to perceived risk. In the events that have taken place in 2022, such as floods and fires, there is a massive deficit in insurance for HOAs. Community association insurance plays a significant role in budgeting for HOAs. Insurance premiums are a necessary expense that HOAs must include in their budget to ensure that the community is protected.

Read More »
Schedule a Call
Discuss your project or needs with someone from the California Builder Services team.