For HOAs transitioning from another management company, Invicta focuses on meticulous coordination to ensure that all documents, financial records, and operational insights are transferred efficiently. The process involves a strategic overlap period, during which Invicta collaborates with the outgoing management to guarantee a comprehensive handover. This includes a 30-day notice period, which is utilized to prepare and align all necessary systems and processes for a fluid takeover.

When transitioning from being owner-managed, the process is slightly more direct but equally thorough. Invicta begins with a deep dive into the HOA's existing structure, documents, and needs. This initial phase is crucial to understand the unique aspects of the community and tailor the onboarding accordingly. From there, Invicta introduces its robust systems and tools, offering training and support to board members and residents to ensure everyone is comfortable and informed about the new management style.