Skip to main content
Check standing
Menu
Main content begins

Start with the problem

You do not need to know what kind of reserve work you need.

A financing issue, board deadline, auditor question, completed project, or old study can all create the same problem: the board needs a clear answer and does not know what work is actually necessary.

Check financing readiness

No cost. No sales call.

Review my current study

Start with the records you already have. Use a complimentary Check when it can answer the question. Move into professional reserve work only when the current record cannot.

How it works

  1. 01

    01 · Problem

    Name the decision in front of the board

    Start with what happened: financing stalled, a lender asked a question, an auditor challenged the study, the budget meeting is coming, or the existing plan no longer feels current.

  2. 02

    02 · Existing record

    Use the study and records already on file

    The fastest answer often starts with what the association already has. A current study, budget, reserve balance, bids, completed projects, and known changes can narrow the problem before anyone buys new work.

  3. 03

    03 · Answer

    Get the smallest supported next step

    Standing Check helps with financing-readiness questions. Study Check reviews the reserve study already on file. Either may show that no paid reserve work is needed yet.

  4. 04

    04 · Reserve work

    Buy a Full or Update only when the record supports it

    If you already know you need paid work, request a scope directly. Scope, quote and acceptance come before onboarding, preparation and professional review. Work must be Ready for Issuance and payment verified before issued delivery.

  5. 05

    05 · Use it

    Carry the answer into the board decision

    Issued work should make the current position, capital timing, funding implications, open items, and board actions easier to understand. Ask about availability of Ballast Board and ongoing services after issuance.

Start with the question

Not sure which you need? Start with a check.

Anything you have already told us carries into your quote, so you are not asked twice.

Check financing readinessReview my current study