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Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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128 | How the Right Bank Can Save HOAs Time, Money & Headaches

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Manage episode 514696258 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Learn how choosing the right bank can save your HOA time, money, and frustration!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Robert talks with Gavin Nelson from Merchants Bank about how the right banking partner can simplify community finances. Learn how modern technology, check scanning, electronic payments, and integrated HOA software help streamline operations and boost transparency. Plus, discover how proper reserve management, FDIC coverage, and smart lending solutions can save your HOA money and safeguard your community’s future!
Get in contact with Gavin: [email protected]
Chapters
00:00 How HOAs can streamline banking headaches
00:41 Robert Nordlund introduces guest Gavin Nelson from Merchants Bank
03:32 Sandy’s HOA banking question sparks the discussion
04:39 Why HOAs should review their current bank setup regularly
05:37 How modern technology improves HOA financial management
06:07 Making HOA life easier with real-time banking tools
08:41 How check scanners save time and reduce risks for HOAs
09:46 Setting up electronic payments and online portals for members
11:56 How automation improves efficiency and transparency
15:11 Transitioning your HOA banking system in 30 days
18:11 Earning interest on reserves and maximizing returns
19:31: Ad Break - Kevin Davis Insurance Services
20:38 Merchants Bank’s high-yield rates and why it matters
23:34 FDIC coverage explained for HOA reserve accounts
26:13 Lending options and bridging shortfalls for large projects
28:23 Choosing banks that understand community associations
30:00 How Gavin entered the HOA banking industry
31:48 Expanding HOA banking services in Florida and nationwide
33:02 Why personal service still matters in a digital world
34:45 Closing thoughts and how to connect with Merchants Bank

The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
The Inspectors of Election

  continue reading

Chapters

1. How HOAs can streamline banking headaches (00:00:00)

2. Robert Nordlund introduces guest Gavin Nelson from Merchants Bank (00:00:41)

3. Sandy’s HOA banking question sparks the discussion (00:03:32)

4. Why HOAs should review their current bank setup regularly (00:04:39)

5. How modern technology improves HOA financial management (00:05:37)

6. Making HOA life easier with real-time banking tools (00:06:07)

7. How check scanners save time and reduce risks for HOAs (00:08:41)

8. Setting up electronic payments and online portals for members (00:09:46)

9. How automation improves efficiency and transparency (00:11:56)

10. Transitioning your HOA banking system in 30 days (00:15:11)

11. Earning interest on reserves and maximizing returns (00:18:11)

12. Ad Break - Kevin Davis Insurance Services (00:19:31)

13. Merchants Bank’s high-yield rates and why it matters (00:20:38)

14. FDIC coverage explained for HOA reserve accounts (00:23:34)

15. Lending options and bridging shortfalls for large projects (00:26:13)

16. Choosing banks that understand community associations (00:28:23)

17. How Gavin entered the HOA banking industry (00:30:00)

18. Expanding HOA banking services in Florida and nationwide (00:31:48)

19. Why personal service still matters in a digital world (00:33:02)

20. Closing thoughts and how to connect with Merchants Bank
 (00:34:42)

129 episodes

Artwork
iconShare
 
Manage episode 514696258 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Learn how choosing the right bank can save your HOA time, money, and frustration!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Robert talks with Gavin Nelson from Merchants Bank about how the right banking partner can simplify community finances. Learn how modern technology, check scanning, electronic payments, and integrated HOA software help streamline operations and boost transparency. Plus, discover how proper reserve management, FDIC coverage, and smart lending solutions can save your HOA money and safeguard your community’s future!
Get in contact with Gavin: [email protected]
Chapters
00:00 How HOAs can streamline banking headaches
00:41 Robert Nordlund introduces guest Gavin Nelson from Merchants Bank
03:32 Sandy’s HOA banking question sparks the discussion
04:39 Why HOAs should review their current bank setup regularly
05:37 How modern technology improves HOA financial management
06:07 Making HOA life easier with real-time banking tools
08:41 How check scanners save time and reduce risks for HOAs
09:46 Setting up electronic payments and online portals for members
11:56 How automation improves efficiency and transparency
15:11 Transitioning your HOA banking system in 30 days
18:11 Earning interest on reserves and maximizing returns
19:31: Ad Break - Kevin Davis Insurance Services
20:38 Merchants Bank’s high-yield rates and why it matters
23:34 FDIC coverage explained for HOA reserve accounts
26:13 Lending options and bridging shortfalls for large projects
28:23 Choosing banks that understand community associations
30:00 How Gavin entered the HOA banking industry
31:48 Expanding HOA banking services in Florida and nationwide
33:02 Why personal service still matters in a digital world
34:45 Closing thoughts and how to connect with Merchants Bank

The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
The Inspectors of Election

  continue reading

Chapters

1. How HOAs can streamline banking headaches (00:00:00)

2. Robert Nordlund introduces guest Gavin Nelson from Merchants Bank (00:00:41)

3. Sandy’s HOA banking question sparks the discussion (00:03:32)

4. Why HOAs should review their current bank setup regularly (00:04:39)

5. How modern technology improves HOA financial management (00:05:37)

6. Making HOA life easier with real-time banking tools (00:06:07)

7. How check scanners save time and reduce risks for HOAs (00:08:41)

8. Setting up electronic payments and online portals for members (00:09:46)

9. How automation improves efficiency and transparency (00:11:56)

10. Transitioning your HOA banking system in 30 days (00:15:11)

11. Earning interest on reserves and maximizing returns (00:18:11)

12. Ad Break - Kevin Davis Insurance Services (00:19:31)

13. Merchants Bank’s high-yield rates and why it matters (00:20:38)

14. FDIC coverage explained for HOA reserve accounts (00:23:34)

15. Lending options and bridging shortfalls for large projects (00:26:13)

16. Choosing banks that understand community associations (00:28:23)

17. How Gavin entered the HOA banking industry (00:30:00)

18. Expanding HOA banking services in Florida and nationwide (00:31:48)

19. Why personal service still matters in a digital world (00:33:02)

20. Closing thoughts and how to connect with Merchants Bank
 (00:34:42)

129 episodes

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