Heritage Lakes Homeowners Association
Care of Clark Simson Miller
PO Box 26941
Charlotte, NC 28221
Ph: 865-315-7505 www.csmhoa.com Fax 865-315-7506

Dear Homeowner,

Your volunteer HOA board has diligently interviewed several management companies and Clark Simson Miller is honored that we have been retained as the financial management firm of choice. Clark Simson Miller will assume this responsibility effective June 1, 2019. As your association is currently in transition with our company, we ask for your patience and understanding while we transfer your association files into our system. It can take up to 30 days to completely gather all the necessary information for a transition.

Our primary goal is to provide financial management services to your community. This includes the billing and collection of dues payments, handling association invoices from vendors, providing administrative support to the board, and working together to help the association meet its short term and long term financial obligations.

As such, Clark Simson Miller only handles concerns within the financial realm of managing the association. These concerns can be directed to support@csmhoa.com or by calling our office at the number above. We strongly encourage all homeowners to use the web portal for basic inquiries. Your web portal will have your account balance, contact information, and other information related to the association. Please keep in mind that some of this information will not be available until after the transition period as we are working to load everything into our system.

Please visit the web portal to make sure we have your up-to-date contact information. Please remember to update your portal anytime you make changes to your contact info.

If you have a concern that is “non-financial,” it should be sent to your Board of Directors for assistance.

We welcome you to the Clark Simson Miller family. You may notice we use the word family when it comes to those communities that select us; we think of you just like that. Welcome to a new level of service. Welcome home to CSM.

Kind Regards,
Clark Simson Miller

Instructions for Dues Payment

Please make all checks payable to Heritage Lakes Homeowners Association
and use the address below for all dues payments. Checks or Online Banking must show the following:

1. Management Co ID: 4547
2. Association ID: ***
3. Account Number: {Account number}
Please note: when entering this on Mutual of Omaha’s payment portal, you will need to exclude the decimal point.

Heritage Lakes Homeowners Association
Care of Clark Simson Miller
P O Box 52344
Phoenix, AZ 85072-2344

Instructions for Online Account Access

CSM provides a web portal at no cost to the association. This portal allows all homeowners to access their individual account history as well as documents and information related to the community. Please note that some of this information may be missing as we work through the transition period with your association. To access your account, please use your web browser and go to the website below. Once you log in, you will be able to change your password to one of your choosing. If you need assistance, please send an email to support@csmhoa.com. All requests will be answered within 1-3 business days.

https:// web.csmhoa.com
Username: {Web Site Login Name}
Password: {Web Site Password}

Instructions for Online Payments
In addition to sending a check, CSM offers multiple options for owners to pay their dues. To pay your dues online, please visit http://www.csmhoa.com/e-payment and click the “Pay Dues Online” button. We accept electronic checks, ACH draft, and all major credit cards. Please note that credit card payments will incur an additional fee by the bank to cover the processing costs.
Automatic Withdrawal of Association Dues (ACH)
We offer the convenience of Automatic Direct Draft (ACH Draft) for your association assessments. The ACH Draft eliminates the need for you to write checks by debiting your homeowners’ association assessments from your bank account. To sign up for ACH Draft, go to https://www.mutualpaypropertypay.com If you do not have computer access, please contact CSM support at 865-315-7505.