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Transition to Zeal FAQs

Applies to you if: your community recently moved from another management company to Zeal Community.

What to expect during a transition

During a management transition, balances, credits, payment history, and owner contact details are built from the records we receive from the prior management company. Some updates happen quickly, and others take more time as final records are delivered.

When will I receive my online account invitation?

Online access is typically created on our first day of management. You should expect an invitation on the go-live date, or sometimes the day before.

I did not receive an invite. What should I do?

We might not have your email address on file yet, or we may have limited owner data early in the transition. Contact your community support email so our team can update your information and send you an invitation.

If you need access now, you can also submit a request here: Portal Access Request Form.

What if I already paid the other management company?

That is okay. We collect payment history and balances from the prior management company and update accounts as records are received. Please allow up to 30 days for transition updates to fully reflect on your account ledger.

What if I have an automatic payment set up with the previous management company?

Cancel the automatic payment with the previous company and remove your banking information if possible. Once your Zeal online account is active, set up autopay through your secure owner portal.

I use my bank’s bill pay system. What do I need to change?

Update the mailing address in your bank’s bill pay system to the new payment address for Zeal Community. This information is posted on your community website.

My balance or credits do not look right yet. What should I do?

First, review your transaction history in your online account. If a charge is incorrect or a payment is missing, contact support with supporting documentation so we can research and update accordingly.

If you expected a credit during the transition, it is possible the transition of financials is still in progress. The prior management company may need to close the books for the last period. Once we receive final records, we enter balances, credits, and payment history.

What if I received a coupon via mail but already paid online?

You can disregard the coupon. Online payment is the preferred payment method when available.

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