PDS

What PDS does

PDS (Planned Development Services) is an Arizona-based HOA community management firm founded in 1995 by Lori Rutledge and headquartered at 17235 N 75th Ave, Building H100, Glendale, AZ. The company provides subscription-based community management services to homeowner associations across the Phoenix Valley, including Peoria, Glendale, Surprise, Sun City, Goodyear, Avondale, Litchfield Park, Buckeye, Phoenix, Scottsdale, and Anthem. Core deliverables encompass four integrated service lines: HOA Community Management (board support, daily operations, violation and architectural oversight), HOA Accounting (financial reporting, bank reconciliation, vendor payables, year-end financials), HOA Collections (licensed delinquency management, lien filing, attorney coordination), and HOA Board Education (free monthly training seminars covering Robert's Rules, legal updates, and conflict resolution). The firm additionally generates transaction-fee revenue through a HomeWiseDocs escrow document partnership and offers free board training as a relationship-building and lead-generation channel. All services are delivered by an in-house staff of community managers, accounting personnel, and licensed collections specialists.

The technology layer supporting these services consists of a custom smartphone application providing homeowners 24/7 mobile access, an eStatements portal for electronic statement delivery and account management, a Community Website Lookup tool that routes homeowners to their association's site, and a suite of online forms for architectural requests, violation inquiries, and appeals. Payment processing is handled through a Western Alliance Bank integration. The GTM motion is sales-led and consultative: HOA boards submit Request-a-Proposal forms via pdsaz.com, the inside sales team conducts consultations, and free monthly board training workshops serve as the primary mid-funnel engagement mechanism. Marketing relies on content (The PDS Gateway blog, The PDS Post monthly newsletter), organic social (Facebook), city-specific SEO landing pages, and the PDS Big Hearts community philanthropy program. The company is privately held, bootstrapped, and operates exclusively within Arizona with no disclosed funding, acquisitions, or institutional investors.

Name

PDS

Legal name

Planned Development Services

Website

https://pdsaz.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

PDS (Planned Development Services) is an Arizona-based HOA community management firm founded in 1995, providing subscription-based management, accounting, collections, and board education services to homeowner associations across the Phoenix Valley.

Ownership category

akta.pro rank

Product category

HOA Community Management

SIC

Services-Facilities Support Management Services (8744), Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

Homeowners Association (HOA) Management (BPAJAHAB)

akta.pro secondary industries

Master-Planned Community & POA Management (BPAJAHAD), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM), New Development / Declarant Transition Management (BPAJAHAK), Mixed-Use Community Association Management (BPAJAHAF)

Keywords

• HOA community management
• Property association services
• HOA accounting services
• HOA collections management
• Board education training

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. HOA Management Services: Core HOA community management services provided to homeowner associations including board support, homeowner relations, and daily operations management. Revenue is recurring based on management contracts with communities.
2. HOA Accounting Services: Comprehensive accounting services for HOA communities including financial reporting, bank reconciliation, vendor payables, and year-end financials. Can be included in management packages or provided as standalone services.
3. HOA Collections Services: Collections services for delinquent homeowner accounts including lien filing, skip tracing, asset determination, and attorney coordination. Certified and licensed team manages the collections process.
4. Escrow Document Services: Resale and lender document ordering services for property transactions within HOA communities, delivered through HomeWiseDocs partnership.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

PDS provides full-service HOA community management for homeowner associations in the Phoenix Valley, handling day-to-day operations, board support, homeowner relations, and compliance oversight. The offering is bundled with HOA accounting, certified collections, free monthly board education, and supporting digital tools including a custom smartphone app, eStatements portal, community website lookup, and online training resources.

Product overview

PDS (Planned Development Services) is an HOA community management company offering a unified platform of services for homeowners associations in the Phoenix Valley, Arizona. The core offering is HOA Community Management, supplemented by three integrated service modules: HOA Accounting (financial management and reporting), HOA Collections (delinquency management), and HOA Board Education (training seminars). Additional digital tools include a custom smartphone app, online community website lookup, eStatements, architectural request submission, violation management, and escrow document services. The company has operated since 1995 serving communities in Peoria, Glendale, Surprise, Sun City, Goodyear, Avondale, Litchfield Park, Buckeye, Phoenix, Scottsdale, and Anthem.

Differentiator

Problem solved

Functional benefit

Products and services

• HOA Community Management Comprehensive HOA community management services providing board guidance, day-to-day operations, compliance oversight, and relationship building between HOA boards and residents for homeowner associations in the Phoenix Valley.
• HOA Accounting Financial management services for HOA communities covering board member training, assessment monitoring, bank reconciliation, vendor payables, collections coordination, escrow requests, monthly financial reporting, and year-end financials preparation. Available as part of management packages or as a standalone service.
• HOA Collections Collection services for delinquent HOA payments including lien filing and release, attorney file preparation, unpaid balance collection, and proactive outreach via phone, email, and fax, delivered by a certified and licensed team.
• HOA Board Education Free monthly training seminars for HOA board members covering topics including effective board meetings, financial reports, legal updates, Robert's Rules, and conflict resolution.

Quantifiable outcome

• Reduced homeowner delinquency rates through proactive collections approach
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• St. Mary's Food BankminorStrategic or Co-development Partner · 1 January 2021Volunteer partnership where PDS employees pack food boxes at the food bank facility. Continued partnership with reverse advent calendar food donations.
• West Valley Food BankminorStrategic or Co-development Partner · 1 January 2020Food bank partnership for community hunger relief. PDS donated $7,400 between September and November 2020 to support food insecurity initiatives.
• Lump BusterscoreStrategic or Co-development Partner · 1 September 2017Local 501c3 nonprofit cancer support organization. PDS Big Hearts raises funds through bingo, raffles, and annual poker tournaments. Lump Busters has supported PDS family members with medical bills and chemo treatment co-payments.
• Arizona Helping HandsminorStrategic or Co-development Partner · 1 July 2017Local nonprofit providing backpacks and school supplies for children in foster care. PDS conducts annual school supply drives to support this cause.
• Phoenix Rescue MissioncoreStrategic or Co-development Partner · 1 May 2017Long-standing partnership for Code Red Heat Relief Program. PDS Big Hearts collects water bottles and funds to support homeless neighbors during summer heat months. Partnership has collected over 30,000 bottles of water and significant cash donations with matching programs.
• HomeWiseDocscoreTechnology or IntegrationPlanned Development Services has partnered with HomeWiseDocs.com to offer streamlined process for ordering and delivery of community association resale and lender documents. Homeowners are redirected to HomeWiseDocs platform for document requests.
• Western Alliance BankcoreTechnology or IntegrationPartnership with Western Alliance Bank for online bill pay services. PDS community members can utilize the bank's online payment platform for HOA assessments and fees.
• Community Associations Institute (CAI)coreStrategic or Co-development PartnerProfessional certification and education partnership. PDS community managers are CAI certified and stay current on HOA issues, legislative changes, and best practices. CAI provides continuing education resources and industry standards.
• Mulcahy Law FirmminorImplementation/ SI/ Consulting PartnerArizona HOA law firm that has contributed to PDS blog content regarding reasonable accommodation requests and pet policies in HOAs.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Sentry Management: Established community association management firm delivering HOA management, accounting, and board support services; competes for mid-market HOA boards similar to PDS's Phoenix Valley accounts.
• CCMC: Community association management company providing HOA management, accounting, and lifestyle services to master-planned and condominium communities across the U.S.—same core offering as PDS.
• FirstService Residential: One of the largest North American HOA and condominium management firms, directly comparable to PDS in offering full-service community management, accounting, and board support at scale.
• RealManage: Technology-forward community management provider serving HOAs with integrated payments, accounting, and homeowner portals—comparable to PDS in service mix but differentiated by heavier SaaS platform emphasis.
• Management Trust: Full-service community management company offering HOA accounting, management, and consulting—headquartered in California but operates in markets similar to PDS's West Valley footprint.
• Associa: National community association management leader with the same HOA management, financial, and board education service stack PDS provides, competing for the same Arizona HOA board customers.

Others

• Kinecta Federal Credit Union / HOA banking services: Financial institution offering HOA banking, lockbox, and assessment payment services—an ecosystem partner/adjacent rather than direct competitor, comparable to PDS's Western Alliance Bank integration.

Emerging players

• Cornerstone Property Management: Smaller regional HOA and condominium manager offering community management and accounting services—an emerging peer comparable to PDS in scale and service mix within a single metro.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PlannedDevelopmentServices
• Xx.com/PDS_az
• LinkedInlinkedin.com/company/planned-development-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PDS