Morris Management

What Morris Management does

Morris Management, Inc. is a privately-held community association management company headquartered in Bellevue, Washington, providing professional management services to homeowners associations and condominium associations throughout the Puget Sound region. Founded in the 2000-2002 timeframe, the firm operates as an Accredited Association Management Company (AAMC), a designation held by fewer than 300 companies globally, and carries an A+ rating from the Better Business Bureau. It serves community associations across King, Pierce, and Snohomish counties, covering approximately 17 cities including Seattle, Bellevue, Tacoma, Redmond, Kirkland, and Everett. The President is Bruce Clary, and the firm emphasizes a 'people first' positioning as a locally-owned alternative to national corporate management companies.

The company's service portfolio spans three core lines (HOA management, condominium management, and new construction/development management for builders) supported by service modules including financial management (budgeting, assessments, reserve fund administration), homeowner services (payment processing, maintenance request handling, architectural review, resale certificate preparation), and governance services (board meetings, compliance, rule enforcement). Operations are powered by the AppFolio property-management platform, which delivers the homeowner-facing portal capabilities for bill payment, maintenance requests, document access, and community communications; resale and escrow documentation flows are supplemented by a HomeWise Docs integration for electronic delivery.

Morris Management's revenue model rests on recurring professional management fees charged to association clients, sized by community complexity and service scope, complemented by transaction-based fees on ancillary services. Disclosed transaction pricing includes $275 per condominium resale certificate, $100 per single-family HOA resale certificate, with an additional $10 charge for USPS delivery of physical documents. Customer acquisition is consultative and relationship-driven through 'Request a Proposal' and 'Schedule a Meeting' CTAs on the company website, with President Bruce Clary leading developer/builder partnership outreach. Marketing is primarily content-led (blog, resource center, email newsletter) and reinforced by memberships in the Washington State chapter of the Community Associations Institute and the Master Builders Association.

Name

Morris Management

Legal name

Morris Management, Inc.

Website

https://morrismanagement.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Morris Management is a Bellevue, Washington-based community association management firm providing HOA, condominium, and new-construction association management services to communities across the Puget Sound region's King, Pierce, and Snohomish counties.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Community Association Management Services: Morris Management earns revenue through professional management fees charged to HOA and condo associations for a comprehensive suite of services including financial management, administrative support, maintenance coordination, vendor management, and governance advisory services. Services are tailored to association size and needs, with pricing likely structured as recurring management fees.
2. Resale Certificate Processing: The company generates one-time fees for preparing and delivering resale documentation certificates required during property transactions. Condominium resale certificates are priced at $275; Single Family HOA resale certificates are priced at $100. Additional $10 shipping applies for mailed documents.
3. Architectural Review Services: Fees associated with processing architectural change requests and ACC (Architectural Control Committee) reviews for homeowners making modifications to their properties.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Morris Management provides professional community association management services to homeowners associations (HOAs) and condominium associations throughout Washington's Puget Sound region. The company delivers full-service management covering financial administration, governance support, maintenance coordination, vendor management, architectural review processing, resale certificate preparation, and 24/7 emergency response, supported by an AppFolio-powered online homeowner portal.

Product overview

Morris Management is a community association management company offering HOA Management, Condo Management, and New Development/Construction Management as its core service lines. These are supported by service modules including Financial Services, Homeowner Services, Governance Services, and a Homeowner Portal. The company operates exclusively in Washington's Puget Sound region (King, Pierce, and Snohomish Counties) as a locally-owned, Accredited Association Management Company (AAMC) with over 20 years of experience managing homeowner and condominium associations.

Differentiator

Problem solved

Functional benefit

Products and services

• HOA Management Services Full-service professional management for single-family homeowners associations in the Puget Sound region, covering governance support, financial administration, homeowner services, and vendor/maintenance coordination for association boards.
• Condo Management Services Professional management for multifamily condominium associations including governance services, financial services, and concierge services designed to foster resident cooperation and community stability.
• New Development / Construction Management Community management services for builders and developers constructing new HOAs or condominium associations, spanning partner services, financial services, and operations from initial planning through homeowner transition.
• Morris Management Digital Platform Digital platform launched in August 2023 providing online bill payment, maintenance request submission, document access, and enhanced communication between Morris Management and homeowners in managed communities.
• Homeowner Portal (AppFolio) Online self-service portal for residents of managed communities to access accounts, make payments, submit maintenance requests, and view community documents via the AppFolio platform.
• Resale Certificate Processing One-time transactional service for preparing and delivering resale documentation certificates required during property transactions; condominium resale certificates priced at $275 and single-family HOA resale certificates priced at $100, with an additional $10 shipping fee for USPS delivery.
• Architectural Review Services Processing of architectural change requests and ACC (Architectural Control Committee) reviews for homeowners making modifications to their properties within managed communities.

Quantifiable outcome

• 24/7 emergency service availability
• +2 more outcomes

Named customers4 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

Feature1 record

Partnerships

Four partnerships are on record, tiered core and supporting.

• Community Associations Institute (CAI) - Washington State ChaptercoreOthersMorris Management maintains active membership in the Washington State chapter of CAI, the leading industry organization for community association professionals. This membership provides access to industry best practices, professional development resources, and networking opportunities within the HOA management community.
• Master Builders AssociationsupportingOthersMembership in the Master Builders Association supports Morris Management's new development and construction partnership services, providing connections with regional builders and developers constructing new community associations in the Puget Sound area.
• AppFoliocoreTechnology or IntegrationTechnology partnership providing the homeowner portal platform used for online payments, maintenance requests, document access, and communication between Morris Management and community residents. AppFolio's HOA property management software enables digital service delivery.
• HomeWise DocssupportingTechnology or IntegrationIntegration for electronic delivery of escrow documents, enabling streamlined resale certificate and documentation processing for property transactions within managed communities.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Cobalt Management: Community association management firm serving the Pacific Northwest with HOA and condominium management services. Directly comparable regional competitor to Morris Management with overlapping service scope and geography.
• Cedar Management Group: Regional community association management company offering HOA, condo, and developer services. Directly comparable service portfolio with similar target market of homeowner and condominium associations.
• Community Association Management Services (CAMS): Community association management firm providing HOA and condominium management across multiple U.S. markets. Direct competitive peer with similar full-service management, financial services, and governance support offerings.

Emerging players

• RealManage: Technology-enabled community association management company serving HOAs and condominiums with a focus on operational platforms. Comparable business model with similar service lines and recurring management fee structure.

Others

• AppFolio: Technology vendor whose software platform powers Morris Management's homeowner portal and operational workflows. Direct ecosystem enabler rather than a competitor, but shapes the firm's digital capabilities.
• Vantaca: SaaS platform for community association management, comparable to AppFolio. Indirectly comparable as an enabling technology provider shaping how HOA management firms like Morris Management digitize operations.

Broad incumbents

• HomeRiver Group: National residential property management platform that includes community association management. Overlapping capability set with Morris Management but broader geographic coverage and scale.
• FirstService Residential: National leader in residential property and community association management. Directly comparable service offerings (HOA/condo management, financial services, governance support) but at significantly larger scale and broader geographic reach.
• Associa: One of the largest national community association management companies in the U.S. Overlaps with Morris Management across HOA, condo, and developer services but operates at vastly greater scale across multiple states.

Regional players

• Pacific Rim Management: Pacific Northwest HOA and condominium management company. Comparable regional peer serving similar client types (HOAs and condominium associations) in adjacent geographies within Washington/Oregon.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/morris-management-group-inc

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 Morris Management