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Empowering your board and homeowners to lead, connect, and manage your community with confidence.
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Your request to join this HOA is pending approval by a board member. You will receive access once approved.
Tap or click an icon below (for example Maintenance & Requests or Message Boards). The page will scroll down and open that tool underneath the icons.
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CC&Rs, bylaws, rules, and other documents that define how the HOA is run
The primary legal document that sets up the rules of the community. Covers use restrictions, architectural guidelines, maintenance obligations, etc.
Establish the structure and rules of the HOA itself. Covers how the board is elected, officer duties, meeting procedures, etc.
Filed with the state to form the HOA as a legal entity (usually a nonprofit). Short document outlining the HOA's legal formation.
More detailed and specific than CC&Rs. Can include pet rules, pool usage, parking policies, trash policies, etc.
Standards for exterior modifications (paint color, fences, landscaping, etc.). Typically enforced by an architectural review committee.
Contact information for board members, property manager, and emergency services. Required for all HOAs.
Budgets, audits, reserve studies, and tax filings for the association
Estimates of the HOA's income and expenses for the year. Helps determine HOA dues and reserves funding.
Long-term plan for replacing/repairing major components (roof, roads, etc.). Shows how much the HOA should save each year.
Balance sheets, income statements, and cash flow reports. May be monthly, quarterly, or annual.
Prepared by an independent CPA. Required periodically in some states.
Annual tax returns filed with the IRS. Required for all HOAs.
Packets and disclosures buyers receive when purchasing in the community
Provided during a sale, includes: CC&Rs, Bylaws, Rules & Regulations, Budget, Financials, Reserve study, Meeting minutes, Pending litigation info, Dues and special assessments.
Proof of master insurance policy (especially important for condos/townhomes).
Meeting minutes, insurance, contracts, and records of ongoing HOA business
Notes from HOA board and annual meetings. Includes decisions, discussions, and votes.
If a property management company is hired.
Landscaping, security, maintenance, and similar services. Use Upload document above, one file per vendor, with the vendor or company name.
Documentation of rule enforcement actions.
Newsletters, notices, election materials.
Master insurance policy for the HOA. Required for all HOAs.
Policies and records that are not always required but are valuable to keep on file
Enforcement policy, collection policy, dispute resolution procedures.
Voting process, proxy use, quorum requirements.
Information on upcoming or recent assessments beyond normal dues.
Essential property documentation for maintenance, emergencies, and reference
Detailed maps showing property boundaries, building layouts, unit locations, common areas, parking spaces, and site infrastructure.
Plumbing diagrams, water main locations, shut-off valve locations, irrigation system layouts, and water line schematics for the property.
Electrical outlet locations, circuit breaker maps, electrical panel diagrams, wiring schematics, and electrical infrastructure plans.
Emergency evacuation plans, fire safety procedures, natural disaster protocols, utility shut-off instructions, and emergency contact information for residents and management.
Heating, ventilation, and air conditioning system layouts, maintenance schedules, filter locations, and service provider information.
Original building blueprints, floor plans, structural diagrams, and architectural drawings for reference during renovations or maintenance.
Gas line locations, utility meter locations, service provider contacts, account numbers, and utility infrastructure documentation.
Landscaping layouts, irrigation system diagrams, sprinkler head locations, plant inventory, and maintenance schedules for common areas.
Extra files you added beyond the required checklist (not tied to a specific checklist item)
Manage HOA members, invitations, and approvals
Share invitation links to add new members to your HOA
For residents who own or live in a unit. They can pay dues, view documents, submit maintenance requests, message neighbors, and vote on community matters.
Requires board approval after signupFor elected or appointed HOA leadership (president, treasurer, secretary, etc.). They can approve new members, manage finances, violations, documents, and community settings.
Joins immediately, no approval neededFor professional management companies or CAM staff who run day-to-day operations on the board's behalf, payments setup, violations, maintenance, vendors, and member management.
Joins immediately, no approval neededEnter a resident's name and email (Gmail or any address). They appear in your member list right away; you can email them sign-in instructions.
Review and approve new members requesting to join your HOA
No pending approvals
Optional labels for members (finance, parking, landscaping, etc.). Committees do not grant board powers.
No committees yet. Add one below.
Generate a board-signed resale / estoppel certificate for a unit. Pulls owners, payment status, and open violations automatically.
Print or save as PDF from the certificate page.
No certificates issued yet.
View and manage all HOA members
One search covers names, emails, unit numbers, and license plates.
No members found
Comprehensive accounting and financial management tools
Budget planning, expense tracking, and financial reporting
Payment processing and management for all residents. Expand a section below to work in that area.
How should residents pay dues?
Main difference: Stripe: residents enter their card or bank account here and payment is taken automatically. Manual: you publish the HOA’s bank details; residents must send the payment themselves from their own bank app or by check (this site does not pull from their account).
How it works: Resident enters their card or bank account on the payment screen. Stripe automatically charges or debits their account, no trip to another bank app.
Best for: HOAs that want true online pay (card or ACH) with automatic collection.
ProsHow it works: You publish the HOA’s routing and account number. Residents must send payment themselves from their bank’s website/app or by check. Submitting the form only notifies the board, it does not pull money.
Best for: HOAs that already collect checks/transfers, want no Stripe fees, or do not need automatic collection.
ProsSet up online payments in Stripe
Homeowners cannot pay dues online until a board member completes Stripe Connect for this HOA. You do not need an existing Stripe login, Stripe creates a dedicated account for your association.
HOA bank account (manual)
Residents will see these details when paying by check or bank transfer. Account numbers are encrypted on our servers.
Payout bank (Stripe Connect)
Stripe does not return full account numbers, only bank name, routing number when available, and the last four digits.
Delinquent balances & payment resolution powered by FixPayment
Choose how you want to pay below. Options marked No extra fee do not add a charge from this website. Options with a service fee cost a little more.
Step 1Tap one box. Read the green No extra fee or yellow Service fee label before you choose.
Attach a photo or PDF of your receipt or invoice (up to 3 files). The board will review and approve or reject.
JPEG, PNG, WebP, GIF (5 MB each) or PDF (10 MB).
Log shared bills one owner paid (electric, garbage, etc.). Everyone in the month splits equally; settle-up shows who still owes whom.
Suggested transfers to settle remaining balances. Mark as settled after money changes hands.
Board only. Defaults to all active members when the month is first opened. Anyone who already paid a bill stays included.
| Unit | Member | Role | Paid in period | # | Paid? | Last payment | Ref. dues gap |
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| Unit | Members | Paid in period | Payments |
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Totals from the HOA accounting module for the same date range.
| Type | Total | # |
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| Expense category | Total | # |
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Budget line is the stored target; “spent” is budget expenses in the selected range only.
| Category | Budget line | Period | Spent in range | Budget − spent |
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| Unit | Member | Aging | Lifetime dues | Cumul. shortfall | Last dues |
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Fees, reserves, and exact payout timing appear in your Stripe Dashboard and Stripe’s terms. Overview: Stripe Connect documentation.
Build a timed open-session + executive-session agenda (California-style). Edit Reports, Old Business, and New Business below, set section times, then pull in active violations, maintenance, and reimbursements as short references only.
Generates an internal board packet (like a management company’s pre-meeting report). Use the meeting title and date from the notice builder above, or enter them here. The packet is copied into the email composer for board members only: review before sending.
New meeting
| Date & Time | Type | Subject/Preview | Recipients | Sent By | Status |
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No messages sent yet |
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Open a post to read it, then reply underneath. The original post stays at the top.
If you see a rule issue, report it here. Your name stays confidential from other neighbors; the responsible owner may be fined.
Check whether a plate is registered to a resident unit or appears to be a visitor / outside vehicle. Uses plates members save in Edit Profile or that you enter in Member Management.
Check whether a license plate belongs to a resident in your community. Results show community registration only. not who owns the vehicle.
Know of a violation? Report it in this community portal under Violations. Your reporter name stays confidential from other neighbors. The board can fine the owner responsible.
For parking complaints, add the plate so the board can check whether it matches a resident vehicle.
Only you, the board, and property managers can see who reported this. not other neighbors or the owner being reported.
Submit maintenance issues or architectural change proposals for board review. Homeowners can also follow community activity without seeing private details.
Proposed exterior modifications (paint, fencing, landscaping, etc.) are reviewed by the board or architectural committee before work begins.
View architectural guidelines before submitting your proposal.
Your title is visible on the community activity list. Avoid unit numbers, names, or other private details. Descriptions, photos, and your identity stay private.
JPEG, PNG, WebP, or GIF, up to 5 MB each. Photos are private to you and the board. Avoid faces, mail, or other private details if you prefer.
Neighbors see titles, type, status, and vendor schedule only. Names, units, descriptions, photos, and comments stay private.
Status guide: Open: new, not started · In Progress: work underway · Resolved: repair completed · Closed: duplicate, withdrawn, or not HOA responsibility (no repair)
ARC status guide: Pending review: submitted, awaiting review · Under review: board or ARC is evaluating · Approved: homeowner may proceed per board notes · Denied / withdrawn: not approved or request withdrawn
Conduct electronic elections, surveys, and community polls for your HOA
Collaboratively draft petitions, freeze the final text, and collect digital signatures from homeowners.
All petitions are anonymous and do not show who initiated them. Any member can edit draft petitions collaboratively. Only board members can freeze a petition for signature collection. Once frozen and shared via the public link, it will only display the names of homeowners who have signed it.
View, create, and manage petitions for this HOA.
No petitions yet. Click Create Petition to start one.
| Title ↕ | Status ↕ | Created ↕ | Updated ↓ | Signatures ↕ | Actions |
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Your HOA Name
FROZEN Preview Mode
OFFICIAL DOCUMENT VERIFICATION
This petition will be digitally verified and authenticated. The signatures contained herein will be legally binding under the governing documents of the Homeowners Association and applicable state law.
Verification ID: (Generated when frozen)
This document is provided for informational purposes only. Consult with legal counsel for specific legal advice regarding HOA matters.
Manage package deliveries and resident mail notifications
View your HOA's preferred vendors, share daily update links, and review vendor work notes and photos.
These vendors have been approved at the platform level. Add them to your HOA's preferred list so board members can find them quickly.
Manage community amenities and reservations
Select an amenity and pick a date to see booked times and book an available slot.
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Cost: $5 per user per month. This will be used to calculate your monthly subscription cost.
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