Everything a self-managed board needs to set up and run its community portal — dues and payments, resident accounts, roles, documents, maintenance, violations, voting, announcements, and security. Start with the section that matches what you are working on.
Each topic links to a focused guide. New associations usually move through getting started, dues, residents, and documents first, then add the rest as the portal goes live.
Create your association, configure board roles, and invite residents. The implementation plan walks setup end to end.
Set assessment schedules, enable autopay and online payments, record offline payments, and reconcile collections.
Manage households, assign least-privilege roles for the board, and give residents a self-service portal.
Organize governing documents, meeting minutes, board-only files, and resident forms with audience-based visibility.
Receive requests, assign owners, track status, and keep a threaded record from submission to resolution.
Log violations with photos, send notices, manage escalation steps, and keep a clear per-property history.
Run ballots, track quorum, and keep results gated behind the right permissions for transparent decisions.
Keep residents informed with announcements and a shared community calendar for meetings and events.
Understand named users, role-based access, private documents, audit trails, and board turnover reviews.
Create your account, then follow the implementation plan: configure roles, set your dues schedule, upload governing documents, and invite residents in that order.
Boards invite residents by email. Residents set their own password and can immediately view their balance, pay dues, read announcements, and submit requests.
Yes. Documents can be scoped by audience so board-only files, payment exports, and legal records stay separate from resident-facing forms and notices.
The resource center, HOA answers library, and glossary cover specific tasks, common questions, and terminology in more detail.
Create a free account and follow along with the getting-started guide. You can replace sample data with your association whenever you are ready.
