Features
Condo Software That Knows What a Condo Is
Allocated interests entered once and used everywhere, reserves and special assessments kept apart from operating, a portal for every unit and co-owner, and the lender questionnaires and resale certificates a condo closing asks for, drafted from the record. Condominiums, townhomes, and HOAs on one platform.
Assessments & Fees
Allocated interests from the declaration, entered once. Dues and vote weight follow.
2027 budget
$298,620
operating + reserve
Allocated interests
100.000%
96 units · declaration
Dues
Monthly
due the 1st
Votes
By interest
quorum 25%
Allocated Interests, Asked Once
Each unit's share is entered once in Settings from a prefilled template, or pasted from a sheet. From then on it drives the dues from the annual budget, the vote weight on every ballot, and the answers on every questionnaire. Change a share and everything that reads it changes with it. Dues come out per unit per period and post on schedule.
- Allocated interests from a template, entered once
- Dues per unit per period from the annual budget
- Vote weight and questionnaire answers that follow the share
Allocated interests
Marina Pointe · 96 units
Entered once in Settings from a prefilled template, or pasted from a sheet. Change a share and the dues, the ballot, and the next questionnaire change with it.
Reserves and Special Assessments Kept Apart
Every entry carries a fund, so the reserve stays separate from operating and the roof assessment has its own balance and its own bank account. Contributions transfer on schedule and are recorded on both sides. The balance sheet reads by fund on any day, and the budget shows what each fund is doing.
- Operating, reserve, and special assessment funds on every line
- Scheduled reserve contributions, recorded both sides
- A balance sheet by fund, any day
Balance sheet by fund
Marina Pointe · as of Oct 16
Checking ···4410 · reconciled through Sep
Money market ···7720 · 71% funded
Savings ···9031 · $210,000 goal · 40%
Every entry carries its fund, so the reserve never pays an operating bill by accident and the roof money shows as its own line on any day's balance sheet.
Lender Questionnaires and Resale Certificates From the Record
A condo closing asks for a lender questionnaire, often on the lender's own form, and a resale certificate on the state's terms. Both draft from the record: the interests, the budget, the reserve balance, the master policy, and the rental and litigation answers. The exhibits attach from the library. The fee cap and the deadline are checked for the state, and the requester pays.
- Lender questionnaires on the common forms, drafted from the record
- Resale certificates, estoppel letters, and demand letters by state
- Fee caps and deadlines checked; the requester pays
Closing · Unit 301
Order R-4182 · closes Oct 30
Attached from the library
Owners, Renters, and Co-owners on One Record
A unit holds its owners, each with their own login and one vote between them, the renter and the lease dates, the parking stall and storage locker, the vehicles, and the pets. The board and committees are seats on the record. Amenity reservations, violations, and requests all land on the unit, and they stay with it when it sells.
- Co-owners each with their own login, one vote per unit
- Renters, parking, storage, vehicles, and pets on the unit
- Reservations, violations, and requests on the same record
Unit 301
2 bed · 1,160 sq ft · floor 3
Owners · one vote
Renter
Each owner signs in with their own email and sees the same home. The renter, the stall, the locker, and every notice stay on the unit when it sells.
Frequently Asked Questions
How do allocated interests get in?
From a prefilled template in Settings, or in bulk from a sheet. They are entered once and used by dues, votes, and questionnaires.
Which lender questionnaire forms do you handle?
The common forms the title and lending industry uses, drafted from the record, plus the Fannie Mae Form 1076. Unrecognized forms are flagged rather than guessed.
Can renters use the portal?
The portal is for owners and co-owners. Renters live on the unit record with their lease dates and contacts, so the office knows who is in the unit.
Does a co-owner get their own login?
Yes. Each owner signs in with their own email and sees the same home. Receipts go to everyone on it, and the unit has one vote.
Do you handle HOAs and townhomes too?
Yes. Condominiums, townhomes, and HOAs run on the same record. The condo-specific parts, allocated interests and reserves, are there when a community needs them.
More of the Platform
Order Portal
A branded order page; documents drafted from the record, paid by the requester.
Homeowner Portal
Dues, autopay, documents, notices, requests, and votes, from one sign-in.
Payments
Dues, autopay, receipts, statements, and fees that follow the law.
Communications
Email, texts, calls, and letters from one inbox, kept on the record.
Community
Violations, owner requests, voting, reservations, and the calendar.
Document Management
Every file read, filed, searchable, and shown to the right people.
People and Property
Units, owners, board seats, tags, and the details every document uses.
Accounting
Fund accounting, budgets, bank feeds, payables, and owner statements.
Self-Managed HOAs
Everything a volunteer board needs, for a dollar a home a month.
Management Companies
Portfolios, company defaults, one inbox, your brand on every touch.
Resale Certificates
The document itself, state by state, with every fee cap and deadline.
Keep Reading
Guides
- How Much Should an HOA Have in Reserves?There is no right dollar figure, only the number a reserve study produces for your roofs, your pavement, and your pool.
- HOA Special Assessment RulesA special assessment is the charge nobody budgeted for.
- HOA Voting Rules, ExplainedWho gets a vote, how much it counts, how many owners have to show up, and what a proxy actually does.
Templates
- HOA Election Ballot TemplateA free HOA ballot template for director elections and owner votes: candidates with write-ins, yes or no measures, instructions, and the two-envelope method for a secret ballot.
- HOA Petition TemplateA free HOA petition template owners can use to call a special meeting, recall a director, or propose an amendment: the request, its basis in the bylaws, and a signature table.
- HOA Annual Meeting Notice TemplateA free HOA annual meeting notice template: date, place, agenda, the election, quorum, and the proxy or ballot enclosed, written to meet the notice window in your bylaws.
Terms to Know
- Common elementsEverything in a condominium that is not a unit: the land, the structure, the roof, the hallways, the pool.
- Master policyThe association's insurance on the common elements and, in many condominiums, the buildings themselves.
- Allocated interestA condominium unit's share of the common expenses, the common elements, and the votes, stated in the declaration as a percentage or fraction.
- Condo questionnaireThe form a buyer's lender sends the association to decide whether the condominium qualifies for a conventional loan: ownership mix, delinquencies, reserves, insurance, litigation, and more.
- Rental capA limit in the governing documents on how many homes in a community may be rented at once, or for how short a term.
Laws and Documents
- HOA laws by stateEvery state's association statutes and resale rules on one map.
- HOA letter templatesFree notices, ballots, and letters a board can copy and send.
Bring your building over this month.
HOA management software with a homeowner portal owners actually use. Resale documents are included; the requester pays for each one.