Platform Features

Financial Management

Complete Financial Oversight

Budget Tracking & Reporting

Monitor income and expenses against approved budgets with real-time visibility. Generate monthly, quarterly, and annual financial statements automatically. Track reserve fund balances and special assessment collections with detailed transaction histories.

Payment Management

Record and track monthly maintenance fee payments, special assessments, and other charges. Automated reminders notify residents of upcoming payments. Generate payment histories and aging reports to identify outstanding balances quickly.

Vendor Management

Maintain a database of service providers with contact information and contract details. Track vendor invoices and payment status. Generate spending reports by vendor category to analyze service costs and identify opportunities for optimization.

Detailed financial dashboard showing budget tracking and payment management

Maintenance Operations

Streamlined Maintenance Management

Interactive maintenance scheduling interface with calendar view

Preventive Maintenance Scheduling

Create recurring maintenance schedules for regular inspections, equipment servicing, and building systems checks. Automated reminders ensure tasks are completed on time. Track maintenance history to identify patterns and plan for future needs.

Work Order Management

Generate work orders for repairs and maintenance tasks with detailed descriptions and priority levels. Assign work orders to vendors or internal staff. Track completion status and maintain records of all work performed on building systems and common areas.

Asset Management

Maintain an inventory of building equipment and systems with purchase dates, warranty information, and maintenance schedules. Track the lifecycle of major assets to plan for replacements. Document specifications and service requirements for all building systems.

Communication Tools

Enhanced Resident Engagement

Announcements

Publish important notices and updates visible to all residents upon login. Schedule announcements to post automatically at specific dates and times. Categorize announcements by topic for easy filtering and reference.

Request Submission

Residents can submit maintenance requests, questions, or concerns through the portal. Requests are automatically routed to appropriate staff members. Track request status from submission through resolution with transparent communication.

Event Calendar

Publish meeting schedules, maintenance activities, and community events in a shared calendar. Residents can view upcoming activities and receive reminders. Export calendar events to personal calendars for convenient tracking.

Email Notifications

Automated email alerts for important updates, payment reminders, and scheduled maintenance. Residents control notification preferences to receive information relevant to their interests. All notifications are also accessible within the portal.

Document Management

Organized Information Access

Centralized Document Library

Store all association documents in a secure, organized repository. Categories include meeting minutes, financial statements, contracts, insurance policies, architectural guidelines, and compliance documents. Version control maintains historical records while ensuring current documents are easily accessible.

Search & Retrieval

Powerful search functionality allows users to find documents quickly by name, category, date, or content. Filter results by document type and date range. Preview documents before downloading to confirm relevance.

Access Control

Define which documents are visible to residents versus restricted to board members and managers. Maintain audit trails showing who accessed specific documents and when. Ensure sensitive information remains protected while maintaining transparency for appropriate documents.

Organized document management system with categorized files