Everything Your HOA Needs

How it works

1. Generate monthly invoices for every homeowner
2. Send invoices by email with one click
3. Collect ACH and credit card payments via Stripe

Feature highlights

• ✓ACH + card payments via Stripe Connect
• ✓Manual check and cash recording
• ✓Automatic overdue tracking
• ✓PDF invoice generation and download
• ✓Late fee automation with configurable grace periods

How it works

1. Homeowner enrolls via the portal with a bank account or card
2. Payment method is securely stored with Stripe
3. Dues are charged automatically on the community due date each month

Feature highlights

• ✓ACH bank transfer and credit/debit card support
• ✓Secure Stripe SetupIntent flow
• ✓Automatic off-session charging — no login required
• ✓Homeowners can cancel anytime from their portal
• ✓Board dashboard shows enrollment status for every member

How it works

1. Configure late fee amount and grace period in community settings
2. System automatically applies late fees after the grace period
3. Affected homeowners are notified by email

Feature highlights

• ✓Configurable flat-fee or percentage-based late fees
• ✓Grace period respects your community rules
• ✓Runs daily via automated cron job
• ✓Board admins can also trigger manually
• ✓Full audit trail for every late fee applied

How it works

1. Open the Reports dashboard
2. View collection trends, aging, and payment breakdowns
3. Export any report to CSV for your records

Feature highlights

• ✓Financial summary with month-over-month and year-over-year comparisons
• ✓Collection rate trend charts
• ✓Accounts receivable aging (current, 30, 60, 90+ days)
• ✓Payment method breakdown (ACH vs. card vs. check)
• ✓CSV export for invoices, payments, and member directory

How it works

1. Choose your audience — all homeowners, overdue balances, or hand-pick
2. Compose your message with Markdown formatting
3. Preview and send — delivery count confirmed instantly

Feature highlights

• ✓Audience segments: all, overdue, or custom selection
• ✓Markdown editor with live HTML preview
• ✓Respects individual notification preferences
• ✓Batched delivery for reliable sending at scale
• ✓Audit-logged for board accountability

How it works

1. Create report with photos
2. Assign to board member
3. Send warning
4. Mark resolved

Feature highlights

• ✓Photo evidence uploads
• ✓Internal board-only notes
• ✓Homeowner submission portal
• ✓Status change email notifications
• ✓Violation summary reports with category breakdown

How it works

1. Schedule a meeting
2. Record motions with vote counts
3. Publish minutes for homeowners

Feature highlights

• ✓Motion voting records (for/against/abstain)
• ✓Quorum tracking
• ✓Homeowner read-only access to completed minutes
• ✓Agenda management

How it works

1. Upload documents by category
2. Control visibility (board-only or public)
3. Homeowners access documents in their portal

Feature highlights

• ✓CC&Rs, Bylaws, financial reports
• ✓S3-backed secure storage
• ✓1 GB starter storage included
• ✓Category-based organization

How it works

1. Write in Markdown with live preview
2. Publish instantly or save as draft
3. Optionally email all homeowners

Feature highlights

• ✓Pin important notices to the top
• ✓Opt-in email delivery
• ✓Homeowner announcements feed in portal
• ✓Draft and publish workflow

How it works

1. Click Download PDF on any invoice
2. Or export your full invoices, payments, or member list to CSV
3. Share with your accountant or keep for your records

Feature highlights

• ✓Branded PDF invoices with community name and line items
• ✓PAID watermark on settled invoices
• ✓CSV export for invoices, payments, and members
• ✓Available to board admins and homeowners (their own invoices)