Operations & Governance
Beyond the books — covenant violations, vendor contracts, utility issues, architectural review, board meetings, insurance, and community events. Each one is tracked with its own status workflow and document uploads, and where it matters, homeowners can see it — or act on it — from their own portal too.
7
Operations modules
1
Portal for governance & requests
24/7
Homeowner ARC self-service
30-day
Insurance expiration countdown
Everything your board, committees, and community need to run day-to-day — separate from, but just as tracked as, the accounting side of the platform.
Enforce the rules — fairly and on the record
File violations, drag and drop photo evidence (several at once), set cure deadlines, send formal notices, and post fines directly to AR. Closing a case asks for confirmation first, so nothing closes by accident.
Never miss a renewal
Track every service agreement with start, end, and renewal dates. Attach the signed contract and a certificate of insurance, and set default GL codes per vendor so entering their invoices is a one-click pick instead of a lookup.
Water, electric, gas, trash, sewer, cable — one log
Log utility setup requests and service issues by property, set a priority, assign it to someone, and attach photo evidence — from first report through resolved and closed.
Homeowners submit, the board decides
Homeowners submit their own architectural change requests — with plans and photos — right from their portal. The committee approves, approves with conditions, or denies, and the homeowner is emailed the decision automatically.
Schedule, agenda, minutes — one record
Schedule board meetings, publish the agenda, and post minutes once they’re held. Homeowners can see the full meeting history — including past minutes — from their own portal, for full governance transparency.
Never let coverage lapse
Track every HOA policy — carrier, coverage amount, premium, and expiration — with a countdown banner once a policy is within 30 days of expiring. Homeowners can view active coverage and certificates from their portal.
Keep residents in the loop
Plan pool parties, holiday gatherings, fundraisers, and volunteer days with a flyer for each one. Every homeowner sees the full event calendar and details from their portal.
Join self-managed communities running violations, ARC, contracts, insurance, board meetings, and events on the same platform as their accounting.