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HOA Management Onboarding

Tell us about your community so we can provide the best service possible.

Contact

Property

Services

Documents

Contact Information

HOA/Community Name *

Contact Person *

Email Address *

Phone Number *

Property Address *

City, State *

Service Requirements

Preferred Service Level *

Basic Plan

$8/month per unit

Payment management, communication support, budget planning, compliance

Full Service Plan

$12/month per unit

All Basic features plus vendor coordination, industry deals, webpage

Not Sure What You Need?

We'll help you determine the best service level for your community during our consultation call.

Additional Services Needed (Optional)

Violation Management Architectural Review Board Meeting Management Reserve Study Assistance

Special Requirements or Challenges

Document Upload

Please upload the following documents to help us understand your community better. All uploads are secure and confidential.

Governing Documents (CC&Rs, Bylaws, Rules)

PDF, DOC, or DOCX files accepted

Recent Financial Statements

Last 12 months preferred (PDF, XLS, or XLSX)

Current Management Agreement (if applicable)

PDF, DOC, or DOCX files accepted

Vendor Contracts & Service Agreements

Landscaping, maintenance, insurance, etc. (PDF, DOC, or DOCX)

Additional Documents

Any other relevant documents

Secure & Confidential

All documents are uploaded securely and will only be used to prepare your management proposal. We maintain strict confidentiality of all HOA information.

Upload Status

Select files to upload them automatically

Your professional HOA community management company

574-234-5196

[email protected]

Resources

Board Tools

Quick Actions

Request Proposal Onboarding Vendor Registration Board Portal