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Overdue dues
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Open Requests
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Open violations
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New complaints
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Recent activity
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Pending approvals
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Dues & Payments
Collected
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Outstanding
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Collection Rate
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All dues
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Financial Reports
Annual summaries ready for your accountant or CPA
Total income
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Total expenses
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Net surplus / deficit
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Collection rate
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Annual assessments
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Total assessments billed—
Total collected—
Total outstanding—
Income
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Total income—
Expenses by category
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Total expenses—
Month-by-month summary
| Month | Income | Expenses | Net |
|---|
Vendor paymentsFor 1099 preparation
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Budget
2026 fiscal year
Total budget
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Total spent
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Remaining
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Budget vs spent by category
Income vs expenses
Category breakdown
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Transactions
Total income
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Total expenses
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Net balance
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All transactions
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Maintenance Requests
All requests
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Key Fob Requests
All requests
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Architectural review
All submissions
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Clubhouse Rental
All reservations
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Resident complaints
All complaints
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Voting & ballots
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Violations
Total
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Open
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Fines issued
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Fines collected
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All violations
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Parking management
Parking map
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Parking violations
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Documents
All documents
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Messages
Quick messages
Sent messages
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Golf memberships
Active members
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Annual revenue
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Fees collected
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Outstanding
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All members
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Rental Management
Track rented units, tenants, and lease expirations
Rented units
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Active leases
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Expiring ≤30 days
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Expiring ≤90 days
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All leases
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Vendor Management
Approved vendors
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Insurance expiry tracker
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Job history
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Reserve Fund
Long-term capital planning
Current balance
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Target balance
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Funded
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Next major expense
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Reserve Fund projection
Capital items
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Meeting Minutes
Upload transcripts · AI generates structured minutes
All meetings
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Resident directory
Opt-in neighbor contact list
Search residents
Directory
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Resident onboarding
New move-in checklists
Active onboardings
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AI Assistant
Powered by Claude
Quick actions
Ask anything
Residents
Manage your community roster
Total units
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Activated accounts
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Pending invites
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No email on file
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All residents
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Add single resident
Settings
Community configuration & branding
Resident join code
Share this code with residents so they can sign up at yoursite.netlify.app/resident-signup.html
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Community identity
How does your community identify individual properties? This label appears throughout the platform.
Preview: Unit 14 · Unit 7B
Active Modules
Enable or disable features based on what your community needs. Changes update the navigation immediately.
Payment information
Community branding
Preview
HQ
HOA HQ