HOA Management

Manage homeowner associations: voting, documents, amenities, and violations

Voting & Elections

HOA Dashboard
HOA community dashboard for board members and homeowners

Create a Vote (Board Members)

  1. Go to "HOA" → "Voting"
  2. Click "Create Vote"
  3. Fill in vote details:
    • Title: Clear description of the proposal
    • Description: Full details and context
    • Vote Type: Yes/No, Multiple Choice, Election
    • Options: Add voting options
    • Start Date: When voting opens
    • End Date: Voting deadline
    • Eligible Voters: All members, specific groups
  4. Click "Create Vote"

Cast a Vote (Members)

  1. Login to member portal
  2. Go to "HOA" → "Voting"
  3. View active votes
  4. Click on a vote to see details
  5. Select your choice
  6. Click "Submit Vote"
HOA Voting
Active votes and elections for community members

Voting Features:

  • Anonymous voting option
  • One vote per unit (enforced)
  • Email reminders before deadline
  • Results visible after voting closes

Documents

Upload Document (Board/Admin)

  1. Go to "HOA" → "Documents"
  2. Click "Upload Document"
  3. Fill in details:
    • Title: Document name
    • Category: Bylaws, Meeting Minutes, Financials, Rules, etc.
    • File: Upload PDF or document file
    • Visibility: All members, Board only
  4. Click "Upload"

View Documents (Members)

  1. Go to "HOA" → "Documents"
  2. Browse by category or search
  3. Click to view/download
HOA Documents
HOA document library organized by category

Document Categories

Category Examples
Governing Documents CC&Rs, Bylaws, Articles of Incorporation
Meeting Minutes Board meetings, Annual meetings
Financial Budgets, Financial statements, Reserve studies
Rules & Regulations Community rules, Architectural guidelines
Insurance Policy documents, Certificates
Forms Request forms, Application forms

Amenity Reservations

Reserve Amenity (Members)

  1. Go to "HOA" → "Amenities"
  2. View available amenities (clubhouse, pool, gym, etc.)
  3. Select an amenity
  4. View calendar with availability
  5. Click on available time slot
  6. Fill in reservation details:
    • Date and time
    • Duration
    • Purpose (optional)
    • Number of guests
  7. Click "Reserve"
Amenity Reservations
Calendar view for reserving community amenities

Manage Amenities (Admin)

  1. Go to "HOA" → "Amenities" → "Manage"
  2. Add new amenity
  3. Set rules:
    • Available hours
    • Maximum reservation duration
    • Advance booking limit
    • Guest limits
    • Reservation fee (if any)
  4. View/approve pending reservations

Violations

Report Violation (Admin/Manager)

  1. Go to "HOA" → "Violations"
  2. Click "Report Violation"
  3. Fill in details:
    • Unit/Address: Where violation occurred
    • Category: Architectural, Noise, Parking, Pets, etc.
    • Description: Details of the violation
    • Photos: Upload evidence
    • Severity: Warning, Fine, Hearing
  4. Click "Create Violation"

Violation Workflow

  1. Reported: Violation logged, notice sent to owner
  2. Warning: First notice, time to correct
  3. Fine Issued: If not corrected, fine applied
  4. Hearing: Opportunity to appeal
  5. Resolved: Corrected or closed

View Violations (Member)

  • Members can view violations against their unit
  • Respond to violation notices
  • Request hearing if disputing