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