For boards & managers
Association resources
Boards and managers carry the institutional memory of a condominium community. Making that information findable reduces the volume of one-off requests you field and makes every unit in your association easier to sell and finance.
Claim and maintain your community profile
Board members and property managers can submit and correct their community's information. Every submission is reviewed before publication, and published records show a source and a verification date.
- Confirm the legal association name and management contacts
- Publish the current fee, its frequency and what it includes
- Record active assessments so buyers stop calling to ask
- Post pet, rental, parking and renovation rules as written
Get ahead of document requests
A documented, published request process — contact, fee, turnaround — cuts down repeat calls from agents, attorneys and lenders during every sale in your community.
- Name a document contact for Realtors
- Name a separate contact for lender questionnaires
- Name a contact for certificates of insurance
- State the fee and turnaround in business days
Records worth keeping current
Complete and current records protect the board and make transactions predictable.
- Master deed, bylaws, amendments and current rules
- Approved annual budget and monthly financials
- Reserve study and reserve balance
- Meeting minutes, adopted promptly
- Master insurance certificate and fidelity bond
- Vendor contracts and warranty documentation
Access levels for sensitive material
Not everything belongs in public view. Documents can be published at public, registered-account or internal access levels, so governing documents can be open while financial detail or internal materials stay restricted to approved board members and managers.
Reserves and planning
A funded reserve is the single strongest signal of a well-run association — to owners, buyers, lenders and insurers alike. A current reserve study, a funding plan tied to it, and transparent communication about both prevent the emergency assessments that damage property values.