The Operating System for HOA Management

Static software
records work.
We drive it forward.

HOAOperations moves every case through a closed feedback engine — so your team doesn't just manage work. It improves performance, consistency, and visibility with every cycle.

20+Modules
6AI Features
4Demo HOAs
HOA Operations · Portfolio
🚨 Maplewood — 3 critical tasks unassigned · ARC: 5 days to deadline
4HOAs
5Critical
35Open Tasks
3Invoices
Aspen Ridge HOA
✅ On Track
4 Tasks 2 Vio Res: 79%
Maplewood Commons
⚠️ Needs Attention
17 Tasks 7 Vio ARC: 5d
🤖
Board packet ready
AI generated · 2 min ago
ARC deadline in 5 days
Hansen fence · Heritage Way
🏘️Multi-HOA portfolios
⚖️CC&R enforcement
📋Board governance
🛠️Vendor & insurance tracking
🤖6 AI modules built in
Closed-loop operations
01
Platform Modules
Six modules. Every failure point covered.
Tasks · Violations · ARC · Financials · Inspections · Vendors — all in one place, all connected
22 Work order types
7d ARC deadline alert
3d Violation escalation

HOAOperations replaces the spreadsheets, email threads, and disconnected tools that let critical deadlines slip through. Every module writes to a shared history — so when a manager changes, the institutional memory stays.

Tasks & Work Orders

Open a work order in 30 seconds. Choose from 22 pre-built categories — landscaping, electrical, pool, roofing, and more. Every work order has a vendor, a deadline, a status, and a full history. Nothing gets lost in email.

22 work order types
⚠️
Violations

Log a violation with photo evidence in under a minute. The cure period clock starts immediately. 3 days before it expires — the system alerts your team. Every notice sent, every escalation, every hearing date is permanently recorded.

Full enforcement history
📐
ARC Applications

The platform counts down every ARC deadline automatically. If a reviewer hasn't acted with 7 days remaining, the system flags it. Deemed-approval is a legal event — HOAOperations makes sure your team never discovers it after the fact.

Deemed-approval protection
💰
Financials

Search the full GL ledger by any column. Run variance reports showing month vs. YTD vs. annual budget per line. Invoices that exceed the contract NTE are flagged automatically and routed for board approval — before they get paid.

NTE enforcement built in
🔍
Site Inspections

Field teams log findings by severity — Low, Moderate, or High — with photos and timestamps. One click converts a finding into a tracked work order. Every inspection is permanently stored, searchable, and linked to its follow-through.

Photo-documented record
🛠️
Vendors

Every vendor has a profile with insurance expiry dates, W-9 status, contract scope, and performance history. Expired coverage turns red. Expiring within 60 days turns amber. Your team always knows who is safe to dispatch — before a claim arises.

Insurance expiry tracking
02
AI Workflows
Six AI tools that give your team hours back every week.
Board packets · Meeting minutes · CC&R answers · Reserve studies · Follow-up reports · Bid specs
3 hrs Saved per meeting
90 min Saved on minutes
2 min vs 2 hrs for bids

The average property manager spends 6–10 hours per month per HOA on documents that shouldn't require that much time. HOAOperations AI handles the generation — so your team handles the judgement. Every output is sourced from your actual portfolio data, not generic templates.

📋
Board Packet Generator
Pulls live data — open tasks, violations, financials, ARC status, inspection findings — and compiles a complete, formatted board packet. What used to take 3 hours now takes 2 minutes. The packet includes every section boards expect: manager report, financial summary, action items, and open issues.
~3 hrs → 2 min
🤖
AI Board Secretary
Upload raw meeting notes — handwritten, typed, or voice-transcribed — and the AI structures them into standard 11-section minutes. Motions, votes, action items, and attendees are extracted and formatted. No more 90-minute post-meeting write-ups.
90 min → instant
📖
Document AI — CC&R Assistant
Upload your governing documents once. Ask any question in plain language — "Can a homeowner paint their door red?" — and get the answer with the exact CC&R section cited and cross-referenced. Replaces 20 minutes of manual document searching with an instant, auditable answer.
20 min search → instant
🧠
Reserve Study AI
Upload your reserve study CSV and the AI extracts components, calculates remaining useful life, builds a funding schedule, and generates an action task list by priority. What consultants charge days to produce, your team can review in a morning.
Days of work → morning review
📊
Follow-Up Report
Generates a portfolio-wide weekly summary of open items, completed actions, outstanding approvals, and upcoming deadlines — formatted and ready to send to boards and ownership groups. Under 60 seconds from click to send.
Under 60 seconds
🏗️
Bid Generator
Describe the scope of work — fence repair, pool resurfacing, parking lot repaving — and the AI generates a complete vendor RFP with technical specifications, required certifications, insurance minimums, and scope boundaries. Protects the HOA and gets consistent proposals from every bidder.
2 min vs 2 hrs
03
Operational Loop
Every case has a beginning, a middle, and a verified end.
Intake · Routing · Execution · Verification · Reporting · Learning — nothing falls through
6 Workflow stages
0 Manual handoffs needed
100% Cases tracked to close

Most HOA software stores records. HOAOperations drives cases forward. The difference is institutional memory — when a case is opened, it doesn't disappear into someone's inbox. It moves through a defined workflow, gets verified at completion, and becomes a permanent record that protects the HOA and the management company for years to come.

01
📥
Intake
Every request, finding, and issue is logged, categorized, and structured. Category, urgency, property, manager. Nothing gets triaged verbally and forgotten.
02
🔀
Routing
Cases go to the right person automatically. Dollar thresholds, violation stage, and governance rules determine who handles what — without manual sorting.
03
Execution
Notices drafted. RFPs generated. Board memos prepared. The system produces the documents — your team reviews and approves.
04
Verification
Closure requires evidence. Vendor confirmed. Photo uploaded. Board vote recorded. Cases can't be marked done until the work is documented.
05
📊
Reporting
Every completed case feeds your manager reports, board packets, and portfolio dashboards. Leadership always has a current, accurate view.
06
🧠
Learning
The platform tracks which vendors close fastest, which violation types recur, and which HOAs need the most attention — so your team gets smarter with every cycle.
The history problem — solved
Every action is recorded
Who opened it, who handled it, what was decided, when it was closed, and what evidence proves it. That record belongs to the HOA — not to a departing manager's memory.
The accountability problem — solved
Cases can't disappear
Once a case is in the system, it stays open until it's genuinely resolved. No more vendor jobs that were "handled" but never confirmed. No more violations that were noticed but never followed through.
The transition problem — solved
Management changes don't reset history
When a manager leaves or a community changes hands, every case, every decision, every vendor interaction, and every board action is already documented and searchable.
04
Portfolio Intelligence
Know which HOAs need the most — before it becomes a problem.
AI load · Workflow volume · Automation savings — across every community you manage
5 Measurement categories
Real Workload visibility
Data To justify fees

Not all communities require the same amount of work — but most management fees are structured as if they do. HOAOperations tracks actual workflow volume, AI consumption, and automation activity per community, giving your company the data to staff accurately, price defensibly, and identify which accounts are generating the most operational burden.

Live Operational Activity
Inbound request classified & assigned
AIrouted
Violation resolved within cure period
notice senton time
Board packet generated & distributed
AI compiledon schedule
Vendor repair closed first-pass, on budget
verifiedunder NTE
Inspection finding → work order opened
1-clicktracked
ARC application approved before deadline
reviewedno liability
AI Consumption
Which workflows use the most AI
Track AI activity per community — board packet generation, CC&R queries, classification jobs — so you understand your infrastructure cost and which features drive the most value.
Workflow Load
Which HOAs generate the most work
Violations, escalations, board decisions, vendor coordination — tracked per community. The data you need to staff correctly and price management fees to reflect the actual work required.
Automation Savings
Measure what the platform does for you
Track reminders sent without staff input, cases routed without manual assignment, and packets compiled automatically — so you can quantify the platform's ROI and show boards where time is being saved.

Your HOA software
should improve your operations.

Three demo accounts. Real workflows. The full operational loop — running live.