Software for Condo & HOA Management

Turn assessment collection into predictable revenue.

We build the platform luxury condo and HOA management companies use to collect assessments, track reserves, and report to the board — without a delinquent account slipping through the cracks.

40+

Associations deployed

$62M

Assessment revenue tracked in 2025

4 days

Average setup time

98%

Client retention

Philosophy

A delinquent assessment tracked in a spreadsheet is revenue the association never collects.

Most management companies run collections on a spreadsheet, reserve studies on paper, and board reporting from memory. We build the system that puts every unit, assessment, and reserve line in one place.

High-rise condo buildings along the Miami coastline

Units Under Management

3,140

The Reserve Blind Spot

An underfunded reserve doesn't announce itself until the roof does.

A reserve study sitting in a filing cabinet doesn't get checked against the actual fund balance every month. By the time a board notices the gap, it's a special assessment, not a line item.

Capabilities

The Ledger

Assessment Collection & Billing

Dues billed and collected automatically, on schedule, every unit.

Delinquency & Lien Management

Past-due accounts flagged and escalated before they become uncollectible.

Reserve Fund Tracking

Reserve balances and funding schedules tracked against the study.

Vendor & Maintenance Management

Work orders and vendor contracts tracked per building.

Board & Owner Portal

Boards and owners access statements and records without a phone call.

Financial Reporting & Compliance

Board-ready financials and Florida statute compliance reports generated automatically.

Single Tower Or Full Portfolio

One high-rise and a portfolio of communities report differently.

Luxury Condo Managers

High-rise associations that need board-ready financials generated automatically.

HOA Management Firms

Firms managing multiple communities that need delinquency escalation automated.

Multi-Property Portfolio Managers

Managers overseeing several associations that need reserve funding tracked per building.

Deployments

Portfolios Under One Ledger

Brickell Bay Tower Association

Collections automation cut delinquency rate from 14% to 4%.

Biscayne Point Condo Management

Reserve tracking flagged an underfunded roof reserve two years early.

Downtown Miami HOA Group

Board portal cut monthly report prep time from 2 days to 3 hours.

"We used to find out about a delinquent account when the bank called about the reserve line. Now every unit's status is one click away."

— Property Manager, Brickell, Miami, FL

Manager To Manager

Ask what a property manager wants to know first — it's always the reserve fund.

Reserve balances get checked against the study monthly

A funding gap surfaces years before it becomes a special assessment, not after.

One build cost across every association you manage

Adding a third or fourth community doesn't add a recurring per-unit fee.

Built for Florida statute compliance

Reporting follows current Florida condo and HOA statute requirements from day one.

A board's question gets answered before the meeting

Not a ticket queue — a direct line to whoever configured your reporting.

Process

From walkthrough to your first collection cycle

01

Discovery Call

We map your current billing and reserve workflow.

02

Configuration

Your unit ledger and assessment schedule set up to match your associations.

03

Migration

Existing owner records and reserve data imported without data loss.

04

Go Live

You're running your full portfolio from one system, with support on call.

Nothing To Re-Bank

Your lockbox bank and payment processor don't change.

Bank & Lockbox Integrations Payment Processors Text & Email Alerts Attorney & Collections Firms Accounting Software

FAQ

Before a ledger migrates, a few answers.

Do you work with single-building associations?

Yes. Most of our deployments start with a single association and scale as a management company adds properties.

Can this handle Florida condo statute reporting?

Yes — financial reporting is built around current Florida statute requirements for condo and HOA associations.

What does onboarding involve?

A discovery call, configuration of your unit ledger, and a guided migration of active owner records.

Can owners view their own account online?

Yes — the owner portal shows balances, statements, and payment history without a phone call.

Does this integrate with our lien attorney?

Yes — delinquency escalation routes case files directly to your collections attorney when needed.

Is our financial data secure?

Yes — owner, assessment, and reserve data is encrypted in transit and at rest.

Ready to catch a reserve shortfall years early?

Start a Project