Common property, shared cost, documented decisions.

An association is a portfolio where the owners are also the customers and the board expects a paper trail. Assessments, arrears, the reserve fund, and work on common property each carry their own record.

AssessmentsQ3 · 48 units
UnitOwnerAssessmentStatus
101Alvarez, M.$340Paid
104Chen, L.$340Paid
207Whitfield, R.$340Arrears 30d
310Osei, K.$420Arrears 90d

Assessments billed per unit, with arrears aged automatically.

AssessmentsPer unit
Common areasTracked separately
Reserve fundTracked against plan
01 — Assessments

Dues, arrears, and the reserve

Assessments billed per unit, arrears aged, and reserve contributions tracked against the schedule the board agreed.

  • Assessments billed per unit
  • Arrears aged and escalated
  • Reserve fund tracked against plan
  • Special assessments handled separately
TermsAssociation management
Assessmentalso: dues
The recurring charge each unit owner pays toward common costs.
Special assessment
A one-off charge for work the reserve does not cover, approved separately by the board.
Reserve fund
Money set aside against major future work, tracked against the schedule the board agreed.
Common area
Property the association maintains rather than any individual owner. Work on it is tracked separately.
02 — The board

Decisions with a paper trail

Work on common property is approved, documented, and reportable — because at some point it will be questioned at a meeting.

  • Approval thresholds set by the board
  • Common-area work tracked separately
  • Reporting pack for board meetings
  • Full history retained per decision

See it on your own portfolio

Bring your unit list and a week of requests. We will show you what the board looks like with your data in it.

Request a demo