Assessment posting
posts payments from every association's bank in the order each state requires.
Roles
Community Association Manager
a professional who manages the finances, operations and records of an HOA, condo or co-op on behalf of its volunteer board
Your job, minus the screen work
You run associations for their boards: assessments, collections, violations, architectural requests, meetings, elections, vendors and reserves. With many associations, every task multiplies by the number of bank logins, governing documents and state rules you juggle.
Where your week goes
- Logging in to a bank portal for every association
- Keying payments from lockbox images
- Running late fees by hand and looking up each association's rate
- Sorting the aging and drafting demand letters
- Building referral packets from notices scattered across folders
- Discovering the board packet's delinquency report is already stale
What an agent takes over
Late fees and interest
calculates them inside statutory caps and the association's own documents.
Collection steps
tracks which notice is next for each account and drafts it.
Referral packets
assembles notices and proof of mailing, only after the required steps have run.
What stays with you
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Every lien, referral and foreclosure decision
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Every waiver and payment plan
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Violation hearings and architectural decisions
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The relationship with each board
Apps you already juggle
Your association platform (AppFolio, Buildium, Yardi and others), owner and board portals, bank portals, collection firm portals, Outlook, Excel, SharePoint and text messaging.
- association platform
- owner and board portals
- bank portals
- collection firm portals
- Outlook
- Excel
- SharePoint
- text messaging
- AppFolio
- Buildium
- Yardi
A week, before and after
Before
- Monday: log in to every bank portal and key payments
- Tuesday: run late fees by hand
- Friday: board packet with a stale delinquency report
After
- Daily: payments posted, exceptions in a review queue with images
- Weekly: each account shows its next notice, drafts ready
- Board week: the delinquency report is current that morning
See every workflow for your role
See every association workflow an agent can support.
Community Association Manager workflow catalog 35 property managementNo prompts. No babysitting. No Integrations.