Everything a small board could need in one place.
Running a small HOA means wearing a lot of hats. So this page does two things: it shows the help and connections we put in your corner for anything outside our day-to-day work, and it gathers the guides, checklists, and trainings that make the job easier. Whatever you need, the answer is never “sorry, can’t help.”
We do stuff — and for the rest, we know who does.
The hybrid model covers your financials, compliance, communication, and records. For everything beyond that, you’re never stuck: we connect you to someone vetted.
Maintenance & repairs
A self-serve directory of local pros for the hands-on work we don’t do. You choose, you hire — we just point the way.
Collections recovery
Automated, attorney-ready delinquency recovery once an account passes 60 days. Over $114K returned to communities across our portfolio.
Ownership transfers
Resale certificates, lender questionnaires, and refinance documents delivered quickly and correctly.
Banking & reserves
Multiple banking relationships — including a higher-yield option for your reserve funds.
Insurance
Region-specific, vetted HOA and condo insurance agents — plus our own insurance webinars.
Reserve studies
When it’s time for a formal study, we connect you with qualified professionals for responsible planning — and we have reserve planning options for you, too.
Elections & voting
Two partner platforms for compliant HOA elections and community votes.
Legal counsel
Referrals to HOA-savvy attorneys for the moments a question truly needs a lawyer.
Lending & Investments
Connections to lenders who actually understand HOA and condo financing.
Industry body
We’re members of the Community Associations Institute — the industry’s leading professional association.
Plain-language tools for the work boards actually do.
Guides, checklists, recorded webinars, and live training — built for people who didn’t sign up to become accountants or compliance officers. Free, and written by people who do this every day.
Grab-and-go resources.
We’re building these out now — here’s what’s on the way.
New board member starter kit
Everything a brand-new volunteer should know in their first 30 days — records, roles, and where to start.
Annual budget builder
A small-HOA budget template with the line items, assumptions, and reserve basics already laid out.
State registration check
How to find out whether your community is legally organized — and what to do if it isn’t.
Meeting playbook & notices
How to run a compliant, well-paced meeting, with notice timing and ready-to-use agenda templates.
Year-end compliance checklist
Filing deadlines, required notices, and the housekeeping that sets up a smooth January.
New owner welcome packet
A friendly, informative welcome that sets new owners up right and heads off disputes early.
Watch a session, any time.
Recorded trainings from our team. New recordings added regularly.
HOA insurance, explained
A plain-English walk-through of what a small board needs to understand before renewal.
Your board portal, start to finish
A guided tour of the Vantaca-powered portal — payments, documents, and oversight tools.
Budget season workshop
Building a defensible annual budget for a community under 50 units, step by step.
What’s coming up.
- QuarterlyTraining
Board training session
Live, recurring training for boards we work with — practical topics, real questions answered.
- Jul 2026Webinar
Collections & delinquencies webinar
How recovery actually works, featuring the Axela Easy Collect™ process.
- Aug 2026Webinar
Reserve studies 101
What a reserve study is, when you need one, and how to read it.
- Sep 2026Workshop
Budget season workshop
Kicking off the planning season with a live, hands-on budget build.
Plain-language help from people who actually do this work.
Free. Searchable. Written by our team and our founder — no SEO content farm filler.
Can You Dissolve an HOA? What Small Communities Need to Know
When dissolution actually makes sense for a small community, what the state-level process looks like, and the practical alternatives boards usually overlook.
How to Navigate Your HOA Insurance Policy (Without AI)
A plain-English walk-through of the parts of an HOA insurance policy that actually matter — and how a board can review coverage without leaning on a chatbot.
How Do I Know If My HOA Insurance Coverage Is Enough?
The questions every small board should be able to answer before renewal — and where to look in your declarations page to find them.
2026 budget planning for your HOA
A practical small-board approach to building a defensible annual budget — line items, assumptions, and the conversations to have before the vote.
Federal laws that impact small HOAs
Federal regulations don't pause for community size. The short list of laws every small-HOA board should at least be aware of.
Corny jokes and collection policies
Why a written collection policy is the single most under-appreciated tool small HOAs have — and how to write one that actually gets used.
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Let's see if we're a fit for your HOA's needs.
Let us know what's important to you, and we'll set up a call or meeting to talk it through. Want the numbers first? Our pricing is published openly — no quote gate.