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.
Find a local proCollections 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 small community, step by step.
All about delinquencies and collections
One or two delinquent accounts hit a small community hard and fast. Recorded with Axela, our collections partner.
What’s coming up.
- Sep 12Webinar
No Surprises: Reserve Planning for Small HOAs
Reserve planning is how a board gets ahead of the big-ticket repair — and it works differently when there are a dozen owners to divide the cost across. Free for board volunteers. 12:00 PM ET.
- MonthlyTraining
Board training session
Live training for the boards we work with — practical topics, and real questions answered.
Plain-language help for volunteer boards.
The things that come up between meetings, answered quickly and clearly — so your board can settle them and move on.
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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.