Free resources
Free resources for self-managed HOA boards.
Checklists, calculators, and compliance templates built for volunteer boards -- no gated sales call, no sales call, just the artifacts you need to keep reserves, meetings, and state filings in order.
HOA Annual Budget Checklist: Plan, Draft, and Present Your
A printable checklist for HOA treasurers preparing the annual budget -- covering data gathering, expense projections, reserve contributions, and the homeowner
HOA New Board Member Onboarding Kit: First 30 Days Checklist
A downloadable onboarding kit for new HOA board members -- document access checklist, financial review guide, upcoming deadline tracker, and a 30/60/90-day
HOA CC&R Enforcement Checklist: Step-by-Step Violation
A downloadable CC&R enforcement checklist for HOA boards -- the complete step-by-step violation process from inspection through notice, hearing, fine, and lien
HOA Reserve Fund Calculator: Know If Your Fund Is Adequately
A downloadable reserve fund calculator for HOA and condo boards -- calculate your percent-funded ratio, compare funding plans, and understand what your reserve
HOA Newsletter Template: Ready-to-Use Board Communication
Free HOA newsletter template with sections for board announcements, financial summary, events, maintenance updates, and rule reminders. Download and customize
HOA Board Meeting Agenda Template
A free, reusable HOA board meeting agenda template covering call to order, quorum confirmation, financial report, reserve fund update, old/new business, and...
HOA Cybersecurity Checklist
A practical HOA cybersecurity checklist covering owner data protection, financial account security, vendor access controls, email security, and breach...
HOA Board Fiduciary Duty Checklist
Free HOA board fiduciary duty checklist covering duty of care, duty of loyalty, reserve fund compliance, financial oversight, D&O insurance, and...
HOA Collections Policy Template
A free downloadable template for HOA boards to establish a formal collections policy covering delinquency thresholds, notice requirements, late fees, lien...
Reserve Study RFP Template for HOA Boards
A ready-to-use request-for-proposal template HOA and condo boards can send to reserve study professionals, covering scope of work, required credentials,...
50-state HOA reserve fund requirements: quick reference
State-by-state breakdown of HOA reserve fund mandates, statutes, study frequency requirements, funding rules, penalties, and post-Surfside legislative...
HOA Board Transition Checklist: Treasurer Handoff Guide
Free HOA board transition checklist: bank signatories, document access, reserve fund records, and what every incoming treasurer needs in the first 30 days.
Free HOA Annual Budget Template (With Reserve Contributions)
Free HOA annual budget template covering operating expenses, reserve fund contributions, and Fannie Mae reserve allocation requirements. Download and...
Free HOA Reserve Fund Calculator: Check Percent Funded
Free HOA reserve fund calculator: enter your current balance and fully funded balance to see your percent funded status and whether you meet Fannie Mae's...
HOA Reserve Compliance Checklist
A one-page checklist covering the reserve fund rules for every state with mandatory reserve study or funding laws, and what to do if your board isn't compliant.
HOA Software Evaluation Scorecard
A scoring framework for volunteer board members to compare HOA management software across accounting, compliance, ease of use, and pricing.
HOA Annual Meeting Planner Template
A complete timeline, checklist, and agenda template for planning your HOA annual meeting from 90 days out through post-meeting follow-up.
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