Free Tools & Templates
Free HOA Templates and Checklists
Free templates, checklists, planners, scorecards, and downloadable resources for volunteer HOA board work.
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Core Pages
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Guides
HOA Budget Template: How to Create a Board-Ready Annual
What an HOA budget template must include, common mistakes to avoid, and why spreadsheets fall short of purpose-built HOA accounting software.
HOA Meeting Agenda Template: Free Board-Ready Format
Required HOA meeting agenda items, state notice requirements, what can be added after notice, executive session rules, and a free downloadable template.
HOA Newsletter Templates and Samples Boards Can Use Today
What an HOA newsletter should include, how often to publish, distribution methods, what to leave out, and a free template download for board secretaries.
HOA Violation Letter Template: Ready-to-Use Enforcement
Learn what every HOA violation letter must contain, how to cite the right provision, set cure deadlines, document service, and escalate for repeat violations.
HOA Collection Policy Template: Delinquency & Lien...
A compliance-ready HOA collection policy template covering grace periods, late fees, interest, lien filing timelines, FDCPA obligations, and board authority...
HOA Fine Schedule Template: State Caps, Sample Ladder &...
A practical HOA fine schedule template with statutory caps by state (FL $100 per incident / $1,000 aggregate; TX reasonable standard; AZ ARS 33-1803),...
HOA Vendor Contract Checklist: Bids, Insurance & Legal...
Step-by-step HOA vendor contract checklist covering statutory bid thresholds, certificate of insurance requirements, indemnification clauses, termination...
HOA Compliance Audit Checklist: Board Readiness Guide
HOA compliance audit checklist for self-managed boards: what auditors check, how to prepare reserve fund records, and how to be audit-ready year-round.
HOA Meeting Minutes Template: What Boards Must Record
Free HOA meeting minutes template with every required element: quorum confirmation, motions, vote counts, and action items. Plus state retention requirements.
HOA Treasurer Responsibilities: Complete 2026 Guide
HOA treasurer responsibilities explained: monthly duties, annual tasks, reserve fund oversight, and the compliance checklist every volunteer treasurer needs.
Hub section
Free Tools & Templates
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.