Built for portfolio managers

HOA work,
done.

Open it. Execute. Close it. HOAOperations is the command center that turns a chaotic portfolio into a manageable daily routine — without the noise.

See how it works →
Currently in early access — built by a working portfolio manager, for portfolio managers.
HOAOperations — Daily Execution
Live
Portfolio
Daily Execution
Greenfathers Estates
Feather River Bluffs
Ridgeview Folsom
Cherry Creek
Tools
Inbox
Violations
Work Orders
Good morning, Scott
Tuesday, May 6 · 8 tasks remaining
4
Done today
3
Pending
10
HOAs active
Today's tasks
✓
Send board meeting agenda — Greenfathers
Board
✓
Review landscaping bid — Cherry Creek
Finance
Issue violation notice — Unit 14B
Urgent
Follow up with insurance broker
Insurance
Tasks closed this week
34
↑ 18% vs last week
Features

Everything you need.
Nothing you don't.

Built around how portfolio managers actually work — not how software vendors think they should.

⚡
Core
Daily Execution Workflow
A prioritized, pre-built task engine that tells you exactly what to do when you open the app. No decision fatigue. No missed items. Just execution.
📬
Inbox
Smart Inbox
Email parsing that routes owner requests, board items, and vendor messages to the right task category automatically. Your inbox becomes a task queue.
🏘️
Portfolio
HOA Workstation Tabs
Switch between communities in one click. Each HOA has its own workstation — docs, tasks, contacts, and open items — always where you expect them.
⚠️
Compliance
Violation Enforcement
Log, track, and issue enforcement-ready violation notices with one-click templates. Every notice timestamped, owner-referenced, and code-cited.
📋
Governance
Board Communication
Meeting agendas, board resolutions, and owner communication templates built in. Your governance tasks are a checklist, not a panic.
📊
Intelligence
Portfolio Intelligence
KPI scorecards and AI-narrative summaries across your whole portfolio. Know which community needs attention before it becomes an emergency.
🔌
Integrations Hub
QuickBooks, Yardi, TOPS, AppFolio — two-way sync with your accounting system. Plus Plaid bank feeds, Stripe payments, lockbox processing, reserve study imports, and 15+ partner integrations.
💲
Service Billing
Automated revenue management for management companies. Service templates auto-register to new HOA contracts, per-event billing triggers from platform activity, and monthly invoices generate themselves.
How it works

Open it.
Execute.
Close it.

Three steps is the entire workflow. HOAOperations collapses a fragmented day into a clean, repeatable routine.

1
Open your daily execution view
The system surfaces your highest-priority tasks across every HOA automatically. No inbox triage. No hunting through notes. Your day is already organized.
2
Work through your tasks
Click into any task, take action, and check it off. Violations, work orders, board items, owner requests — every category handled in the same interface.
3
Close the app. Your portfolio is managed.
Every action is logged, timestamped, and filed to the right community. Nothing falls through the cracks. You're done for the day.
CID Resident Support
AI-powered multi-channel support across email, chat, web forms, and phone. CID resolves common inquiries instantly with cited answers from your governing documents.
CID Accounting Automation
Automated receivables, payables, lockbox matching, and financial reporting. Late notices, payment plans, and pre-lien letters generated and tracked by AI.
Daily Execution — May 6
8:41 AM
✓
Send Q2 financials to board
Greenfathers Estates · Financial
Done
✓
Follow up: pool pump repair
Hidden Lakes Estates · Maintenance
Done
Issue NOV — Unit 42, parking
Sierra Moon HOA · Violations
Urgent
Review ARC request — fence replacement
Camden Place · ARC
Today
Draft August board agenda
Acacia HOA · Governance
Today
Confirm landscaping walk — Friday
Fairview Village · Landscaping
Routine
4 of 6 tasks complete
10+
HOA categories covered
9
Task categories built in
100%
Audit trail on every action
1
Place to run your whole day
Why this exists

Built from the inside out.

HOAOperations wasn't designed by a product team guessing at what managers need. It was built by a CACM-certified portfolio manager who spent 13 years in real estate, lending, and property management — and got tired of running a 10-HOA portfolio out of email and spreadsheets.

🏛️
CACM Certified
Designed by a Certified Community Association Manager who knows what enforcement-ready documentation actually looks like.
📁
Real portfolio context
Built while actively managing a 10-HOA portfolio. Every workflow reflects a real operational problem — not a hypothetical use case.
🚀
Early access — join now
We're onboarding the first managers now. Early access users shape the product roadmap and lock in founding pricing.
Why switch

The old way vs.
HOAOperations.

Every tool on the market lets you track tasks. HOAOperations eliminates them.

What you need
Spreadsheets & email
HOAOperations
Violation notices
Word template, manual CC&R lookup, email — no tracking
CID drafts it, cites the exact rule, one-click approval
ARC applications
Email threads, sticky notes, board vote by reply-all
Structured workflow, auto-status, decision logged
Board meeting prep
2–3 hours assembling PDFs from 4 different sources
Board packet generated in one click, every time
Portfolio visibility
Separate spreadsheet per HOA, reconcile manually
Every HOA in one view — tasks, flags, and open items
Owner requests
Lands in inbox, manually routed, frequently dropped
Auto-parsed, categorized, and queued for action
Audit trail
Whatever you remembered to save
Every action timestamped, filed, and searchable
Compliance calendar
Calendar invite + hope you don't miss it
Tracked per HOA, surfaced before deadlines hit
Financial summaries
Export from accounting software, format manually
Live view per HOA, board-ready reports on demand
Vendor management
Contacts in a spreadsheet, bids in email, no history
Scorecards, bid tracking, and performance history
Get started

Run your portfolio.
Not your inbox.

HOAOperations is in early access. If you manage a portfolio of HOAs and want a tool that actually gets the work done — not one that creates more of it — this is built for you.

See the features →

Early access is free to start · No credit card required · Shape the roadmap

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