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How It Works

How is my HOA doing financially?

It's not an easy question to answer... There are so many documents and reports to review!

 

We developed our HOA Score® to do all that work for you.


It analyzes your HOA's financials and quickly gives you a score of how your association is doing financially.

Owners

Owners

We help you stay up-to-date on your HOA's finances

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Get quick answers to the following:

  1. Was monthly spending under budget?

  2. Was the monthly reserve payment made?

  3. Is yearly spending under budget?

  4. Is reserve funding for the year on track?

 

You can also see an Estimated Future Payment which predicts what your monthly payment will be next year based on current spending trends and reserve funding.

Board Members

Board Members

We help you make better financial decisions for your building

We know... being on the Board is a thankless job. There is so much to take care of and never enough time or assistance.

While we can't fix a water leak for you, we can help fix your buildings finances...

All we need to get started is your most recent Budget and Reserve Study.

Real Estate Agents

Real Estate Agents

We help you make better purchase recommendations

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For properties with an Owners Association, it's important to know how the building is doing financially. But with so many documents and reports to review, it's a very time consuming and difficult question to answer...

We developed our Financial Health Score™ to provide a quick overview of a building's finances. It helps predict risk of future increases in monthly dues or special assessments.

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