Getting Started

Getting Started

Guides to help you evaluate, choose, and set up HOA management software for your community.

8 articles

Before HOA Turnover: What to Ask the Builder and Check
Getting Started12 min read

Before HOA Turnover: What to Ask the Builder and Check

The months before the builder hands over the board are when the questions are cheapest to ask. Here is what a transition committee should request, ins...

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Getting Started8 min read

HOA Software RFP Template: Get Quotes You Can Compare

An RFP works when every vendor fills in the same price grid and answers the same questions in writing. Here is a copy-and-paste template built for vol...

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HOA board member reading a printed reserve study report with highlighted figures at a meeting table
Getting Started10 min read

How to Read a Reserve Study: Every Section Explained

The reserve study arrived and it is 60 pages of tables. Here is how to read it: the four numbers to pull from the executive summary, what useful life ...

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HOA board member walking a townhome community with a reserve component checklist, inspecting roofline, paving, and pool assets
Getting Started12 min read

HOA Reserve Study Component List: 75 Items With Costs

Seventy-five components cover almost every HOA in America. Here's the full list grouped by category with typical useful lives and 2026 cost ranges — p...

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Community manager shaking hands with board member at conference table
Getting Started14 min read

Best HOA Management Companies (2026): Costs & Services

Not every HOA needs a management company, but many benefit from one. This guide covers what management companies actually do, how much they charge, an...

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Newly elected board member being welcomed at community center entrance
Getting Started12 min read

First 90 Days as an HOA Board Member: A Playbook

Getting elected to your HOA board is the easy part. What happens in your first 90 days determines whether you'll be effective or overwhelmed. Here's t...

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How to Start an HOA: A Step-by-Step Formation Guide
Getting Started13 min read

How to Start an HOA: A Step-by-Step Formation Guide

Starting an HOA from scratch is a significant legal and organizational undertaking. It's not something you do on a whim because a neighbor's lawn is o...

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Developer-to-HOA Transition: Board Takeover Guide
Getting Started14 min read

Developer-to-HOA Transition: Board Takeover Guide

Last year, a community in Portland discovered their developer had been deferring $200,000 in roof repairs during the five years they controlled the HO...

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