Declaration, bylaws, amendments, budgets and financials, always the current version.
What every association gets
One tidy home for everything owners and boards ask you for.
Board, annual and budget meetings organized by year, with agendas beside them.
A private area where the board sees what needs a vote, with the packet ready to download.
Plain-language rules owners ask about, plus online forms for requests.
Election timeline, candidate statements and results, with a path to electronic voting through a certified provider and an independent inspector.
Balcony inspections, records requests, fine schedule, reserve study and disaster rebuild procedures, with due dates and status in one place.
Manager, board, accounting and after-hours help, in one place.
Coverage summary, owner letter, certificates, claim and policy-change log and owner FAQ, kept current by Erickson Insurance.
For awareness, not legal advice. The election, compliance and insurance information in the portal is general and educational. It summarizes common California requirements to help boards stay organized and informed. It is not legal advice and is not a substitute for guidance from the association’s attorney. Requirements change, so boards should confirm specifics with counsel before relying on them.
Why a management firm cares
Fewer one-off requests. A stronger story at every board meeting.
Owners, lenders and board members stop asking for the same documents over and over. Your team gets a polished, branded place to point them to, and boards see the firm behind it.
How it works
Three steps from your logo to a live portal.
- Step 1
Share your brand
Send your logo, colors and the first community you would like to launch.
- Step 2
We load the files
We organize the documents you already have into the portal sections.
- Step 3
Go live
Owners and the board get their logins, and you add communities when ready.
Let’s build a sample with your branding.
Send one community and your logo. We will show you the portal as your owners and board would see it.