Built for portfolio managers

Your portfolio.
Organized daily.

HOAOperations turns a chaotic 10-HOA day into a clean, repeatable routine — violations, board items, work orders, owner requests. Everything triageable in one place.

10+ HOA categories
9 task categories built in
100% audit trail on every action
Live portfolio
Greenfathers Estates
4 Done
Feather River Bluffs
3 tasks
Ridgeview Folsom
2 tasks
Cherry Creek
1 urgent
Camden Place
Clear
Today's execution
Send board meeting agenda — Greenfathers Board
Review landscaping bid — Cherry Creek Finance
Issue violation notice — Unit 14B Urgent
Follow up with insurance broker Insurance

Portfolio intelligence that speaks for itself.

KPI scorecards and AI-narrative summaries across your whole portfolio. Know which community needs attention before it becomes an emergency.

34
Tasks closed this week
↑ 18% vs last week
10
HOAs active
Across 4 communities
2 min
Avg violation notice draft
CID AI auto-cites CC&R rules

Open it. Execute. Close it.

Three steps. The entire workday. 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.

Everything you need. Nothing you don't.

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

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.

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.

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.

Violation Enforcement

Log, track, and issue enforcement-ready violation notices with one-click templates. Every notice timestamped, owner-referenced, and code-cited.

Board Communication

Meeting agendas, board resolutions, and owner communication templates built in. Your governance tasks are a checklist, not a panic.

Integrations Hub

QuickBooks, Yardi, TOPS, AppFolio — two-way sync with your accounting system. Plaid bank feeds, Stripe payments, lockbox processing, reserve study imports, and 15+ partner integrations.

The old way
Word template, manual CC&R lookup, email — no tracking 2-3 hours assembling board packets from 4 different sources Separate spreadsheet per HOA, reconcile manually Whatever you remembered to save
HOAOperations
CID drafts violation notice, cites the exact rule, one-click approval Board packet generated in one click, every time Every HOA in one view — tasks, flags, and open items Every action timestamped, filed, and searchable
CID AI

Your AI-powered community intelligence layer.

CID handles the repetitive work that eats your day — resident inquiries, violation drafts, financial summaries — so you can focus on the communities that need your attention.

Resident Support

Multi-channel AI support across email, chat, web forms, and phone. CID resolves common inquiries instantly with cited answers from your governing documents.

Accounting Automation

Automated receivables, payables, lockbox matching, and financial reporting. Late notices, payment plans, and pre-lien letters generated and tracked by AI.

CID · Resident Inquiry Resolved
Owner query:
"Can I paint my door a color other than the approved palette? I checked the CC&Rs and couldn't find a specific restriction."
CID response:
"Section 7.3(b) of your CC&Rs states exterior modifications require ARC approval. Door color is classified under exterior alteration per Exhibit C, Item 12. Please submit an ARC application and the board will review at the next meeting. Reference: ARC-2024-0847."
Governing doc cited: CC&Rs §7.3(b) ARC file opened: ARC-2024-0847
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
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.
"Every tool on the market lets you track tasks.
HOAOperations eliminates them."

Run your portfolio. Not your inbox.

Currently in early access — the first managers are on now.