Built to solve real reserve planning problems.
Cost Effective Solutions
Achieve an exceptional return on investment. Equip your board and community with powerful reserve planning tools at a fraction of the cost of traditional providers.
Manage Reserves Efficiently
Maintain healthy reserve funding without raising assessments. Create what if scenarios to schedule major reserve expenses with minimal impact on homeowner dues.
Engage Homeowners
Encourage community involvement by giving owners read only access to the reserve plan, funding models and dashboards, providing transparency into the financial health of their community.
Start with the path that matches your role.
Select your role to see the workflow, features, and next step built for you.
Board Member
For the board member on a budget unsure how to fund reserves and want to ensure that owners pay their fair share of assessments.
Create or update your reserve study with our four step workflow.
- Subscribe, provide your existing reserve study and we will import into the application
- Update your components with the help of a Master Component List to reference useful life and cost
- Create and review funding plans (Current, Threshold, Full)
- Export your reserve study/funding update as well as mandatory disclosures for members
Property Manager
For the property manager coordinating reserve studies across a growing portfolio while struggling to keep homeowners informed and engaged with their community’s financial health.
Coordinate reserve planning across communities while giving boards the right level of visibility.
- Full-service reserve study preparation with site inspections and funding updates
- Enterprise software for portfolios
- Import multiple reserve study formats from other providers
- Standardize and share board access
Reserve Specialist
For the reserve study firm spending hours inserting photos, components and generating funding plans/reports.
Generate reserve studies in a fraction of the time while keeping your methodology and report standards intact.
- Enterprise software access
- Master Component List
- Editable reports and photo workflows
HOA Investment Advisor
For the financial advisor navigating HOA reserve liquidity and investment timing while clients need clear visibility into their community’s long-term financial health.
Maximize yield on your community’s reserve fund safely with compliance driven strategies and liquidity forecasting.
- Create Davis-Stirling Act compliant strategies
- Avoid idle cash with liquidity tracking
- Safely ladder FDIC insured CDs & Treasuries
- Simulate investment adjustments and model the liquidity impact
Trusted by communities across the U.S.
I was very impressed with the reporting, component entry, charts and graphs.
Riverview RV Resort
It was a very simple and straight-forward process! Your company has developed an excellent product for small HOAs to meet their reserve study requirements.
More Mesa Shores HOA
After subscription, I found it easy to use and perfect for our needs.
Domicile Consulting LLC
