Interactive Reserve Management

We simplify the reserve study process, allowing even small boards to accomplish these critical objectives:

Improve budgeting and forecasting accuracy
Make better capital allocation decisions
Prevent underfunding reserves
Prevent or reduce “surprise” assessments
Gain clarity into your HOA’s or condo association’s true financial condition
Improve fiduciary service standards
Maintain consistancy when boards transition
Provide more control. Run scenarios at your leisure, rather than the outside consultant’s

We combine the sophisticated financial analysis tools formerly available only to the consultants, and make them available to you, the board members of small-to-medium-sized HOAs saving your owner/members thousands of dollars in the process.

With our secure, cloud-based platform you can:

Create detailed capital reserve budgets
Compare current, threshold or full-funding cash flow models
Easily input components using our upload interface
Run batch updates, updating the remaing life of all components with one click
Generate up to five “what if” scenarios
Publish reports and mandatory disclosures
Keep a system of record by archiving previous year's budget
Change assessment amounts based on ratio of ownership interest or unit size
Compare year-by-year snapshots of key metrics
Generate 30-year expenditure projections
Analyze the potential impact of inflation and interest so you can plan accordingly

This online reserve study application has been developed with many more substantial features that you wont find anywhere else