CURRENT CLIENTS
Board member portal
Packages, financials, minutes, contracts, and live community data — in one place, updated as things happen rather than once a month.
INSIDE THE PORTAL
What board members find there
Board packages
Every meeting’s tabbed package, bookmarked and searchable.
Monthly financials
The five-page Executive Summary and the full report behind it.
Approved minutes
Draft and approved minutes, with action items tracked to close.
Vendor contracts & bids
Current contracts, insurance certificates, and open bid comparisons.
Violation & ARC queues
What’s pending, what’s scheduled for hearing, and what closed.
Reserves & projects
The reserve study, the five-year plan, and live work order status.
Invoice review & approval
Review invoices and approve them for payment before funds go out — the board keeps the final word on every dollar spent.