The platform specification

Everything HOAxis ships, in one place.

Twelve modules. Hundreds of carefully-considered details. No enterprise upsells: a few future AI tools will be optional add-ons, clearly marked. The whole specification is the same whether you're a 24-home pocket community or a 1,200-door master association.

Module 01

Architectural review

The submission-to-decision workflow your board actually runs.

30 day
Statutory window
< 1s
Vote → tally latency

Homeowners submit through a guided form with draft codes, document upload, signature. ARC committee discusses with internal notes invisible to the homeowner, votes per-application with non-objection / object / needs-info, and triggers automatic Board hand-off on majority. The 30-day clock pauses on needs-info and resumes on response. Every action is audit-logged, every application gets its own Drive folder.

  • Homeowner submission form with draft codes
  • 30-day statutory clock with pause/resume
  • ARC committee majority voting
  • Automatic Board hand-off on majority
  • No-objection / objection email templates
  • Per-application Drive folder
  • Daily reminder cron (5, 1, 0, overdue thresholds)
  • AI compliance summary per application
Module 02

Non-compliance reporting

Track covenant violations without driving everyone to court.

Homeowners (and board members) report alleged violations with photos. Reviewers are assigned, dispositions tracked, communication with the reporter happens through the platform — anonymous to the violator. Same review machinery as ARC applications, same audit log, same email templates.

  • Photo upload at submission
  • Reviewer assignment
  • Investigation lifecycle (submitted → in-review → resolved)
  • Reporter-anonymous communication channel
  • Free-text disposition tracking
  • Email templates per outcome
  • Per-report audit log
  • Bulk export for legal counsel
Module 03

AI advisor — board + residents

A future paid add-on: a research assistant that knows your governing docs cold.

$0.41
Avg monthly spend
< 3s
Typical answer latency

Residents ask "do I need to apply for a 6-foot vinyl fence?" Board members ask covenant and governance questions on the Board Advisor channel. The advisor answers using only your declarations, bylaws, ARC rules, and applicable local-government regulations. Conversations are logged. Monthly USD spend is capped by a hard ceiling the Board controls.

  • Grounded answers from your governing docs
  • Separate resident + board advisor channels
  • Local-government rule corpus
  • Quick-check rule lookup (zero AI cost)
  • Monthly USD budget cap (hard ceiling)
  • Per-conversation token + cost log
  • Knowledge-source curation in the admin UI
  • Per-feature gate (residents vs staff)
Module 04

Ballots & voting

Audit-grade elections, configurable to your bylaws.

Define the question, the choices, the open/close window, the scope of eligible properties, the quorum percentage, the pass threshold. Voters authenticate with their per-property voting key — one vote per home. Results can be aggregate (counts only), attributed (counts + who voted), or secret (counts after close). Draft → open → closed → finalized lifecycle.

  • Open/close windows
  • Quorum % and pass threshold %
  • Scope: all, by property subset, or custom
  • Property-keyed voting (one vote per home)
  • Aggregate / attributed / secret result modes
  • Draft → open → closed → finalized lifecycle
  • Live results toggle (Board-controlled)
  • Full ballot history exportable
Module 05

Meetings & minutes

The minute-taker every secretary wishes they had.

Build the agenda, capture attendance, log motions + vote counts live. Secretary reviews, edits, approves, and archives. Coming later as an optional paid add-on: paste in the transcript and HOAxis drafts the minutes, treating the structured metadata (attendees, motions, vote counts) as ground truth — the AI fills in narrative, never invents votes.

  • Agenda builder with carry-over items
  • Live attendance + motion + vote capture
  • AI-drafted minutes (future add-on)
  • Structured metadata as ground truth
  • Approval workflow + immutable archive
  • Searchable minute history
  • Action-item extraction
  • Board-visibility scope (open / executive session)
Module 06

Mass announcements

Reach the right homeowners with proof you delivered.

Send a board update to all homeowners, just the board, just the ARC committee, just active owners, or any custom list. Plain text or HTML. Per-recipient delivery state — who opened the email, who bounced, who replied — written back to an immutable announcement record.

  • Audience targeting (all / board / ARC / custom)
  • Active-owner-only filter
  • Plain-text + optional HTML
  • Per-recipient delivery log
  • Bounce + reply visibility
  • Schedule for later or send immediately
  • Homeowner inbox view of their announcements
  • Full send history exportable
Module 07

Community events & calendar

A community calendar that homeowners actually use.

Board posts events with category (meeting, social, maintenance, hearing, holiday), visibility scope (public / homeowner / board), and reminder schedule. Homeowners RSVP, get email reminders, and add events to their personal calendar — Apple, Google, Outlook — through subscription-grade ICS feeds. Key events override opt-outs so emergency notices land.

  • Categorized events + visibility scopes
  • RSVP with party size and notes
  • Configurable reminder schedule per event
  • "Add to my calendar" (ICS) on every device
  • Per-homeowner subscribable feed
  • Key-event opt-out override
  • Per-homeowner notification preferences
  • Live + canceled + postponed states
Module 08

Documents library

Governing docs, board minutes, financials — one source of truth.

Replace the unwieldy Drive folder with a properly-organized library. Visibility scopes (homeowner / board / officer-only), categorized by type (declarations, bylaws, minutes, financials, vendor COIs), with full-text search and version history.

  • Visibility scopes per document
  • Type taxonomy + tags
  • Version history
  • Full-text search
  • Homeowner-visible vs board-only
  • Bulk upload
  • External file links (Drive / Dropbox / S3)
  • Audit log of every access
Module 09

Work orders & vendors

A maintenance queue and a vendor directory in one.

Capture maintenance requests from any source, assign to a vendor, track from open to invoiced. Vendor directory holds insurance / license / W-9 documents with expiry tracking — the board gets a warning 30 days before a COI lapses. Per-vendor rating, services tags, do-not-use flag.

  • Work-order pipeline (open → assigned → done)
  • Vendor directory + ratings
  • COI / license / W-9 expiry alerts
  • Per-vendor document store
  • Services tags + searchable
  • "Do not use" flag
  • Per-vendor work history
  • Invoice tracking
Module 10

Amenity reservations

Self-service booking for the pool, clubhouse, and more.

Define each amenity with its own rules: maximum reservation length, advance lead time, blackout dates, capacity, who can book. Homeowners self-serve from their portal; the board sees the schedule, can override, and can suspend an amenity for maintenance.

  • Per-amenity reservation rules
  • Lead time + max-length enforcement
  • Blackout dates
  • Capacity limits
  • Homeowner self-service booking
  • Conflict prevention
  • Maintenance / suspended states
  • Reservation history per homeowner
Module 11

Resale certificates

Closing-day disclosure packets without the file-folder scramble.

When a home sells, the title company asks for a disclosure packet — covenants, financials, open violations, current assessments. HOAxis turns the request into a tracked workflow with packet generation, delivery to the requester, and an audit trail the buyer can rely on.

  • Request intake from title agents
  • Packet generation + URL delivery
  • Status: requested → paid → generated → delivered
  • Automated email to requester
  • Per-request audit log
  • Cancel + refund support
  • Per-property closing history
  • Integration with documents library
Module 12

Homeowner registry

A durable system of record for the people and the homes.

Properties and people are first-class entities, not denormalized strings. A person can sell their home, move into another, and the registry tracks the full ownership history. Each home has a voting key — a per-property secret — that rotates automatically when the primary owner transitions, so the new owner can vote and the old owner cannot.

  • Properties + persistent people identities
  • Multi-generation ownership history
  • Multiple emails per person (primary + secondary)
  • Multiple phones per person, SMS-OK flag
  • Vehicles per property (parking enforcement)
  • Voting key rotates on sale automatically
  • Field-level audit log of every change
  • Homeowner self-service portal
What's free, and what the Board plan adds

The everyday tools are free for communities up to 50 homes.

The Board plan is one flat price by community size, from $29 a month, and adds four paperwork savers. Everything is free for everyone during the beta.

Free plan
$0
For communities up to 50 homes. Unlimited board members and residents.
  • Every home, owner and tenant, with the free ledger import
  • A resident portal, with one-click invitations
  • Architectural requests and violation reports
  • The board to-do list, built from your state’s rules
  • Documents, announcements, meetings and the community calendar
  • Online dues payments into your association’s own account
  • Every notice recorded, and a timeline for every home
Board plan
from $29 a month
Any size, priced by home count. Everything in Free, plus:
  • Deadline remindersAn email to the whole board before every deadline on the to-do list, the Monday brief, and the list in your calendar app.
  • Notice recordsEvery notice the association sent in one searchable place, printable as proof, plus a record of letters you mail or hand-deliver.
  • Board handoffPass the portal to the next board in three steps, with a printable state of the association for the new officers.
  • Letters & notices libraryThe letters every board has to write, already written and filled in from your records, as Word files or announcements.
See prices by size →

Everything in the portal

Architectural review workflow
30-day clock, ARC voting, Board hand-off
Non-compliance reporting
Photo upload + reporter-anonymous channel
Future add-on
AI advisor — board + residents
Future paid add-on, priced separately
Future add-on
AI compliance review per application
Future paid add-on, priced separately
Ballots & voting
Quorum, thresholds, property-keyed votes
Meetings + minutes
Agenda → motions → minutes; AI drafting is a future add-on
Board to-do list
Every deadline for the board year, built for your state
Letters & notices library
Board plan: the letters every board has to write, already written
Deadline reminders + calendar feed
Board plan: email reminders, the Monday brief, your calendar app
Notice records
Board plan: every notice in one searchable place
Board handoff
Board plan: pass the portal on in three steps
Online dues payments
Card or bank transfer, straight to your association’s account
Mass announcements
Audience targeting + per-recipient delivery log
Community events + ICS feeds
RSVPs, reminders, key-event override
Documents library
Per-doc visibility, versioning, search
Work orders + vendor directory
COI / license / W-9 expiry alerts
Amenity reservations
Per-amenity rules, self-service booking
Resale certificate workflow
Closing-packet pipeline for title companies
Homeowner registry
People + properties + ownership history, free ledger import
Voting key rotation on sale
Field-level audit log
Your own email identity
Your domain, your name, your signature
Custom subdomain
yours.hoaxis.com
Custom domain (CNAME)
Bring your own
Custom branding
Colors, crest, tagline, footer
Per-user TOTP 2FA
AI tools: future paid add-ons
Optional, priced separately, and never required.

No plan includes an AI budget or allowance. When the AI tools arrive, each will have its own clearly marked price, and everything else in the portal works without them.

See what's coming →
The build plan

What we are building next

Everything here comes from what boards tell us they need, and from what boards that have used a management company’s software already expect. Vote for what matters to your community from the Ideas page in your portal, and add what is missing.

Building now

Statutory deadlines with countdown reminders

Dated obligations from your state’s HOA statute (meeting notice windows, budget ratification, reserve study, insurance renewal, annual filings) with reminders at 30, 14 and 3 days.

Why it matters: Missing a legal deadline is the thing volunteer boards worry about most, and the reason they lose sleep before the annual meeting.

Up next

Past decisions on this rule

When an application cites a rule, the board sees every earlier decision on the same rule, so like cases get like answers.

Why it matters: Consistency is the best defense a board has, and the memory usually leaves with the last president.

Autopay and easier ways to pay

Beyond today’s one-time card and bank payments into the association’s own account: recurring bank drafts that follow the full balance, a pay link in the dues reminder email that works without logging in, and, with a paid subscription, the reminders by text as well as email.

Why it matters: Most late dues are forgotten, not refused. Autopay takes the monthly chasing off a treasurer with a day job, and a link that just works means fewer calls about how to pay.

Collections steps and payment plans

Unpaid balances move through letters on a schedule the board sets, with payment plans, an aging report, and a hand-off to the association’s attorney when it comes to that; today late fees and letter templates exist, but nothing escalates on its own.

Why it matters: Nobody joins the board to chase a neighbor for money. A written schedule means every owner gets the same steps in the same order, and the treasurer is following the policy rather than deciding on the doorstep.

Planned

Your community’s own web address

A public page for documents, announcements and request forms at your own domain (yourhoa.org), with the board portal behind it.

Why it matters: Residents bookmark one address, it goes on the welcome letter and the sign at the entrance, and it survives board turnover.

Full data export

One download with every home, person, application, decision, notice, meeting and document, in open formats.

Why it matters: Your records are yours. Colorado and most states require associations to keep and produce them, and an easy export is how you know you can.

Violation steps, fines and an inspection walk

Notices that step up on a timer (courtesy, notice, fine, hearing), each fine posted to the home’s account, the board’s review before a letter goes out, and a phone-friendly walk: take a photo, pick the address from your registry, and see open violations as a list or a map.

Why it matters: Fair enforcement means the same steps for every home, and a schedule with a photo record is how you show it. Today residents file violation reports and the board closes them; the walk around the block still ends in an evening of typing.

Paying the association’s bills

Vendor invoices with board approval above a dollar amount you choose, a record of who approved what and when, payment to the vendor from the portal, and 1099s at year end.

Why it matters: The treasurer has a day job and the landscaper wants to be paid. An approval line keeps the board in the loop without a meeting for every bill, and when the treasurer moves away the next one can see every invoice and who signed off.

Operating and reserve accounting with a monthly board report

Operating and reserve funds kept apart, budget against actual, a balance sheet and income statement, bank reconciliation, and a monthly financial packet for the board meeting, on top of today’s dues ledger for each home.

Why it matters: Most boards hand the books to whoever will take them. Standard statements every month mean a treasurer with a full-time job is not building spreadsheets at night, and the next treasurer inherits a set of books rather than a shoebox.

Notices by text and printed mail

Email goes out today; this adds texts, which will be part of a paid subscription, and printed or certified mail sent from the portal, with each owner choosing email, text or paper and every send added to your notice records.

Why it matters: Some owners never open email, some notices still have to go on paper under your state’s rules, and the trip to the post office with a stack of certified envelopes is the job nobody on the board wants. A record of how each notice went out is your proof if anyone asks.

Resale certificates filled in from the books

The resale certificate or payoff letter filled in from the home’s ledger, the fee collected when it is ordered, and a sale that closes the seller’s account and opens the buyer’s.

Why it matters: Closings do not wait for the next board meeting, and the title company will call the president at work. Today the request comes in online and lands in the board’s queue; the fee and the letter itself are still handled by hand.

Surveys, e-signatures, guest passes and registries

Surveys of the whole community, e-signatures with consent to receive notices electronically, guest passes, and registries for pets and parking.

Why it matters: Small things that otherwise live in one board member’s inbox, a spreadsheet and a drawer of paper forms. Electronic-notice consent is the one that saves real postage: in many states it is what lets the association email owners who would rather not get paper.

A community feed neighbors can join in on

A feed on the resident portal for board posts and neighbor notes (a lost dog, a garage sale, a question about trash day), with replies the board can switch on or off, a report button on every post, and a couple of residents the board names to help keep an eye on it. Not an open chat room: no volunteer board can watch one around the clock.

Why it matters: Residents ask for a place to talk to each other, and boards worry about what gets said there and who has to police it. A feed the board can turn down, close or hand to a trusted neighbor is the version a volunteer board can live with.

A package log for buildings with a mail room

For condo and townhome buildings that take deliveries at a front desk or mail room: a package is logged as it arrives, the resident gets an email, and the pickup is recorded. A community of single-family homes, where carriers deliver to each door, will not need it.

Why it matters: In a building the question at the desk is always the same: did my package come? One list and one email replace the sticky notes, and the record settles the “it never arrived” argument.

The portal on your phone’s home screen

The portal already works in your phone’s browser; this adds an icon on the home screen and notifications when something needs you, with nothing to find in an app store.

Why it matters: Board members check the portal in the school pickup line, not at a desk. An icon and a nudge are most of what people want from an app, so we are starting there and keeping it simple.

Future paid add-ons

AI tools we plan to offer as optional add-ons, each with its own price and clearly marked. Everything above, and everything else in the portal, works without them.

  • Board advisor
    Ask a governance question. Get a plain-English answer and the section it came from.
  • AI application review
    A first read of every architectural request and violation report, before the committee meets.
  • AI meeting minutes
    Record the meeting. Get a first draft of the minutes.
  • Homeowner Q&A
    Homeowners ask about the rules, their balance or a request they sent, and get a straight answer at any hour.
  • AI letter writer
    Turn a few notes into a clear, courteous letter: friendlier, firmer or plainer.
  • Vendor finder & bid requests
    Tell us the job. Get a short list of local companies to call and a request for bids ready to send.

Vote on what matters from your portal's Ideas page. Start your board's free portal →

Ready to try it?

Set up your board's portal in five minutes.

Start with your own community: your state's calendar, your homes, your board. It's free during the beta, and the guided tour shows you around once you're in.