Product Roadmap

• Being Validated with Select Customers

Built, in use, and being walked through with trusted clients ahead of general availability.

Members

• Every member in one place — contact details, the household they belong to, and the property they’re tied to
• Filter the member list by role, then act on exactly that group
• Deleted members stay visible in a filtered view, and can’t be edited or deleted again by mistake
• Bulk actions apply to exactly the members you’ve selected, even as you change filters

Why it matters to an administrator:

Board turnover stops erasing institutional memory. The next secretary inherits a current member list, not a folder of somebody’s exports.

Properties & Addresses

• Every property in the association, with its address and its owners
• Several owners at the same address — joint owners, a trust, a couple who both want access
• The property is the unit of record, so dues and communication follow the home rather than a person who moved
• Addresses can be verified on entry, so mail reaches the right place

Why it matters to an administrator:

Joint owners, rentals, and mid-year sales stop being corrections you make twice — dues follow the home, not the person who moved out.

Login & Identity

• Secure sign-in for members and administrators
• Members reset their own password from a link emailed to them — no waiting on a volunteer
• Sign-in is handled by a dedicated identity service rather than something we rolled ourselves
• One account per person, so who did what stays clear

Why it matters to an administrator:

You stop being the person who resets passwords for three hundred people.

Invoicing

• Bill on a monthly, annual, or one-time schedule
• Choose exactly which properties a schedule applies to — filter, select, and your selections stick while you keep filtering
• Invoices go out automatically once a schedule is running
• Members see current and past invoices, so “what did I pay last year?” answers itself
• Invoices are generated as a PDF members can save or print

Why it matters to an administrator:

Assessment season stops eating a week of your life, and nobody has to remember to send anything.

Flat Fees

• Charge a fixed amount alongside regular dues
• Late fees apply automatically to overdue invoices, with the member emailed when they do
• Late fees post to their own revenue account, so the books show them separately

Why it matters to an administrator:

Late fees get applied the same way every time, so enforcement stops feeling personal — it’s just the policy running.

Online Payments

• Members pay online by card or bank transfer (ACH)
• Funds settle to the association’s own account — we never hold your money
• Payment applies against the invoice automatically, so nobody reconciles it by hand
• Members get a PDF receipt automatically, showing whether they paid by card or ACH

Why it matters to an administrator:

Fewer checks to collect, log, and drive to the bank. Collections improve because paying is easy, not because you chased anyone.

Member Account Balances

• Every member sees what they owe and what they’ve paid
• Open invoices and payment history in one view
• The most common question a treasurer gets, answered by the member themselves

Why it matters to an administrator:

Kills the single most common question a treasurer fields, without a volunteer answering it.

Financials

• Real double-entry books behind the association’s money, not a spreadsheet
• Trial Balance, Balance Sheet, Income Statement, and Budget — Summary and Actual-vs-Budgeted
• Record expenses and manual entries when something happens outside the normal flow
• The reports your board meeting and your audit need come out of the system that holds the money

Why it matters to an administrator:

You can hand an auditor real books instead of reconstructing the year from a spreadsheet in March.

Document Storage

• Governing documents, minutes, and notices in one place your members can actually find
• You decide who sees what, folder by folder — board-only material stays board-only, while bylaws and minutes are visible to every member
• Members only ever see and download the folders they’re authorized for — nothing else is visible to them
• Change permissions across many folders at once when you reorganize, rather than one at a time
• Organize into folders, with the structural ones protected from accidental deletion
• Upload in bulk, and search, filter, and sort to find a document again
• Share a document by link
• Delete in bulk when you’re cleaning up, with a confirmation step and a trash can before anything is gone for good

Why it matters to an administrator:

A records or disclosure request becomes a link instead of a scavenger hunt — and board-only material stays board-only.

Email Communication

• The system emails members when something concerns them — an invoice raised, a payment received, a fee applied
• Emails show your association’s name as the sender, not a generic system address nobody recognizes
• Invoices and receipts travel as attachments members can keep

Why it matters to an administrator:

Members recognize who’s emailing them, so notices get opened instead of filtered.

Organization Mass Email

• Email your whole membership, or a filtered slice of it
• Filter by role, select all, then include or exclude individuals — and your selections survive changing the filter
• Sent from the system that already knows who your members are, so no stale distribution list

Why it matters to an administrator:

One announcement reaches exactly the right people, without maintaining a distribution list that’s already out of date.

Notifications

• Members are emailed as things happen to their account — an invoice issued, a payment taken, a late fee applied
• Notices go out on their own, so nothing depends on a volunteer remembering

Why it matters to an administrator:

The follow-up happens whether or not anyone remembered to do it.

• Defining the Experience

Bank Reconciliation

Reconcile what the bank did against what your books expected. You stay in control of matching — the system assists, it doesn’t reconcile on its own.

• Connect a supported bank account so transactions arrive automatically
• See what your books expected beside what the bank actually did
• Match one deposit to several invoices, including payments that came in short or over
• Record bank-only items — fees, interest, an unexpected check — without leaving the screen
• Mark items cleared and drive the difference to zero
• Starts with one operating account; more accounts and more banks follow

Why it matters to an administrator:

The month-end spreadsheet goes away and the books actually tie to the bank — the thing every treasurer dreads, and the reason boards switch platforms.

Member & Property Imports

Load members and properties from a provided template

• Everything is checked and previewed before anything is created
• See row by row what will happen, and why anything failed
• Duplicates caught, including several members at one property
• A row can add a member, or a member and their property together
• Fix the rows that failed and upload again
• Why it matters to an administrator:

Onboarding a community, or moving off another platform, stops meaning weeks of typing.

Physical Mail (Invoices and One Time Mailers)

For the members who don’t engage online.

• Mail invoices by post, with a code to scan and pay online
• Choose which invoice schedules go out by mail
• Covers households with no email on file
• Send a one-off mailing when you need to

Why it matters to an administrator:

Reaches the members who never log in — usually the same ones hardest to collect from.