TransformHOA Managementwith True AI

Automate workflows, delight clients, and scale margin. Our AI platform goes beyond chatβ€”it gets the work done, helping your team complete tasks faster and deliver high quality services.

Trusted by industry leaders and 5,000+ communities

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Product

Go beyond chat,
Experience True Automation

Don't just chatβ€”experience AI that actually gets the work done.

AI Does the Work

Teach AI your processes once, then watch them handle customer inquiries and complete tasks. It's like adding a whole team of tireless experts to your staff.

πŸ’°
Create Annual Budget

Management Team

Generate and optimize annual budgets for HOA communities.
πŸ’Έ
Misapplied Payment Correction

Accounting Team

Handle misapplied payments across multiple accounts and potential fee waivers.
πŸ“ˆ
Draft Management Report

Management Team

Compile monthly management reports for board members.
🏠
Closing-Related Inquiries

Escrow Team

Manage inquiries related to account closings for buyers and sellers.
⏰
Late Fee Explanation and Waiver

Collections Team

Handle late fee inquiries and waiver requests from customers.
πŸ“…
One-Time Draft Processing

Accounting Team

Handle one-time draft requests and potential auto draft schedule adjustments.
βš–οΈ
Compliance Enforcement

Compliance Team

Monitor and enforce HOA rules and regulations.
βœ…
Check Payment Processing

Accounting Team

Provide information on sending payments by check to customers.
πŸ”—
Account Linking

Customer Support Team

Link multiple accounts under a single login for customer convenience.
πŸ›‘οΈ
Check Insurance

Management Team

Verify and manage insurance policies for properties.
πŸ“Š
Assessment/Fee Clarification

Customer Support Team

Provide detailed explanations of assessments or fees to customers.
πŸ—οΈ
Architect Request Review

Architecture Committee

Process and evaluate architectural modification requests.
πŸ’³
Credit Balance Management

Accounting Team

Process credit balance applications, refunds, or auto draft modifications.
πŸ“Š
Financial Report Analysis

Management Team

Analyze and summarize large expenses for HOA communities.
πŸ”„
Auto Draft Setup/Modification

Accounting Team

Assist customers in setting up or modifying their auto draft schedules.
πŸ’°
Create Annual Budget

Management Team

Generate and optimize annual budgets for HOA communities.
πŸ’Έ
Misapplied Payment Correction

Accounting Team

Handle misapplied payments across multiple accounts and potential fee waivers.
πŸ“ˆ
Draft Management Report

Management Team

Compile monthly management reports for board members.
🏠
Closing-Related Inquiries

Escrow Team

Manage inquiries related to account closings for buyers and sellers.
⏰
Late Fee Explanation and Waiver

Collections Team

Handle late fee inquiries and waiver requests from customers.
πŸ“…
One-Time Draft Processing

Accounting Team

Handle one-time draft requests and potential auto draft schedule adjustments.
βš–οΈ
Compliance Enforcement

Compliance Team

Monitor and enforce HOA rules and regulations.
βœ…
Check Payment Processing

Accounting Team

Provide information on sending payments by check to customers.
πŸ”—
Account Linking

Customer Support Team

Link multiple accounts under a single login for customer convenience.
πŸ›‘οΈ
Check Insurance

Management Team

Verify and manage insurance policies for properties.
πŸ“Š
Assessment/Fee Clarification

Customer Support Team

Provide detailed explanations of assessments or fees to customers.
πŸ—οΈ
Architect Request Review

Architecture Committee

Process and evaluate architectural modification requests.
πŸ’³
Credit Balance Management

Accounting Team

Process credit balance applications, refunds, or auto draft modifications.
πŸ“Š
Financial Report Analysis

Management Team

Analyze and summarize large expenses for HOA communities.
πŸ”„
Auto Draft Setup/Modification

Accounting Team

Assist customers in setting up or modifying their auto draft schedules.
πŸ’°
Create Annual Budget

Management Team

Generate and optimize annual budgets for HOA communities.
πŸ’Έ
Misapplied Payment Correction

Accounting Team

Handle misapplied payments across multiple accounts and potential fee waivers.
πŸ“ˆ
Draft Management Report

Management Team

Compile monthly management reports for board members.
🏠
Closing-Related Inquiries

Escrow Team

Manage inquiries related to account closings for buyers and sellers.
⏰
Late Fee Explanation and Waiver

Collections Team

Handle late fee inquiries and waiver requests from customers.
πŸ“…
One-Time Draft Processing

Accounting Team

Handle one-time draft requests and potential auto draft schedule adjustments.
βš–οΈ
Compliance Enforcement

Compliance Team

Monitor and enforce HOA rules and regulations.
βœ…
Check Payment Processing

Accounting Team

Provide information on sending payments by check to customers.
πŸ”—
Account Linking

Customer Support Team

Link multiple accounts under a single login for customer convenience.
πŸ›‘οΈ
Check Insurance

Management Team

Verify and manage insurance policies for properties.
πŸ“Š
Assessment/Fee Clarification

Customer Support Team

Provide detailed explanations of assessments or fees to customers.
πŸ—οΈ
Architect Request Review

Architecture Committee

Process and evaluate architectural modification requests.
πŸ’³
Credit Balance Management

Accounting Team

Process credit balance applications, refunds, or auto draft modifications.
πŸ“Š
Financial Report Analysis

Management Team

Analyze and summarize large expenses for HOA communities.
πŸ”„
Auto Draft Setup/Modification

Accounting Team

Assist customers in setting up or modifying their auto draft schedules.
πŸ’°
Create Annual Budget

Management Team

Generate and optimize annual budgets for HOA communities.
πŸ’Έ
Misapplied Payment Correction

Accounting Team

Handle misapplied payments across multiple accounts and potential fee waivers.
πŸ“ˆ
Draft Management Report

Management Team

Compile monthly management reports for board members.
🏠
Closing-Related Inquiries

Escrow Team

Manage inquiries related to account closings for buyers and sellers.
⏰
Late Fee Explanation and Waiver

Collections Team

Handle late fee inquiries and waiver requests from customers.
πŸ“…
One-Time Draft Processing

Accounting Team

Handle one-time draft requests and potential auto draft schedule adjustments.
βš–οΈ
Compliance Enforcement

Compliance Team

Monitor and enforce HOA rules and regulations.
βœ…
Check Payment Processing

Accounting Team

Provide information on sending payments by check to customers.
πŸ”—
Account Linking

Customer Support Team

Link multiple accounts under a single login for customer convenience.
πŸ›‘οΈ
Check Insurance

Management Team

Verify and manage insurance policies for properties.
πŸ“Š
Assessment/Fee Clarification

Customer Support Team

Provide detailed explanations of assessments or fees to customers.
πŸ—οΈ
Architect Request Review

Architecture Committee

Process and evaluate architectural modification requests.
πŸ’³
Credit Balance Management

Accounting Team

Process credit balance applications, refunds, or auto draft modifications.
πŸ“Š
Financial Report Analysis

Management Team

Analyze and summarize large expenses for HOA communities.
πŸ”„
Auto Draft Setup/Modification

Accounting Team

Assist customers in setting up or modifying their auto draft schedules.

You Approve the Results

You're always in control. Review AI's work, approve with a click, or make adjustments. Gain confidence in your AI employees.

AI Work #1782

Sunnyvale Condo - Garage door does not open

Maintenance Request workflow
I’ve completed:
  • Verified HOA responsibility based on CC&R for Sunnyvale Scan.pdf.
  • Found insurance coverage on 2024 Traveler’s Insurance Coverage.pdf.
  • No bids needed below $2,000 based on 2019 Board Resolution.pdf.
  • Identified service provider: QuickFix Garage Services LLC.
I need your approval to:

Create work order

Property: 123 Oak Street

Vendor: QuickFix Garage Services LLC

Estimated completion: July 20, 2024

Scope: Repair or replace garage door opener mechanism, including motor and track system if necessary. Ensure proper alignment and lubrication of all moving parts. Test and adjust safety sensors.

Pre-approved vendor

Notify homeowner

Subject: Garage Door Repair Scheduled

To: Homeowner

CC: Board members

Message: Dear Homeowner, We have scheduled a repair for your garage door with QuickFix Garage Services LLC. The work is estimated to be completed by July 20, 2024. Please ensure access to the garage area on the day of repair. If you have any questions or concerns, please contact the HOA office.

SLA - 2 days left

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goodwin

Goodwin & Company Achieves 89% Faster Response Times with HOAi:
How AI Automation Transformed a 1,900-Community Portfolio
2024 Case Study & Implementation Guide

Whitepaper preview

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Proven ROI
Reliable Partner

Solve complex problems, together.

Immediate ROI on the Metrics That Drive Your Business

Turn your operation into a growth driver and scale revenue without scaling headcount.

Dec 2024
Tasks resolved
CSAT Score
β€œWorking with HOAi has been nothing short of extraordinary. Their team turned our complex, multi-faceted HOA management processes into an AI-powered platform that not only simplifies our work but also delights our homeowners.”

Mitch Krauss

COO, Goodwin & Co.

HOAi is trusted by industry leaders managing 500,000+ units across 5,000+ communities

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