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What’s Included
Full system setup based on your HOA or portfolio
​Import of your existing documents into structured folders
Pre-built templates tailored to your association type
Training for board members, managers, or staff
Success check-ins to answer questions and refine workflows
A complete “go-live” readiness checklist
Experience the platform in a real, fully configured environment using your association’s own documents. No commitments. No pressure. Just a clear view of how well the system fits your board or management workflow.
What You’ll See During the Pilot
This isn’t a demo—it’s your actual portal. You’ll experience real workflows, real records, and real structure built around your association’s needs. You’ll see how minutes, ARC requests, invoices, and compliance records flow through one organized system.
If you decide to continue after the 60 days, you simply keep everything as-is: your structure, your settings, your documents, and your configured workflows.
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