Does ManageCasa support HOA board governance?

Yes. ManageCasa includes dedicated board oversight and governance tools that give board members access to financial reports, documents, request statuses, and community activity without relying on manual updates from management.

Does ManageCasa support online voting for HOAs?

Yes. ManageCasa includes secure eVoting and community survey tools with permission controls and audit visibility. Boards can run elections, motions, and surveys digitally without needing a third-party voting platform.

How does ManageCasa handle HOA document storage?

ManageCasa provides centralized HOA document storage where governing documents, meeting materials, financial reports, compliance notices, and community files are stored securely with controlled access. Board members and homeowners can access documents through their portals based on their permission level.

What can homeowners do through the ManageCasa portal?

Through the homeowner portal, residents can submit maintenance and architectural requests, make payments, access community documents, view compliance notices, participate in votes and surveys, track the status of their submissions, and communicate with management and the board.

HOA Management Tools for Boards

Architectural Reviews & Compliance

Structured Architectural & Compliance Request

Collect and manage architectural change requests, compliance issues, and rule enforcement using a single ticket-based workflow built for community associations. Each request includes documents, photos, notes, and a full decision history.

Interface cards showing two service requests: one for solar panel installation marked low priority with a rooftop solar panel image, and one for roof cleaning marked normal priority with a moss-covered tiled roof image.

Centralized Request Tracking

Track architectural submissions and compliance issues from intake to resolution with clear statuses, assigned reviewers, and documented outcomes.

Fines & Enforcement Actions

Reusable Notice & Letter Templates

Templates help reduce manual work. Create standardized templates for architectural decisions, warnings, and compliance notices that you can easily re-use.

User interface showing a list of architectural forms and articles for various community associations with options to add files or forms.

Configurable Statuses & Escalation

Easily change request statuses such as Submitted, Under Review, Approved, Denied, or Escalated. Status changes trigger notifications and keep homeowners informed automatically.

Compliance & Activity Reporting

Generate reports showing architectural requests, compliance trends, open issues, and enforcement activity. Provide boards with clear visibility into what’s happening across the community.

Table listing architectural requests with columns for ticket number, assignee, property address, request name, priority, and status.

Digital & Mail Compliance Notices

Send compliance notices digitally through the resident portal or by paper mail when required by governing documents or local regulations. Maintain proof of delivery and communication history.

User interface showing a notes section with a note from Property Manager Jenny Wilson about compliance action and a sharing panel to choose contacts for ticket sharing.

Request & Task Tracking

Unified Request & Task Tracking

ManageCasa brings maintenance requests, architectural submissions, and compliance items into a single, structured workflow. Every request is tracked from submission through resolution with statuses, documentation, and a complete activity history—giving managers and boards full visibility and accountability.

Three task cards showing project updates with priorities and due dates: Exterior Paint Change (Low priority, due 09/15/2024), Patio Cover Installation (Normal priority, due 09/22/2024), and Front Yard Landscaping Update (Normal priority, due 09/28/2024).

Resident & Staff Submissions

Owners, residents, and staff submit requests through the portal. Centralize all important information. Each submission is automatically linked to the correct unit, owner, or common area.

Flexible Data & Attachments

Capture photos, documents, notes, and instructions directly within each request to ensure nothing is lost or handled offline. With permission-based access, you're in control of who can see what.

Architectural Review Workflows

Collect and manage architectural change requests in a structured, review-ready format. Each submission includes required documents, photos, and notes, making it easy for boards and committees to review, approve, or deny requests without email chains or paperwork.

Summary of property work request for Los Angeles, CA - Unit 1 with creation date 06/28/2024, due date 10/23/2024, status New, priority Low, and description requesting approval for new fence installation to improve privacy, security, and aesthetics, with two attached documents named faucet.docx and a Show All button for 20 files.

Maintenance & Work Orders

Track maintenance issues across units and common areas using request-based work orders. Requests include photos, updates, and status changes, helping managers prioritize work and close issues faster.

Dashboard showing architectural requests categorized by status: New, Update Requested, Pending Review, and Approved, each with priority levels and due dates.

Vendor Accesible Platform

Assign asks to vendors like contractors or handymen. You can give permission to these third-party vendors to login to the ManageCasa app so they can track, view, and update tickets. Residents also receive updates and notifications on the work order. ManageCasa’s AI capabilities can also streamline the work order process, prioritizing the most critical maintenance tasks and automating workflows with existing vendors.

User interface panel titled Sharing with a dropdown to choose contacts and a message stating the ticket isn't shared yet, alongside a confirmation message saying Vendor Notified with a checkmark icon.

Operational Visibility

Get insight into your community's performance and activity. Track response times, open items, and resolutions. Quickly generate beautiful graphs and charts that boards will easily understand.

Architecture Review Summary with a colorful donut chart and status counts: New 0, Update Requested 1, Pending Review 3.

Convenient Review Tracking

Track decisions, comments, and follow-ups in one place with notifications to ensure timely resolution. Requests no longer fall through the cracks or get delayed.

Review and approval form with sections: General Information fields for title, property, work to be done, and description, plus tabs labeled Architectural Instructions & Forms, Documentation, and Scheduling.

In-Context Communications

Keep all communication tied directly to a request so they're always in context. Messages, notes, documents, photos, and more are stored chronologically inside each request. Reduce back-and-forth emails and preserve a complete communication record.

User interface showing Notes and Communications sections with options to create notes or communications, a search bar, and a table listing communication details including date, sender Cameron Williamson, receiver Robert Fox, type as email, and statistics with zero clicks and opens.

Board Oversight & Governance

Centralized Board Oversight

ManageCasa gives boards a real-time view into community operations, including requests, architectural reviews, compliance activity, and financial summaries — all in one secure platform.
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Board members can stay informed, review activity, and participate in decisions without relying on emails, spreadsheets, or meetings alone. Instantly get insight into your community just by logging in or opening our mobile app on the go.

Three overlapping panels showing active requests and tickets: Active Violations instruct to cut grass in yard with status fixed and priority high, Active Architectural Request for new fence installation with status new, and Active Maintenance reporting a leaking kitchen faucet with low priority and status new.

Role-Based Board Access

Grant board members secure access to view requests, documents, reports, and activity based on their permission. You're in control of who sees what documents and information. Easily view on the go with the mobile app.

Transparent Decision History

See a clear record of your board's decisions, from elections to meetings to key comments. Every action is saved in our system for maximum transparency. Easily search your decision history to find key information when you need it.

Board Communication Templates

Reduce manual work with reusable templates for board notices, approvals, meeting follow-ups, and more.

Email template editor showing a message with headline 'Your July 2025 Statement Is Ready' and body text prompting to view and pay via ManageCasa account.

Structured Review & Approval Stages

Speed up the review process with easily defined stages such as Submitted, Under Review, Board Review, and Final Decision. With notifications and a clear record, a structure review process helps issues get resolved faster. Always know the status of a review.

Flowchart of three stages: Submitted with paper airplane icon, Review Process with magnifying glass icon, and Final Decision with checkmark icon.

Board-Ready Reports & Dashboards

Wow boards with intuitive reports you can easily download, print, and share. Get clear operational summaries, request activity insight, complaince trends, and financial reports — without exporting spreadsheets or spending hours making slide decks.

Financial report from Costner Property Management displaying Profit vs Loss as Percentage of Income for May 2024, including total income of $100,000, cost of goods sold $30,000, and gross profit $70,000, with buttons for Cash Flow, Income Statement, Chart of Accounts, and Owner Statement.

Official Notices & Recordkeeping

Send formal notices and legal documents digitally or by mail when required, and store all correspondence centrally for future reference, audits, or disputes.

Table listing exterior issues with sub-types, notes, and status toggles showing fixtures, broken fencing, fencing height, satellite dish, and trash items marked on or off.

eVoting & Surveys

Community Surveys & Elections

With eVoting, residents can vote in elections and surveys online. eVoting increases participation in elections and reduces overhead costs, such as paper ballots and hosting. Quickly achieve quorum with maximum transparency. See results immediately, with no human error.

User interface for managing eVote polls showing a list with poll names, creator Alice Associations, number of questions, votes cast, and status with options like Draft and Closed.

Live, Reportable Results

Survey results are calculated live and are easily viewable, trackable, and shareable.

Survey and Election Archives

Maintain an archive of past surveys and elections for reference and historical analysis.

Fully Customizable Surveys

Build surveys with multiple question types, answer formats, and response options—from simple polls to structured questionnaires.

Survey form interface showing one question with options to type a question, use preset answers, allow multiple selections, and add or clear answers.

Anonymous Polling

Enable anonymous responses when confidentiality is required. Anonymous surveys allow honest feedback while still providing aggregate insights to managers and boards.

Checkbox options with 'Voting is anonymous' checked, and 'Show results while voting' and 'Exclude locked accounts' unchecked.

Election Tools

ManageCasa’s eVoting tools support board elections, bylaw changes, and other binding decisions. Conduct official HOA elections digitally, reducing paperwork while increasing participation.

Poll results showing 60% Yes, 32% No, and 8% Abstain for a $5,000 special assessment per unit to fund roof replacement, with 21 total votes.

Weighted Voting

Apply vote weights based on property ownership, unit counts, or association rules.

Voting by Property or Individual

Configure elections to count votes by property, household, or owner—aligned with your governing documents.

Paper and Digital Ballots

Support hybrid voting by combining online ballots with manually recorded paper or even proxy votes. This ensures full participation, even for owners who vote offline.

Illustration of two overlapping documents with an icon of a ballot box containing a paper ballot with a checkmark.

Proxy Voting

Busy owners can appoint someone else to vote for them, known as "Proxy Voting". All proxy votes are logged and included in final vote tallies.

User interface panel titled 'Delegate Your Vote' with a dropdown menu to choose a user and a teal button labeled 'Assign Proxy'.

Centralized HOA Document Storage

Secure HOA Documents Storage

Store and manage all association documents in one secure system—governing documents, meeting minutes, financial reports, policies, and notices—so boards, managers, and homeowners always know where to find the latest version.

Digital file management interface showing a list of PDF invoice files with names, sizes, and upload dates with options to add folder, upload, search, and filter.

Multiple File Types Supported

Upload PDFs, Word files, spreadsheets, images, legal documents, and more.

Unlimited Document Storage

Store all your association documents without worrying about space limits. Keep all your records in one place.

Secure Access & Permissions

Control who can view, upload, or manage documents by role. Limit access by board member, committee, homeowner, or staff to protect sensitive information.

User interface panel showing two property owners, Devon Lane and Mason Brooks, with options to add association and search.

Document Filtering

Organize documents using folder filers. Filter by category, year, or association needs—making records easy to browse and retrieve.

User interface filter panel with dropdowns for selecting tags, associated tags, period, and custom date range, and a file size option.

Homeowner Portals

Homeowner Portal

Empower homeowners with a personalized, all-in-one hub that simplifies online payments, financial tracking, household management, and community engagement. Our Owner Portal offers a robust, user-friendly experience, reducing the need for constant inquiries to the board.

Payment interface showing a card payment form, total expense $79,000 with a 3.19% decrease, total income $155,045 with a 63.21% increase, and a transaction by Oliver Stewart through Chase Bank marked as paid for $100.

Online Payments & Autopay

Pay dues and assessments via ACH or card, with optional autopay.

Account History & Statements

View balances, charges, and payment history anytime.

Requests, Messages & Notices

Homeowners can submit maintenance or architectural requests, respond to violations, and receive official communications. All from one portal.

Three maintenance requests: solar panel request labeled low priority with image of solar panels on a roof, faucet problem labeled normal priority with image of a faucet running water, and roof cleaning labeled low priority with image of mossy roof tiles.

Documents & Community Information

Residents can access shared HOA documents, announcements, and calendar items without searching through email threads. Control what residents can see with role-based permissions, so sensitive documents stay private.

HOA Management Made Easy