HOA Management Made Easy

From automatically tracking violations to triaging resident requests, ManageCasa keeps HOA management organized and efficient.
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Smart city illustration showing residential communities and urban properties managed through ManageCasa property management software.

Architectural Reviews & Compliance

Structured Architectural & Compliance Reque
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
Fines & Enforcement Actions

Reusable Notice & Letter Templates

Create standardized templates for architectural decisions, warnings, and compliance notices. Templates help ensure consistent communication and reduce manual work when enforcing community rules.
User interface showing a list of architectural forms and articles for various community associations with options to add files or forms.

Configurable Statuses & Escalation

Customize request statuses such as Submitted, Under Review, Approved, Denied, or Escalated. Status changes trigger notifications and keep homeowners informed automatically.
User interface popup for changing a ticket status with a dropdown set to 'Resolved' and buttons to save or cancel.

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 portal or by 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 or mobile app. 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.

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 a tasks 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 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

Monitor activity across maintenance, architectural, and compliance workflows from a single dashboard. Track response times, open items, and resolution trends while keeping boards informed with clear, audit-ready records.
Architecture Review Summary with a colorful donut chart and status counts: New 0, Update Requested 1, Pending Review 3.

Review & Approval Controls

Route requests through defined review steps for architectural approvals, maintenance decisions, or compliance actions. Track decisions, comments, and follow-ups in one place to ensure consistency and timely resolution.
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 the request. Messages, notes, and attachments are stored chronologically inside each workflow item, reducing back-and-forth emails and preserving 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.
Board members can stay informed, review activity, and participate in decisions without relying on emails, spreadsheets, or meetings alone.
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 without exposing operational controls meant for managers.
Transparent Decision History
Every action, comment, status change, and approval is logged to provide a clear audit trail for board accountability.

Standardized Board Communications

Use reusable templates for board notices, approvals, meeting follow-ups, and community communications to ensure consistency and reduce manual work.
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

Track items through defined stages such as Submitted, Under Review, Board Review, and Final Decision. Status updates keep everyone aligned and reduce follow-up questions.
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

Provide boards with access to operational summaries, request activity, compliance trends, and financial reports — without exporting spreadsheets or compiling decks manually.
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 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
Collect feedback, opinions, and informal votes from homeowners using online surveys. Surveys are ideal for gathering input on community initiatives, planning decisions, or general sentiment—without the complexity of a formal election.
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 Archives
Maintain an archive of past surveys and their results for reference and historical analysis.

Fully Customizable Surveys

Build surveys with multiple question types, answer formats, and response options to fit the purpose of each survey—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.
Voting
Conduct official HOA elections and votes digitally, reducing paperwork while increasing participation. ManageCasa’s eVoting tools support board elections, bylaw changes, and other binding decisions.
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 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

Record proxy votes directly in the system for owners who authorize another party to vote on their behalf. All proxy entries 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

HOA Document 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, and more.
Unlimited Storage
Store all association documents without worrying about space limits.

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.

Structured Folders & Organization

Organize documents using folders 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

Access shared HOA documents, announcements, and calendar items without searching through email threads.
User interface showing a file sharing pop-up with options to choose contacts and a button to share selected files, behind it are faint images of two document icons.
Architectural Reviews & ComplianceRequest & Task TrackingBoard Oversight & GovernanceeVoting & SurveysCentralized HOA Document StorageHomeowner Portals

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Everything you need to know about ManageCasa and how it can transform your property management.