From automatically tracking violations to triaging resident requests, ManageCasa keeps HOA management organized and efficient.
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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.
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.
Configurable Statuses & Escalation
Customize 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Official Notices & Recordkeeping
Send formal notices digitally or by mail when required, and store all correspondence centrally for future reference, audits, or disputes.
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.
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.
Anonymous Polling
Enable anonymous responses when confidentiality is required. Anonymous surveys allow honest feedback while still providing aggregate insights to managers and boards.
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.
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.
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.
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.
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.
Structured Folders & Organization
Organize documents using folders by category, year, or association needs—making records easy to browse and retrieve.
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.
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.
Documents & Community Information
Access shared HOA documents, announcements, and calendar items without searching through email threads.
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