HOA self-management

Started by RogerL3 • 8 replies • 2365 views

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RogerL3 (North Carolina)
Posts: 6

Posted:

I am new to this site and am seeking comments from those of you who may have a small community... we have 24 units... and have been thru the process of changing from realtor property management to self-management by the HOA Board. I am looking for software that you are using and comments on those to stay away from. Thanks.

TimB4 (Tennessee)
Posts: 21,059

Posted:

Roger,

Welcome to the forum.

I live in a 130 lot community that is self managed.

The only software we use is MS Word, MS Excel and e-mail.
The other tools we use are pen and paper.

Software has been discussed a lot on this site with mixed opinions.
The one thing everyone agrees with is whatever is utilized think about the next person who may not be computer savvy. This is the main reason we use pen and paper.

Do a search on this site for software and you can review some of the past discussions on the topic.

GenoS (Florida)
Posts: 4,276

Posted:

Roger, my HOA is 100 homes and we do it the same way that TimB4 described. If you only have 24 units you probably don't really need anything too sophisticated. If you do your own bookkeeping I've seen recommendations for quick books, but you'll need to do some training for people who aren't familiar with it.

A key consideration, as Tim pointed out, is whatever you pick will have to be usable by the next guy. And whoever comes after him. Et cetera.

GlenL (Ohio)
Posts: 5,491

Posted:

Another KEY consideration is to make sure everyone on the Board has access to whatever software you decide on, even if one poor schlub is tasked to do everything. You don't want Harry getting his feelings hurt or a wild hair up his butt and deleting files since they are on his computer. You also might consider some form of off site data storage service or cloud or website to back up the data in case of a disaster.

Studies show that 5 out of 4 people have problems with fractions

DawnJ3 (California)
Posts: 1

Posted:

Does anyone have any experience with ASSOCIA? Our community is transitioning to Self-Management via our own Non-Profit Management Company, but upon terminating ASSOCIA we have a battle on our hands. ASSOCIA has come into our community and using our paid for resources is causing division among the residents. I would love to get some feedback with upbeat stories of how other HOAs have gotten rid of ASSOCIA. Thank you.

KerryL1 (California)
Posts: 14,550

Posted:

Welcome to HOATalk, Dawn, but please read the posting rules. We are not permitted to mention names for liability reasons. You simply should have referred to your Management Company (MC).

I hope our mods delete your post, but I do't have time to contact them.

ValK2 (Tennessee)
Posts: 65

Posted:

I believe we use Quick Books to do our accounting, which isn't all that complicated for a 100 home community. It does, however, feed the Tax Return, which is helpful.

EM2 (California)
Posts: 28

Posted:

Email, but a key thing is we have gmail, so we have put all documents on the shared drive. We scanned all minutes that we had paper copies of and put them on the drive as well... other than that, excel, quickbooks, word are it

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