Setup checklist
Prepare association name, unit count, timezone, dues amount, and resident roster.
Resources
Practical resources for self-managed HOA boards.
Use these guides and checklists to plan dues collection, document organization, resident communication, and board handoffs.
- Content is English-only in v1.
- Legal and accounting rules vary; boards should consult qualified advisors.
- SmartFlow AI can guide workflows, but board members approve official actions.
Self-managed HOA focus
14-day trial
Board-approved AI drafts
What changes
Built around practical board work.
SmartFlow HOA keeps the workflow clear, board-friendly, and grounded in what volunteer teams need to get done before the next meeting or handoff.
Payment planning
Decide ACH/card availability and whether residents or the association absorb fees.
Website launch
Choose a theme, add board contacts, publish documents, and keep placeholders noindexed.
Launch path
Start with the core board workflow, then publish when ready.
Each SmartFlow HOA page is connected to the same practical setup path: residents, dues, documents, website content, requests, and board activity.
Bring the roster together
Add units, residents, board roles, and the basic association profile.
Set dues and records
Prepare recurring assessments, documents, folders, and resident-facing resources.
Move requests into workflow
Track maintenance, violations, ARC reviews, comments, photos, and decisions.
Review before launch
Preview the website, check launch readiness, and connect the community domain when approved.
Board control
SmartFlow AI supports the workflow without taking official actions.
SmartFlow AI can help draft notices, summarize requests, improve website copy, and guide board workflows.
AI suggestions are drafts. Board members approve all official actions.
Can help draft
Use AI help for first-pass notices, summaries, website copy, and workflow explanations.
Cannot approve
SmartFlow AI cannot approve or deny requests, publish pages, send official notices, or change domains.
Cannot change money
SmartFlow AI cannot charge, refund, change billing, change plans, or alter Stripe settings.
Related workflows
Keep exploring the SmartFlow HOA funnel.
These pages help boards compare workflow fit before starting a trial.
SmartFlow HOA
Ready to see the workflow with your own community details?
Start a 14-day trial, choose the plan that matches your unit count, and build the first board workspace.