Move off spreadsheets
without losing context.
SyncHOA is designed for boards that already have data scattered across spreadsheets, email, PDFs, folders, and personal inboxes.
Homeowner roster
Bring in names, units, contact details, resident status, and board roles from a CSV.
Vendors and templates
Set up vendors, categories, violation templates, maintenance templates, and common workflows.
Documents and reports
Organize bylaws, rules, budgets, minutes, notices, and historical files into a durable library.
Start with the homeowner roster.
Most communities should begin by importing homeowners and confirming units, contact details, ownership status, and board roles.
Configure dues, categories, and operating rules.
Once the roster is clean, configure dues frequency, maintenance categories, violation templates, document categories, and community settings.
Invite residents when the board is ready.
Boards can stage the portal first, then invite homeowners once documents, dues records, and community workflows are ready to use.
Ready to see SyncHOA in context?
Start a free trial or ask for a walkthrough tailored to your board, community size, and current process.