Every meaningful improvement to SMPLR — features, fixes, and the occasional big swing. Updated continuously.
Latest
Improved
Documents you can file in folders — and scan with your phone
The document library was one long list: no way to group anything, and no way to say which home a document was about. Documents now live in folders you create, every home gets its own folder as soon as it has paperwork, and a single Add document button covers scanning, uploading and letting Milo read a file for you.
Nestable folders, plus an automatic folder per home
Photograph a page and it's straightened into a clean, square PDF — drag the corners if the edges are off
Search and filters cut across every folder, with each result showing where it's filed
New
QuickBooks Online, connected both ways
Associations that keep their books in QuickBooks were maintaining two homeowner lists and two vendor lists by hand. A new Integrations tab in Settings connects QuickBooks Online directly, keeping homeowners and vendors matched between the two systems.
Connect QuickBooks Online in a few taps from Settings
Homeowners sync as Customers, vendors as Vendors
Choose the direction per list — read from QuickBooks, write to it, or both
New
Ask Milo for the whole roster, ready to paste
Asking Milo for every board member's email used to get you directions to the People Directory. Milo can now pull a full list by role — board, officers, a committee, owners, tenants, vendors — and hand it back ready to drop into an email.
Ask for any group by role and get names, emails and phone numbers
One tap copies the addresses as a single To: line
Milo flags who has no email on file or an address that bounced
New
The county record of a lot now lives on the property
The legal description of a home only existed once that home had a lien on it, and it was re-typed for every filing after that. A property now carries its own county record — legal description, subdivision, lot and block, county, parcel number and deed reference — and a new lien starts pre-filled from it.
A County Records section on every property, showing only what's on file
New lien filings seed the legal description and county from the lot
Bulk import reads these fields straight off a county or assessor export
New
Listen back to any Milo call — and read the transcript
Calls Milo answered were logged, but the record stopped there: no duration, no transcript, nothing to review. Every voice call now closes out properly with its recording and a full transcript, so a board member can hear exactly what was said and keep a copy for the file.
Play a call's recording from the conversation, no download needed
Full transcript with who said what, plus the post-call summary
Copy the transcript or download it as a text file
New
Every bank statement, filed for you
Chasing a monthly statement meant logging into the bank portal, downloading a PDF and filing it somewhere an auditor could find it. Each connected account now carries its own statement archive: the statements the bank issues are pulled in monthly and kept in the app, ready to open or download when a board member, an accountant or an auditor asks.
A statements button on every connected bank account
New statements are collected each month, not fetched by hand
Open or download any month from a phone or a desktop
Improved
Financials that tie out to the bank — and to QuickBooks
We reconciled a full quarter of association books against QuickBooks line by line and fixed every difference we found. Cash-basis revenue is now recognized when the payout actually lands in the bank rather than when the card was charged, processing fees absorbed by the association finally appear as the expense they are, and refunds net against dues the way an accountant expects.
Card revenue recognized on the date the money reaches the bank
Absorbed processing fees expensed on the P&L and in the general ledger
Late fees paid by check now report as late fees, and refunds reduce dues revenue
Improved
Milo knows when to text — and when to hand you the thread
Milo answers resident texts, but it had no idea what that resident had already reported, and it kept replying after a board member stepped in. It can now look up a resident's open requests and violations before it answers, it stops talking the moment a person replies, and every reply it sends is signed so no one mistakes it for staff.
Milo checks existing requests and violations instead of opening duplicates
It goes quiet when staff reply — one tap in the inbox hands the thread back
Threads left unanswered raise a follow-up alert for the board
New
Send a broadcast Certified — and bill the postage back
Community letters could only go out First Class, so anything that had to be provable — a violation notice, a demand letter — was mailed outside the system. A broadcast can now go USPS Certified, and an association can choose to bill that certified postage back to the resident whose letter it was.
Pick First Class or Certified when a broadcast goes out by mail
Absorb the cost or charge a flat per-letter fee, set once in Settings
The charge stays hidden until the letter is delivered, returned or refused
Improved
One inbox, whether you triage on a phone or at a desk
The phone and desktop inboxes had drifted into two different products — different rows, different filters, different reading views. Both now run the same surface: one row that shows what the message actually said, one filter control, and a reading pane that scrolls in a single motion. Replies you start are kept if you get pulled away.
Emails, texts and group texts all read as one list
Reply, mark unread, archive and delete by swipe on a phone, on hover at a desk
A draft reply is saved as you type, not lost when you leave the thread
Improved
Events that illustrate themselves
The events page is now a grid of image-led cards, with the date, status and registration count on the face of each one. An event posted without a photo gets one generated from its own title, category and description — so a community calendar looks finished the moment it's filled in.
Image-led event cards with date, status and registrations at a glance
Missing artwork is generated once and kept, not re-made on every visit
Search and status filter folded into one toolbar row
Improved
Payments and bank activity, rebuilt to read like a statement
The wall-to-wall payment table is gone. Payments now group by day with that day's total on the header — the shape you actually reconcile against — and bank activity leads with your cash position, with anything needing attention called out above the ledger. On a phone, a swipe on a payment brings up its actions.
Payments grouped by day, with the day's take on every header
Cash total first, then a day-by-day ledger of bank activity
Filter by month, quarter or year and download the result as CSV or PDF
New
Your association's own number can now text residents back — photos included
An association's local number could receive texts but carriers silently blocked everything it sent, so replies never reached the resident and nothing in the app said so. New HOA numbers are now toll-free and provisioned end to end — searched, bought and verified in one step, with no forms to fill in — and every outgoing text reports whether it was actually delivered.
New association numbers can send, not just receive
Boards and Milo can reply with photos, not only words
Texts that fail now show as failed in the inbox instead of looking sent
New
Own more than one home? Now you can see and pay for all of them
The homeowner portal only ever showed an owner their first property — a second unit's invoices, documents and payment plans simply weren't there, and asking for a plan on that unit came back as an access error. Owners now switch between every home they hold in the association, and each payment, plan and document lands against the right property.
A property switcher across invoices, payments, plans and documents
Payments are recorded against the unit that was actually billed
Payment plans work on any of your properties, not just the first
New
Text a photo to the HOA and it actually arrives
A resident who texted a picture of a leaking heater or a violation had it quietly dropped — the message came through as text only, or as a blank message when the photo was sent without a caption. Inbound texts now carry their images: they're saved with the conversation, open full size in the inbox, and Milo can see them when it answers.
Photos sent by text are stored with the message and viewable in the inbox
Captionless picture messages no longer arrive empty
Milo reads the attachment instead of saying it can't receive files
New
Match Center: finish the matches the computer can't
Match Center listed every payout, check and bank line the automatic matcher couldn't place — and then left you with no way to place them. Every row now has a Match button that opens a shortlist of the bank lines that actually fit, so a payout stuck on "Awaiting deposit" or an outstanding check can be cleared in two taps.
Match a payout or check to a bank line by hand, with Undo on every match
A line another record already claims is never offered twice
One list and one search strip across payouts, checks and unreviewed lines
New
One payment across several invoices — and a proper way to write a balance off
An owner who sent one check covering three years of dues used to leave you choosing between three payment rows or three invoices still reading overdue. Record Payment now takes a list of invoices, applies the money oldest first, and shows exactly what each one gets. And when a balance is genuinely uncollectible, you can write it off on the books instead of deleting the invoice or faking a payment.
Tick several invoices; the amount allocates oldest due date first
Short by a little? Forgive the difference and close the invoice in the same step
Write-offs post to bad debt and never show up as cash on your reports
New
Tell us what to build next — and vote on what others asked for
What's New only ever spoke one way. It now carries a feature request board alongside the updates: post what your board is missing, see every request other associations have made, and upvote the ones you want too — most wanted first, each with where it stands.
Request a feature in three fields, from the page header
Upvote any request; your own arrives with your vote already counted
Status on every request, so you can see what's picked up
New
Ask Milo about violations
"Summarize our open violations" used to send you to the Violations page to count them yourself. Milo now reads the enforcement backlog and answers straight — how many are open, what kind, which ones are past their correction deadline, and which are still waiting on a notice nobody has sent. Ask by property, by type, or by how far back you want to look.
Open counts by status and type, with past due and awaiting notice called out
Most urgent first — past deadline, then longest standing
Ask about one address or one kind of violation
Improved
Approved checks go in the mail right away
A bill that cleared board approval was mailed on the next daily run, so a check approved in the afternoon could sit overnight before it left. Approval and mailing are now the same moment — once the last approval lands, the check goes out to print and mail within the minute, and the daily pass stays on as a safety net.
Approval and mailing happen together, no overnight wait
A check can never be mailed twice, even on overlapping runs
The daily sweep still catches anything missed
New
A morning brief from Milo, before anyone asks
Milo now writes up everything that happened overnight and hands it to the board first thing. Open the app and the Milo panel opens itself and types out the brief for the last 24 hours; switch on Daily Briefing and the same summary arrives by email or text at 6:00 AM. Quiet nights get one sentence — empty sections are left out instead of printed as a wall of zeroes.
Requests and violations opened and closed, payments received and failed
Accounts brought current, new homes and owners, disputes asked for review
"Needs you today" — unread emails and texts still waiting on a reply, quoted with the neighbor's name
New
Release a lien properly, start to finish
Manage Liens could record a lien and read a filed one, but releasing one was a single button that emailed the attorney and left the association to draft the paperwork itself. It's now a guided four-step process — Authorize, Verify, Document, Record — that generates a recordable Release of Statement of Lien laid out for the county counter, stamp corner left clear.
A county-ready release document, fitted to one page to keep recording fees down
The legal description is never shortened to save a page
The lien stays filed until you confirm the county recorded the release
New
Ask Milo where the money went
"How much is left in the landscaping budget?" used to get you a polite deflection to the Reports page. Milo now reads the association's books and answers directly — budget line by budget line with budgeted, actual and remaining, or a period summary with revenue, expenses, net income, cash split between operating and reserve, and what's owed in and out. Access follows your existing permissions exactly: Milo will only discuss the pages you could already open yourself.
Per-line budget status, including what's over and the biggest items behind it
Revenue, expenses, net income, cash, A/R, A/P and owner credits for any period
No new access — the same Access & Permissions checkboxes govern the chat
Improved
Every report downloads as a branded PDF
Reports used to export to CSV only, which is fine for a spreadsheet and useless for a board packet. All 56 reports now offer Download CSV or Download PDF, and the PDF is a designed document in your association's own branding — the same stationery as meeting minutes and disclosure packages — ready to file, print, or hand to an auditor.
CSV or branded PDF on all 56 reports
PDFs carry your logo, colors, and the report's charts and detail tables
Numbers print formatted in the PDF and stay summable in the CSV
Improved
Talk to Milo, show it a photo, and send the reply in one click
Milo's chat is now a real composer on both the board dashboard and the homeowner portal: it grows as you type, takes photos and PDFs so you can ask about the thing in front of you, and has a mic for dictating instead of typing — with a live meter so you can see it hearing you. Dictation always drops the text in the box for you to review, never sends on its own. And when you ask Milo to write a notice, the draft now arrives ready to go out: Copy it, or send it as a Broadcast or an email without re-keying a word.
Attach up to 3 photos or PDFs and ask Milo about them
Dictate a message, review it, then send — nothing auto-sends
Drafted notices carry Copy · Broadcast · Email, with names and addresses already filled in
New
Ask Milo about your inbox — and let it do the writing
Milo can now read the association's email inbox for the board and answer the question you actually asked: which addresses wrote in about the cracked pillars, what they said, and how many households that really is — counted by sender, not by message, so one neighbor writing five times doesn't become five. It also stopped describing work and started doing it: ask for a survey and Milo creates a real draft in Surveys, ready for you to review and send.
Search the inbox by topic and get addresses, quotes, and a real count
"Create a survey" writes an actual draft — nothing goes out until you send it
Write with Milo now drafts a meeting's agenda summary from your agenda items
New
A new shell for the whole app, with search everywhere
Every page now sits under one top bar with global search, a + New button, notifications, and your account menu. Hit ⌘K from anywhere and search homes, people, invoices, violations, requests, and documents at once, with results grouped by what they are. The board dashboard was rebuilt on the same design: a greeting that tells you how much needs attention, revenue by month with a year-over-year comparison, and budget-versus-spend at a readable width.
⌘K global search across six kinds of records
+ New for anything you create often, including Ask Milo
Cleaner navigation — Meetings, blue page labels, no double-counted badges
Improved
Tasks that close themselves
Tasks used to outlive the work behind them: vote on the minutes and "Review & Approve Meeting Minutes" stayed on your list, and closing a violation left its task open. Now finishing the underlying work closes the linked task automatically, logs why on the task's history, and emails the assignee in your association's own branding so nobody keeps chasing something already done.
Minutes votes, closed violations, and completed requests close their tasks
"A task assigned to you was closed" emails, in your HOA's branding
A nightly sweep catches anything left behind, plus a redesigned task panel
Improved
Budgets, rebuilt — and an importer that keeps your real numbers
Budgets & Financials is now one page instead of three stacked tables: compact revenue and expense rings showing actual against plan, a single grid you can filter to revenue or expenses, and a year or custom month range that every total, chart, and export follows. Adding a budget starts from one button — type a category in by hand with an even, seasonal, or quarterly spread and see the monthly plan before you save, or hand Milo last year's budget PDF.
Milo now reads the budget document itself and keeps the figures printed on the page
Near-duplicate categories like "Repairs & Maintenance" match instead of piling up
Board-readable budget cards on a phone, plus a working CSV export
Improved
Every report, rebuilt on one design
All 46 reports now look and work the same way: a clear header with a back arrow and breadcrumb, a report switcher to jump straight to the next report without returning to the hub, and one search-and-filter row that becomes a bottom sheet on a phone. Period pickers are consistent — quarter chips plus a custom From/To range — and every report ends in a detail table under its chart, so a number on screen can always be traced to the rows behind it.
Jump between reports from any report, no round trip through the hub
Working Export everywhere, plus one-click PDF on the Quarterly HOA Report
Cash on the financial reports now reflects the live balance from linked bank accounts
New
Photograph a lien filing and it files itself
Recording an existing lien used to mean typing the county stamp by hand, saving, then hunting for the file to attach. Now you photograph the recorded Statement of Lien and Milo reads it — document and book/page numbers, county, legal description, and the names it was filed against — then records the lien with the filing already attached. It cross-checks the address and owner names on the page against the home you're attaching it to and warns you before a lien lands on the wrong property.
Photo-first capture with AI-drafted filing details you can review or clear
Lien documents now appear on the home's own Documents tab
Lien tags on the Units list, plus a "Has Active Lien" filter
Improved
See exactly what Stripe took, across your whole year
The Stripe payout reconciliation report now covers your full payment history, not just the deposits that arrived after you connected. Every past payout is pulled in and matched to its bank deposit, and each one shows gross collected, processing fees with the effective take rate, and the net actually wired — with a full breakdown, refunds included, when you expand a payout.
Historical payouts backfilled and matched to bank deposits
Gross, fees, and net on every payout and at the top of the report
Summary tiles and payout rows now readable on a phone
New
Group texts from the Inbox
You can now text several people at once from the Inbox, and choose how it lands: separate private messages where replies come back to the association only, or one real group conversation everyone sees and can reply into. Group mode is ideal for coordinating the board or a handful of neighbors on the same issue, and it says up front that participants will see each other's numbers.
Two send modes: separate texts or one shared conversation
2–9 recipients per group, using your existing community number
Ballot links stay private one-to-one, never in a group thread
Improved
Milo answers rule questions in the caller's own words
Residents don't ask about "plantings" — they ask about flower beds, sheds, trampolines, and RV parking. Milo now searches your full CC&R library the way people actually talk, matching everyday phrasing to the covenant that answers it instead of saying your association has no such rule. Every active rule is indexed automatically, so newly approved rules are answerable within minutes.
Everyday phrasing matched to the right covenant
Rule titles weighted first, so short questions land on the obvious rule
Automatic indexing of every approved rule, and faster repeat answers
New
See the property on every request card
Request cards now lead with a street-view photo of the property, so you know exactly which home you're looking at before you've read a word. It's instant context when you're triaging a full queue of requests.
Street-view photo of the property on each request card
Instant location context at a glance
New
Amenity bookings that confirm themselves
Turn on Auto-accept for any facility and reservations are confirmed the moment they're made — no pending queue, no board step. It's set per amenity, so the pavilion can run itself while the clubhouse still gets a review. Milo now honors the same setting on a phone call, not just by text, so residents can check a slot and book it out loud.
Per-facility Auto-accept, on or off in Settings
Instant confirmation emails instead of "we'll review it"
Milo books amenities by voice as well as SMS
Improved
Cleaner photo layouts on violation cards
Violation photos now sit in a cleaner, more consistent layout on every card, so the visual evidence is easier to scan when you're working through a list.
Tidier, more consistent photo presentation
Evidence you can read at a glance
New
Milo handles resident texts end to end
Residents can now text your community number and get real answers, not a hand-off. Milo tells them their balance, sends a payment link, and books the pavilion or clubhouse — grounded in your own facilities, fees, and rules, with a dedicated texting personality so replies stay short and human.
Balance and payment link by text, no login required
Facility reservations booked over SMS
Separate voice and text agents, each tuned to its channel
Improved
Design polish across the app
A refinement pass across the whole app: more consistent styling from screen to screen, so everything feels that much more put-together.
Refined, more consistent styling throughout
Polish applied across the app, not one corner of it
Improved
Meeting minutes Milo actually writes
"Generate with Milo" now drafts real minutes from the live meeting record — every note, motion, vote, and task filed under the agenda item it belongs to, in the order it happened. Export lands as a branded PDF with your logo and proper typography, ready for the approval email.
Timeline detail organized by agenda item
Motions, votes, and assigned tasks captured in context
Branded minutes PDF and approval email
Improved
Every request type gets its own workflow
Maintenance, architectural, general, and document requests each run on their own status track and progress stepper, so "In Review" means a committee decision and "Awaiting Approval" means a board one. Assignment actions and status labels follow the type instead of one shared three-step path.
Per-type status tracks and progress stepper
Architectural review vocabulary kept distinct from maintenance
Assignment actions aligned to each workflow
New
Board votes by email, and Bylaw AI drafts the reply
Any maintenance request that spends association money can go to the full board and be answered straight from an inbox — one ballot, a real majority required, vendor selection and cost on the request itself. In the message thread, Bylaw AI drafts or polishes your response using your own covenants, scoped to that unit's section.
Emailed board ballot with true majority enforcement
Vendor choice and cost captured on the request
Bylaw AI replies grounded in your governing documents
Improved
Quarterly HOA Report, rebuilt
The quarterly board report gets charts, consistent KPI cards, a modern quarter picker bounded by your real data history, one-click PDF export, and the option to publish it straight to the homeowner portal.
Quarter navigation limited to quarters you actually have data for
Charted financial, violation, and request trends
PDF export and portal publishing
New
Your community website, built by clicking on it
Every HOA now gets a real public website: a free yourhoa.smplr.site address provisioned at signup, a drag-and-drop builder where clicking any part of the live preview opens the right control, themed page templates, FAQ and document and knowledge-base pages, proper SEO structure, and custom domains when you're ready.
Free smplr.site address for every association
Click-to-edit builder on desktop and mobile
Milo generates your logo variants and favicon
Improved
Email in, clean request out
Turning a homeowner email into a request no longer means pasting forwarded headers and Outlook footers. Milo reads the message and its attachments, writes a clean title and description, classifies the request type so architectural submissions get their approval workflow, and keeps the attachments with the request.
Automatic AI summary of the email and attachments
Request type classified, not hardcoded to maintenance
Attachments saved as request-owned copies
New
Report a violation with one photo
The member portal violation report is now phone-first: take the photo, and Milo identifies the issue and pre-fills the details while GPS surfaces the nearest homes to tap. Boards get street-view hero images on every violation card, escalation-level fines, selectable 30/60/90-day remedy windows, and homeowner acknowledgment tracking.
Photo-first capture with AI-drafted details
Nearest-address matching by GPS
Escalation tiers, remedy deadlines, and acknowledgment on the card
New
Milo answers the association phone
Order a community number in Settings and Milo picks up. It greets known callers by name, looks up balances and last payments, opens requests, checks violation status, and grants resolution-date extensions your rules allow — every lookup scoped to the verified caller, with step-up codes bound to the live call.
Self-serve phone number ordering, no telecom setup
Named voices with samples and speaking-pace control
Answers grounded in your rules, with per-HOA instruction overrides
New
Real accrual accounting — no QuickBooks needed
SMPLR now runs a true accrual engine as the single source of truth: a rebuilt Balance Sheet with real AP and deferred revenue, standard A/R and A/P aging, accrual P&L, a Trial Balance with live integrity checks, plus operating/reserve fund segregation, a chart of accounts, and a posted general ledger.
Trial Balance with 12 live integrity checks
Operating vs reserve fund segregation and transfers
Cash or accrual reporting basis, disclosed on every statement
New
Resale disclosure packages that close deals
Ownership transfers now generate a branded, board-configurable disclosure package for title companies and buyers — real itemized balances, lien status, a paid-through note drafted for you, and a community resource guide pointing to the portal. Sign the cover letter with your real signature, drawn or uploaded once and reused.
Itemized balance and lien reports, no placeholders
Draw or upload the officer's signature
Buyer details auto-filled and lifecycle reminders through closing
Improved
Motions and votes, separated
Run Meeting now treats a motion and its vote as distinct steps, with avatar-based voting in a focused lightbox, an editable notes feed, a persisted meeting timeline, and autosave so nothing is lost mid-meeting.
Motion and vote recorded separately
Avatar voting with second/no-second handling
Persisted timeline with autosave
New
SMPLR Mail — letters, invoices & approval-gated checks
Send physical mail from inside SMPLR: First-Class and Certified letters, branded invoices with a QR pay slip, and vendor checks that pass through your board's approval ladder before they ever print. Positive Pay and a tamper-evident audit trail included.
Same-day 4 PM CT USPS cutoff
Amount-based check approval tiers
NCOA address validation + returned-mail handling
Improved
Milo now drafts your weekly broadcast
SMPLR AI reads your past seven days — meetings, votes, tickets, weather — and drafts a community broadcast in your board's voice, ready for one-tap approval.
Per-block personalization
Email, SMS, and app delivery
Tone matching from your past sends
New
Video conferencing in Meetings
Host board meetings with built-in video, live AI transcription searchable by speaker, and AI-drafted minutes approved before everyone's home.
One-click record
Motion & vote capture
Minutes emailed to every homeowner
Improved
Sliding-scale pricing
Pricing now slides smoothly from $54/mo at 25 homes to about $1.08 per home at scale — a built-in volume discount with no tiers to negotiate.
Live calculator on the pricing page
20% off annual billing
New
Custom email inbox
Give the board a real address — board@yourhoa.com — with a shared inbox threaded one conversation per home, and Milo triaging what needs a human.