Migration onboarding

Tell us about your community. We'll do the heavy lifting.

The intake we use for every migration — everything we need to set up your association, import owners and units, configure payments, and stand up your custom website. White-glove from here.

Typical handoff under 2 weeks · No setup fees
1

HOA basics

The headline facts about your association.

Mailing address
Primary contact
2

Properties & phases

Tell us how the community is broken up.

Phases / plats
Phase 1
Occupancy mix (approximate)
3

Board members

Add anyone with sign-off authority. We'll send each one a setup link.

Member 1
Member 2
Member 3
Member 4
4

Property roster

A spreadsheet of every unit with address and owner contact info. CSV or Excel works.

Don't have a clean roster? Send what you've got — even a tax assessor export. We do the cleanup.
5

Documents

Drop in everything you can. Anything missing now can be added during onboarding.

Bylaws
Foundational governance document.
CC&Rs
Covenants, conditions, & restrictions.
Rules & regulations
ARC standards, parking, noise, pets…
Meeting minutes
Last 12 months of board minutes.
Financial statements
Last 12 months of bank statements + GL.
Reserve study
Most recent reserve study report.
Insurance policy
Master policy declarations page.
Vendor contracts
Landscaping, pool, gate, etc.
ARC forms & guidelines
Architectural review packet.
Other / anything else
Templates, letters, prior audits.
6

Open violations

So nothing falls through the cracks during the cutover.

7

Payments & banking

How money moves today, and how you want it to move tomorrow.

Do you accept online payments today?
ACH, card, or any digital rail.
Do you already have a Stripe account?
We connect via Stripe; existing accounts migrate cleanly.
Enable credit/debit, Apple Pay, Google Pay?
Owner-paid 3.9% + $0.30, or absorbed by the HOA.
Want a USPS lockbox for paper checks?
Owners mail checks to our lockbox; we scan, deposit, post. $2.50/check.
Enable ACH (bank transfer) for owner payments?
1.5% capped at $10/transaction.
Bank accounts · names & nicknames only — never share account numbers
You'll link accounts securely later via Stripe Financial Connections or Plaid. We just need the labels here.
Account 1
Account 2
8

People & contacts

Owner roster, vendor list, board contact sheet — whatever you have.

9

Timeline & notes

The story behind the move.

Ready when you are.

We'll review your intake within one business day, follow up with any blanks, and schedule a 45-minute kickoff with your migration lead.

We'll email a confirmation; reply with your documents attached.

Start with one community. Or all forty.

Free for thirty days. No card required.

Start free trial Talk to sales
For management companies with 500+ doors, ask about Multi-Portfolio onboarding.