From scattered HOA facts to a clear reserve next step.
Start with the community, your role, and the documents you already know about. The public model helps frame the question; the request path preserves the context for follow-up outside this static site.
Step 01 / Request
Start with the community and the question.
Tell us the community, state, your role, and what decision is coming up. If you already have a reserve study, budget, disclosure packet, or general ledger export, note that too; this page does not store those documents itself.
When the backend intake is configured, the request is sent to the canonical
cfo service. Otherwise the same details are packaged as an email or
clipboard handoff so the static site still gives you a usable next step.
- Community name and state
- Your role (board, owner, or buyer)
- Known documents (study, budget, disclosures, or GL export)
- Deadline or decision coming up
Step 02 / Model
Adjust the levers and compare scenarios.
The public five-year model is a planning aid, not a persistent account area. It lets you test the levers a board can actually discuss: dues escalation, vendor savings, capital work sequencing, special assessment timing, and operating cost inflation.
On community pages, the model uses any known profile facts and labels the fallback assumptions. That keeps the distinction clear between verified facts, state-law context, and example numbers.
- Dues escalation rate
- Vendor & contract savings
- Capital work schedule
- Special assessment timing & amount
- Amenity & lease revenue
- Operating cost inflation
Step 03 / Share
Give owners and buyers the picture they deserve.
The request keeps the role and source context attached so follow-up can be framed for the right person. Boards need planning support; owners need document questions answered; buyers need due-diligence risk called out before closing.
Durable records, shared contacts, deeper document handling, and any real reserve analysis live outside this static frontend. This page is the front door and context handoff, not the system of record.
- Board Reserve review kickoff
- Owners Document checklist
- Buyers Due-diligence notes
See the model in action
Before you send a request, try it on a typical mid-size condo. Toggle special assessments, vendor negotiations, and dues increases, and watch where reserves land over five years.
Try the interactive solverNext step
Ready to route a reserve-planning question?
Pick the role that fits. We'll preserve the community context and send you to the right next step.