Management Software

https://www.capterra.com/hoa-software/

• DoorLoop – not HOA ready yet. Will not be able to view this properly. But starts at $239/mth for rentals. I like their UI approach however with customizable widgets on home page.
• AppFolio Property Manager – $104/mth, but has $280/mth minimum. Too expensive.
• Buildium – $224/mth essentials only
• Easy HOA – $59/mth – too simplistic. Not much is integrated. No link between owner request and action taken by management, no link between invoice and owner request.

• ManageCasa – $139/mth starting price. Too high! Demo done

  • Got demo (See details here zotero://select/library/collections/:collectionKey
  • Can scope by building & unit within building
  • custom fields can be created, but are not reportable or sortable, reports are canned and not customized. Therefore custom fields are only for UI displays, possibly for export (not sure).
  • Worddoc templates for notices, and letters, fully customizable (hoping custom fields can be used in this, not sure the database script will retrieve the custom field for templates)
  • USPS delivery service 3rd party designated by CASA not one of our choosing, cost $1.70 per 1 or 2 page letter.
  • someone has to enter tickets and update
  • someone has to enter violations and update
  • initial message from unit owner for request can be “attached” to a resulting work order
  • task management not within work order process ?? not sure what this means??
  • unlimited bank accounts
  • transaction categories can be “learned” but until then must be entered by user
  • bank account reconciliation is partially automated, but someone still needs to assist
  • expenses are automatically tracked by work order
  • ChecksDoc (3rd party check writing system) to print checks or send echecks. (Seems bank software can automate this, like my bank has in the past. Guess it needs an amount to be entered.)
  • notifications sent by email (mailchimp – their choice not ours), sms with open/received tracking and reporting. (Did not ask about automatic followup workflows. Need to check.)
• Enumerate – https://goenumerate.com/pricing/
• Frontsteps – a baltimore HOA uses this, Claims to connect owner directly to vendor for repairs – might be good to eliminate YAP. No pricing on website. https://frontsteps.com/products/community-management/
• Pilera – https://www.pilera.com/ (First Real Estate Mgmt in Baltimore uses this.
• cinc systems software https://cincsystems.com/pricing/ – doesn’t seem to provide the level of tranckn