Free printable

The Condo Pilot Grant Packet (PDF)

Eligibility, the two votes, the do-not-start-work rule, and the documents to email. One page for the board packet the night you apply.

Preview of The Condo Pilot Grant Packet

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Free printable

Wind Mitigation Document Checklist (PDF)

What is on the table the morning the inspector arrives: last 1802, roof permit, product numbers, photos, dec page, board vote, and site access. One page, made to print for the inspector.

Preview of Wind Mitigation Document Checklist

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Free printable

25+ Unit Website Posting Checklist (PDF)

The 18-item Florida list, public-front vs owner-login, and the 30-day clock. One page, made to print for the secretary.

Preview of 25+ Unit Website Posting Checklist

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Free printable

Named-Storm Deductible Math (PDF)

Insured value times the percent, the per-unit share, the HO-6 line, and the six-line owner letter. One page, made to print before a storm is named.

Preview of Named-Storm Deductible Math

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Free printable

The HOA Record Retention Schedule (PDF)

Keep forever, keep seven years, keep one to three, and the storage standard that survives board turnover. One page, made to post where the secretary works.

Preview of The HOA Record Retention Schedule

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Free printable

The First-Hour Emergency Sheet (PDF)

Named leads, shutoff locations with photos, 24-hour vendors, and the same-day insurance clock. One page, made to post in the office and the riser room.

Preview of The First-Hour Emergency Sheet

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Free printable

The Late-Dues Collection Timeline (PDF)

The policy numbers to set once, the day 1 to day 90 timeline for every account, and the guardrails that keep collection fair. One page for the board packet.

Preview of The Late-Dues Collection Timeline

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Free printable

The Annual Budget Worksheet (PDF)

Income, operating expenses, the reserve contribution, and the per-unit math, on one page the whole board can read before the adoption meeting.

Preview of The Annual Budget Worksheet

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Free printable

The Budget Season Calendar (PDF)

August to January, month by month: actuals, the insurance quote, real contract bids, notice, adoption, and the plain-English announcement. Post it where the board works.

Preview of The Budget Season Calendar

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Free printable

The Special Assessment Worksheet (PDF)

The six-step checklist, the funding math with blanks for your numbers, the Florida notice timeline, and a payment-plan planner. One page, made to print and bring to the board meeting.

Preview of The Special Assessment Worksheet

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Free printable

The Meeting Minutes Template (PDF)

The header, the order of business, and a motions log. Fill it in during the meeting and the record writes itself. One page, made to print for every meeting.

Preview of The Meeting Minutes Template

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Free printable

The Reserve Study Starter (PDF)

Inventory the big components, run the set-aside math on your three largest, and pick a funding policy the board actually votes on. One page for budget season.

Preview of The Reserve Study Starter

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Free printable

The Violation Letter Checklist (PDF)

Courtesy notice, cure notice, and fine notice: every element each letter needs before it goes out, so the process stays fair and the fine holds up.

Preview of The Violation Letter Checklist

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Free printable

The Proxy and Quorum Sheet (PDF)

The quorum math on one line, the six things every proxy form needs, and a chase plan that hits the number before meeting night.

Preview of The Proxy and Quorum Sheet

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Condos & Co-ops

Make your declaration, bylaws, and house rules searchable — so owners stop emailing the board the same questions. Online voting and COI tracking included.

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HOAs

Every tool a management company charges you per-door for — violations workflow, voting, documents, directory, public website — at a flat, honest price.

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Members, vessels, slips, and certificates of insurance in one portal. Amenity booking and document storage built in — no more spreadsheet juggling.

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Mobile Home Parks

Built for ROCs, manufactured-housing co-ops, and 55+ parks. Lot management, online voting, park rules, and shared-amenity booking — without the enterprise price tag.

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Deed-Restricted Communities

Recorded covenants, architectural review requests, and per-lot compliance in one place — so the ARC and the board are looking at the same file.

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55+ Communities

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