Welcome to sureHOA! Several default pages have been created and configuration options have been set for you already. Please review the information below for next steps.
Your Secret Weapon for Self-Managed HOA Operations
Reducing HOA Board Member Burnout: The Role of Automation"
Powerful Software, Modern Design
It's recommended you start by performing the following steps:
The vast majority of the settings can probably be left at their default value. However, you will need to change items on at least the Budget, Email, Homeowners, Letters, Organization, and Website tabs.
Make sure the important settings (such as the Association assessment amount, due dates, and appropriate accounts, email addresses, categories, groups, users, and vendors) are updated.
Enter vendors used by the Association; at a minimum an account needs to be created for the Association itself as well as the management company.
If there is not a management company, simply enter the Association's information everywhere it says management company.
After doing this, you'll need to make sure you update the vendor information.