Product
Everything a management company runs on. Nothing it doesn't.
Violations, work orders, communications, billing, the general ledger, the bank and amenity reservations, built as one fast, keyboard-first workspace for your team, with a simple portal for homeowners.
⌘K searches every HOA, home, member, amenity and violation, and creates anything from anywhere.
More about command paletteSpeed
Built for people who live in it all day.
Community managers handle hundreds of homes at once. Epic HOAs is a single-page app with no reloads between screens, and everything you do often is a keystroke away.
Go anywhere
Search every HOA, home, member, amenity and violation from one box.
Create anything
New violation, work order, message or reservation, from any page.
Work the queue
Step through violations and work orders without going back to the list.
Violations
Enforcement with a paper trail you'll never have to rebuild.
Log a violation in seconds, notify the homeowner, and keep every follow-up in one place. Each violation carries two threads: an internal one for your team and a shared one the homeowner reads and answers from their portal.
- Grouped list by status, with a board view when you want one
- Internal threads the board and homeowner never see
- Shared threads homeowners reply to from their portal
- Photos and documents attached to the violation or a comment
- Properties panel: status, severity, due date, follow-up, fine
- Notices to the homeowner recorded automatically
Work orders
Every repair, from request to sign-off.
Work orders move through the same fast, grouped list as violations. Assign the vendor, record the cost, attach the quote, and keep the conversation with the board next to the job.
- Grouped by status: pending, approved, scheduled, in progress, completed
- Vendor, type, cost and scheduled date on every row
- Internal thread for your team, shared thread with the board
- Attachments for quotes, invoices and photos
Communications
A permanent record of what every homeowner was told.
Every notice, message and comment that went to a homeowner is logged, along with whether it was emailed and whether it was read. When someone says they were never told, you can show them when they were.
- Send a message to one homeowner or a whole community
- Delivery and read status on every message
- Filter by HOA, type, homeowner or email status
- Kept separate from your team's own notifications
Accounting
A real general ledger under every charge and payment.
Epic HOAs keeps each association's books as a double-entry ledger. Month-end close walks you through what's left: reconcile cash, tie out the subledger, explain every bank item, then close and produce the board's reports.
- Month-end close checklist that knows what's blocking you
- Receivables and prepaid tie-out, checked separately, never netted
- Chart of accounts and annual budgets per association
- Board-ready financial reports in packet order
Banking
The bank, built in. Not bolted on.
Epic HOAs connects directly to the association's bank. Statements reconcile against the ledger, checks are protected by Positive Pay, and money moves between accounts with a record on both sides.
- Bank reconciliation with proposed matches you approve
- Positive Pay on every check you issue
- Payer files sent to the bank automatically
- One-off and recurring transfers between association accounts
- Nothing that moves money is one keystroke away. That's on purpose.
Billing and collections
Dues that bill themselves, and collections that don't slip.
Set dues per home, run billing on schedule and let late fees follow your association's rules. The overview shows what needs a person, from overpayments to returned payments to accounts past the collections threshold.
- Dues schedules and billing runs per association
- Late fees and payment order set to your state's rules
- Collection cases with thresholds and escalation
- Statements, coupons and estoppel letters per home
Amenity reservations
Clubhouse, pool and courts, booked without the phone tag.
Homeowners book amenities themselves within the rules you set. You approve what needs approving, collect deposits, and let fees post straight to the ledger.
- Day and week calendars across every amenity
- Approvals, deposits, agreements and waitlists
- Shared-capacity amenities, overnight stays and seasons
- Booking fees posted to the general ledger
Homeowner portal
Simple for homeowners. Fewer calls for you.
Homeowners don't need a power tool. They get a clear, simple portal that answers the questions they'd otherwise phone you about.
- Their balance and recent activity
- Monthly statements
- Their violations, with the notice and a way to reply
- Amenity booking, rescheduling and waitlists
- How to pay, with their account number
See how fast your team could be.
A walkthrough of the workflows your managers run every day, on screens like the ones above.