Feature
Owners see their ledger, their documents and the board's scorecard. Without emailing anyone.
Balance, statements, payment, autopay, payment plans, documents, notices, meeting materials, minutes, voting, service requests, amenity bookings, insurance upload and the questions log, on any phone.
Board reality
Why this is hard for a volunteer board
Every question about what an owner owes, and every question about where the minutes are, lands in a volunteer's inbox at 9 pm.
The mechanism
How the butler handles it
- Step 1
Owners are invited as a campaign
With adoption tracking and paper fallback, and each owner sees only their unit. - Step 2
The portal is the delivery channel
It carries statutory notices with consent and proof, the voting booth, the payment page and the records request desk. - Step 3
Tenants and new owners have their own path
Tenants get a restricted portal. New owners get an onboarding flow: welcome, rules acknowledgement, contacts, fob, insurance certificate.
Record output
What it produces
The owner portal and installable app, the tenant portal, and new-owner onboarding with move-in and move-out scheduling.
Pet, vehicle and occupant registries, owner insurance certificate tracking, and a lease registry with rental restriction and short-term rental monitoring.
A community calendar, moderated classifieds and lost-and-found, surveys, and accessibility accommodation requests with a documented decision.
The owner question and answer public log, suggestions and petitions with requisition thresholds, and notification preferences.
Rules pack
Ontario and Florida
Each jurisdiction is a rules pack, and the citation travels with the obligation.
Posting rules for Florida association websites and Ontario's electronic delivery consent are built into what the portal shows and how it proves delivery.
Board questions
Questions boards ask
Is there an app?
The portal installs on iOS and Android from the browser and works offline for reading.
Can owners see other owners' balances?
No. Each owner sees only their own unit.
What can tenants see?
What the board decides, from a restricted scope: notices, amenities, service requests.
Set your corporation up this afternoon
Balance, statements, payment, autopay, payment plans, documents, notices, meeting materials, minutes, voting, service requests, amenity bookings, insurance upload and the questions log, on any phone.