Hoa management software

Board members and property managers can both input information into ManageMate, depending on how hands-on the board prefers to be. Some boards handle data entry themselves—when they get a vendor invoice or report via email, they can quickly create a document record and link it to the relevant vendor or project. Other boards delegate this to their property manager, who uploads documents like engineering reports directly to ManageMate instead of forwarding them through email chains. This way, information gets stored once and can be shared via link, cutting down on inbox clutter.

Not at all. ManageMate is designed for easy document uploads and quick information retrieval. You'll actually save time by avoiding email searches and waiting for your manager to track down records. Your property manager benefits too—they'll get fewer requests for project updates and documents since everything is accessible in one place, letting them focus on actual work instead of answering emails.

That's not what we're after. Boards still need property managers to handle contractors, get quotes, supervise staff, and manage the books. ManageMate simply helps both boards and managers stay organized and spend less time buried in emails, freeing everyone up to focus on the work that actually matters.

Step 1. Sign up for our 45-day free trial here, then log in to your account through a web browser.
Step 2. Invite your other board members and property manager(s).
Step 3. Build up your records in managemate over time by creating project, vendor and document records as you work with files and conduct your board activity.
That's it! Going forward you will be able to find your HOA's information when you need it.

Yes, we offer data migration to help organize your existing files—whether they're stored online or in physical folders—so they work seamlessly in ManageMate. We'll review what you have, arrange digital scanning for any paper documents, then organize everything into project, vendor, and document records. Once we're done, your complete file history will be ready to go in ManageMate from day one.

We will provide you with your project lists, vendor lists and copies of all files you saved in the application in an industry standard data format. Just ask us within 30 days after your subscription has ended, and we will be happy to make a copy of this data for you.

We offer a 45-day free trial so you can explore ManageMate and get input from other board members. Our sales team can walk you through virtual demos to show you how everything works and answer your questions. Throughout the trial, we'll check in with you to see how it's going and help with anything that comes up.

Change is never easy. But is the status quo sustainable? Time is precious, but spending a little time upfront to get the information into managemate will save time for everyone in the long run. Fewer emails, less waiting for others, quicker decisions - everyone wins.  managemate will reduce the number of other software tools you need. By using managemate, you won’t need spreadsheets to track the status of projects, online file folder systems to store documents, or using email as a to do list.