CRM, Alerts & Surveys
Home Owners' Association Management
Our system is suitable for internally-managed HOAs, as well HOAs using external Property Managers.
It handles all the daily and monthly management, ranging from a member's list and contact details, Board Elections,
Board Meetings and logs of Board Minutes, File Sharing, Maintenance, Alerts, Accounting, Payments and Payment Reports.
CRM
The CRM stores all Resident details, as well as full note histories. Filter by multiple categories.
Entering and updating data is simple and intuitive.
Alerts
Send alerts, such as security or building notices, violations or complaints. Residents view alerts in their dashboards
and can respond. Each side sees full note histories.
Surveys
Monitor satisfaction with 3 kinds of Surveys: Likert, Open-Ended and Multi-Choice.
Secure E-Signing
Issue HOA contracts, using our in-built E-Signing and handle all resident onboarding. Contracts may be signed by multiple parties. Enter signature and initial markers, select the order for signers and with system-generated e-mails and reminders, the rest of the process is automated.
Whereas other providers e-mail out links, which are at risk of being intercepted by hackers, our solution only permits logged in users to view and access their contract. Everything is handled inside the system for maximum security.
Accounting & Online Payments
Accounting
Adaptive handles your daily accounting including General Ledgers, with customised Chart of Accounts, Accounts Payable, Accounts Receivable, Trial Balance and Ageing Reports. Forecast business flows with multi-year operating budgets and real-time reporting.
On-Line Payments and Historical Payment Reports
Use our APIs or ask us to connect to your existing payment providers, to enable automated online payments. Both Payer and Recipient access real-time Historical Payment Reports from their Dashboards.
Maintenance
Resident Orders
Residents book maintenance requests online. The property manager approves or declines the request. Authorised requests are booked with an internal maintenance team or an external supplier. Board-Mandated Maintenance jobs are automatically approved.
Internal Maintenance Teams
The Maintenance Manager views all incoming orders and schedules all jobs. When team members are assigned jobs, system time monitors the length of time per job, to facilitate internal and external billing. Time and Billing reports are provided. This also helps monitor idle time.
External Maintenance Teams
The Property Manager views all incoming orders and selects a pre-approved Supplier. System time monitors the length of time per job, to facilitate internal and external billing. Time and Billing reports are provided. This also helps monitor idle time.
Feedback and Invoicing
Once jobs are complete Residents are asked to rate the Maintenance Team and Property Manager's handling of the case. The on-site team also state whether the job is due to Resident damage. If it is, the Resident is automatically invoiced; otherwise an invoice appears in the Board and Property Manager dashboards.
Portfolio Management
Monitor Payments & Arrears
Gain real-time access to payment and arrears data. Filter by city, building and client. At a glance view whether payments were made in full and on time, as well as arrears balances. Tenant contact details are also listed.
Portfolio Dashboard
At a glance view summary payment and arrears data, number and type of vacancies, average RSF and risk-return data such as Gross Yield, CAP Rate, Return on Cost and NOI.
Tear Sheets (Optional)
For investors running multi-asset portfolios, there is the option to produce monthly "Tear Sheets", suitable for institutional investors, where risk-returns are summarised on an asset class basis.