Board Toolkit

For HOA & condo boards

Who it's forHOA and condo board members who do the paperwork themselves.

Do your HOA board's paperwork in minutes, not hours

Meeting agendas, notices, minutes, violation letters, late-payment letters, ballots and the yearly budget. Answer a few questions and get a finished document to print or email.

  • Save hours. Fill in a few details instead of writing from a blank page.
  • Look professional. Every document on your letterhead, clear and consistent.
  • Fewer mistakes. Notice deadlines are worked out for you, so meetings aren't called late.

  • One-time payment
  • PDF, Word & Excel
  • Secure checkout by Stripe
Annual meeting · agenda Board Toolkit
Annual meeting · Tue Nov 4 · 7:00 PM · Community room · 1 business item

Maple Court Condominium Association

Annual Meeting Agenda

7:00 PMCall to order & roll call
7:02 PMConfirm quorum (3 of 5)
7:04 PMApprove prior minutesVote
7:07 PMTreasurer's reportInfo
7:17 PMRoof repair bids (3 received)Vote
7:32 PMOwner open forum
Notice must go out by Tue Oct 21 · proxy form attached
Agenda, notice & proxy ready · PDF and Word

What the toolkit does for you

What a management company would write for you

Walk into every meeting with the agenda, the notice and the proxy forms already done.

Minutes come together from the notes you paste in, with each motion and vote recorded.

Violation and past-due letters that are firm, fair and the same for every owner.

A budget owners can follow, with dues per unit and the change from last year worked out.

Everything is saved, so next year starts from this year's documents.

How it works

Your first agenda in under five minutes

1

Add your association once

Name, address and officers. They fill in on every letterhead and signature line from then on.

2

Answer a few questions

Meeting date, the owner, what happened, the numbers. The toolkit times the agenda, counts back your notice deadline and lays out the document.

3

Export or send

Download a PDF or Word file, export the budget to Excel, or open a pre-filled email to residents from your own address.

Every tool in the kit

Every document your board needs

Meeting agendaTimed agenda with the standard sections in place
Meeting noticeTells you the last day the notice can go out
Meeting minutesPaste your notes; motions and votes recorded
Annual meeting plannerEvery deadline worked back from the meeting date
Proxy form & ballotFor owners who can't attend, with candidates and questions to vote on
Board resolutionA formal record of a board decision and the vote
Violation noticeCourtesy, formal or final, written for you
Past-due letterFrom a friendly reminder to a final notice, with the balance added up
Hearing noticeThe owner's right to be heard before a fine
Reply to an ownerAnswer a complaint clearly, on the record
Email to residentsShut-offs, dues changes, reminders, events
Request for bidsEvery contractor bids on the same scope
Lender questionnaireAnswers for a buyer's mortgage lender, with problems flagged
Estoppel / resale certificateWhat a selling owner owes, with your state's deadline
Annual budget builderDues per unit, reserve check, Excel & CSV export · Complete plan
Florida condo deadline trackerInspection, reserve study, website and board training deadlines · Complete plan

More on the condo questionnaire and estoppel tools · More on the Florida tracker

Built for small boards

No management company, no unit minimums, no monthly bill

Self-managed condosSmall HOAs2–10 unit buildingsTownhome associationsCo-opsBoard secretaries & treasurers

Pricing

Pay once. Use it every year.

Most boards choose this

Complete Board Toolkit

$199 $149 one-time

  • Every document tool
  • Annual budget builder with Excel & CSV export
  • Dues per unit, reserve check, next-year rollover
  • Budget letter to owners
  • Florida condo compliance tracker

Document Toolkit

$129 $89 one-time

  • Agendas, notices, minutes, meeting planner
  • Violation, past-due & reply letters
  • Ballots, proxies, resolutions, bid requests
  • Condo questionnaire & estoppel certificates
  • Add the budget builder and Florida tracker later for $60

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FAQ

Questions about the Board Toolkit

Is this a subscription?

No. It's a one-time payment. You keep access to the toolkit and everything you save in it.

Is there a minimum number of units?

No. It's built for self-managed buildings and HOAs of any size, including the 2–10 unit condos most HOA software prices out.

Do I get real documents?

Yes. Every document exports to PDF and an editable Word file, and budgets export to Excel and CSV. Your documents stay saved in your account to reopen and update.

How does the AI work?

Violation notices, past-due letters, replies to owners and resident emails are drafted by an AI set up specifically for HOA and board matters. It writes in the right tone for each notice stage, uses only the facts you enter, and never invents amounts, dates or rules. You can edit every word before sending. Agendas, notices, minutes, ballots and budgets are built directly from your answers.

Can other board members use it?

Your documents live in one account. Any board member who signs in with that email gets a one-time sign-in link and can open and edit them.

Is this legal advice?

No. Notice periods, fines, collections and liens depend on your state's law and your governing documents. Check yours, and talk to an attorney before taking legal action against an owner.

Have your next meeting's paperwork done tonight

One payment. Every agenda, notice, letter and budget your board writes, from now on.

Free download

Where should we send it?

Enter your email and we'll send this template to your inbox as both a print-ready PDF and an editable text file. Your download starts immediately either way.

We'll email you a copy of this template. That's it.