Top 18 Must Have Features in Association Software

February 26, 2024

Best, Must-Have Features You’ll Want in your Association Software

Community association and HOA managers have an important decision to make about the software they will use to manage all aspects of their community association.

That means helping boards conduct meetings, gather info, present financial status reports, aid in communications, encourage residents to express themselves and participate in the community association. A community association manager faces great expectations. Happily, they can rely on their software to meet those demands.

Relying on your Top Business Asset

Your software platform is the complete system serving as the foundation for all association business. Your board relies heavily on you, and you need a dedicated association management platform that never forgets, alerts board members, staff and residents, and gives them user-access to the appropriate resources.

When it comes to selecting and vetting your choice of association software platforms, there are some core features and a few additional tools that must be present to get full value from your IT investment.

And if you’re the ambitious, progressive type of association manager, you’ll want more. That’s more invoicing, documentation, payment transactions, event scheduling, resident polling, board voting, and accounting entries typical of sophisticated property management software. While most legacy HOA software still being used is limited to basic association business, a more comprehensive solution offers more to modern managers.

Go beyond the common to make your work delight your residents, staff and board members.

Today’s All-in-One Software Platforms and so Much More!

More comprehensive Association/Property management systems let you access the impressive list of services below.

Let’s look at 18 Must-Have Features of the best HOA/Community Association Software.

Accounting and Financial Management: comprehensive accounting features to incorporate seamlessly are budgeting, accounts payable and receivable, invoicing, and financial reporting.
Online Payments Processing — digital payments via the resident portal with integration with your accounting system.
Member Management: a well-designed and secure database helps you control and protect member information, including contact details, property ownership, payment history, and communication preferences, and allows for users to easily log in and update that info.
Document Management: securely storage of important association documents such as bylaws, CC&Rs (Covenants, Conditions & Restrictions), meeting minutes, financial statements, and architectural review documents, and make them distributable or available to authorized users.
Communication Tools: integrated communication tools for sending newsletters, announcements, notices, and alerts via email, text messaging, or a publicly accessible community portal.
Online Resident/Member Portals: member portals for accessing community news, event calendars, important documents, and making online payments or submitting maintenance requests.
Integrated Websites: a modern, responsive website that members can view in any digital device, integrated with your association management system is such a blessing. Build your brand, publish news and community rule updates, enable fine/dues payments, and encourage member participation.
Work Order and Maintenance Management: modern SaaS tools for tracking and managing maintenance requests, work orders, vendor contracts, and maintenance schedules.
Architectural Review and Compliance: easily access or create templates and process resident’s architectural requests, track compliance with community rules and regulations, and stay in control by documenting violations.
Event Management: create community events, meetings, or gatherings, with RSVP tracking, handle event registration.
Board Governance Tools: tools for board members to manage board meetings, create agendas, record minutes, and track action items.
Online Voting and Polling: secure online voting with privacy protection for conducting board elections, making resolutions, approving budgets, and gathering vital information for decision-making.
User-based Access Control — ensures or limits access to sensitive information to authorized users, and has cloud-based data security measures to protect member information.
Integrated Capabilities: all-in-one management platform that integrates accounting software, payment processors, CRM (Customer Relationship Management) systems to streamline and automate transactions and workflows.
Intuitive, Easy to Learn Dashboard: a user-friendly user interface (UX) that makes users feel confident, comfortable and empowered to get their work accomplished with time to spare.
Advanced Search Tools: search contacts, members, properties, accounts, assets, and custom fields to find what you’re looking for.
Customer Support and Training: access to comprehensive customer support services, including training resources, tutorials, and ongoing assistance to ensure smooth implementation, adoption and usage of the software.
Extended Advisory/Consulting Services: consulting services to provide more in-depth planning and assistance with your association management challenges.

Of course, the full scale of user benefits and featured capabilities is too vast to list. You can discuss which are most important to you with a sales representative and while you take a product demo. You’ll be surprised at the full functionality of modern SaaS-powered association management software platforms. You won’t regret upgrading.

And doesn’t the word platform tell you it’s one inclusive, integrated management system that makes association management easy?
Take another look at ManageCasa’s HOA and Association Management Software to review the features you can present to your board.

Contact our sales team now at 415 800 1245 to discuss a demo and get your inquiries answered.