A quick head start so your onboarding call moves fast. Have these ready:
CC&Rs, bylaws, your current budget, recent meeting minutes, and current financial reports.
Each director's initial certification (Florida's 90-day requirement) and any continuing-education hours on file.
A current owner roster. Start from our sample CSV so the data is formatted before your call.
Download the sample roster CSVShare a few details and we'll follow up with pricing and next steps.