From the team

The HOA-OS Blog

Practical advice, product updates, and community management insights for HOA boards.

The HOA Corporate Compliance Playbook for Boards
hoa-corporate-compliancehoa-corporationgood-standinghoa-governanceboard-checklist

The HOA Corporate Compliance Playbook for Boards

The whole corporate side of running an HOA in one place: the entity, the articles, the annual report, the registered agent, the tax return, the records and the amendment routes, in the order a board should check them.

Doug Wright
Amending HOA Articles vs Amending the CC&Rs: The Difference
articles-of-incorporationccrshoa-amendmentshoa-governing-documentshoa-corporation

Amending HOA Articles vs Amending the CC&Rs: The Difference

Two documents, two different approval thresholds and two different filings, routinely conflated. What the board can change on its own, what needs the members, and which office each amendment goes to.

Doug Wright
What Happens When an HOA's Corporate Status Lapses
administrative-dissolutionhoa-corporationreinstatementhoa-complianceboard-liability

What Happens When an HOA's Corporate Status Lapses

Administrative dissolution, in plain English: how a state dissolves an HOA that stops filing, what stops working, why the CC&Rs generally survive it, how reinstatement works, and where the exposure sits in the gap.

Doug Wright
HOA Annual Reports and Staying in Good Standing
hoa-annual-reportgood-standingregistered-agenthoa-compliancehoa-corporation

HOA Annual Reports and Staying in Good Standing

The recurring state filing most self-managed boards forget: what the annual report is, roughly when it falls, the registered-agent trap when a board member moves, and why a lapsed agent address is how boards miss a lawsuit.

Doug Wright
What HOA Articles of Incorporation Actually Contain
articles-of-incorporationhoa-governing-documentshoa-corporationccrsboard-basics

What HOA Articles of Incorporation Actually Contain

Section by section, in plain English: name, purpose, registered agent, membership, directors and dissolution. Why the articles are short, the CC&Rs are long, and which one governs when they disagree.

Doug Wright
How does a board keep track of its vendors' contracts and insurance before something lapses?
vendor-managementhoa-insuranceself-managed-hoahoa-softwareboard-operations

How does a board keep track of its vendors' contracts and insurance before something lapses?

A walkthrough of the vendor page in HOA-OS, where each vendor's contact, insurance expiry date and agreements sit on one record, and the insurance status is worked out from the date every time the page opens.

Doug Wright
How to Find Your HOA's Articles of Incorporation
articles-of-incorporationhoa-recordssecretary-of-statehoa-documentsboard-basics

How to Find Your HOA's Articles of Incorporation

The Secretary of State business search, what the entity is probably filed under when the community name doesn't match, ordering a certified copy, and what to do when the filing predates online records.

Doug Wright
We're switching systems. How do we bring over what each unit already owes?
hoa-accountingself-managed-hoahoa-softwareboard-operationshoa-dues

We're switching systems. How do we bring over what each unit already owes?

A 4-minute walkthrough of importing opening balances in HOA-OS, where the board loads the file itself, reads every row back before a cent is written, and can take the whole batch out again.

Doug Wright
Your HOA Is a Corporation. Here Is What That Means
hoa-corporationhoa-governancearticles-of-incorporationboard-dutiesnonprofit

Your HOA Is a Corporation. Here Is What That Means

Most HOAs are nonprofit corporations. What the corporation owns, what members own, why the board are directors in the legal sense, and what the corporate form protects.

Doug Wright
The HOA Developer Transition Playbook for New Boards
developer-turnoverdeclarant-controlboard-transitionhoa-governance

The HOA Developer Transition Playbook for New Boards

The whole developer handover in one place: the control period, the delivery, the audit, the contracts and the rules, in the order a new board meets them.

Doug Wright
Changing Declarant-Era Rules: Amending CC&Rs After Turnover
ccrsdeveloper-turnoveramendmentshoa-governance

Changing Declarant-Era Rules: Amending CC&Rs After Turnover

The rules a developer wrote were built to sell homes in a neighborhood that did not exist yet. What an owner-controlled board can change, and the vote each change needs.

Doug Wright
How a board handles resident messages without them landing in one person's personal inbox
hoa-communicationself-managed-hoaboard-operationshoa-software

How a board handles resident messages without them landing in one person's personal inbox

A 3-minute walkthrough of the shared board inbox in HOA-OS, where every resident message lands in one list the whole board can see and each thread carries its own status.

Doug Wright
Auditing the Developer's Books at Turnover: A Board Guide
transition-auditdeveloper-turnoverhoa-financesreserve-funds

Auditing the Developer's Books at Turnover: A Board Guide

A transition audit is the one chance a new board gets to establish what the association was handed. What it covers, who pays, and the red flags it finds.

Doug Wright
Your First Homeowner-Controlled Board: The First 90 Days
board-transitiondeveloper-turnovernew-boardhoa-operations

Your First Homeowner-Controlled Board: The First 90 Days

The first board elected by owners inherits a set of decisions the developer already made. A 90-day order of work for reading, checking and fixing them.

Doug Wright
The HOA Turnover Checklist: Documents, Funds, and Records
developer-turnoverhoa-recordsboard-transitiongoverning-documents

The HOA Turnover Checklist: Documents, Funds, and Records

A copy-ready list of what a developer owes the association at turnover, from the minute books and the money to the warranties nobody remembers to ask for.

Doug Wright
How to Record a Paper Check Payment in HOA-OS
hoa-paymentspaper-checkshoa-bookkeepingself-managed-hoa

How to Record a Paper Check Payment in HOA-OS

Photograph a paper check and HOA-OS reads the fields onto the payment form, matches it to open charges when the match is exact, and leaves the decision to you when it is not.

Doug Wright
The Declarant Control Period: What Developers Can Control
declarant-controldeveloper-turnoverhoa-governanceboard-appointments

The Declarant Control Period: What Developers Can Control

During the declarant control period a developer appoints the board, outvotes the owners and signs the contracts. Here is how far those powers reach, and where they stop.

Doug Wright
HOA Developer Turnover: How Your Community Changes Hands
developer-turnoverdeclarant-controlhoa-governanceboard-transition

HOA Developer Turnover: How Your Community Changes Hands

Developer turnover is the moment an HOA stops belonging to the builder and starts belonging to the owners. Here is what triggers it and what changes hands.

Doug Wright
The HOA Maintenance Playbook for Self-Managed Boards
hoa-maintenancehoa-vendorsboard-operationsself-managed-hoa

The HOA Maintenance Playbook for Self-Managed Boards

Six habits that keep an association's property, vendors and money in order: the responsibility chart, the scope sheet, the insurance file, the calendar, the emergency policy and the performance walk.

Doug Wright
HOA Landscaping Contracts: Your Biggest Line Item
hoa-vendorslandscapingcontractsboard-operations

HOA Landscaping Contracts: Your Biggest Line Item

Landscaping is usually the largest operating expense a self-managed board signs. What belongs in the scope, what to watch at renewal, and how to run a performance walk.

Doug Wright