← All featuresPortals for Every Role

Six workspaces. One platform. Zero data bleed.

Every stakeholder gets a purpose-built portal scoped to exactly what they should see — enforced with row-level security at the database, not just hidden menus. Invitations flow down the chain: operator to company, company to managers, managers to owners and vendors.

Board portal

Governance visibility without operational risk.

Board members see their association’s financials, delinquencies, budget vs. actual, violations, documents, and meeting materials — and formally sign off on approvals — without any access to other associations or company operations.

Live financials: income, expenses, NOI, bank and reserve balances
Delinquency visibility with owner-level detail
Approval queue with digital sign-off and voting rules
Meeting minutes, agendas, and document library
Architectural review oversight
Owner portal

Self-service that actually reduces office calls.

Owners check their balance and payment instructions, submit maintenance and architectural requests, book amenities, upload insurance, and see association documents — all scoped to their own unit.

Current balance with per-association payment instructions
Maintenance requests with status tracking
Architectural request submission with threaded messaging
Amenity reservations with manager approval
Insurance uploads and document access
Vendor portal

Vendors update their own work orders.

Invited vendors see the work assigned to them, post status updates, and keep their compliance documents current — so your team stops chasing updates by phone and email.

Assigned work orders with live status updates
Compliance document uploads with expiration tracking
Vendor profile and trade management
Invitation-based access controlled by your team
Management workspaces

Operator, company admin, and manager — each at the right altitude.

Platform operators provision and bill companies. Company admins oversee the whole portfolio, invite managers, and control property access per manager. Managers run the day-to-day with dashboards tuned to their assigned associations.

Per-manager property scoping controlled by the company admin
Company-wide oversight: health scores, workload, violations, ARC
Association health scores that flag problems early
Row-level security on every table — enforced in the database
Invitation-only access down the whole chain

Give every stakeholder exactly what they need — and nothing more.

White-glove setup included. No long-term contract required.