Everything from the CAM Ops Manual — checklists, workflows, leak protocols, budget season, collections, board onboarding — built as live tools your managers can actually run from. No more printing PDFs.
Everything from the latest spec is wired up. Internal staff portal with global search, property-SOP Drive sync for 5 phase-1 properties (with another 64 connected), quarterly deadline tracker with auto-escalation, leadership dashboard, full notification system (email + SMS via Twilio + Resend with per-user prefs and quiet hours), competitor targeting Sunbiz cross-reference, marketing campaign tracker, employee handbook, and the Operations Manual r2 collections + violations updates.
One search across the Operations Manual, all SOPs, templates, forms, checklists, videos, employee handbook, and workflow tools. Try: NOLA, leak, plaza tower, §718.
Open portal →Plaza Tower Main + Staff · Tallahassee Center COA + Front Desk · Camellia Oaks. Drive activity triggers manager reminders + naming-validation.
Open property SOPs →Manager acknowledgment + leadership dashboard. Auto-escalates to Tizi at T+7d. SIRS check overdue at Plaza Tower (escalated yesterday).
Open quarterly →Welcome packets sent more than 72 hours ago without submission. Auto-escalation has fired.
Open dashboard →Pre-meeting checklist 8/14 complete. Packet sent. Quorum confirmed.
Open checklist →Calendars, work orders, financials, contracts review for all 18 communities.
Open checklist →Searchable, full-content reader of the CAM Ops Manual — every section, every how-to, every reference. Linked from every other tool.
Section IVProperty type, legal structure, ownership, governance, fees, meeting requirements, notice periods, quorum, executive sessions.
Section V4-hour certification, 1-hr (COA) / 4-hr / 8-hr (HOA) annual continuing education, validity windows, fiduciary responsibilities, kickback prohibitions.
Live checklist covering scheduling, notices, agenda, packet distribution, in-meeting motions tracking, post-meeting minutes & uploads. Per-meeting state saved.
Monthly · all communitiesCalendars, work orders, financials (Short → Owners, Long → BOD), contracts, audits, taxes, budgets, insurance, BOD certifications, packets, minutes, recordings, manager reports, reserve studies.
December → January 31BOD updates & terms, post-election Sunbiz amendments, DBPR FAQs & rosters, contract spreadsheets, action lists, annual meeting reminders 90/60/30, dues + budget reminders.
Post-electionOutgoing & incoming treasurer responsibilities, account signer changes, AppFolio bill approval workflow, Sunbiz amendments, full hands-off process.
Portfolio-wide health heatmap across all 18 properties · manager performance scorecard · live activity feed · escalation queue · financial snapshot.
Per userEmail + SMS preferences for every event in the system. Twilio + Resend. Quiet hours with critical-event bypass. Per-user, per-event toggles.
Live alertsRunning stream of every alert, escalation, and event. Read · snooze · dismiss · jump to source. Filtered views per category. Search across all.
ComplianceAppend-only record of every system action. Hash-chained for tamper detection. 7-year retention per §718 / §720. CSV export for records requests.
MarketingDrop-by-drop attribution. Funnel by channel. Cost-per-board calculation. ROI math. Auto-pulls from Google Ads, Resend, Page-per-Page, proposal CRM.
SecurityGoogle Workspace SSO via Cloudflare Access. 5 roles, 11-resource permission matrix, 2FA enforced, active session monitoring, full audit trail.
Single search across every owner ledger in every association. Find by name, unit, address, email, license plate, or partial. 412 owners indexed.
Data bridgeNightly CSV import + on-demand "Refresh now" + Skywalk fallback. Drives every other workflow. 412 owner ledgers · 2m18s avg run time.
Letter mergeAuto-fills the manual-approved cover letter with owner data. Statute auto-detected (§718.116(11) for COA · §720.3085(4) for HOA). Bulk mode + Page-per-Page queue.
Statutory clock5 working days (COA §718.111(12)) · 10 business days (HOA §720.303(5)). Auto-fulfillment kit from indexed Drive folders. T-2d / T-1d / overdue alerts.
Pulls live AppFolio + workflow data into the manual-approved template. BOD version with supporting docs · Homeowner version summary. Drive auto-save on send.
Per vendorW-9 + COI + license verification + signed contract. 4-stage workflow. 30/14/0 day expiration alerts. Bill Pay auto-blocks on expired COI.
Per propertyPer-property funding ratio. SIRS compliance for COA 3+ stories per §718.301(4)(p). 8 line-item reserves drill-down. 180/90/30-day expiration alerts.
Annual cyclePer-association 90/60/40/14-day notice automation, intent-to-run window, proxy tracking, quorum monitoring, post-meeting Sunbiz updates + BOD onboarding hooks.
Owner change requestsOwner submits → manager review → committee vote → decision letter → cure deadline. 30-day decision clock per governing docs. Photo + dimensions + sketch upload.
MaintenanceMobile-first owner intake with photos · manager triage · vendor assignment · completion. Auto-syncs to AppFolio. Aging alerts at 3/7/14 days. COI-gate blocks expired-vendor assignments.
FL Dept of StatePer-entity tracker. Annual renewals due April 30. Amendments after BOD elections within 30 days. $400 late penalty avoidance. Auto-syncs to bank notifications.
DOH complianceFlorida DOH 64E-9 daily checks. Mobile entry replacing the clipboard. Auto-flags out-of-range chlorine / pH / temp · auto-creates work orders for equipment · 2-year retention.
Mobile-first CMG-branded portal. Pay assessments · ledger · statements · work orders · ARC requests · documents · calendar. Replaces AppFolio's white-label.
Inbox automationOwner emails classified into 7 categories · drafts replies citing the right governing doc · auto-sends low-risk · routes sensitive to manager. ~14 hours/week saved per manager.
Front-desk daily ops. Live activity feed · package storage (24 bins) · visitor sign-ins with pre-auth check · vendor sign-ins with COI gate · key release log · shift handoff digest.
Per-property registryPet registry with covenant rule enforcement (Plaza Tower 2-pet, Timbers 60-lb cap, Lake pet stations). Parking spot map with vehicle registry + Kleman card tracking + violation flags.
AnnualAuditor PBC list pre-staged. 6 prep sections (financials / banks / budget / reserves / vendors / governance). Open question log. Auditor portal with read-only access expiring Aug 1.
Project biddingSend RFPs · collect bids · weighted-score against criteria · BOD recommendation memo. 7 active · pool service scoring shows Apex 93 / Florida Pool Pros 87 / Aqua 85.
External6-stage tracker: inquiry → discovery → security review → certification → beta → production. Currently Stage 3 (security review) · 82 days in. Approval = sub-second on-demand reads.
MobileManager walks the property with their phone. Map view · geotagged photos · instant violation/work-order creation. Compresses half-day walk to ~50 minutes.
ComplianceOwner-of-record + tenant cross-reference. AirBnB/VRBO weekly scan. Lease expiration reminders. Pet registry compliance flag at #411 per §17.4.
Scenario planning"What would dues need to be for X funding ratio?" 5 paths to close any gap (raise dues · shift % · special assessment · 24-month surcharge · defer). Auto-drafts BOD memo.
RegulatoryAuto-builds defense binder from audit log + PPP receipts + AppFolio. Counsel review · response submitted < 14 days. 9 closed YTD all in CAM's favor.
Compliance19 document types with statute-driven retention rules. Auto-archive + auto-purge with legal-hold override. 142k docs tracked · 2 active holds (slip-and-fall + DBPR election complaint).
Owner feedbackReal-time owner feedback loop. NPS +47 portfolio · 218 surveys (30d) · 8 detractors auto-followed-up. 6 survey types (work order close · ARC · meeting · packet · per-mgr · annual board).
Owner / tenant transitionsLoading dock · key handoff · welcome packet trigger · damage walkthrough · deposit refund. 11-day timeline. 7 moves scheduled · 14 completed YTD · 1 damage open.
Treasurer viewDaily 6 AM auto-pull from First Federal + Capital City Bank APIs. $2.08M total. Per-association breakdown · anomaly detection · CD maturity calendar · AppFolio reconciliation.
Covered eventsFNOL → adjuster → vendors → settlement → reconciliation. 2 active (Plaza Tower water damage, Lakes wind damage). $84k recovered YTD across 7 closed claims.
Coverage7-day schedule grid · primary + backup rotation · after-hours emergency line · auto-escalation 30/60 min. PTO swaps auto-route. ACK-to-silence pager. Calendar sync.
Candidate nomination → proxy collection → ballot prep → voting day → results → Sunbiz amendment. Quorum tracker. State-compliant e-voting per §720.306(8). 6 elections in flight for 2026.
AP workflowInbox → Awaiting → Approved → Paid → Cleared. COI gate blocks payment to expired-cert vendors. Per-association approval workflow. AGF check intake special handling.
Owner-facing147 articles across 8 categories. Cross-feeds AI Triage classifier — manager edits propagate to AI replies. 62% self-resolve rate · cuts the "how do I pay" emails.
Reserve-fundedMulti-year Gantt across all SIRS-tagged projects. Design → bid → build → warranty. Budget variance alerts · COI gate on PO release · 14-day owner notice automation.
Operating costTalquin / City / TECO / WastePro nightly import. Anomaly detection on monthly spikes. Sub-meter readings + tariff change tracking. EV-charger sub-billing for Plaza Tower garage.
Annual cycleLine-item GL build with prior-year actuals, forecast, and proposed columns. Variance flags >10%. Reserve sync from SIRS. Auto-mails §718.112(2)(f) packet on adoption.
As-builts & specs2,418 drawings indexed across 18 properties. Full search · OCR-tagged · revision lineage · floor / discipline / system filters. Cuts leak-triage hunt from hours to seconds.
Director-facingPhone-first view directors actually open. Tap-to-vote with audit trail. Watermarked docs. Per-director SSO that revokes the day after their term ends. 82% 7-day open rate.
PerformanceA–D grade across 5 dimensions: response · on-time · invoice accuracy · complaint rate · COI compliance. Recomputes nightly. Flows into RFP scoring. CoreCity Plumbing currently D.
Post-NOLAWhat happens after the 61+ day NOLA. Demand → intent → lien → foreclosure → title → cured. Statutory clocks per §718.116/§720.3085. AGF case integration. $148k recovered YTD.
RecruitmentWho's term-limiting · who's running again · 14-deep candidate pipeline drawn from NPS promoters, committee tenure, attendance, and skill-match. Officer rotation projection.
Owner lifecycle22 active touchpoints across welcome → 30d → 90d → quarterly → annual + event-driven (WO close, ARC decision, replay). Detractor playbook + closure loop.
After-hours9 scenarios (hurricane, fire, water, gas, power, elevator, etc.) with named cascades. One-tap activation. Quarterly drills. Per-property variant. Number-freshness auto-tested.
Compliance1120-H vs 1120 advisor per association. DR-405 tangible PP. 1099-NEC year-end auto-pull from Bill Pay. CPA package generator. Board e-sign on 8879 captured.
§718.111(12) clockIntake → verify → assemble → redact → deliver, with the statutory 10-day clock visible at every step. Auto-redactor + manager QA. Audit-log hashed bundle. DBPR defense binder auto-built.
Staff + portal shareRead-only ledger surface that staff and owners share. Same numbers — no "AppFolio shows X but my portal shows Y." Trailing 12mo, payment plans, lien metadata, estoppel auto-gen.
VRC docket14-day notice clocks · committee quorum check · 7-step §718.303 procedure. 12 active matters. Owner due-process packet auto-includes citation + photos + right to record.
Common areasClubhouse · rooftop · fitness · guest suite · loading dock · pool deck. Online booking with deposit + COI gate for events. Damage workflow auto-bills to owner ledger.
Luxer integration96 bays · live status map · stale-package alerts (5+ days) · day 10 refuse-return with auto-charge. Carrier mix · top recipients · refusal logs. Saves concierge ~60 packages/week.
DLP + governanceReal-time feed across 70 property drives. External-share guardrails · domain allow-list · auto-revoke timer · naming-rule enforcement. Catches owner-data leaks before they leave.
Mass notifyTwilio SMS + Resend email + portal banner from one composer. 10DLC compliant · STOP/opt-out tracked · quiet hours respected · two-person send for >200 recipients. Audit-logged.
People mgmt · CONFIDENTIALTizi's people-mgmt workspace. Weekly 1:1s · perf signals from leadership dashboard · 30/60/90 plans · quarterly reviews. Personnel record — redacted from §718 records requests.
Post-meetingRecording → diarized transcript → summary, decisions, action items → minutes draft to Records in <4 hrs. Manager reviews 15 min instead of typing 4 hrs. Action items auto-route to right module.
Owner educationPer-property 60-second walkthroughs in the welcome packet. Trash chute · package locker · hurricane prep · pool rules. 14 published. Cuts first-week front-desk Q's by 42%.
Hybrid meetingsOBS → Cloudflare Stream. Per-owner SSO with watermark. Live Q&A queue (secretary-moderated, auto-categorized). Auto-chapter replays. §718.112(2)(c) sunshine compliant.
Mandated testsPool DOH · NFPA-72 fire alarm · DBPR elevator · backflow · termite · wind mitigation · annual reserve walk. Statutory cadence + pre-prep packet + deficiency-to-WO routing.
Market contextPer-unit + PSF + reserve-funding vs. comparable Tallahassee high-rise + garden-style HOAs. Refreshed quarterly. Defensible context for budget memos.
CONFIDENTIAL · riskSlip/fall · theft · vehicle · resident behavior · vendor injury · pet · fire. Tablet intake at scene · severity routing · FNOL decision tree · litigation watch · lessons-learned loop.
ClosingsListed → estoppel → approval / ROFR → closing → welcome packet handoff. Per-association approval rules. Decedent / heir / refi sub-flows. 3.2-day avg estoppel turnaround.
Signature surfaceBOD waivers · vendor contracts · estoppels · Form 8879 · payment plans · welcome acks · declaration amendments. ESIGN Act + UETA compliant. Hash-chained audit trail.
Pre-meetingDrag-and-drop with statute-aware time stamping. Auto-suggests open action items + module triggers. Motion templates · packet auto-build · executive-session redaction.
Early warningNPS by association · NLP-tagged themes · churn risk. Detractor SMS · theme-to-board memo · promoter-to-committee. KL2 trending −12 since Q4 — escalation in motion.
Operating spendTrailing 24mo categorized GL spend across 18 associations. Vendor concentration · per-property efficiency · 6.4% YoY portfolio. Surfaces RFP candidates automatically.
Pre-NOLA5–60 day past-due interventions. ACH retry · hardship deferral · bridge plan · 14-day grace · combined VRC + workout. 82% cure rate before NOLA cycle starts.
CFO viewPer-association operating P&L + CMG management-company P&L. Variance to budget · cash position · reserve adequacy. Tizi's Monday dashboard.
All-property plannerBOD meetings · drills · vendor visits · social events · holidays · capital milestones. Conflict + dependency engine. Per-property + portfolio view. Owner + staff filters.
In-building TV8-slot rotation auto-fed from BOD · amenity bookings · water shutoffs · welcome messages. Per-property scope · emergency override · 99.9% uptime cellular failover.
Declaration · bylaws · rules142 indexed docs across 18 associations. Cite-aware AI search · statute-overlay flags preemption (e.g. §718.113(8) EV chargers). Cross-property quick-reference table. Owner-portal exposure.
Fobs & credentials218 active credentials across PT. Move-out auto-revoke · lost-fob hot-list · vendor temp self-expire. Min-necessary scope. Per-property cloud reader integrations (HID Origo · Schlage Encode).
Whistleblower · CONFIDENTIALOwner / employee / vendor reporting channel. Routes to AGF + ops director only — bypasses managers. Anti-retaliation guarantees · outside-counsel option. Annual transparency report.
§718.111(13) reportPresident's letter · manager narrative · audited financials · reserve disclosure · board roster · NPS year summary. 90-day deadline enforced. Page-per-Page mailing in one click.
Public sentimentReddit · NextDoor · Google · Yelp · Facebook public · forum.tallahassee.com. 142 mentions/30d. NLP-tagged · response playbook · NPS-mapped to known owners. Quote candidates banked.
IdentityAppFolio ↔ Property Appraiser ↔ Sunbiz ↔ FL DOH death index ↔ OFAC. 99.5% accuracy. Catches stale contacts, decedent transfers, LLC-without-beneficial, ex-spouse mailings.
Friday emailAuto-assembled 5 PM Fridays. Wins · headaches · pulse-of-the-week · money · people · sentiment · looking-ahead. Reads like a peer wrote it. Tizi's first-thing-Saturday read.
Institutional knowledge428 articles. Per-property handbooks · board personalities · vendor lore · statute plain-English · crisis playbooks · "how CMG does X." Anyone-can-edit, audit-logged. Onboarding seed.
Mailroom → AppFolioPaper or PDF → OCR → vendor match → GL code → COI gate → multi-association allocation → AP queue. 94% high-confidence parses. 42-second paper-to-queue. Duplicate detection.
State + federalSunbiz · DBPR 71B · 1120-H · DR-405 · 1099-NEC · wind-mit re-cert. Pre-fill from prior year. Statutory clock alerts. Penalty-risk forecast. 5-year on-time record · $0 late fees.
Public landingplazatower.cmg.example, lakesatkillearn.cmg.example, etc. Auto-built from SOPs · welcome video · estoppel intake form · curated reviews. SEO + Schema.org. Drives buyer + realtor traffic.
CONFIDENTIAL · pre-VRCOwner-vs-owner conflicts: noise · parking · smoke · pet · decoration. Manager-led mediation (shuttle preferred). 68% cure-without-fine rate. AGF backstop on ADA / fair-housing.
Soft touch · opt-inBirthdays · move-in anniversaries · tenure · welcome baby · condolences. Strict opt-in. Manager approval pre-send. Sensitive-state suppression (no card to active NOLA owners). +4 NPS lift.
AccessWelcome packets · governing docs · NOLAs · BOD ballots · portal UI in EN/ES/VI/ZH. Human-reviewed translations · per-owner preference enforced across all comms. Bilingual concierge.
vendors.cmg.exampleVendors check invoice status · upload COIs · see open WOs · respond to RFPs · see own scorecard. 81% adoption. Cuts "where's my check?" calls 83%.
Sync integrityNightly checks across 12 data domains. Auto-corrections for known patterns. Hard errors → AGF + ops director ping. 7-year audit-grade history. 96% portfolio score.
CONFIDENTIAL · coverage14 tracked skills × 6 team members on a 0-4 scale. SPOF exposure surfaced (reserve study, 71B, insurance all Tizi-only). 4 active cross-train plans. "Melissa out 2 weeks" simulation.
3-yr horizon2026–2028 plan · 4 pillars (building health · community · fiscal · team) · 16 quarterly OKRs auto-fed from underlying modules. Risk register. Tied to budget cycle + annual report.
Continuity14 scenarios documented (ransomware · office unusable · hurricane · key-person · vendor failure · IDP compromise). RTO 4h tier-1 · RPO 1h. Annual live drill. 100% backup-restore test pass.
SOC2 + privacyMapped to AICPA SOC2 TSC. 22 sub-processors tracked + DPA status. Q4 '26 SOC2 Type II target. 94% controls passing · 3 Q2 action items (IR exercise · DPA refresh · privacy notice).
Owner-portal embed24/7 chat answers from FAQ KB · governing docs · ledger context. Cites every factual answer · always offers human handoff. 68% AI-resolved · 1.4 sec first response.
closings.cmg.exampleEstoppel submit + pay + track + governing-doc bundle pull. 14 firms enrolled. Realtor-listing-prep variant. 100% within §718.116(8) 10-day cap. Anti-wire-fraud guardrails.
What we shippedPer-deploy log of new features · improvements · fixes · deprecations. Owner-portal "What's New" feeds from this. Auditor-friendly. Friday-no-deploy policy. Emergency rollback < 2 min.
CONFIDENTIAL · growth22 active opportunities across 6 stages. $284k weighted ARR. 2 won YTD (Camellia Oaks · Capital Square). Win-loss themes tracked. 2027 hire-trigger gating built in.
RFP responseAuto-assembles 22-page management-services proposal in 24-48 hrs. 6 templates by property type. Auto-pulls comps, references, fee modeling. 71% win rate at proposal stage.
New client90-day playbook · 6 phases · 39 tracked tasks. Records collection · banking cutover · stakeholder mapping · welcome packet · go-live · 30/90-day stabilization. 100% on-time YTD.
CONFIDENTIAL · CEO viewThe view above Tizi's. 6 weekly focus items. 12-month trailing scorecard. Founder-level risk register. North-star metrics: NPS · property count · SPOFs · margin.
Nov → Mar marathon5-month sequence · 142 tasks across 18 associations. Budget · audit · 1099 · 1120-H · 8879 · annual report · Sunbiz · DR-405. Lessons-learned tracked YoY. Per-association status grid.
When clients leave90-day standard · 6 phases · 40 tracked tasks. Records turnover per §718.111(12). Exit-survey · departing-board interview. 50% of past off-boards returned to CMG within 18 months.
Owner-portal embedOwner submits via portal · reviewer auto-pulls declaration sections + drawing-vault sheets + precedent searches. 14-day SLA tracked. Conditional approvals templated.
Day 1 read5 values: boring in the right way · candor is care · records are the truth · the board's interest is the only interest · we're a small team and act like it. Hiring · decisions · what we won't do.
CONFIDENTIAL · privileged22 active matters · foreclosure · liens · FHA · DBPR · probate · vendor disputes. Privileged comms protected from records-request bundles. Per-association legal-spend rollup.
§718.112(2)(d)(4)42 modules · 6 hrs runtime · 5 topic categories. Cert-required path for new directors. Treasurer-track + president-track recommendations. 100% directors cert-current portfolio-wide.
Opt-in · residentStrict opt-in resident profiles. Skill tags + interest tags surface neighbors without exposing contact info. 68% adoption at PT. Indirect benefits feed board succession + crisis response.
Growth · charity-backed$1,200 charity-of-choice donation + $600 mgmt-fee credit to referring association. No cash to sitting directors (avoids self-dealing). 71% conversion. 2 of 2 YTD wins were referral-sourced.
2 AM Sunday training4-tier decision tree (911 / on-call / vendor / "tomorrow's fine"). 14-night log review. Common mis-triage patterns + training cadence. Quarterly tabletop + post-incident debrief.
Opt-in · humilityOptional kit for older / solo owners. Document inventory · POC list · probate quick-reference · personal preferences. Triggers only at family notification. 3 families helped YTD.
25-yr horizonPer-unit projected cost across 12 systems over 1, 5, 10, 25 years. Three funding scenarios. Sensitivity analysis. Helps boards translate "fund reserves" into "owner-monthly impact."
Contractual commitment10 measurable commitments · auto-credit if missed (no board has to ask). $500 paid YTD (KL2 Sunbiz late). Strongest service guarantee in the Tallahassee market. In every CMG contract.
Standard contracts14 trade-specific MSA templates · pre-redlined with AGF · used across all 18 associations. One MSA · multiple SOWs. Cross-association leverage drives owner savings.
LegislativeFL bills · DBPR rules · OIR insurance · IRS practitioner releases. 42 bills tracked this session · 7 high-impact monitoring · 3 already signed with client memos delivered.
Opt-in · social142 registered pets · 88 published profiles. Walking-buddy match · pre-spray flagging · vet emergency contact · per-property rule clarification (PT no weight limit · MG 60-lb cap).
Operating-budget tiedEnergy / water / waste / Scope 1+2 emissions. 9 active projects + 6 pipeline. Anti-greenwashing principles · <7-yr payback discipline · per-owner monthly translation.
CONFIDENTIAL · salesLewis · Watson · Capital · FirstService · Reagan · self-management. Operating model · pricing · strengths · weaknesses · how-we-win patterns. Pricing comparison table for 50-unit condo.
CredentialingFL CAM licenses · CAI memberships (CMCA · AMS · PCAM) · CE credits · conferences. CMG funds $8.4k/yr training. Founder is on FL CAI board. Hiring magnet + regulatory advantage.
Owner → Board5-stage pipeline: submission → triage → status → decision → closure-loop. 14 adopted YTD · 3 declined w/ explicit reasoning · 7 in flight. 82% suggester satisfaction · +12 NPS lift on adopted.
Audit-ready12 agents documented: triage · owner bot · invoice OCR · meeting recap · sentiment · doc QA · anomaly · translation · capital · reg scanner · records · performance signal. Per-agent constraints + audit log.
Director pipeline9-month pipeline · observer-mentor pairings · 4-6 BOD meetings + monthly 1:1 + cmte work. 14 past observers now serving as directors. Cert-ready at election. Sunshine compliant per §718.112(2)(c).
Welcome Letters, NOLAs, Budget Approvals, Annual Notices, Statements, Special Assessments, ROFR. Pulls from AppFolio Homeowner Layout, USPS-verifies addresses, statute-locks templates, full audit log.
6-step wizardType → Association → Recipients → Template stack → Preview → Submit. Pre-flight validates FAQs, addresses, statute language. Layout-aware (Small / Bulk / Large).
All in one place60+ official CAM templates, forms, checklists, references, sheets, and how-to videos. Searchable. Synced from Drive / Checklists, Templates & Forms.
Step-by-step role-based runbook (Front Desk · Maintenance · Manager). One-click vendor dispatch, auto-build BOD email, leak folder template, photo upload tracking.
Emergency runbookResident-initiated workflow for single-family / townhome associations. After-hours line, on-call notification, vendor coordination.
July → DecemberAll 6 phases tracked: pre-season prep, workshops & annual meetings, approval notices, budget & dues input, payables comms, process discipline.
Per delinquent unitNotice cadence (30/45/60/90), NOLA at 61+ days, demand letter, lien, foreclosure escalation. Per-owner timeline + auto reminders.
Per board member4-hour cert tracking, annual CEU tracking, affidavit e-sign (HOA + COA forms), AppFolio access provisioning, welcome email template, 90-day deadline alerts.
Per vendorW-9, COI, license verification, contract upload, expiration tracking, auto-alerts at 30/14/0 days, AMEX vs check pay routing.
Per violation14-day hearing notice, $100/violation cap, $1,000 aggregate, suspension of voting/use rights, escalation to legal counsel, AppFolio sync.
New owner / tenantPlaza Tower digital welcome packet — 22 sections, drawn signatures, 3-day reminder cron. 22 active packets, 3 overdue, 12 submitted this month.
Monthly / QuarterlyAuto-generates BOD version (with supporting docs) and Homeowner version (without). Pulled from AppFolio data. Saved to Drive on send.
Per requestStatutory 5/10-day response timer, request log, document fulfillment tracking, audit trail.
MM.DD.YYYY meetings · MMDDYYYY contracts · MM.YYYY Property SHORT/LONG Financials · YYYY Annual Budget · LastName, FirstName Affidavit.
Drive first → AppFolio second. Short Financials → Homeowners. Long Financials → BOD. Required folders: Articles, Bylaws, Declarations, Rules, Policies, Contracts, Financials, Audits, Taxes, Budgets, Insurance, Certifications, Packets, Minutes, Recordings, Reports, Reserve, Inspections, Permits.
Subject lines always identify the community. Same-day reply when possible, no later than 24 hours. Grammarly required. CC/BCC properly. Sensitive info on need-to-know.
Operations Manual integrated April 2026 · v01.2025 · contents pulled directly from CAM Operations Manual.docx · all checklists state-persisted per manager.
