The phone view directors actually open. One screen for "what needs me right now," one for "how is my association doing," one for documents. Everything signed-in via Cloudflare Access SSO with their personal email — no shared logins.
2 expense approvals · 1 e-vote
Within 1.4% of budget
98% funded vs SIRS
3 NOLAs · 1 to AGF
Engineer flagged 1,800 sf additional slab repair on P2 outside original scope. Coastal Concrete change order $25,400. Within reserve allocation.
K. Patel approve · M. Hou approve · D. Reyes approve
"Reply ALL APPROVE" on a 12-recipient thread → tap-to-vote interface with audit trail. Vote cast → records the IP + device + timestamp for §720.303(2) minutes.
Board members no longer hunt across 4 different Drive folders. Last-50 documents, full search, watermarked download per board member identity.
The 5-person SMS thread becomes an authenticated, searchable, archived board discussion. Sunshine-rule clean — no improper out-of-meeting decisions per §718.112(2)(c).
Treasurer's most-asked question becomes a screen. Live tile from the Cash Snapshot module. Historical chart on tap.
Packet drops to the Docs tab 7 days before meeting. Tap-to-acknowledge "I've reviewed" feeds the manager's pre-meeting checklist. Cuts surprise objections at the dais.
Per-user prefs (matches the rest of the platform). Quiet hours respected. Critical-only mode for officers traveling. Twilio + Resend backed.
Cloudflare Access with their personal email (Google or magic-link). No shared "boardpresident@" account. Term ends → access auto-revokes the day after the annual meeting.
Every PDF rendered server-side with the director's name + timestamp watermarked. Cuts down on confidential financials being forwarded to non-board owners "by accident."
Board turnover is brutal. New directors onboard, ask for binders, get ghost-folders to long-departed gmails, and complain that they "can't see anything." This portal gives them a 30-second view of obligations + finances + docs from any phone — which makes serving on the board materially easier and helps recruit volunteers.
§718.112(2)(c) board sunshine + e-vote · §718.111(12) records · §617.0822 Florida Not For Profit director procedure · Ops Manual §III Governance.
