Internal · CAM Staff Portal · staff-only access required for production
Capital Association Management
CAM Internal Portal

One search across every CAM resource.

Operations Manual · Property SOPs · Templates · Forms · Checklists · How-to videos · Employee Handbook · Workflow tools.

120+ indexed items Press / to focus Filters: type: property:

Browse by category

Reference

Operations Manual

Sections I–VIII, fully searchable. The single source of truth for every CAM process.

📖 Last sync: today Per property

Property SOPs

Plaza Tower Main · Plaza Tower Staff · Tallahassee Center COA · Tallahassee Center Front Desk · Camellia Oaks. Synced from each property's Drive.

🔗 5 Drive folders connected Internal HR

Employee Handbook & Policies

Code of conduct, time-off, expense policy, PTO, AMEX usage, harassment policy, IT & data policy, performance reviews. Track read & sign per employee.

📑 Sign-and-acknowledge tracking Library

Templates · Forms · Spreadsheets

60+ official CAM resources. Letterhead, FAQs, Manager Report, BOD Affidavits, W-9, COIs, Pet Station Maps, Annual Meeting Tracker, Operations Tracking sheet.

📂 Synced from Drive Walkthroughs

How-To Videos

18 narrated walkthroughs: AppFolio Calendar, Page-per-Page (3 layouts), Maintenance, Document Sharing, Manager Report, NOLAs, Records Requests.

🎥 Drive-hosted Annual cycle

Quarterly Deadline Tracker

Per-quarter task list with manager acknowledgment + leadership dashboard. Auto-escalates when not acknowledged.

⏱ Q2 currently active

Active workflows

Per meeting

Pre/During/Post Board Meeting

Interactive checklist · Drive file-activity triggers can fire reminders to create the meeting subfolder, save minutes, post packet, etc.

✓ State-persisted per meeting Per association

Monthly Compliance

Calendars · Work Orders · AppFolio · Drive checklist. Per association per month.

✓ 36 line items Annual

End / Beginning of Year

December → January 31 transition tasks: BOD updates, Sunbiz amendments, DBPR FAQs, contract spreadsheets, calendar reminders.

✓ Per association 🚨 Emergency runbook

Highrise Leak Response

Role-tabbed (Front Desk · Maintenance · Manager). One-click vendor dispatch. Live during emergencies.

⚡ Phone-friendly Page-per-Page

Mailings Console

Welcome Letters · NOLAs · Budget Approvals · Annual Notices · Statements · Special Assessments. Pre-flight + statute-versioned templates.

📨 Live Per director

Board Onboarding

Affidavits + cert tracking. 90-day deadline alerts. COA 7-yr / HOA 4-yr validity. Annual CEU per parcel size.

📜 Statute-compliant

Business development

Lead gen

Competitor Property Targeting

Sunbiz competitor list cross-referenced with Leon County Property Appraiser to surface real HOA presidents and treasurers behind competitor-managed associations.

🎯 25 competitor associations indexed Roadmap

Marketing Plan Execution

Channels (direct mail, email, social, Google Ads), what's executable now vs. later, attribution model, budget by channel.

📈 Plan + status Direct mail

Targeted Owner Mailing List Builder

Build mail-merge files from Property Appraiser officer data. Suppress current CAM clients. CSV export.

📬 Mail-merge ready

All resources sync from Drive / CAM EMPLOYEES · per-property SOPs sync from individual property Drives · access: staff-only via SSO (Google Workspace) in production.