Set up your Texas association
Register a new community and set up its HOA, LOA or POA before inviting members to participate.
This guide library is public. Do not enter passwords, personal details, or private community information.
Guide library
42 guides found
Invite a member or join your community
Use a private invitation link to join the correct association with your own account.
Verify ownership and assign properties
Understand the separate checks that make a member and property eligible for an informal poll.
Submit an idea for an informal poll
Verified members can submit a clear proposal for the board to review before voting opens.
Review a proposal before the poll opens
Board review records a reason and, on approval, freezes the property entitlements for that poll.
Participate in a poll and read the results
Submit one final, visible ballot for each eligible property you represent.
Prepare and publish a meeting agenda
Work on a private board draft, then explicitly publish the agenda for members.
Find meeting details, links and minutes
Read the published agenda, join through the organizer’s link and find the written meeting record.
Join a conversation and moderate fairly
Use topics and replies for community discussion, with recorded reasons when moderators hide content.
Share documents and community announcements
Share reference text, download protected files and keep board updates current.
Protect your account and recover access
Use a strong password and save one-time recovery codes before you need them.
Understand billing and restricted access
Know the two-attempt policy and which account services remain available during a restriction.
Cancel the association subscription
The named Community Admin can record cancellation for the end of the saved simulated subscription billing period.
Request a data copy, correction or deletion
Create a tracked request for the selected association and follow its review history.
Review requests and prepare a data copy
Board reviewers manage their own association’s queue with recorded reasons and scoped downloads.
Understand legal sources and service documents
Distinguish official statutes, local requirements, governing documents and the app’s prepared service terms.
Use the app on your phone or computer
Use the responsive website in your browser, with an optional installed shortcut where your browser supports it.
Switch communities, roles and language
Keep association context clear when one account belongs to more than one community.
Choose the Finance upgrade and review payment simulation
The named Community Admin can review Finance pricing below 100 lots, request pricing from 100 lots and separately enable the payment simulation ledger.
View your dues and record a simulated payment
Pay My Dues shows your authorized property charges, remaining balances and immutable SIMULATED receipts; real card or bank payments are not available yet.
Manage annual simulated dues, corrections and reminders
An explicitly authorized finance manager can issue annual SIMULATED charges, review partial payments, record reasoned corrections and export the simulation ledger.
Change association address, settings and county
Keep the complete mailing address, association name, single county and future poll entitlement model accurate.
Correct a meeting title, time or online link
Revise meeting details while preserving its published agenda, private draft and minutes.
Read notifications and set your email preferences
Follow community activity privately and save personal delivery choices without enabling unconnected email.
Review activity, decisions and retained history
Understand what the board can inspect and why corrections do not erase earlier decisions.
Know what early access can do and prepare election questions
Separate working community tools, explicit simulations and the reference-only official-election area.
Import members from a CSV file
Add a member list in one reviewed import, then invite and verify people individually.
Import properties and owner assignments
Prepare a property registry using the community county, voting weights and optional existing member assignments.
Read documents and download community files
Find a text document or download the current PDF/TXT shared by your association.
Upload a PDF or text file for members
Publish a titled file in the document library and confirm it is available to the community.
Replace a file and review earlier versions
Publish a corrected file with a reason while retaining earlier revisions for the board.
Correct, archive or restore shared content
Keep announcements and documents accurate while retaining a reasoned association history.
Unassign or archive a property without losing history
Maintain the active registry while preserving existing ballots and frozen poll entitlements.
Cancel a meeting or put it back on the schedule
Show members a clear cancellation and retain the agenda, minutes and recorded reasons.
Choose the right Texas meeting time zone
Schedule in Central or Mountain time even when your device is in another country or time zone.
Recover from a connection problem or save conflict
Keep your work, check what was saved and continue from the latest authorized community state.
Request records and arrange a return of association files
Understand the JSON copy, the separate PDF/TXT return process and who may receive each copy.
Change member roles and community access
Manage board, moderator and owner permissions with recorded reasons and a safe board handover.
After a board election: update offices and hand over administration
A practical transition checklist for the outgoing and incoming board, using separate personal accounts and recorded access changes.
Submit a property improvement for architectural review
Prepare a private application for your assigned property, attach plans and follow the association’s review process.
Review a project, request corrections and record progress
Keep feedback, corrections, decisions and development updates together in the application history.
Configure the committee, process and denial appeals
Publish your association’s process, appoint authorized reviewers and document notice and appeal steps.