Reserve study software for reserve specialists, HOA boards and property managers

For Reserve Study Professionals

Stop wrestling with spreadsheets.
Manage every reserve in one place.

Keep a living component inventory, track conditions, plan maintenance and the funding behind it, and generate the study report when you're ready. Built for HOA, condo, and co-op reserves.

For HOA Boards and Property Managers

Know exactly where your reserves stand.

See your reserve fund health, your component inventory, and upcoming maintenance and expenses at a glance. Plan with confidence and stop guessing between annual meetings.

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30-day free trial with full access. No card needed.

130+

Component templates

30-yr

Funding projections

13

Workflow stages

50

States with compliance guidance

Unlimited

Reports on every paid plan

Free

Board member and viewer seats

Anytime

Full export of your data

Built For You

Whether you prepare studies or rely on them

Reserve study professional working in ReservePath

For Reserve Study Professionals

You prepare reserve studies for a living. Your time is valuable, and your clients expect accuracy. ReservePath helps you deliver more studies with fewer errors and less administrative overhead.

  • Manage multiple associations and studies from one dashboard
  • Generate reports that look like you spent days on them
  • Paste from Excel and work from your own cost library
  • Assign team roles and track who's responsible for what
  • Stay on top of state compliance requirements everywhere you work
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HOA board reviewing reserve study reports

For HOA Boards and Property Managers

You need to understand your association's financial health and plan for the future. ReservePath gives you clear visibility into reserve fund status, upcoming expenses, and maintenance priorities.

  • Board summary reports with percent funded, risk ratings and action items
  • Track maintenance events, vendor quotes, and project budgets
  • Review studies and sign approvals online; the approved report is kept on record
  • Compare historical studies to track progress over time
Start Your Free Trial More for boards and managers

The Problem

Reserve planning shouldn't live in spreadsheets

Whether you prepare studies or sit on a board, the data ends up scattered across Excel files, Word documents, and email threads. Component inventories get lost. Versions conflict. And nobody has a clear, current picture of the reserve fund.

If any of this sounds familiar, you're not alone. ReservePath was built to fix exactly this.

Scattered data

Component lists in one spreadsheet, financials in another, photos in a folder somewhere

Manual report assembly

Hours spent formatting Word and PDF reports for every single study

No visibility between meetings

Boards wait until the annual meeting to learn where the reserve fund actually stands

Surprise special assessments

Underfunded reserves lead to special assessments that owners never saw coming

Platform Features

Everything you need, nothing you don't

Manage your reserves day to day, not just at study time. Track components, conditions, maintenance, and funding in one place, then produce the study report when you need it.

Component Inventory

Keep a living inventory of every building element with photos, conditions, costs, and remaining life. Start from 130+ templates or your firm's own cost library, or paste straight from Excel.

Reserve & Funding Projections

See exactly where your reserve fund stands and where it's headed. 30-year projections with inflation, interest, what-if scenarios, and special assessment modeling.

Site Inspections

Document site inspections with photos, condition ratings, and notes. Track condition history over time, and carry findings into the study in one step.

Maintenance Planning

Plan maintenance and the funding behind it. Track events, vendor quotes, recurring schedules, and board approvals in a calendar view with color-coded status.

Study Workflow

13-stage guided workflow from draft to completion. Role-based approvals, SLA tracking, and a full audit trail for every transition.

PDF Report Generation

When you need the deliverable, produce it in minutes. AI-powered narratives, funding charts, component tables, and cover pages in a professional PDF report.

AI-Powered Analysis

Ask questions about any study or association and get data-driven answers. AI generates executive summaries, funding narratives, and board reports automatically.

Team Collaboration

Role-based permissions for your entire team. Assign preparers, reviewers, and inspectors. Share studies with board members through secure external access links.

State Compliance

Built-in compliance guidance for all 50 states. Know exactly what's required in each jurisdiction with compliance scoring and action item checklists.

How It Works

Set up once, manage your reserves year-round

1

Set Up Your Account

Create your account, invite your team or board, and configure your branding. Takes about five minutes.

2

Build Your Inventory

Create association profiles and build component inventories from 130+ templates, your own library, CSV import, or a paste from Excel.

3

Track Conditions & Plan Funding

Record inspections, plan maintenance, and model 30-year funding as conditions and costs change.

4

Generate the Study

When you need the deliverable, produce a professional PDF report with charts, tables, and AI narratives in minutes.

30-year funding projection charts and tables

Financial Modeling

Projections that actually make sense to boards

Generate 30-year funding projections with configurable parameters for inflation, interest, and contribution increases. The interactive funding calculator lets you adjust rates in real time and see the impact instantly.

  • What-if funding scenarios with side-by-side comparison
  • Special assessment calculator with per-unit breakdowns
  • Fully Funded Balance and percent funded tracking
  • CSV export and printable views for every report
AI-generated PDF reserve study report

Report Generation

Professional PDF reports in minutes, not days

ReservePath generates complete reserve study reports with AI-written executive summaries, funding analysis narratives, and methodology descriptions. Add your firm branding, attach supporting documents, and deliver polished reports that build client confidence.

  • Full report with TOC, charts, component tables, and glossary
  • Board summary report for quick stakeholder review
  • Shareable links for external review without login
  • Document attachments at 13 configurable insert positions
Site inspection tracking with photos and condition ratings

Site Inspections

Document conditions on-site, review them anywhere

Record component conditions, upload inspection photos, and track condition history over time. Association-level inspections run independently from studies so you can monitor conditions between study cycles.

  • Photo uploads stored securely in cloud storage
  • Condition timeline showing history per component
  • Apply inspection findings to the study: life, condition and cost
  • Regional cost factors for every state, with your own figures where you have them

And There's More

Built for everyone who touches a reserve study

Portfolio Dashboard

Cross-association overview with aggregate stats, percent funded comparisons, and urgent component alerts across your entire portfolio.

Capital Project Tracking

Track large replacement projects from planning through completion. Budget vs. actual cost tracking, progress bars, and team assignment.

Document Library

Centralized document storage with folders, tags, and search. Attach documents to studies and share with stakeholders via secure links.

Paste, Import and Export

Paste straight from Excel with a preview and in-place fixes. Import inventories and your cost database from CSV. Export any report, projection, or data table.

Digital Signatures

Capture preparer and board member signatures directly in the platform. Approval requires a signature, and the approved report is archived unchanged.

Activity Audit Trail

Every action logged with user, timestamp, and details. Full visibility into who did what and when across your entire organization.

Your Own Cost Library

Your firm's costs and life values in one library, property templates for common building types, and cost modifiers for pitch, access and more.

Faster Study Updates

Roll a completed study forward for the next cycle with inflation and aged remaining life, or reprice a whole study in one step.

Your Data, Always

Export every record, photo and document whenever you like. If your subscription ends, your account stays readable and can still export.

See the output

See a sample report

Both PDFs were produced by ReservePath from demonstration data. No sign-up needed.

Full reserve study report

The complete report a preparer delivers: component inventory, 30-year funding plan, charts and narrative.

Board summary

The short version for a board meeting: percent funded, risk ratings, action items and the next 10 years.

Sample data: Demo Association. Not a real community.

Become a Founding Firm

We're working closely with our first reserve study firms and associations. Founding members get direct input on the roadmap and a direct line to the team.

Join the founding group

Pricing

Plans for firms, managers, and boards

Plans for a single board, an independent preparer, and firms with hundreds of associations. Unlimited reports on every plan, board members and viewers sign in free and never use a team seat, and no hidden charges. Every plan includes AI-powered features.

Blueprint

$49 /mo

1 association, 5 team seats

For boards and managers

Cornerstone

$199 /mo

25 associations, 3 team seats

For independent preparers

Pinnacle

$449 /mo

100 associations, 15 team seats

For firms with a team

Enterprise

From $899 /mo

Unlimited associations, 50+ team seats

For large firms and management companies

Compare Plans

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Built for reserve study professionals, property managers and boards. Start your 30-day free trial today. No card needed.

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