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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Limited early access. We review applications within 48 hours.

130+

Component Templates

50

State Compliance Profiles

30-yr

Funding Projections

13

Workflow Stages

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
  • 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 health scores and action items
  • Track maintenance events, vendor quotes, and project budgets
  • Secure access to review studies and approve reports online
  • Compare historical studies to track progress over time
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Trusted by reserve study firms across the country

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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+ pre-built templates or build your own.

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 component condition history over time across multiple inspection cycles.

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 populate component inventories from 130+ templates or CSV import.

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
  • Cost estimation with 50-state regional cost multipliers

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.

Bulk Import and Export

Import component inventories from CSV. Export any report, projection, or data table to CSV or printable format for offline use.

Digital Signatures

Capture preparer and board member signatures directly in the platform. Draw or type-to-sign, stored securely for report inclusion.

Activity Audit Trail

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

What Our Users Say

Trusted by the people who build and rely on reserve studies

"ReservePath cut our report production time in half. The AI-generated narratives are a great starting point, and the workflow keeps our team organized across dozens of active studies."

JM
J. Martinez

Reserve Study Firm Owner

"Managing reserves across 30 communities used to mean digging through inboxes. Now I open one dashboard and see exactly which associations are underfunded and what needs attention."

SK
S. Kim

Property Manager

"As a board president, I can finally see exactly where our reserve fund stands without waiting for the next annual meeting. The board summary report is clear and actionable."

RP
R. Patel

HOA Board President

Pricing

Plans for firms, managers, and boards

Three straightforward plans, whether you manage one association or a hundred. No per-unit fees, no hidden charges. Every plan includes AI-powered features. Early access members lock in founding member pricing.

Blueprint
$49 /mo

1 association, 5 users

Cornerstone
$149 /mo

10 associations, 15 users

Pinnacle
$299 /mo

Unlimited associations, 50 users

Compare Plans

Early Access

Request your invitation

We are onboarding reserve study professionals, property managers, and boards in small batches to ensure everyone gets a great experience. Tell us about your needs and we will review your application within 48 hours.

60 days
free trial
Founding
member pricing
Direct
feedback channel

No credit card required. We review applications within 48 hours.

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Join the reserve study professionals, property managers, and boards already using ReservePath. We onboard new members every week.

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