Reserve Study Software
ReservePath gives reserve study professionals a single platform to manage components, run 30-year funding projections, and produce client-ready PDF reports. Built for HOA, condo, and co-op studies.
Limited early access. We review applications within 48 hours.
Component Templates
State Compliance Profiles
Funding Projections
Workflow Stages
Trusted by reserve study firms across the country
The Problem
Most reserve study firms still rely on a patchwork of Excel files, Word documents, and disconnected tools. Component inventories get lost. Version control is a nightmare. Report formatting takes hours. And collaboration means emailing files back and forth.
If any of this sounds familiar, you're not alone. ReservePath was built to fix exactly this.
Component lists in one spreadsheet, financials in another, photos in a folder somewhere
Hours spent formatting Word and PDF reports for every single study
Team members email files back and forth with no version tracking
State requirements change, and keeping up across multiple states is a full-time job
Platform Features
From site inspection to final report delivery, ReservePath handles every step of the reserve study process in one place.
13-stage guided workflow from draft to completion. Role-based approvals, SLA tracking, and a full audit trail for every transition.
Configurable funding projections with inflation, interest, and contribution increase rates. What-if scenarios and special assessment modeling built in.
Track every building element with photos, conditions, cost estimates, and replacement schedules. Start from 130+ pre-built templates or build your own.
AI-powered narrative content, funding charts, component tables, and cover pages. Professional reports ready for your clients in minutes, not hours.
Ask questions about any study or association and get data-driven answers. AI generates executive summaries, funding narratives, and board reports automatically.
Role-based permissions for your entire team. Assign preparers, reviewers, and inspectors. Share studies with board members through secure external access links.
Built-in compliance guidance for all 50 states. Know exactly what's required in each jurisdiction with compliance scoring and action item checklists.
Document site inspections with photos, condition ratings, and notes. Track component condition history over time across multiple inspection cycles.
Track maintenance events, vendor quotes, recurring schedules, and board approvals. Calendar view with color-coded status tracking for every task.
How It Works
Create your account, add team members, and configure your branding. Takes about five minutes.
Create association profiles and populate component inventories from templates or CSV import.
Follow the guided workflow through inspections, analysis, financial projections, and review stages.
Generate a professional PDF report with charts, tables, and AI-written narratives. Share it with one click.
Financial Modeling
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.
Report Generation
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.
Site Inspections
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.
Built For You
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.
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.
And There's More
Cross-association overview with aggregate stats, percent funded comparisons, and urgent component alerts across your entire portfolio.
Track large replacement projects from planning through completion. Budget vs. actual cost tracking, progress bars, and team assignment.
Centralized document storage with folders, tags, and search. Attach documents to studies and share with stakeholders via secure links.
Import component inventories from CSV. Export any report, projection, or data table to CSV or printable format for offline use.
Capture preparer and board member signatures directly in the platform. Draw or type-to-sign, stored securely for report inclusion.
Every action logged with user, timestamp, and details. Full visibility into who did what and when across your entire organization.
What Our Users Say
"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."
Reserve Study Firm Owner
"The state compliance checker alone saves us hours of research. We work across 12 states and staying current with requirements used to be a constant headache."
Senior Reserve Analyst
"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."
HOA Board President
Pricing
Three straightforward plans. No per-unit fees, no hidden charges. Every plan includes AI-powered features. Early access members lock in founding member pricing.
1 association, 5 users
10 associations, 15 users
Unlimited associations, 50 users
Early Access
We are onboarding reserve study professionals in small batches to ensure every firm gets a great experience. Tell us about your practice and we will review your application within 48 hours.
Join reserve study professionals who are already using ReservePath. We onboard new firms every week.
Join the Waitlist