Platform Features

One platform for the entire reserve study lifecycle

From component inventory and site inspection through financial projections, report generation, and client delivery. No more spreadsheets, no more disconnected tools.

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13-stage reserve study workflow with visual progress tracking

13-Stage Study Workflow

Every reserve study follows a guided workflow from draft to completion. The visual progress stepper shows exactly where each study stands, what needs to happen next, and who is responsible.

  • Config-driven transitions with per-stage validation
  • Role-based approvals for internal review, client review, and board approval
  • SLA deadline tracking with reminders
  • Full audit trail logging every transition with user, timestamp, and comments
  • Study types: full, update with site visit, update without site visit
30-year funding projection charts and tables

30-Year Funding Projections

Generate detailed funding projections with configurable inflation, interest, and contribution increase rates. The interactive funding calculator lets you adjust parameters and see the impact on reserve balances in real time.

  • What-if scenarios with side-by-side comparison
  • Special assessment calculator with per-unit breakdowns
  • Fully Funded Balance and percent funded tracking year over year
  • Component expenditure schedules with inflation adjustments
  • CSV export and printable views for every data table
Component inventory with categories, conditions, and cost tracking

Component Tracking

Track every building element across your associations. The 5-tab Component Hub gives you a complete picture: overview, inspection history, maintenance records, capital projects, and study participation.

  • 130+ pre-built component templates across 10 categories
  • Photo uploads with cloud storage
  • Bulk CSV import and export
  • Condition ratings: excellent, good, fair, poor, failed
  • 50-state regional cost multipliers for accurate estimates
AI-generated PDF reserve study report with charts and tables

PDF Report Generation

Generate professional reserve study reports with AI-written narratives, funding charts, component tables, and a table of contents. Two report types: the full reserve study report and a concise board summary. Add your firm branding, attach supporting documents, and share with clients.

  • AI-generated executive summary, methodology, and funding narrative
  • 7 embedded charts (funding, expenditures, percent funded, and more)
  • Document attachments at 13 configurable positions
  • Shareable links for external stakeholders (no login required)
  • Rich text editor for customizing report sections
AI chat assistant analyzing reserve study data

AI-Powered Analysis

Ask questions about any study or association and get answers grounded in your actual data. The AI assistant understands your components, funding projections, inspection history, and team activity. It generates report narratives, identifies risks, and surfaces insights you might miss.

  • Study-level and association-level AI chat
  • Auto-generated executive summaries and funding narratives
  • Board summary reports with health scores and action items
  • Included on every plan with generous monthly limits
Site inspection tracking with photos and condition history

Site Inspections

Document component conditions with photos, ratings, and notes. Run inspections tied to specific studies or as independent association-level condition assessments between study cycles. The condition timeline shows how each component has changed over time.

  • Study-level and association-level inspections
  • Photo uploads stored securely in cloud storage
  • Best-case and worst-case cost estimates per component
  • Condition timeline view showing history per component
Team management with role-based permissions

Team Collaboration and Compliance

Manage your entire team with role-based permissions. 10 system roles cover internal staff and external stakeholders. Assign users to specific associations with granular access control. Built-in compliance guidance for all 50 states keeps you current with jurisdiction-specific requirements.

  • 65 granular permissions across 10 permission groups
  • Internal team invitations and external access with token-based links
  • 50-state compliance checker with scoring and action items
  • Activity audit trail with 55+ tracked action types

More built-in capabilities

Every feature below is included in the platform. No add-ons, no extra modules to purchase.

Maintenance Planning

Dual-path workflow for vendor and staff tasks. Board approval gates, quoting system with side-by-side comparison, recurring schedules with 8 frequencies, and a calendar view with color-coded status dots.

Capital Project Tracking

Track large replacement projects from planning through completion. Card and table views, budget vs. actual cost variance, progress bars, status transitions, and component linking.

Portfolio Dashboard

Cross-association overview for firms managing multiple properties. Aggregate stats, percent funded comparisons, reserve balance charts, and urgent component alerts across your entire portfolio.

Document Library

Centralized document storage at the association and tenant level. Upload with folders, tags, and descriptions. Attach library documents to studies. Storage limits per plan (1GB to 25GB).

Digital Signatures

Capture preparer and board member signatures directly in the platform. Canvas draw or type-to-sign, stored securely for inclusion in PDF reports.

Reports and Analytics

Reserve fund analysis, component category breakdowns, expenditure planning timelines, and component health dashboards. Every report includes print view and CSV export.

Historical Study Comparison

Compare two reserve studies side by side. Track how financial metrics, component conditions, and funding levels have changed over time with trajectory charts.

Onboarding Wizard

6-step guided setup walks new users through creating their first association, adding components, and starting a study. Designed so your team can be productive within minutes.

Vendor Management

Track vendors with contact information, specialties, and service history. Link vendors to maintenance events and capital projects for a complete picture of who does what.

See it in action

Request early access today. Limited spots available. Full access to every feature on this page.

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