For HOA boards and community managers

Reserve Fund Software for HOA Boards and Managers

ReservePath is reserve fund software for the people who rely on a reserve study: HOA and condo boards and the managers who work with them. It shows where the reserves stand today, what is coming due, and what a change in contributions would do, in plain language. Pricing is public and you can start a trial without a card.

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

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The reserve study should not sit in a drawer

Most boards receive a reserve study as a long PDF, approve the recommended contribution, and do not open it again until the next one. In between, roofs age, prices rise and projects get done early or late. The plan and the property drift apart.

ReservePath turns the study into a working record. The components, their conditions and the funding plan stay current, and any board member can see where things stand without reading 60 pages.

Know your percent funded

Percent funded is the quickest measure of reserve health. ReservePath shows it for today and for each of the next 30 years, with a plain rating: Strong, Fair or Weak. Next to it is a special assessment risk rating, so the board sees the consequence as well as the number.

Want to check your figure before you sign up? Use the free Percent Funded Calculator.

See what is coming due

Every shared component is listed with its condition, its remaining life and its replacement cost. The dashboard picks out the ones that need attention: anything in poor condition or due in the next few years. A year-by-year expenditure schedule shows which projects land in which year, so a big year does not arrive as a surprise.

Test a budget decision before the vote

What happens if the board raises contributions by 5% a year instead of 3%? What if it levies a special assessment in installments? The funding calculator redraws the 30-year balance as you move each setting, and the per-unit breakdown shows what the change means for each owner each month.

You can try the same idea free with the 30-Year Funding Projection, the Reserve Contribution Calculator and the Special Assessment Estimator.

A board summary people will read

The board summary is a short PDF made for a meeting. It gives percent funded, the funding and risk ratings, the components that need attention, the actions to consider and the next 10 years of the plan. Share it by link with owners or lenders, with an expiry date if you want one.

Review and approve online

When your reserve preparer or manager sends a study for review, board members read it, comment and sign their approval online. The approved report is kept on record automatically, so there is never a question about which version the board adopted.

Keep the property's history together

  • Inspections between studies. Record condition checks with photos, so the next study starts from evidence.
  • Documents. Keep governing documents, prior studies, bids and drawings in one library.
  • Capital projects. Track budget against actual cost for the work the plan calls for.
  • Study comparison. Put two studies side by side to see how the position has moved.

Board members are free

Board members and read-only viewers never use a paid seat. Every director can sign in, see the same figures and approve online. Seats are for the people who prepare, inspect and manage.

The plan that fits

A board or manager looking after one community usually chooses Blueprint. Managers with a portfolio of communities usually move to Cornerstone.

Blueprint

$49 per month

For an HOA board or community manager keeping one property's reserve plan current.

  • 1 association included
  • 5 team seats, board members and viewers free
  • Unlimited PDF reports

Cornerstone

$199 per month

For the reserve study professional running their own practice.

  • 25 associations included
  • 3 team seats, board members and viewers free
  • Extra associations $8 each per month
  • Unlimited PDF reports

Compare every plan on the pricing page.

Choosing a reserve study firm?

If the board is about to commission a study, the free Reserve Study Proposal Checklist lists what to ask for and lets you compare up to three proposals side by side. To see what your state expects, check the reserve study requirements by state.

Your data stays yours

We do not sell your data, mine it for advertising or use your reserve study information to train AI models. You can export everything at any time, including after you cancel.

Frequently asked questions

What is reserve fund software?

It is software that keeps an association's list of shared components, tracks the reserve balance against what should be set aside, and projects whether planned contributions will cover future repairs and replacements.

Do we still need a reserve study professional?

Yes, for the study itself. A reserve study is prepared by a qualified professional, and some states require one on a set schedule. ReservePath helps a board understand its study, keep the information current between studies and plan with it. It does not replace the professional's judgment.

What does percent funded tell a board?

It compares the money in reserves with the fully funded balance, which is the wear already used up on the shared components. A common rule of thumb reads below 30% as weak and 70% or more as strong. The lower the figure, the more likely a special assessment.

Do board members need paid seats?

No. Board members and read-only viewers are free on every plan. Seats are for the people who prepare, inspect and manage.

Can our manager or reserve preparer use the same account?

Yes. Invite them with the role that fits. A manager or preparer who edits studies uses a team seat. Anyone who only views or approves is free.

What happens to our data if we stop?

Your account stays readable and you can export every record, photo and document at any time.

What you can count on

  • Prices are public. No sales call needed to see them.
  • Start a trial yourself, without a card.
  • One product for the people who prepare studies and the boards who rely on them.

Related

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.

Try ReservePath on your own association

Start a 30-day free trial. No card needed.

Start Your Free Trial Request a Demo