What you adopt
- Unified communications (“Telegram”)
- Document Vault for bylaws and key policies
- Resident Directory
- Basic motions, minutes, and decision tracking
- Initial compliance scaffolding
HOAMX Customer Roadmap
HOAMX is designed to be adopted in stages. You don’t have to become a fully digitized, data-driven association overnight. This roadmap shows how boards typically grow with HOAMX—from stabilizing communication to intelligent, data-backed governance.
Each phase builds on the last. You can pause where you’re comfortable, or continue toward advanced services like reserve investment support and predictive analytics.
How associations grow with HOAMX
Phase 1 – Connect & Stabilize
Clean communication and records as a starting point.
Phase 3 – Governance & Compliance
Operate like a structured, defensible organization.
Phase 5 – Operational & Financial Intelligence
See the property and reserves as a living system.
Phase 1 — Connect & Stabilize
Clean communication. Clean records. Clear expectations.
What your HOA achieves
- Stable, predictable communication environment
- Complete historical record of decisions and notices
- No more lost emails or undocumented board actions
- Early foundation for board continuity
Phase 2 — Operate Daily Workflows
HHOAMX becomes the association's daily digital office.
What you adopt
- Billing & Payments modules
- Maintenance & Work Orders for residents and vendors
- Reporting tools and audit exports
- Directory + Contact Center upgrades for phone and voicemail
What your HOA achieves
- Day-to-day operations handled cleanly in one place
- Every dollar is tracked and reportable
- Maintenance accountability with clear status
- Residents receive predictable, consistent updates
Phase 3 — Strengthen Governance & Compliance
Move from “best effort” to a structured, defensible governance model.
What you adopt
- Advanced governance tools (votes, templates, trails)
- Compliance alignment with Minnesota CIC rules
- Archive and retention standards inside HOAMX
- Policy enforcement and follow-up workflows
What your HOA achieves
- Fewer disputes and less ambiguity
- Decisions that are well documented and defensible
- Consistent framework for how the board operates
Phase 4 — Add Professional Services Support
Reduce volunteer burden by wrapping structured services around the platform.
What you adopt
- Accounting & Treasury administration support
- Insurance & risk workflows tied to your policies
- Vendor oversight, RFP cycles, and contract tracking
- Board training and transition support
What your HOA achieves
- Volunteers focus on decisions, not data entry
- Reduced burnout and smoother leadership changes
- Self-managed boards operate with a semi-professional structure
Phase 5 — Operational Intelligence Layer
See the entire property as a living system, not just a set of invoices.
What you adopt
- Tree management with health, treatment, and cost logs
- Grounds and snow logs with photos and vendor history
- Landscaping oversight and seasonal project tracking
- ARC workflow with homeowner responsibilities
- Rental & insurance tracking for units
- Restricted device compliance (e.g., fireplaces) with acknowledgments
What your HOA achieves
- Whole picture of property operations across seasons
- Predictable, documented seasonal management
- Better visibility into physical and liability risk
Phase 6 — Financial Maturity & Reserve Strategy
Move from reactive repairs to strategic, long-term stewardship.
What you adopt
- Reserve investment guidance and policy support
- Treasury ladder planning aligned with project timelines
- Cashflow planning tied to reserve studies and budgets
- Integrated reporting for interest and reserve positions
What your HOA achieves
- Stronger reserve stability over time
- Better funding for roofs, paving, and large projects
- Clear boundaries on investment risk and fiduciary duty
Phase 7 — Predictive HOA Intelligence (Optional)
For boards that want to move from documentation to anticipation.
What you adopt
- AI meeting summaries and letter drafting
- Pattern detection in maintenance, spending, and violations
- Predictive budgeting and seasonal forecasting
What your HOA achieves
- Strategic, proactive governance instead of firefighting
- Data-driven budgets rooted in real history
- Forward visibility into issues before they escalate
Choose your starting phase
Some associations begin with communication and records only. Others are ready to plug in billing, maintenance, and professional services right away. HOAMX can meet you where you are and grow with your board.