Under One Roof collects dues automatically, answers CC&R [Covenants, Conditions & Restrictions] questions in seconds, tracks maintenance repairs so tasks don't get lost in text threads, and gets official votes passed—keeping community finances and board records simple.
| DATE | ACCOUNT / REF | DESCRIPTION | DEBIT / CREDIT | BALANCE | STATUS |
|---|---|---|---|---|---|
| 2026-11-01 | Unit 104 Assessment | Auto-Debit via Plaid Checking | +$350.00 | $47,650.00 | Balanced |
| 2026-11-02 | Apex Elevator Co. | Emergency Callout #4912 | -$480.00 | $47,170.00 | Open Invoice |
| 2026-11-03 | Unit 202 Assessment | Electronic Resident ACH | +$350.00 | $47,520.00 | Balanced |
| 2026-11-05 | Reserve Fund (§ 5510) | Statutory Dual-Authorization Xfer | -$1,250.00 | $46,270.00 | Disbursed |
| 2026-11-06 | Municipal Water Dept | Utility Meter Triage (Sub-metered) | -$620.00 | $45,650.00 | Due Nov 15 |
Board members reclaim valuable personal time by replacing messy email chains with structured community workflows.
Direct electronic voting and automated SMS reminders resolve community ballots in days without proxy chasing.
Automated reconciliation matches incoming member dues directly with physical bank statements and invoices.
Residents get immediate, cited answers to architectural and parking rules without burdening volunteer officers.
Three structural pillars engineered to replace expensive agency retainers with transparent, legally grounded association software.
Instantly resolve whether a repair belongs to the association or the private homeowner. The system scans your governing documents, citing exact sections and cross-referencing California Davis-Stirling § 4775 default maintenance allocations with zero legal ambiguity.
Conduct certified secret double-blind balloting for director elections, assessment increases, and bylaw amendments. Automated quorum meters eliminate door-to-door proxy chasing and prevent contested annual elections.
Give every owner transparent, real-time ledger visibility. Automated Plaid banking reconciles assessment deposits instantly, tracks 30-year component funding percentages, and enforces dual-authorization reserve disbursements.
We chose to specialize: instead of taking a 10% agency rake or building bloated tools for corporate mega-landlords, we engineered the definitive self-management platform for independent communities.
| Key Capability | Under One Roof (Niche Specialist) | Traditional Management Agencies | Legacy Corporate Software |
|---|---|---|---|
| Pricing & Cost Structure |
Flat & Predictable Starter plan ($53/month billed annually up to 8 units, $0 setup, zero migration fees). Capital stays in your reserve fund. |
Expensive 8%–12% gross rent rake, plus setup charges, per-notice fees, and surprise contractor markups. |
High Minimums Steep monthly minimums ($200–$400 base), mandatory training fees, and complex tiered pricing. |
| Bylaw & CC&R Inquiries |
Instant AI Scanner Upload governing PDFs. Get clause-level answers with citations in seconds (pets, quiet hours, leasing caps). |
Slow Days Wait days for an assigned manager to flip through paper binders or bill for an attorney consult. |
Static Folders Static PDF document repositories with zero text intelligence or contextual rule interpretation. |
| Bank & Dues Reconciliation |
1-Click Match Resident bill pay matching to open invoices, automated delinquency sweeps, and real-time reserve auditing. |
Delayed Manual ledger entries and monthly reconciliation reports mailed weeks after the calendar month closes. |
Complex Oversized, rigid accounting modules that require professional bookkeeping training to operate. |
| Repairs & Community Tasks |
Neighbor Credits Residents claim minor repair tasks for $60 dues credits with photo verification, slashing HOA costs. |
Heavy Minimums $150/hr minimum third-party contractor callouts for simple jobs like light fixtures or filter swaps. |
Generic Basic maintenance ticketing with no resident bidding, dues credit mechanics, or community participation. |
| Emergency Work Orders |
Instant Escalation Critical leaks trigger instant SMS alerts and priority work orders to on-call technicians with photo verification. |
Phone Tag Off-hours voicemails routed through generic call centers while water continues leaking into units. |
Passive Passive ticket status changes without automated local technician dispatch or emergency protocols. |
| Governance & Voting |
Verifiable Digital Verifiable digital ballots, automated quorum calculations, candidate election windows, and tie-breakers. |
Paper Slips Low-attendance in-person meetings, paper proxy slips, and manual vote tallies prone to disputes. |
Disconnected Requires external survey tools with no integrated bylaw quorum logic or board resolution tracking. |
| Setup & Onboarding |
15 Minutes 5-phase self-onboarding wizard with live resident preview mode. Import your units in minutes. |
60–90 Days Painful 2-to-3-month transition periods with manual file handoffs and communication blackouts. |
Weeks Lengthy implementation periods, mandatory certification training, and high onboarding fees. |
| Communication & Alerts |
Direct SMS & Email Real-time SMS and email alerts with direct board messaging—no login required for simple updates. |
Fragmented Scattered emails, unreturned voicemails, and delayed physical mailers for routine updates. |
Impersonal Generic automated system emails that often land in spam, lacking personalized community context. |
Dedicated, role-based workflows for self-managing boards, independent investors, boutique managers, and residents.
Engineered for volunteer boards managing boutique and mid-size communities (2 to 100+ units). Digital quorum voting, instant AI bylaw answers, automated delinquency sweeps, and transparent operating/reserve audits.
Track incoming tenant rent and outgoing HOA assessments on a unified dual-panel ledger. Automated payment matching, lease document indexing, and 1-click tax-ready exports.
Supervise multiple associations with zero friction. Triage registration queues, manage officer role handovers, track contractor work orders, and dispatch local technicians.
Frictionless community living. 1-click dues via ACH/card, transparent guideline reminders, direct messaging with officers, and $60 dues credits for completing neighbor repair tasks.
No bill shocks, hidden admin overhead, or surprise upcharges. Use the slider to input your portfolio size and preview your flat platform fees.
Flat rate for boutique HOAs [Homeowners Associations] & condos. Full Resident App, Instant CC&R [Covenants, Conditions & Restrictions] Scanner, Plaid Bank Feed, Digital Quorum Engine, Document Vault.
Traditional Management Agencies charge a base monthly management fee—usually 8% to 12% of collected dues or rent—along with setup fees, per-notice charges, and maintenance markups. Compare your costs and see the capital returned to your association's reserve fund with our automated suite.
From resident maintenance ticket to verified repair and reconciled bank ledger—handled with structured accountability and zero reply-all noise.
Any resident snaps a smartphone photo (e.g., stairwell emergency light flickering) and submits a one-sentence description in seconds.
The system matches the request against governing CC&R clauses to confirm Common Area responsibility and flags building warranty history.
Board officers receive a clean daylight digest with pre-drafted options: dispatch vetted electrician or open for a $60 neighbor credit.
Authorized work order is dispatched to a preferred local tradesperson with access instructions and a pre-approved spending limit.
The technician uploads completion photos and an invoice. The reporting resident receives an automated update with verified photos.
The treasurer approves payout with one click. The transaction automatically pairs with the Plaid bank feed into the operating ledger.
Get your association up and running in a few simple steps—upload your documents, invite your board and owners, and connect your bank.
Upload your recorded CC&Rs, bylaws, reserve study, and member directory. The scanner extracts clauses and sets up your unit index.
Securely link operating and reserve bank accounts via read-only Plaid. Reconcile opening balances and configure recurring dues schedules.
An interactive in-app orientation for the President and Treasurer. Establish communication boundary shields, spending brackets, and quorum rules.
Deliver friendly digital onboarding links to all homeowners and residents with concise guides on dues, maintenance requests, and bylaw questions.
See how self-managed associations use Under One Roof to lower operating costs and protect volunteer sanity.
Communication lived in chaotic group text threads. Volunteer officers spent hours reconciling dues checks, and voting resolutions languished for months without quorum.
Dues collected on time, digital votes reaching quorum in days, and routine board meetings finished without arguments.
Burdened by expensive management agencies with slow communication, poor contractor visibility, and substantial markups on basic repairs.
Autonomous community operations preserve reserve funds, routine maintenance runs with transparent contractor bidding, and neighbors collaborate on micro-tasks.
Clear, direct explanations about how Under One Roof fits your community’s governance.
No. Under One Roof is an intelligent co-pilot, not a replacement for human leadership. The Board retains full legal authority and final decision-making power. Our platform simply removes the administrative drudgery—automating ballot collection, bank reconciliation, and record keeping—so board members can focus on looking after the community's money and making decisions.
Burnout is caused by boundary erosion and repetitive friction: chasing unreturned emails, receiving late-night phone calls about noise, and manually bookkeeping checks. Under One Roof channels all communication into a structured dashboard, automates ballot follow-ups, and answers 80% of common bylaw questions instantly.
Yes. Bank connectivity is handled through Plaid using end-to-end 256-bit encryption and SOC 2 Type II certified infrastructure. Under One Roof operates on read-only transaction feeds for matching purposes; no one can execute unauthorized withdrawals or alter bank accounts from within the platform.
Accessibility and inclusion are paramount. While Under One Roof digitizes dues, quorums, and notices for those who want instant mobile access, the platform allows board officers to print physical balance statements and official meeting notices with one click for residents who prefer postal mail.
Start with the Starter Plan at $53/month billed annually (up to 8 units) or choose the tier that fits your community's size. Set up your community in under 15 minutes. No credit card required.