Valued Board Members.

Board Task Form:

We have implemented a New Form for Board Members that will allow you to not only task our Board Team with association related action items, but it will also allow you to track those requests as well! At any time you can see where our team is at with your request 24/7.

Homeowner Contact Form:

With the update to the contact form for the Board members we thought, “why not allow similar options to the Homeowners?” We have now updated the Contact Form for homeowners that will have the same sort of “tracking” options so the Homeowner and the Board can be updated as it is completed by our Homeowner Team!

Broadcast Permission Update:

To better connect the Board of Directors with the community that they serve, all Board Members will have access to the “Broadcast” feature in our Portal. This feature allows the Board to send out Email Blasts to the entire community at will. We are still happy to do this for you but gives you the freedom to communicate with your members anytime you want!

Calendar Permission Update:

To better serve your community, the Calendar module has been updated and the Board of Directors has full editing access! What does this mean? It means that anything you add to the calendar in the portal will be shared with the community! This can include Board Meeting Dates, Garage Sales, etc. You can also send an email reminder from the calendar itself to the members!

Surveys Permission Update:

Sometimes the Board of Directors just wants to gauge the community’s interest in a subject or a topic. In the past, our team has set up surveys for you and provided you results along the way. We have now added that permission to your profile! This allows Board Members to create surveys and get instant results!

Bank Migration Complete:

As you all know, at the end of 2022 we updated the service bank to Alliance Association Bank. This was done for many reasons, but the most important was to better protect your association funds with a bank that deals only with associations like yours. You will see these changes reflected on your December and January financial statements.

Note: If your association started with us in the 4th quarter of 2022, you already have AAB as your service bank. No change was made to your account(s).