Governance Tools

Free tools for HOA board governance and reserve planning.

All Investing Compliance Board Meetings Reserves Controls

Real Estate Investing

Acquisition Underwriting →

Full deal analysis with pro forma, levered/unlevered IRR, cash-on-cash, DSCR, sensitivity matrix, depreciation with cost segregation, and risk flags. Export to PDF. No account required.

Compliance

WA Board Obligations Calculator →

Calculate your maximum legal late fee, reserve study compliance, and board liability exposure under Washington law. Statute-cited results in 60 seconds. No account required.

State Compliance Notes →

State-specific meeting requirements, notice periods, and statutory references. WA, OR, CA, and general best practices.

Reserve Fund Assessment

Reserve Health Check →

Free reserve fund health assessment. Get your Reserve Health Grade (A–F), Board Liability Indicator, and 20-year cash flow projection in 2 minutes. No account required.

Financial Controls

Controls Assessment →

Assess your financial controls across 8 categories. 12 questions, 2 minutes. See where your governance stands and how automated enforcement closes the gaps.

Board Meetings

Meeting Packet Generator →

Complete meeting packet with agenda, minutes template, and compliance checklist.

Compliance Checklist →

Printable before/during/after meeting checklist

Board Meeting Agenda Generator →

Create a structured, compliance-ready meeting agenda

Board Meeting Minutes Generator →

Document meeting outcomes with proper structure

Disclaimer: These tools are provided for informational purposes only and do not constitute legal advice. Consult your HOA attorney for guidance specific to your association.