Volunteer boards spend 15+ hours per week on admin that AI can handle automatically. Here is exactly what LotWize does for you — and how many hours you get back.
Each one is automated by AI — so your volunteer board stops doing admin and starts making decisions.
Just say what needs to happen. The AI prepares it for your approval — no menus, no forms.
Typically saves 10+ hours/week — volunteer boards commonly spend 15+ hrs/week on admin; the Assistant handles the routine majority
The problem
Your board members work full-time jobs. Then they spend their evenings navigating menus, drafting communications, and recording transactions one form at a time. Even recording a simple check payment takes five clicks through the wrong screens.
The AI Board Assistant changes this. Just say “Record a $175 check from Lot 7” — the AI prepares the action, shows you a preview, and you confirm with one tap. No menus. No forms. No more lost evenings.
Every action is logged in your audit trail and scoped strictly to your role — the AI will never do something you couldn't do yourself.
What you can say
“Log a violation for Lot 7 — tall grass, 14-day cure period”
“Record a $175 check payment from Lot 22, check #1042”
“Send an announcement to all homeowners about the pool closure”
“Approve the landscaping expense from ABC Lawn Care”
“Schedule the annual meeting for May 15 at 6 PM at the clubhouse”
“Invite sarah@example.com as a board member”
Residents ask the same document questions every week.
Upload your CC&Rs and bylaws once. The AI indexes every section and becomes an expert on your community's rules. "Can I park my RV here?" gets answered with a citation to Section 9.4 — instantly, accurately, every time. Upload volume and storage included scale by plan (see pricing).
Saves 3 hrs/week answering resident document questions
Your board inbox is full of questions you've answered a hundred times.
A chatbot lives on every homeowner portal. It answers questions around the clock using your actual CC&Rs, cites the exact section, and escalates anything it can't resolve to the board. Per-resident hourly rate limits scale up by plan — 20/hr on Starter, 50/hr on Growth, 200/hr on Pro, 500/hr on PMC.
Designed to auto-answer the bulk of routine resident questions (typical)
Drafting violation notices takes 45 minutes of searching, writing, and formatting.
Report a violation in plain language. The AI identifies the specific CC&R section violated, drafts a formally-worded legal notice, and manages the full lifecycle — courtesy reminders, formal notices, escalation warnings, fine schedules. You approve in one tap. Monthly creation limits: 50 on Starter, 500 on Growth, unlimited on Pro and PMC.
Violation processing cut from 45 min to under 2 min per case
Reviewing modification requests against CC&Rs takes hours of manual cross-referencing.
Homeowner submits a request (fence, paint, solar panels). AI instantly reads your CC&Rs via RAG, identifies relevant sections, scores compliance 0-100, and drafts an approval or denial letter citing specific sections. Board reviews and approves in one tap.
Architectural reviews cut from 2+ hours to 5 minutes per request
Managing pool, clubhouse, and court bookings is a spreadsheet nightmare with constant double-bookings.
Homeowners reserve amenities from their portal. AI detects conflicts, suggests better times based on usage patterns, enforces fair-access limits, and generates weekly usage analytics for the board. Waitlist auto-notifies on cancellation.
Zero double-bookings. Board saves 3+ hrs/week on amenity management
Running a community vote means paper ballots, manual counting, and quorum headaches.
Create a ballot in plain language — AI writes a neutral, formal description and explains each option. Homeowners vote from their portal. AI tracks quorum in real-time, certifies results, and generates a comprehensive analysis with implications and next steps.
Voting from weeks of coordination to minutes. 100% accurate quorum tracking
Board meetings take 3 hours to prepare and 2 more to document — and you are never sure if you followed notice rules.
AI builds your agenda automatically from open violations, pending ARC requests, budget overruns, and unresolved action items. After the meeting, upload a recording or paste rough notes — AI generates structured minutes with motions, votes, and action items. Every meeting is checked against your governing documents for compliance before it goes out.
Meeting prep drops from 3 hours to 5 minutes. Minutes written in 10 minutes instead of 2 hours.
Catching violations means long neighborhood walks and paperwork. Verifying cures takes forever. And knowing when to escalate feels like guessing.
Snap a photo of a violation during your walk — AI pre-fills the entire notice with the right CC&R section and cure period. When homeowners submit cure photos, AI verifies them automatically. And when a violation hits a decision point, AI recommends the precise next action based on history, fine schedules, and state law.
Violations processed in under 30 seconds. Cure verification happens without board involvement. No more guessing on escalations.
Every announcement takes an hour to draft. Payment reminders feel awkward or too aggressive. New owners are confused. And emergencies become panic attacks.
Describe what you need to say in plain text — AI writes the full message in the right tone. Payment reminders are personalized to each homeowner's history. New owners get a 14-day welcome sequence specific to your community. And emergencies? Type a short description — AI expands it into a complete, action-oriented alert.
Communications drafted in 2 minutes instead of an hour. New owners feel welcome instead of lost. Emergency alerts go out in seconds.
Your treasurer spends half a day every month manually categorizing bank transactions and writing financial summaries.
Upload a CSV from any bank. AI categorizes every transaction against your chart of accounts using learned rules — exact vendor matches, description patterns, and amount combinations. Green = approved, yellow = review, red = uncategorized. One-click bulk approve. The AI also writes plain-English narratives for every financial report and flags vendor invoices that look unusual before you pay them.
Month-end close drops from 4 hours to 30 minutes
The AI Board Assistant works when you ask. Your agent fleet works on its own — every night — handling the recurring financial and operational busywork. Each agent runs at the autonomy level you choose, and anything outside your rules waits in one approval inbox.
You set the autonomy. The AI stays in its lane — dial each agent up or down anytime.
Suggest
AI recommends the next move. You do it.
Draft & queue
AI prepares the action. You approve with one tap.
Auto in your rules
Routine actions execute automatically; exceptions queue.
Fully autonomous
AI runs it end-to-end and sends you a digest.
Guardrails are non-negotiable. High-stakes actions — a lien escalation, a bill above your board threshold, anything outside the rules — always wait for a human, regardless of autonomy level. Every agent action is logged and reversible.
Scores at-risk homeowners every night and sends personalized, on-brand dues reminders before accounts go late. Escalations queue for your approval instead of landing on the board.
Recovers 30–40% of likely-late payments early
Checks every vendor invoice against that vendor's history and your budget. Auto-approves the routine ones and flags duplicates, 25%+ overcharges, and vendors not on your approved list.
Catches overbilling and fraud before you pay
Matches bank transactions to your ledger nightly, auto-clears confident matches, and proposes balanced journal entries for bank fees and interest. Only true exceptions reach you.
Month-end reconciliation, 90% done for you
Tracks every open violation, escalates overdue ones per your enforcement policy, drafts the next notice, and watches cure deadlines and photo submissions so nothing stalls.
Nothing falls through the cracks
Sends reminders, notices, and announcements across email and SMS, respects each homeowner's quiet hours and opt-outs, and retries failed deliveries automatically.
Every message lands — none spammed
Watches your books all month and surfaces exactly what's blocking close — uncategorized expenses, missing receipts, unimported transactions — so month-end is never a scramble.
Always know if you're packet-ready
Walks a brand-new HOA through setup — profile, documents, homeowner import, board invites, payment configuration — and keeps surfacing the next blocking step until you're live.
Live and running in under 30 minutes
Every Sunday, one email summarizes the week: violations opened and resolved, collection rate, pending escalations, agent actions taken, and upcoming compliance deadlines.
Your whole HOA in a 2-minute read
Everything the agents draft or flag lands in a single queue. Batch-approve in seconds — or let the routine work run itself.
Every feature is built around a problem your board actually faces — not a capability list.
Chasing homeowners for dues and manually recording checks eats your treasurer's weekends.
Online dues via Stripe Connect with autopay enrollment. Automated late fee schedules. Record offline checks in under 30 seconds. Expense tracking and budget vs. actuals — all in one place. Homeowners pay online; you stop being the collections department.
Treasurer saves 4+ hrs/month on collections and recording
You have no idea what's happening in your community without digging through 50 emails.
See everything at a glance. Weekly AI digest summarizes violations, payments, resident questions, and upcoming deadlines. One-tap approval queue for pending actions. No more email archaeology.
Board status check goes from 30 min to 30 seconds
Homeowners keep calling and emailing the board for basic info like their balance or violation status.
Every homeowner gets a personal dashboard: balance, payments, violations, documents, and an AI chatbot. They find their own answers 24/7 — no emails to the board needed.
80% of resident info requests never reach the board
Sensitive financial data is visible to every committee member and homeowner.
Five roles: super admin, board member, committee member, homeowner, renter. Homeowners see only their data. Board members see everything. Committee members see their scope. No more accidental data exposure.
Zero unauthorized access to sensitive community data
When a dispute happens, you have no record of who did what and when.
Every action logged with who, what, when, and before/after values. Every AI action is flagged. Exportable for attorneys, accountants, or dispute resolution. Your paper trail is bulletproof.
Dispute resolution evidence ready in under 60 seconds
Homeowners complain they never got the notice — and you have no proof you sent it.
Email and SMS with per-homeowner preferences. Quiet hours. Board members get escalation alerts. AI personalizes notification content per recipient. Delivery tracking proves every notice was sent.
Zero 'I never got the notice' disputes
Scheduling meetings means calculating notice periods by hand and hoping you got the math right.
Schedule meetings with auto-calculated legal notice periods. Publish agendas. Track RSVPs. Post notes afterward. AI generates meeting summaries. The math is done for you.
Meeting notice compliance in 2 minutes, not 20
Finding a homeowner's violation history takes 10 minutes of clicking through menus.
Find any homeowner, violation, document, or payment instantly. Natural language queries routed through AI for complex questions. One search bar, every answer.
Any record found in under 3 seconds
You're locked into a platform and can't leave with your data.
Download all your data anytime — CSVs, original documents, full audit trail, homeowner roster, financial data. No export fees. No contracts. No lock-in. Your data is yours, always.
Full data export in one click — no vendor lock-in
Board members can't access community info when they're away from their computers.
Install LotWize on any phone — no app store needed. Push notifications for payments, violations, meetings, and board actions. Works offline with background sync. Your community in your pocket.
Manage your community from anywhere, any time
Setting up HOA software takes weeks and requires someone who knows tech.
7-step AI-guided setup: create community, upload CC&Rs (AI extracts rules), invite board, import homeowners via CSV, configure assessments, and launch. Resumable and skippable. No IT degree required.
Live in under 30 minutes — no tech person needed
You don't realize you're over budget until year-end, when it's too late to fix.
AI monitors spending vs. budget every week and alerts you proactively when any category tracks more than 15% over YTD. Get specific recommendations: reduce scope, approve a budget amendment, or draw from reserves. No more year-end surprises.
Catch budget problems months before they become crises
Board members glaze over spreadsheets and miss critical trends.
Every financial report gets an AI-written plain-English summary. 'Operating expenses were 8% under budget, driven by lower utility costs.' '3 of 8 categories are tracking over budget.' Boards read insights, not just numbers.
Board financial review time cut by 70%
Your community has no online presence and homeowners can't find basic info without calling you.
Launch a professional public website in under 10 minutes — no designer, no developer, no hosting fees. AI generates your about text from your CC&Rs. Custom domain on Growth+. Your community looks professional without the professional price.
Professional community website in 10 minutes, not 10 weeks
Manage 50 communities like you manage 5. Twenty AI automation systems purpose-built for professional property managers — each one eliminates hours of manual work per community per month.
Getting a cross-portfolio answer requires building a report. That takes an hour.
Ask "Which communities have the highest delinquency this month?" in plain English. Get instant answers across your entire portfolio. No filters. No reports. No pivot tables.
1+ hour of reporting → instant answer
Problems in a community escalate for weeks before you notice.
AI monitors every community 24/7 and alerts you to maintenance spikes, delinquency increases, vendor anomalies, violation surges, and board inactivity. Catch issues days before they become crises.
Prevent escalations that cost thousands to resolve after the fact
Extracting compliance deadlines from governing documents takes hours per community.
AI reads every community's governing documents and extracts all compliance deadlines automatically — election dates, audit requirements, reserve study schedules, notice periods. Zero manual calendar entry.
Save 4 hrs/community during onboarding and annual review
Your PMs spend hours drafting the same escalation notices for every community.
AI drafts the full escalation chain for every violation: courtesy notice, formal notice, fine notice, lien notice — each citing the correct section of the community's CC&Rs. Your PM batch-approves in seconds.
Process 10x more violations with the same staff headcount
Preparing a board meeting packet takes 3 hours of assembling, formatting, and summarizing.
Full meeting packet — financials, violation summary, maintenance overview, open items, and an AI-written narrative — generated in one click. What took 3 hours takes 5 minutes. Every community, every meeting.
Save 3 hrs per community per board meeting
Resale certificates take 2 hours to compile and write. Buyers wait days.
Complete disclosure packet with AI-written narrative, balance information, violation history, and document links — generated in minutes. Homebuyers get accurate, professionally formatted certificates every time.
2 hours of work reduced to 10 minutes per certificate
You don't know a community is in crisis until you get the angry email.
AI classifies every message by sentiment and topic, tracks community mood trends over time, and alerts you to crisis signals before they explode. Know which communities need attention before residents demand it.
Catch community tension early — before it becomes a legal issue
Tracking vendor insurance certificates manually means gaps slip through.
AI extracts insurance certificate details from uploaded PDFs — policy numbers, coverage amounts, expiration dates. Tracks all vendors across all communities. Alerts you before coverage gaps open up.
Eliminate COI-related liability exposure across your portfolio
Importing homeowner data from CINC, Enumerate, or TOPS requires hours of manual field matching.
AI automatically maps columns from any property management export — CINC, Enumerate, TOPS, and more. No manual field matching. Import a new community in minutes, not hours.
Community onboarding cut from hours to minutes
Every new community onboarding starts from scratch, even when you've managed identical communities before.
AI finds similar communities in your existing portfolio and pre-populates templates, vendor recommendations, and rule sets for new community onboarding. Your experience scales automatically.
Reuse institutional knowledge across every new community you add
Onboarding 50 communities one-by-one takes weeks of manual data entry.
Upload a portfolio manifest CSV — AI validates, deduplicates, and bulk-creates all communities. Then import homeowner rosters, documents, financials, and vendors per community in a guided 6-step wizard. AI maps columns, classifies documents, and generates welcome emails automatically.
Onboard an entire 50-community portfolio in hours, not weeks
You have no way to see which of your 40 communities needs attention right now.
Composite health scores (0-100) per community based on delinquency, violations, maintenance, reserve funds, and board activity. Ranked worst-first with trend charts. Compare communities side-by-side. See property manager workload at a glance.
Spot the worst-performing community in your portfolio in 5 seconds
Sending community-specific messages to 40 HOAs means 40 separate drafts.
Write one message. AI personalizes it for each community — correct name, manager, details. Template library with variables. Scheduled sends. Delivery tracking. Emergency broadcast overrides. One prompt → 40 unique, community-branded messages.
40 personalized community messages from a single prompt
When one community solves a problem, the solution stays trapped there.
AI identifies winning policies and propagates them to similar communities. Vendor benchmarking flags overpriced contracts across your portfolio. Seasonal maintenance predictions based on historical work orders. Institutional knowledge scales automatically.
AI finds patterns and savings humans miss across 50+ communities
When a property manager leaves, years of community context walks out the door.
Knowledge notes tagged by community, topic, and vendor. When a new PM is assigned, AI generates an onboarding briefing: key contacts, ongoing disputes, vendor preferences, board dynamics. Institutional memory survives turnover.
New PMs get up to speed in hours, not months
Evaluating a portfolio acquisition takes weeks of manual analysis.
Upload the target portfolio data. AI generates a due diligence report: financial health scores, delinquency analysis, deferred maintenance indicators, document quality, compliance gaps, and an overall risk assessment per community.
Portfolio due diligence in hours, not weeks
Finding new communities to manage requires expensive marketing and cold outreach.
Self-managed HOAs struggling with board burnout discover your PMC through LotWize's public marketplace. AI detects struggling communities and recommends professional management. Warm leads delivered directly to your inbox.
New revenue channel — warm leads from HOAs ready for professional management
Homeowners see a third-party platform brand instead of your PMC brand.
Custom logo, colors, and domain (portal.yourcompany.com) on the homeowner portal. Your PMC brand across every community you manage. DNS instructions included. Toggle on/off per portfolio.
Professional brand presence — zero development cost
You have no idea how your portfolio compares to industry averages.
Opt in to contribute anonymized aggregate data. In return, get portfolio benchmarking: your delinquency rate vs. network average, your violation rate vs. peers, broken down by community type. AI insights highlight where you're ahead and where to improve.
Know exactly where your portfolio stands vs. the market
HOA law changes by state require constant manual tracking.
Track state law changes relevant to your communities. When a new law is added, AI identifies which communities are affected based on their governing documents and suggests specific actions. 60/30/14-day alerts for compliance deadlines.
Never miss a compliance deadline across your entire portfolio
No. LotWize is built for self-managed HOAs that want to keep control without the admin burden. The AI handles the work a management company would do manually — violations, resident questions, dues reminders, meeting packets — at a fraction of the cost.
Most boards report going from 10–20 hours per week of admin work down to 2–4 hours. The AI handles drafting violation notices (45 min → 30 sec), answering resident questions (instant, 24/7), generating board packets (3 hrs → 5 min), and recording transactions via voice command. Your board approves; the AI executes.
No. You upload your CC&Rs and bylaws once, and the AI becomes an expert on your community's specific rules. Every answer, notice, and review cites the exact section from your actual documents — not generic HOA templates. This eliminates selective enforcement claims too.
It takes real actions. Say 'record a $175 check from Lot 7' or 'draft a violation for tall grass' — the AI prepares the action and shows you a confirmation preview. You approve with one tap, and it executes. Every action is logged in your audit trail with before/after values.
Most HOAs are live in under 30 minutes. The 7-step wizard guides you through creating your community, uploading CC&Rs (AI extracts rules automatically), inviting board members, importing homeowners via CSV, and configuring assessments. Every step is skippable and resumable.
Flat plans start at $59/month for up to 50 units. Hybrid plans start at $35/month plus a 1% homeowner convenience fee. All paid plans include a 14-day free trial — no credit card required. Compare that to a typical management company at $50–$100 per unit per month.
Yes. The PMC plan at $0.50 per unit per month ($200/mo minimum) includes portfolio intelligence, AI board packet generation, bulk onboarding, cross-portfolio communications, anomaly detection, and a marketplace for finding new community clients.
PayHOA and Buildium help you organize HOA work. LotWize does the work for you. The difference is AI: LotWize reads your governing documents, drafts violation notices with citations, answers resident questions 24/7, and runs governance workflows autonomously. You review and approve instead of performing tasks from scratch.
Yes. Upload an audio recording or paste rough notes, and AI structures everything into formal minutes — attendance, motions, votes, action items, and adjournment. You review and edit in a side-by-side interface before approving. The AI also builds your agenda automatically from open violations, pending requests, and overdue action items. What used to take 3 hours now takes 15 minutes.
During a neighborhood walk, snap a photo of a violation and upload it. AI identifies the violation type, finds the exact CC&R section, drafts a description, and pre-fills the cure period and notice level. You review and approve in one tap. When homeowners submit cure photos, AI verifies them automatically — auto-advancing resolved cases without board involvement.
No. The AI adapts to the tone you choose — formal, friendly, neighborly, or urgent. Payment reminders are personalized based on each homeowner's payment history. New owners receive a warm 14-day welcome sequence tailored to your community's actual rules. Every message sounds like it came from a thoughtful board member, not a template.
Never. You can export everything anytime — CSVs, original documents, full audit trail, homeowner roster, financial data. No export fees. No contracts. No lock-in. Your data is yours, always.
What the AI does for your board
Answers residents 24/7
Homeowner questions are answered from your CC&Rs instantly, citing the exact rule — so routine questions never reach the board.
Drafts violations in seconds
Describe the issue and the AI writes a compliant notice citing the applicable section. The board reviews and approves in one tap.
Chases dues automatically
Online payments, reminders, and late fees per your policy — paid straight into your HOA's own bank account.
Join communities that have replaced 15 hours of weekly admin with AI. Start your free 14-day trial — no credit card required.
Compare LotWize to PayHOA, Buildium, and more in our best HOA software comparison. Small community? Explore our free plan for up to 10 units.