The informational package provided to new homeowners when they move into an HOA community.
A welcome packet is the collection of documents and information that an HOA provides to new homeowners — either at closing, upon move-in, or shortly after. A well-designed welcome packet includes a copy of the governing documents (CC&Rs, bylaws, rules and regulations), the current budget and assessment schedule, contact information for the board and management company, the ARC application form, community amenity rules, parking regulations, trash pickup schedule, utility contact information, and any other community-specific information new residents need. Some communities include a brief welcome letter from the board president. Providing a comprehensive welcome packet reduces the most common new-homeowner violations, which typically arise from ignorance rather than intent.
A good welcome packet sets the tone for the owner's relationship with the HOA. Residents who feel welcomed and informed from day one are more likely to become engaged, compliant community members.
Governing Documents
The complete set of legal documents that establish and regulate the HOA — CC&Rs, bylaws, rules, and the plat.
Annual Disclosure
The bundle of financial and governance documents the HOA is required to distribute to all members each year.
ARC Request
The application form submitted by a homeowner to get HOA approval for a proposed exterior modification.
LotWize handles welcome packet tracking automatically — along with violations, ARC requests, meeting minutes, and homeowner communications, all in one platform built for self-managed HOAs.
Start 14-Day Free TrialThis page provides general information only — not legal or financial advice. HOA laws vary by state and community. Always consult your governing documents and an HOA attorney for guidance specific to your situation.