Properties

What It Does

The Properties feature tracks every unit in your community — ownership history, square footage, parking assignments, and custom details. It connects directly to your member roster and financial records.

Who It's For

Board members of HOA/condo communities.

How to Use It

Step 1: Review Property Records

Go to Board Portal → Properties to see all units. Filter by building, status (occupied/vacant), or owner name. Click any unit for full details.

Step 2: Update Unit Details

Add or edit information like square footage, number of bedrooms, parking space numbers, and storage locker assignments. Upload floor plans or inspection reports if you have them.

Step 3: Track Ownership Changes

When a unit sells, update the owner record. The system links the new owner to the unit and carries forward the financial history for seamless Payments tracking.

Common Issues

Q: A new owner says their unit info is wrong. A: Check the property record for that unit. Update any incorrect details and confirm the ownership transfer date matches the closing date.

Q: Can we add custom fields for our community? A: Yes. Go to Settings → Custom Fields to add details like "Boat Slip Number" or "EV Charging Station" that are unique to your property.

Pro Tips

• Upload a community map with unit labels. It helps new board members learn the property and makes parking or maintenance discussions clearer.
• Link each unit to its Members record so you always know who to contact for each door.

Related Features

• Members
• Payments
• Documents

Need Help?

Contact support at support@sanafai.com