Welcome to the LotWize Board Portal! This guide walks you through your first month as a board member, from initial login to full community management.
Welcome to the LotWize Board Portal! This guide walks you through your first month as a board member, from initial login to full community management.
Log in at /board/ and take a 15-minute tour. Click through each section in the sidebar:
Your first action: Update your profile. Add a photo, confirm your phone number, and set your notification preferences so you do not miss anything.
Go to Members and click "Bulk Invite." Upload a CSV with names, unit numbers, and email addresses, or send invites one by one. Every invited resident gets a welcome email with login instructions.
Pro tip: Send a welcome Messages/Broadcasts the same day. Say hello, introduce the new portal, and tell residents what they can do first (pay dues, book amenities, update their profile).
Go to Finances and connect your community's operating account. Transactions sync automatically, so your books stay current without manual entry. If you have a reserve account, link that too.
Create budget categories that match your governing documents:
Set annual amounts for each. The system will track spending against budget in real time.
Your first action: Add your top 5 vendors (landscaper, pool company, insurance broker, etc.) with contact info and contract dates.
Go to Violations and configure your violation types:
For each type, set:
Why this matters: Consistent enforcement protects the board from legal challenges. The system logs every action with timestamps.
Set up your recurring meetings in Meetings:
For each meeting, create a template agenda. Standard items: call to order, approval of last minutes, financial report, old business, new business, resident forum, adjournment.
Configure Voting for upcoming decisions:
Set eligibility rules: who can vote (owners only? weighted by unit?), proxy rules, and quorum requirements.
Go to Website and build your public site:
Why this matters: A professional website reduces "how do I...?" emails and shows residents (and potential buyers) that the board is organized.
Generate your first set of Reports:
Schedule a monthly report to auto-generate and email to the board on the first of each month.
Action item: Share a summary at the next meeting. Residents respect boards that show where their dues go.
Spend 30 minutes with the Assistant. Try these questions:
Then try Search:
Pro tip: The Assistant and Search save hours of digging. Use them before every board meeting to build your mental snapshot of community status.
| Week | Task | Module |
|---|---|---|
| Day 1 | Update profile, invite residents | Members |
| Day 1 | Send welcome broadcast | Messages/Broadcasts |
| Day 2 | Connect bank, build budget | Finances |
| Day 2 | Add vendors | Finances |
| Week 1 | Set up violation types | Violations |
| Week 1 | Schedule recurring meetings | Meetings |
| Week 1 | Configure voting rules | Voting |
| Week 2 | Build community website | Website |
| Week 3 | Generate and review reports | Reports |
| Week 4 | Learn Assistant and Search | Assistant, Search |
Contact support at support@sanafai.com
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