PMC
Property management company guides
21 articles
Ask (AI Assistant)
Ask is your AI-powered portfolio assistant. Type a question in plain English and get answers from your community data. No need to run reports or dig through files — just ask.
Benchmarks
Benchmarks compares your portfolio to industry standards and similar properties. See if your dues collection, response times, and satisfaction scores are above or below average — and where to improve.
Billing & Plans
Billing & Plans is where you manage your LotWize subscription. Upgrade or downgrade plans, add communities to your license, review invoices, and update payment methods.
Communications & Broadcasts
Communications & Broadcasts lets you send messages to everyone in a community, a group of communities, or your whole portfolio. Use it for announcements, reminders, emergencies, and newsletters.
Communities
The Communities page is your command center for every HOA you manage. Add new communities, edit existing ones, give board members portal access, and manage community websites — all from one screen.
Compare Communities
Compare Communities lets you stack your properties side by side. See which communities are healthy, which need help, and where to spend your time and money for the biggest impact.
Compliance
Compliance monitors your communities against state and federal regulations. Get alerts for missing filings, upcoming deadlines, and policy gaps before they become fines or legal problems.
Dashboard
The PMC Dashboard gives you a bird's-eye view of your entire portfolio. See all your communities, key performance numbers, and community health scores in one place. It helps you spot problems early an
Due Diligence
Due Diligence helps you evaluate new communities before adding them to your portfolio. Analyze financial health, legal risks, maintenance backlogs, and compliance status so you know what you are getti
Import
The Import tool lets you bring in large amounts of data at once instead of typing everything by hand. Upload a spreadsheet of members, vendors, or financial data, and LotWize maps the columns for you.
Intelligence
Intelligence uses AI to find patterns in your portfolio data. Get predictions for seasonal trends, vendor performance tips, and best practices customized to your communities.
Knowledge Base
Knowledge Base is your portfolio's shared brain. Store documents, procedures, community rules, and staff notes in one searchable place. Everyone on your team can find what they need without asking.
Legal Tracking
Legal Tracking helps you manage lawsuits, disputes, and legal cases tied to your communities. Track case status, deadlines, documents, and costs in one place so nothing falls through the cracks.
Marketplace
Marketplace connects you with service providers who specialize in HOA work. Find landscapers, accountants, attorneys, and maintenance crews. Send intro requests and compare vendors without leaving Lot
Onboard Wizard
The Onboard Wizard walks you through bringing a new community into LotWize. It is a seven-step process that makes sure nothing gets missed: roster, financials, documents, vendors, manifest, and go-liv
Resale Certificates
Resale Certificates generates the legal documents buyers need when a home in your community is sold. Create, review, and approve certificates quickly so closings do not get delayed.
Sentiment Analysis
Sentiment Analysis tracks how your communities feel over time. It reads messages, replies, and feedback to show you mood trends, satisfaction scores, and early warning signs of unhappy residents.
Staff Management
Staff Management lets you invite team members, give them the right permissions, and assign them to specific communities. Everyone sees only what they need to see, and you stay in control.
Transfers
Transfers helps you manage when a community moves in or out of your portfolio. Whether you are taking over a new property or handing one off, this tool keeps the process clean and nothing gets lost.
Vendor Management
Vendor Management keeps all your service providers in one place. Track contracts, insurance certificates (COI), request proposals (RFPs), rate performance, and get warned before renewals expire.
White-Label
White-Label lets you brand LotWize as your own. Add your PMC logo, colors, and domain so residents and board members see your brand, not ours.