Compliance

What It Does

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.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: View Your Compliance Dashboard

Click "Compliance" in the sidebar. You will see a checklist of requirements for each community, organized by state and federal rules.

Step 2: Check Status

Each requirement shows a status: Compliant, Due Soon, or Overdue. Click any item to see what is needed and when it is due.

Step 3: Fix Issues

For overdue or due-soon items, click "Take Action." The system tells you exactly what to file, upload, or update. Complete the task and mark it done.

Common Issues

Q: Where does the compliance checklist come from? A: LotWize updates the checklist based on current regulations for each state where you operate. Rules change, and the system stays current.

Q: What if my community has special local rules? A: You can add custom compliance items for county or city rules. Click "Add Custom Rule" and fill in the details.

Pro Tips

• Run the compliance report monthly and send it to your legal team.
• Set custom reminders for items that take a long time to prepare, like annual audits.

Related Features

• Legal Tracking
• Due Diligence
• Knowledge Base

Need Help?

Contact support at support@sanafai.com