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
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 getting into.
Property Management Companies using LotWize to manage HOA portfolios.
Click "Due Diligence" in the sidebar, then "New Report." Enter the community name and the data you have access to.
The system walks you through categories: Financials, Legal, Maintenance, Compliance, and Operations. Upload documents, enter numbers, and answer questions as you go.
When the checklist is complete, LotWize generates a risk score from 1 to 100. High scores mean higher risk. The report highlights the biggest concerns and what it would cost to fix them.
Q: What if I do not have all the documents? A: Fill in what you have. The report works with partial data and flags the missing items as "Unknown Risk."
Q: Can I compare multiple acquisition targets? A: Yes. Run a separate report for each community, then use the Compare view to see them side by side.
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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.
PMCBenchmarks 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.
PMCBilling & Plans is where you manage your LotWize subscription. Upgrade or downgrade plans, add communities to your license, review invoices, and update payment methods.