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Product

  • Features
  • Pricing
  • Marketplace
  • Integrations
  • Blog

Resources

  • Blog
  • Case Studies
  • Research
  • Ebooks & Guides
  • HOA Glossary
  • Templates
  • State Guides
  • HOA Laws by State
  • Comparisons

Company

  • About
  • Contact
  • HOA Laws by State
  • Affiliate Program — Earn 20%
  • Security
  • Privacy Policy
  • Terms of Service

Free Tools

  • Cost Calculator
  • Annual Budget Builder
  • Reserve Fund Calculator
  • Board Time Audit
  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.
HOA Templates/HOA New Homeowner Welcome Letter
All templates

HOA New Homeowner Welcome Letter

Communications

Warm welcome letter to new homeowners covering HOA contact info, dues payment, key rules, and where to find governing documents.

About this template

A welcome letter sets the tone for the new homeowner's relationship with the HOA. Done well, it communicates that the board is approachable, organized, and focused on community well-being. This template covers all the essential information a new homeowner needs — assessment amount and payment method, how to access the governing documents, key rules to be aware of, amenity access instructions, and how to reach the board.

What's included
  • Warm welcome message from the board
  • Monthly assessment amount and payment instructions
  • Where to access CC&Rs, bylaws, and community rules
  • Key rules summary — parking, pets, trash, exterior modifications
  • Amenity access information and guest policies
  • Board contact information and meeting schedule
When to use this template

Send this letter within 5–7 days of a new owner taking title or a new tenant moving in. Include it in a welcome packet with copies of the rules, amenity access information, and a community directory if applicable.

Template preview
Replace all [BRACKETED] fields with your community's details
[COMMUNITY NAME] HOMEOWNERS ASSOCIATION
WELCOME TO [COMMUNITY NAME]

Date: [DATE]
To: [NEW HOMEOWNER NAME]
Property Address: [ADDRESS]

Dear [NEW HOMEOWNER NAME],

On behalf of the Board of Directors and residents of [COMMUNITY NAME], welcome to the community!

We hope your move went smoothly. This letter contains important information to help you get settled.

YOUR MONTHLY ASSESSMENT
Amount:      $[AMOUNT] per month
Due Date:    The [1st / 15th] of each month
Payment:     [Online at [PORTAL URL] / Check payable to [COMMUNITY NAME] HOA / Mail to [ADDRESS]]

GOVERNING DOCUMENTS
Your CC&Rs, Bylaws, and Community Rules are available at:
[COMMUNITY WEBSITE / PORTAL LINK]
Paper copies are available upon request.

KEY RULES TO KNOW
- Exterior modifications require prior written board approval
- Pets must be leashed in all common areas
- Trash containers must be stored out of view except on collection day
- Parking is limited to designated spaces and follows the Parking Policy

AMENITIES
[POOL / FITNESS CENTER / CLUBHOUSE] is available to residents. Access requires [KEY FOB / ACCESS CARD / POOL PASS]. To obtain your access credentials, contact [MANAGER] at [CONTACT].

CONTACT THE BOARD
[BOARD EMAIL ADDRESS]
Board Meetings: [DAY, TIME, LOCATION]

We look forward to getting to know you. Please don't hesitate to reach out with any questions.

Warmly,
[BOARD PRESIDENT NAME]
Board President, [COMMUNITY NAME] HOA

Download the full editable template

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LotWize generates this document with your community's actual details — homeowner name, address, and governing document citations already filled in.

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Tip

Send this letter within 5–7 days of a new owner taking title or a new tenant moving in. Include it in a welcome packet with copies of the rules, amenity access information, and a community directory if applicable.

Related free tool

Welcome Letter Generator

Related templates

HOA Move-In / Move-Out PolicyHOA Pet PolicyHOA Parking Policy

LotWize generates this automatically with your community's actual details

Stop filling in brackets. LotWize knows your homeowners, your CC&Rs, and your violation history — it generates hoa new homeowner welcome letter documents in seconds, pre-addressed and ready to send.

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This template provides general guidance only — not legal advice. HOA rules and document requirements vary by state and by your governing documents. Always consult an HOA attorney before using any document in a legal or enforcement context.