Whether self-managed or working with a management company — you stay in control.
Helping associations keep important records organized and accessible—while making transitions easier for management companies.
Your HOA's History Shouldn't Belong to Whoever Has the Password.
Important records often end up scattered across personal inboxes, board-member laptops, shared drives, and management-company portals. When someone leaves, the next board may be left searching for information the association already had.
Record Gaps Make Transitions Harder.
Missing statements, incomplete meeting history, outdated governing documents, and records held by former volunteers or managers can make routine board work unnecessarily difficult.
Audits take longer
Missing financial statements and records can delay audits and increase costs.
Home sales can be delayed
Missing association documents can slow home sales and frustrate buyers, sellers, and agents.
Legal and insurance matters become harder
Incomplete records can complicate disputes, insurance claims, and requests for prior documentation.
New boards lose valuable time
Board members may spend weeks reconstructing history instead of moving forward.
Built to Protect the Records Your Association Relies On
Private cloud storage, access controls, file scanning, and recovery-copy protection help safeguard important HOA records on established cloud infrastructure.
One Place for Your Association's Important Records.
Keep governing documents, financial records, meeting materials, insurance information, reserve studies, correspondence, and other association records organized around the community they belong to.
Public Website for Owners
Homeowners access approved documents like bylaws, budgets, and meeting minutes—no login required.
Private Board & Manager Portal
The association invites board members and, if you choose, your property manager — with controls for what each role can see.
Continuity Through Transitions
When board members or management companies change, documents and history stay with the HOA account—not with an individual or a vendor you’ve moved on from.
What Makes AssocRecords Different
Practical Tools for Managing Association Records
Board submissions, calendars, search, and historical records help keep association information organized and easy to find.
Board Submissions
Collect records from board members and approve them into the association’s permanent records.
Calendar & Important Dates
Organize meetings, recurring events, and important insurance and reserve-study dates.
Search & Filtering
Find association records without digging through email attachments or shared drives.
Historical Records
Keep past budgets, minutes, decisions, contracts, and other records organized by year and category.
Simple, Community-Sized Pricing
Choose a plan based on the size of your association. Every plan includes the core AssocRecords platform and Ollie AI.
AssocRecords has no storage limits. Cancel anytime; service continues through your current billing term. Save 20% with annual billing.
Village Plan
Ideal for small neighborhoods and self-managed boards
- Up to 50 homes
- All Core Features Included
- Public HOA Website (No Logins)
- Ollie AI Assistant
- Unlimited Board Access
- Long-Term Record Retention
Neighborhood Plan
Built for active mid-size communities and management support
- 51 to 150 homes
- All Core Features Included
- Public HOA Website (No Logins)
- Ollie AI Assistant
- Unlimited Board Access
- Long-Term Record Retention
Estate Plan
For large communities requiring robust long-term retention
- 151 to 300 homes
- All Core Features Included
- Public HOA Website (No Logins)
- Ollie AI Assistant
- Unlimited Board Access
- Long-Term Record Retention
For management companies
Portfolio — one login across every community you manage
Portfolio access is free for management companies. Each managed community is billed separately at the standard rate based on its size. No portfolio discount. No minimum number of communities.
- Office dashboard — cross-community dates and follow-ups in one view
- Simpler transitions — release association records while retaining an office copy.
- Community switching — work inside each association's workspace with one login
- Portfolio oversight — see what needs attention across all active communities
Free Portfolio Access
No platform fee. Pay only for managed associations.
| Plan | Included |
|---|---|
| Village Plan | Up to 50 Units |
| Neighborhood Plan | 51 to 150 Units |
| Estate Plan | 151 to 300 Units |
All Plans Include
Built From Real HOA Transition Experience
AssocRecords was created from firsthand experience managing HOA records through board and management changes.
How AssocRecords Works
Set up your association, organize its records, and give future boards and authorized managers a consistent place to find them.
Create your HOA account
Set up your association and invite board members in minutes.
Upload and organize documents
Store financials, governing docs, contracts, and important records in one place.
Keep records through every transition
Access stays with the HOA — even when board members or management companies change.
Built for Self-Managed and Professionally Managed HOAs
Whether your association is run by volunteers or supported by a management company, the records remain organized around the association.
Self-Managed HOAs
- Easy board transitions when leadership changes
- No more records stuck on personal laptops
- Everything organized in one place
- No technical experience required
HOAs Working with Management Companies
- HOA can own the account and invite management
- Keep your records when switching management companies
- No more chasing down documents during transitions
- Maintain continuity year after year
Billing responsibility
If the HOA pays for the subscription, your board administers AssocRecords. You can invite or remove management companies at any time, and your records stay with the association.
If a management company pays for the subscription, they handle AssocRecords billing and portal administration under your agreement. Who pays for the subscription does not determine who keeps access to the association's records. In most cases, billing/admin responsibility can be handed back to the HOA when needed.
Frequently Asked Questions
Everything you need to know about AssocRecords
Still have questions?
We're here to help. Reach out at support@assocrecords.com on business days.
support@assocrecords.com