HOA Compliance Guides

A condo questionnaire is a lender document asking HOA boards about reserves, litigation, delinquencies, and insurance. Learn what's required and how to respond accurately.

Why HOA boards struggle with volunteer succession and what to do about it: treasurer handoffs, records retention, and technology that survives board turnover.

HOA accounting explained for volunteer boards: operating vs reserve funds, chart of accounts, monthly close, and how to stay audit-ready.

Fannie Mae LL-2026-03 sets two HOA deadlines: Limited Review retired Aug 2026, 15% reserve allocation required Jan 2027. What boards must do now.

HOA compliance audit checklist for self-managed boards: what auditors check, how to prepare reserve fund records, and how to be audit-ready year-round.

HOA board member personal liability explained: when volunteer board members can be sued, what protects them, and how proper reserve funding reduces risk.

Free HOA meeting minutes template with every required element: quorum confirmation, motions, vote counts, and action items. Plus state retention requirements.

HOA financial reporting requirements: which statements boards must produce, when, and how to automate the process to meet state disclosure deadlines.

HOA fund accounting explained for volunteer boards: the difference between operating and reserve funds, why commingling creates liability, and how to keep audit-ready records.

HOA special assessments explained: when boards can levy them, state caps, how to calculate per-unit costs, and how adequate reserve funding prevents emergency assessments.

HOA reserve fund compliance guide: state requirements, Fannie Mae thresholds, percent-funded explained, and how to keep your association warrantable.

Everything HOA boards need to know about reserve studies: requirements, cost, how to read one, and how to use it to set annual reserve contributions.