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PORTFOLIO OVERVIEW
19
Communities
3
Need attention
94%
Dues collected
VegaHigh risk
Cedar Ridge HOAStable
Autumn GroveStable
HOAM
Communities Calendar Vendors Agents
Management Info Growth Renee Marsh · Portfolio Admin

Communities

{{ totalCommunities }} communities under management
Billing, vendor-coordination, and resident-concierge agents run day-to-day operations automatically. You see what they couldn't resolve.
{{ highRiskCount }} high-risk communities {{ escalationCount }} escalations need your attention →
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+ Add community
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 {{ c.units }} {{ c.riskTier }} · {{ c.riskScore }} {{ c.topFactor }} {{ c.duesPct }} {{ c.unread }} →
← All communities

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{{ c.location }} · {{ c.units }} units · Managed by {{ c.manager }}
{{ c.riskTier }} risk · {{ c.riskScore }}
Message board
Send announcement

Risk breakdown

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Board members

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View all →
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← {{ c.name }}

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IssueUnitReportedVendorStatus
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Expected {{ c.totalExpectedLabel }} · Collected {{ c.totalActualLabel }} over 6 months {{ c.shortfallLabel }}
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— actual collected┈┈ expected

Unit ledger

OwnerUnitAmount dueStatus
{{ l.owner }}{{ l.unit }}{{ l.amount }}{{ l.status }}

Governing documents

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{{ d.name }} {{ d.status }}
Upload document
No unread conversations.
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ResidentUnitContactMove-in
{{ r.name }}{{ r.unit }}{{ r.contact }}{{ r.moveIn }}
{{ mt.type }}
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Auto-schedule & invite
 View meeting →
Actions taken automatically by billing, vendor, and resident-concierge agents. Only escalations need your review.
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{{ a.agent }} · {{ a.time }}
{{ a.status }}
Nothing escalated for this community.
{{ e.title }} {{ e.stageLabel }} →
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← All communities

Add a community

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↑
Once uploaded, the knowledge-base agent indexes these automatically — no manual tagging.

Management agreement

Agreement for Community Association Management Services

This agreement is entered into between Commons Management, Inc. ("Manager") and the community association named in Step 1 ("Association"), effective upon signature.

1. Scope of Services. Manager will provide administrative, financial, maintenance-coordination, and resident-communication services as described in Exhibit A.

2. Term. This agreement runs for an initial term of twelve (12) months, renewing automatically absent written notice.

3. Fees. The Association will pay Manager a monthly management fee as set forth in Exhibit B.

4. Termination. Either party may terminate with sixty (60) days' written notice.

Send for e-signature
Back
Continue
Activate community

Meetings calendar

August 2026 · required annual & board meetings, auto-scheduled per each community's bylaws
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Needs scheduling

CommunityMeetingRequirement
{{ u.community }}{{ u.type }}{{ u.cadence }}
{{ backFromMeetingLabel }}

{{ meeting.type }}

{{ meeting.community }} · {{ meeting.dateLabel }}
{{ meeting.invited }} invited {{ meeting.attendeeCount }} attended
Send invites

Agenda

  1. {{ a }}
    2.

Recording

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Minutes

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Approve as drafted
Request board amendment

Vendors

{{ totalVendors }} vendors across the portfolio · dispatched and tracked by the vendor-coordination agent
VendorTradeCommunities servedOpen work ordersAvg. responseRating
{{ v.name }} {{ v.trade }} {{ v.communityCount }} {{ v.open }} {{ v.responseTime }} {{ v.rating }}
← Management Information

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{{ pnlDetail.location }} · {{ pnlDetail.units }} units · {{ pnlDetail.feePerUnitLabel }}/unit fee
Relationship: {{ pnlDetail.relationship }}
Community operations →

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Monthly revenue

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Monthly cost to serve

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Margin ({{ pnlDetail.marginPctLabel }})

Cost to serve breakdown

Vendor coordination{{ pnlDetail.vendorCostLabel }}
Agent / platform time{{ pnlDetail.agentCostLabel }}
Escalation handling{{ pnlDetail.escalationCostLabel }}
Platform base cost{{ pnlDetail.platformCostLabel }}

Perceived risks

  • {{ r }}
    •

Ways to improve margin

  • {{ m }}
    •

At renewal

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Contract

Management agreement start{{ pnlDetail.startLabel }}
Term{{ pnlDetail.term }}
Renewal date{{ pnlDetail.renewalLabel }}
Auto-renewal{{ pnlDetail.autoRenewLabel }}

Risk score — {{ pnlDetail.riskScore }} ({{ pnlDetail.riskTier }})

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Board members

{{ b.name }} · {{ b.role }}
{{ b.demeanor }}
{{ escalation.backLabel }}

{{ escalation.title }}

{{ escalation.community }}
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What the agents tried

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Where it's stuck

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Next step

Assign to intelligent call center
Send to me to resolve personally
Mark resolved
A human call-center agent is following up by phone/text/email. If they can't close it out, it routes to you automatically.

Growth pipeline

Super admin only · where we have density, who's still self-managed nearby, and which builders to reach

Markets where we have the most presence

MarketCommunities managedTotal units
{{ m.location }}{{ m.communities }}{{ m.units }}

Self-managed communities to approach

CommunityMarketEst. unitsWhy nowContact
{{ l.name }} {{ l.location }} {{ l.units }} {{ l.whyNow }}
{{ l.contact }} · {{ l.title }}

Builder accounts — portfolio-wide software deals

BuilderRegionContactStage
{{ b.name }} {{ b.region }}
{{ b.contact }} · {{ b.title }}
Email 		{{ b.stage }}
← Communities

Management Information

Super admin only · contracts, board relationships, risk, and financials by community

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Monthly revenue

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Monthly margin

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Flagged for retirement
CommunityRevenue /moMgmt cost /moMargin6-mo trendEscalation costSuggested action
{{ p.name }} {{ p.revenue }} {{ p.cost }} {{ p.margin }} ({{ p.marginPct }}) {{ p.escalationCost }} {{ p.action }}

Agents

Orchestrator, billing, vendor, and resident-concierge agents work the portfolio continuously. Escalations below need you.

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Tasks resolved today

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In progress

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Escalated to you

Recent agent activity

CommunityAgentActionStatusWhen
{{ a.community }} {{ a.agent }} {{ a.text }} {{ a.status }} {{ a.time }}