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Templates

A comprehensive collection of templates that HOA and condo board members can download and use immediately.

Communication

Monthly newsletter template

Delight and inform your residents by circulating a monthly newsletter. Download this template to help you get started.

Communication

Monthly newsletter

Communication

Monthly newsletter template

Annual condo survey

Communication

Annual Condo Survey template

Special Assessment Letter - HOA

Communication

Special Assessment Letter - HOA template

Special Assessment Letter - Condo

Communication

Special Assessment Letter - Condo template

No HOA Letter

Communication

No HOA Letter template

Meeting Flyer

Communication

Meeting Flyer template

President's Report

Communication

President's Report template

Approval Letter

Communication

Approval Letter template

HOA Dues Letter

Communication

HOA Dues Letter template

Petition Form

Communication

Petition Form template

Survey Template

Communication

Survey Template

Welcome Letter

Communication

Welcome Letter template

New Rule Announcement

Communication

New Rule Announcement template

Prospective Owner Questionnaire

Communication

Prospective Owner Questionnaire template

HOA Website Guide

Communication

HOA Website Guide template

Annual Condo/HOA Checklist

Communication

Annual Condo/HOA Checklist template

Board Candidate Statement

Communication

Board Candidate Statement template

Emergency Planning Guide

Communication

Emergency Planning Guide template

Balcony Inspection Notice

Communication

Balcony Inspection Notice template

Snow Removal Policy

Communication

Snow Removal Policy

Electronic Communications Consent Form

Communication

Electronic Communications Consent Form

Annual Meeting Notice template

Communication

Annual Meeting Notice template

Communication Templates for Condos and HOAs

Communication

Communication Templates for Condos and HOAs

Management Company Evaluation checklist

Communication

Management Company Evaluation checklist

Record Keeping

Voting Ballot

Record Keeping

Voting Ballot template

Proxy Form

Record Keeping

Proxy Form template

Meeting Agenda

Record Keeping

Meeting Agenda template

Meeting Minutes

Record Keeping

Meeting Minutes template

Absentee Ballot

Record Keeping

Absentee Ballot template

Committee Charter

Record Keeping

Committee Charter template

Notice Of Intent To Record A Claim Of Lien

Record Keeping

Notice Of Intent To Record A Claim Of Lien template

Vendor Proposal

Record Keeping

Vendor Proposal template

Maintenance Log

Record Keeping

Maintenance Log template

Work Order

Record Keeping

Work Order template

HOA Transition Checklist

Record Keeping

HOA Transition Checklist template

Parking Application

Record Keeping

Parking Application template

HOA Grant

Record Keeping

HOA Grant template

Strategic Plan

Record Keeping

Strategic Plan template

Request for Proposal

Record Keeping

Request for Proposal template

Record Retention Policy

Record Keeping

Record Retention Policy template

Request Form For Documents

Record Keeping

Request Form For Documents template

HOA Garden Plot Rental template

Record Keeping

HOA Garden Plot Rental template

Bicycle Rack Agreement template

Record Keeping

Bicycle rack agreement template

Board Member Notice of Change form

Record Keeping

Board Member Notice of Change form

Complaint Form template

Record Keeping

Complaint Form template

Property Management Agreement template

Record Keeping

Property Management Agreement template

Property Management Checklist template

Record Keeping

Property Management Checklist template

Property Management Inspection Checklist template

Record Keeping

Property Management Inspection Checklist template

Status Certificate template

Record Keeping

Status Certificate template

Strata Agenda template

Record Keeping

Strata Agenda template

Financial

Accounting

Financial

Accounting template

Statement

Financial

Statement template

Audit Checklist

Financial

Audit Checklist template

Reserve Study

Financial

Reserve Study template

Annual Budget

Financial

Annual Budget template

Treasurer Report

Financial

Treasurer Report template

Pro Forma

Financial

Pro Forma template

Accounts Receivable

Financial

Accounts Receivable template

Accounts Payable

Financial

Accounts Payable template

Balance Sheet

Financial

Balance Sheet template

Security Deposit Receipt

Financial

Security Deposit Receipt template

Notice Of Future Funding template (Ontario)

Financial

Notice Of Future Funding template (Ontario)

Payment Plan Request Form template

Financial

Payment Plan Request Form template

Purchasing Policy template

Financial

Purchasing Policy template

Bylaws and Rules

CC&Rs

Bylaws and Rules

CC&Rs template

Condo Rules and Regulations

Bylaws and Rules

Condo Rules and Regulations template

HOA Rules and Regulations

Bylaws and Rules

HOA Rules and Regulations template

Bylaws Template

Bylaws and Rules

Bylaws template

Violation Letter

Bylaws and Rules

Violation Letter template

Board Decision On Disciplinary Action

Board Decision On Disciplinary Action template

Conflict Of Interest

Bylaws and Rules

Conflict Of Interest template

Email Policy

Bylaws and Rules

Email Policy template

Drone Policy

Bylaws and Rules

Drone Policy template

Political Sign Policy

Bylaws and Rules

Political Sign Policy template

Security Camera Policy

Bylaws and Rules

Security Camera Policy template

Collection Policy

Bylaws and Rules

Collection Policy template

Golf Cart Policy

Bylaws and Rules

Golf Cart Policy template

Emotional Support Animal Policy

Bylaws and Rules

Emotional Support Animal Policy

Chargeback Letter Template

Bylaws and Rules

Chargeback Letter Template

Electric Vehicle Charging Policy

Bylaws and Rules

Electric Vehicle Charging Policy

ADR Policy

Bylaws and Rules

ADR Policy

Advocacy Policy template

Bylaws and Rules

Advocacy Policy template

Code of Ethics and Declaration template

Bylaws and Rules

Code of Ethics and Declaration template

Fine Policy template

Bylaws and Rules

Fine Policy template

Pool Policy template

Bylaws and Rules

Pool Policy template

Renovation Request Form

Bylaws and Rules

Renovation Request Form

Architectural Change Form template

Bylaws and Rules

Architectural Change Form template

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