The platform

Everything a board does with its documents — in one place.

Answers are the front door. Behind it is the full governance lifecycle: drafting, conflict detection, deadline tracking, meetings, institutional memory, and a portal for your homeowners. All grounded in the same documents, all citation-backed.

How your documents get in: scanned, photographed, or native PDFs run through a document-intelligence pre-flight that reads each page and turns the whole set into a structured, section-by-section record every answer can cite.

Seven core jobs, one document set
Every job in the fee

Everything you’re paying a management company for is a set of specific jobs.

Here’s each job, and where BoardPath handles it — grounded in your own governing documents. Open any job to see how. Nothing to sign up for to look. Work out what your own fee costs →

$400+/mo
What the management fee covers
often $400 a month or more
$39/mo
What BoardPath handles
$0 out of pocket until launch · $59 at public launch
AnswersFind the answer in our own documents — and catch where they disagree.Handled inside BoardPath

The question comes up in a meeting and someone has to dig through the CC&Rs, bylaws, and rules to settle it. BoardPath answers it — cited to the exact sections, ranked by which document controls, and scored so you know how solid the ground is. It reads across the whole set and flags where two documents contradict each other.

SourcesBylaws § 4.1Rules § 7R.C. § 5312
§Counsel review flagged — an authority conflict affects enforceability.
See the Boardroom
DeadlinesTrack the deadlines buried in the bylaws and state law.Handled inside BoardPath

Reserve studies, insurance renewals, election and notice windows — the dates hidden in your governing documents and your state’s statute. BoardPath pulls them out and surfaces what’s coming due on your dashboard and in a weekly digest, before one slips.

Insurance certificate renewal
Declaration § 11.2 · due in 14 days
Urgent
Annual meeting notice window
Bylaws § 3.2 · in 72 days
Soon
See obligation tracking
Notices & lettersWrite the notice — and get it in the mail.Handled inside BoardPathMail: early access

Violation notices, owner letters, meeting notices, motions, and minutes — drafted from your own documents and ready for your letterhead. One-click US-Mail then prints, folds, stamps, and sends them.

⤷ cites Rules § 11.2 · Resolution 2021-07
Drafting is live today. One-click US-Mail — printed, stamped, and sent, certified where your governing documents or state law require proof of delivery — is in early access, rolling out to founding boards, and is billed per use: you pay only when you actually send a piece.
See drafting & mail
Violation enforcementRun the escalation series in order, with a complete, timestamped record.Handled inside BoardPath

Enforcement is a sequence — first notice, second notice, hearing, resolution. BoardPath runs that escalation series in order and writes each step to an append-only history that only ever grows, so the record of who did what and when stays complete and consistent.

First notice
Rules § 11.2 · mailed Apr 3
On record
Second notice
14-day cure · mailed Apr 21
On record
Hearing
Board review · scheduled May 6
Next
BoardPath structures the record; it is not legal advice — consult counsel on enforceability. An attorney-ready fact packet assembles in one step when a case needs it.
MeetingsWalk in prepared; leave with clean minutes.Handled inside BoardPath

A pre-meeting briefing of what’s pending and due, live answers recorded to the meeting’s record as you go, and motions and minutes drafted for you — so the board spends its time deciding, not searching.

Pre-meeting briefing
Pending, due, and worth discussing
Ready
Motions & minutes
Recorded live, drafted for you
Drafted
See meeting tools
Institutional memoryKeep what the board knows from walking out the door.Handled inside BoardPath

Every question asked, every decision made, and what the documents said at the time — kept in a searchable record. When the board turns over, the knowledge stays instead of leaving with the outgoing member.

BriefsPetsParkingFinesRentals
Decision log, point-in-time answers, and an orientation report that catches a new board member up in an afternoon.
See institutional memory
Homeowner questionsAnswer the owners’ repeat questions.Handled inside BoardPath

Fielding owner questions is real work a board — and its manager — has always done. BoardPath gives owners their own cited door in, by portal, email, or text, so the repeat questions get answered from your documents without reaching the board’s inbox. The board controls what’s published.

ChannelsPortalEmailText
Owners get cited, confidence-scored answers themselves — not opinions — and the board decides what’s public and what stays board-only.
See the homeowner portal
The checkbook — dues & the ledger

This one stays where it is. Collecting dues and keeping the books is PayHOA and QuickBooks — and it should be. BoardPath is the governance brain that works alongside them; it never touches your money or your general ledger. A governance tool that also grabs your bank account is a tool to be suspicious of.

Not BoardPath — on purpose
When a unit sells — the Closing Desk

A title company needs an estoppel or resale packet in days. The Closing Desk produces it — cited and board-controlled. It’s billed per use, not part of the $39 subscription: each packet carries a fee the seller pays, so it pays for itself.

See the Closing Desk →
Early access · rolling out · billed per use
Built by an operator

BoardPath is built by a CMCA who spent 14 years in community management — 34 associations, $15M+ in reserve funds. The jobs above are the ones he ran by hand.

CMCA34 associations$15M+ reserves
“We fired our management company in the spring and I’ll be honest, the compliance side kept me up at night. This is the reason I’m not panicking anymore. I actually know we’re doing it right.”
D. Hmura · newly self-managed HOA, Ohio
Your records stay yours

Export everything — documents, answers, decision history — whenever you want. No lock-in. Nothing held hostage if you ever move on.

01The Boardroom

Ask your documents anything.

Type a question the way it comes up in a meeting. BoardPath returns a direct answer, a plain-English explanation, and the exact sections behind it — scored with Transparent Confidence™ so you always know how solid the ground is.

Authority-aware. Knows your document hierarchy and overlays your state’s statute as the top authority rank — when the bylaws and rules disagree, it tells you which controls.
Honest about limits. A confidence score on every answer, and a counsel-review flag when a question crosses into legal judgment.
Not a guess. If the documents don’t address it, BoardPath says so instead of inventing an answer.
02Correspondence

Turn any answer into a grounded draft.

One click turns a cited answer into a finished document — a violation notice, an owner response, board-meeting motion language, meeting minutes, or an attorney-ready counsel packet — written from your own governing documents and ready for your letterhead.

Cites as it writes. Every assertion in the draft traces back to the section that supports it.
Consistent voice. Notices read the same whether they come from the president or a first-year board member.
Editable. Start from a grounded draft, not a blank page — then make it yours.
03Mailing

Drafted, then sent.

One click prints, folds, stamps, and mails your notice first-class — or certified, when the law requires proof of delivery — with tracking saved to the record. The print-shop run a board used to do by hand, gone. One-click mail is rolling out to founding boards.

First-class or certified. Send any notice the ordinary way, or certified with proof of delivery — certified where your governing documents or state law require proof of delivery.
Tracking on the record. The delivery tracking and proof land back on the answer, so the board can show a notice went out and when.
The post-office run, gone. No printing, folding, stuffing, or licking stamps.
Mailing · CertifiedRolling out
DocumentViolation notice
RecipientM. Alvarez · Unit 14B
Drafted
Printed
Stuffed & stamped
Mailed
CERTIFIEDTracking 9407 1111 2022 3033 4044 55
04Conflicts & document health

Catch the conflicts before they cost you.

BoardPath reads across your entire document set and surfaces where documents contradict each other — an amendment that quietly overrode a bylaw, a rule that exceeds the board’s authority — and names the controlling source, so you enforce the right one.

Hierarchy-resolved. Each conflict shows the authority ladder and which document wins.
Document health score. See how complete and well-linked your document set is — and what’s missing.
Amendment chains. Tracks what each amendment changed, so superseded language never trips you up.
05Amendments & consolidation

Draft the amendment — and see the document whole.

When a conflict or a board decision calls for a change, BoardPath drafts the amendment in your documents’ own structure. And its consolidated view assembles a parent document and every amendment into one current, authoritative version — so nobody is reading a 2014 declaration with four amendment PDFs open beside it.

Amendment drafting. Generate a properly structured amendment — recitals, the operative change, and the exact section it modifies — from a conflict or a decision.
Always-current consolidated view. Parent document and amendments merged into one up-to-date version, with superseded language marked and dated.
Counsel- and vote-ready. Drafts come citation-grounded and flagged for the counsel review and member-adoption process every amendment requires.
06Obligations & pulse

Never miss a deadline buried in the bylaws.

Your documents are full of obligations — reserve studies, insurance renewals, notice periods, election timelines. BoardPath extracts them, tracks what’s coming due, and surfaces it before it’s a problem.

Surfaced, not searched. Due dates come to you on the dashboard and in a weekly digest.
Governance Pulse, from Steward. Steward — your governance advisor — watches the calendar and reaches out first, with a plain-English read on what needs attention before you knew to ask.
Tied to the source. Every obligation links to the section that created it.
07Meetings

Walk into every meeting prepared.

From the briefing beforehand to the gavel and the annual meeting, BoardPath runs the governance side of your meetings — so the board spends its time deciding, not searching.

Pre-meeting briefing. A one-page brief of what’s pending, due, and worth discussing — generated on demand.
Live meeting mode. Ask in the room and record answers to the meeting’s record as you go.
Annual meeting support. Notices, agendas, ballots, and proxy forms built to your documents’ requirements — rolling out for the 2026 annual-meeting season.
08History & briefs

Institutional memory that outlasts the board.

Every question asked, every decision made, and what the documents said at the time — kept in a searchable record. When the board turns over, the knowledge doesn’t walk out the door.

Decision log. A durable record of what was decided and the reasoning behind it.
Point-in-time answers. Ask what the rules said on any past date — essential when a dispute looks back.
Topic briefs. Standing summaries on the subjects you field most — pets, parking, fines, rentals.
09Homeowner portal

Give homeowners their own door in.

A public-facing portal lets residents get cited answers from your governing documents themselves — with the same grounding and confidence the board sees. The repetitive questions never reach the board’s inbox.

Fewer board emails. “Can I install a doorbell camera?” gets answered without a single board reply.
Same grounding. Residents see cited, confidence-scored answers — not opinions.
Board stays in control. You choose what’s published and what stays board-only.
10Ask by text & email

A question from any inbox — or a text. A cited answer right back.

Every association gets its own dedicated BoardPath email address. Owners and board members send a question from wherever they already write email — phone, laptop, anywhere — and BoardPath replies to their inbox with the full answer: the direct answer, the plain-English explanation, the sources, and the confidence. No app to open, no login to remember.

Or just text it. Each association also gets a dedicated number — owners text their question and the cited answer comes right back, no app required.
No login, no app. If someone can send an email, they can reach BoardPath — the lowest-friction way to an answer.
The whole answer, in the reply. Not a link back to the app — the complete cited answer lands directly in their inbox.
Owner or board. Owner questions get the homeowner-grounded answer; board addresses get the full board view — permissions respected.
One platform, the whole lifecycle

That’s most of what a management company does — on your own documents.

The governance side of the job — answers, drafting, enforcement, meetings, memory, and the homeowner portal — handled for $39 a month. Founding boards get the full platform at no cost while we build alongside them; $0 out of pocket until launch.