HOA Onboarding Experience with VirtualHOA.com

Pricing

Agreement

Board of Directors Initial Sign-Up Form

• ​This form is to be filled out by a Board Member looking to sign up their HOA for our services.

• If you're a Homeowner with an HOA already under VirtualHOA.com, click HERE to register for your Online Portal.

Homeowner Directory

Articles of Incorporation

CC&Rs

Monthly Financial Packet (Last Full Month)

Budget & Annual Disclosures (Current Fiscal Year)

Tax Return (Filed for Last Fiscal Year​)

After you complete the Form in Step #2, you will receive an email link to our interactive Online Portal.

Please follow the steps in this Portal, including uploading the documents from Step #3. 

Through this Portal, you will e-sign our agreement and we'll confirm your start date. Welcome Aboard!

We will schedule a kick-off meeting between our Onboarding Specialist and your full Board of Directors, which will go over the Online Portal and next steps

We will send a welcome letter packet to the membership, both via email and USPS mail (we must also mail the welcome packet in case email addresses are not provided or up to date for each homeowner).

The welcome packet will include instructions on how to pay assessments (and conduct other HOA actions going forward).​

Homeowners will receive email invitations to register for their new Online Portal.

We encourage homeowners to set up assessment autopay in advance of our go-live date.

Homeowners may start contacting us for technical support.

On the first day of our services, we will start collecting assessments, entering/paying your HOA bills (with Board approvals), and performing all other services for which we were engaged.

Sit back and enjoy the new efficiencies we bring for your Board and Association!

Sample Financial Packet

For full transparency, we post the financial packet to the full membership each month.

• For privacy reasons, homeowner names and units are not disclosed in the financial reports. Rather, we use codes for each unit. The Board will have access to these codes to decipher identities within the financial reports.

Membership has access to our email and phone support.

For the first two months, the Board will have personal contact with an Onboarding Specialist to ensure everything is going well.

After two months, our general support team will take care of your HOA to ensure optimal support.