Throughout our decade of experience in the industry, Community Financials has noticed that HOA Board members often come across processes that could be simplified with templates or instructions. To help with that, we have compiled the most commonly-used forms, letter samples, and policy templates for running your Homeowner’s or Condo Association.

  • In need of more sources?
  • We have you covered. Whether you are looking to terminate your current management company, need guidance on writing minutes, or putting together a document retention schedule, our More Resources section offers the most-used letter samples, policy templates, and forms for your convenience.
  • Simpler processes are one click away!

Learning Academy

Posted on August 13, 2024
Other Resources

To support our clients, we’ve created The Successful HOA – a resource hub that offers essential tools and guidance for board members. Whether you’re new to the role or looking to streamline the transition between board members, The Successful HOA features general topics, demo videos, and how-to guides to help you quickly get up to…

Manager Termination Letter

Posted on July 12, 2023
Other Resources

Collection Policy Sample

Posted on July 16, 2022
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Reserve Requirements by State

Posted on September 20, 2018
Other Resources

How To Write Up Board Meeting Minutes

Posted on June 21, 2018
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Sample Document Retention Schedule

Posted on June 21, 2018
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