More Resources

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!
The Successful HOA learning library with courses on budgeting, fraud prevention, reserves and financial reports

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…

Sample HOA management company termination letter template from Board of Directors

Manager Termination Letter

Posted on July 12, 2023
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Sample HOA collection policy document template for condo and homeowner associations

Collection Policy Sample

Posted on July 16, 2022
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CAI Summary of State Community Association Reserve Fund Laws document

Reserve Requirements by State

Posted on September 20, 2018
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How to write up board meeting minutes sample template following Roberts Rules of Order

How To Write Up Board Meeting Minutes

Posted on June 21, 2018
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Sample HOA document retention schedule provided by Community Financials

Sample Document Retention Schedule

Posted on June 21, 2018
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