Co-opManage Platform & Services
A complete suite of tools for housing co-ops and HOAs — and the expert consulting to back it up.
Co-opManage Modules
Every module works together in one unified platform — no integrations required.
Member & Unit Management
Software ModuleA complete, always-current record of every unit, member, vehicle, pet, and occupancy event. Stop managing spreadsheets and start managing your community.
Key Capabilities
- ✓Unit and member directory with ownership history
- ✓Vehicle, parking, and pet registration
- ✓Move-in / move-out workflow
- ✓Export-ready reports for meetings and audits
Applicant & Waitlist Management
Software ModuleManage prospective members from first inquiry through move-in with a structured, auditable workflow instead of a shared spreadsheet.
Key Capabilities
- ✓Online applicant intake and document collection
- ✓Waitlist ordering and status tracking
- ✓Approval workflow with board visibility
- ✓Automated status-update emails to applicants
- ✓Seamless handoff into Member & Unit records on approval
Asset Tracking & Condition Management
Software ModuleEvery common-area asset — roofs, siding, pavement, mechanical systems — entered with useful life, current condition, and projected replacement cost. The single source of truth your reserve study is built on.
Key Capabilities
- ✓Asset register with lifecycle and useful-life tracking
- ✓Condition scoring captured during inspections
- ✓Photo documentation attached to each asset
- ✓Replacement schedule and cost projection reports
- ✓Historical condition trends over time
Reserve Study Management
Software ModuleThe financial backbone of Co-opManage. Model your community's long-term funding needs and generate fully compliant reserve fund analyses in a few clicks.
Key Capabilities
- ✓Straight-line depreciation and reserve fund modeling
- ✓Multi-year funding plan and cash flow projections
- ✓Printable reserve study reports for board and auditors
- ✓Year-over-year comparison and trend analysis
- ✓Percent-funded and fully-funded scenario modeling
Inspections
Software ModuleSchedule and document unit and common-area inspections with structured checklists, inline photos, and direct links to the work orders and asset records they inform.
Key Capabilities
- ✓Configurable inspection forms and checklists
- ✓Inline photo capture attached to each finding
- ✓Condition ratings that feed directly into asset records
- ✓One-click conversion of findings into work orders
- ✓Full inspection history per unit and asset
Work Order & Maintenance Tracking
Software ModuleFrom resident request to completion sign-off, every maintenance task is tracked with full history and accountability.
Key Capabilities
- ✓Online work order submission by residents or staff
- ✓Assignment to vendors or staff with status updates
- ✓Photo and document attachments
- ✓Priority levels and SLA tracking
- ✓Searchable maintenance history per unit and asset
Action Item Tracking
Software ModuleTurn decisions and inspection findings into tracked follow-through. Every action item has an owner, a due date, and a link back to the decision or inspection that created it.
Key Capabilities
- ✓Action items linked to board decisions and inspections
- ✓Assigned owners and due dates
- ✓Status tracking from open to complete
- ✓Overdue and upcoming reminders
- ✓Full audit trail for accountability
Board Decision Log
Software ModuleBuild a transparent, searchable archive of every board decision. Reduce disputes, simplify audits, and demonstrate accountability to your membership.
Key Capabilities
- ✓Structured entry for motions, votes, and outcomes
- ✓Linked documents and supporting materials
- ✓Full-text search across all decisions
- ✓Printable minutes-ready summaries
- ✓Role-based visibility for members vs. board
Workspaces
Software ModuleGive committees and the board a dedicated place to collaborate — channels for discussion, shared files, and a canvas for planning — instead of scattered email threads.
Key Capabilities
- ✓Channel-based messaging per committee or topic
- ✓Shared file and document canvas
- ✓Member management scoped to each workspace
- ✓Meeting scheduling with video hosting built in
- ✓Searchable history for every workspace
Document Management
Software ModuleA secure, organized repository for all governing documents, contracts, insurance certificates, and correspondence — accessible to the right people at the right time.
Key Capabilities
- ✓Folder structure for bylaws, rules, contracts, and more
- ✓Role-based access control by document category
- ✓Version tracking and upload history
- ✓Member-facing document portal
- ✓Secure cloud storage with audit trail
Broadcasts & Notifications
Software ModuleSend targeted messages to the full community, specific buildings, or individual units. Keep residents informed without the chaos of reply-all email threads.
Key Capabilities
- ✓Target broadcasts to all members, members with login access, a specific unit, building, or workspace
- ✓Announcement archive visible to members
- ✓Notification delivery via email, SMS text, and voice call
- ✓Delivery tracking so you know what residents have seen
Reserve Study & Consulting Services
Industry-standard reserve study methodology delivered by experienced consultants who understand co-op and HOA governance.
Reserve Study Consulting
ConsultingAn accurate, professionally prepared reserve study is the foundation of a financially stable community. Our consultants apply industry-standard methodology to give your board a clear, defensible funding plan.
What's Included
- ✓On-site or remote asset inventory and condition assessment
- ✓Useful life and remaining useful life analysis
- ✓Reserve fund adequacy determination (percent-funded method)
- ✓Multi-year funding plan with contribution rate recommendations
- ✓Board presentation and member Q&A support
Reserve Fund Financial Planning
ConsultingHelp your board understand the numbers behind the numbers — and make confident decisions about assessments, special assessments, and long-term financial health.
What's Included
- ✓Current reserve fund adequacy review
- ✓Scenario modeling (conservative, moderate, aggressive funding)
- ✓Special assessment risk analysis
- ✓Loan feasibility and refinancing guidance
- ✓Annual reserve fund update and review
Co-opManage Onboarding & Setup
ConsultingGet your community up and running on Co-opManage quickly and correctly. Our team handles data migration, configuration, and board training so you can focus on managing your community.
What's Included
- ✓Data migration from spreadsheets or legacy systems
- ✓Asset register build-out and initial reserve study setup
- ✓User and role configuration for board and staff
- ✓Live training sessions for board and property managers
- ✓Ongoing support and quarterly check-ins