Software & Consulting

Co-opManage Platform & Services

A complete suite of tools for housing co-ops and HOAs — and the expert consulting to back it up.

Software Platform

Co-opManage Modules

Every module works together in one unified platform — no integrations required.

🏘️

Member & Unit Management

Software Module

A 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
Ask About Member & Unit Management
📝

Applicant & Waitlist Management

Software Module

Manage 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
Ask About Applicant & Waitlist Management
🏗️

Asset Tracking & Condition Management

Software Module

Every 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
Ask About Asset Tracking & Condition Management
📊

Reserve Study Management

Software Module

The 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
Ask About Reserve Study Management
🔍

Inspections

Software Module

Schedule 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
Ask About Inspections
🔧

Work Order & Maintenance Tracking

Software Module

From 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
Ask About Work Order & Maintenance Tracking

Action Item Tracking

Software Module

Turn 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
Ask About Action Item Tracking
📋

Board Decision Log

Software Module

Build 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
Ask About Board Decision Log
💬

Workspaces

Software Module

Give 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
Ask About Workspaces
📁

Document Management

Software Module

A 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
Ask About Document Management
📣

Broadcasts & Notifications

Software Module

Send 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
Ask About Broadcasts & Notifications
Expert Consulting

Reserve Study & Consulting Services

Industry-standard reserve study methodology delivered by experienced consultants who understand co-op and HOA governance.

🔍

Reserve Study Consulting

Consulting

An 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
Inquire About Reserve Study Consulting
💰

Reserve Fund Financial Planning

Consulting

Help 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
Inquire About Reserve Fund Financial Planning
🚀

Co-opManage Onboarding & Setup

Consulting

Get 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
Inquire About Co-opManage Onboarding & Setup

Not sure where to start?

Schedule a free 30-minute consultation and we'll walk you through the platform and help identify where we can make the biggest impact for your community.

Book a Free Consultation