Generated by All in One SEO Pro v5.0.1.1, this is an llms-full.txt file, used by LLMs to index the site. # Best HOA Software | FRONTSTEPS Discover the best HOA software with FRONTSTEPS. Manage accounting, payments, communication, and community operations in one powerful platform. ## Pages ### [FRONTSTEPS - The Best HOA Management Software](https://frontsteps.com/) **Published:** September 4, 2024 **Author:** FRONTSTEPS **Content:** ![skyline image](https://frontsteps.com/wp-content/uploads/2025/08/Light-Blue.svg) # Built for Connected Communities Bring every part of your HOA operation together to make communication easier, workflows smoother, and community life stronger. [REQUEST A DEMO](https://frontsteps.com/contact-us/?utm_medium=hero_button&utm_campaign=request_a_demo) ![homepage header](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004367.webp) ELEVATED ##### Community Operations Give homeowners 24/7 mobile access, support CAMs in the field, and help your team work smarter. Effortless ##### Financial Management Automate workflows, digitize documents, and use AI-powered insights to simplify financial tasks. ![frontsteps logo](https://frontsteps.com/wp-content/uploads/2025/06/grey-logo.svg) Optimized ##### Payment Processing Accept and manage online payments securely covering both AP and AR with ease. Connected ##### Safety & Security Control visitor access and monitor community security, all within the same app. ## Better tools. ## Better *communities.* We bring security, payments, accounting, and resident engagement into a single streamlined flow that works for you behind the scenes. Lighten your workload and strengthen community life with tools for: ## FRONTSTEPS ECOSYSTEM - [FRONTSTEPS](#tab_6aada8f1baec4) #### Caliber [Easily manage community budgets and daily financial tasks with automated workflows, AI-powered reporting, customizable rules, and easy document organization.](#tab_6aada8f1baec4) - [FRONTSTEPS](#tab_6aada8f1baee8) #### Community [Keep managers, boards, and residents connected with our easy-to-use mobile apps. Boost engagement and improve communication with our Resident Engagement program.](#tab_6aada8f1baee8) - [FRONTSTEPS](#tab_6aada8f1baef3) #### Payments [Homeowners can easily and securely pay their assessments online. Our platform integrates with a PCI DSS compliant processor, ensuring that all transactions are protected and sensitive payment information remains private.](#tab_6aada8f1baef3) - [FRONTSTEPS](#tab_6aada8f1baefc) #### Manager [Manage your community on the go with our intuitive, mobile-friendly platform. Access powerful back-office tools in a simple, web-based interface.](#tab_6aada8f1baefc) - [FRONTSTEPS](#tab_6aada8f1baf04) #### Dwelling [Our web-based security platform offers a unified solution for gated and secured communities—simple for staff to manage and convenient for residents to use.](#tab_6aada8f1baf04) [ ![caliber image](https://frontsteps.com/wp-content/uploads/2025/12/Frame-1000004449-1.webp) ](/back-office-management-accounting/) [ ![Fronsteps Community](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-2.jpg) ](/community-association-management/) [ ![Frontsteps Payments](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-3.jpg) ](/payments-automations/) [ ![Frontsteps Manager](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000005240.jpg) ](/frontsteps-manager/) [ ![frontsteps dwelling](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-4.jpg) ](/visitor-management-security/) ## Built for you ##### Community Management Companies Deliver better service with connected solutions. Boost revenue and profitability with increased efficiency. ##### Community Management Professionals As the heroes of the community, we focus on your needs in our platform’s development. ##### Homeowners & Association Board Members Improve community living with easy-to-use tools. [HELPING YOU SUCCEED](/who-we-help/) ## Why communities *choose us* > “ > > We have used FRONTSTEPS’ accounting software for 10 years. We have access to all the products our clients need, making our clients happier. > > **Vanessa T, Operations Director**Trestle Community Management > “ > > The ease of use of FRONTSTEPS is critical to our managers being efficient in their daily tasks. It enables collaborative management between our managers and volunteer board members. > > **Colby G, President**4Sight Management > “ > > FRONTSTEPS is the software business partner that you want on your team, rooting for you, designing for you, thinking for you — how do we get the efficiencies, how do we make their lives better. > > **Lisa F, COO**Associated Property Management How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [ALLi](https://frontsteps.com/alli/) **Published:** November 10, 2025 **Author:** FRONTSTEPS **Content:** # AI Built for Community Management ALLi isn’t an add-on. It’s the intelligence layer built into FRONTSTEPS connected to your real community data, your workflows, and your team. The result is a community management platform that works the way you think, not one you have to work around. [Request a Demo](https://frontsteps.com/contact-us/?utm_medium=alli_page_hero_button&utm_campaign=request_a_demo) #### Built directly into the FRONTSTEPS ecosystem, ALLi transforms how community management teams work by blending automation, intelligence, and real-time insights. Community managers using FRONTSTEPS with ALLi save an average of 5+ hours per person, per week. Your data stays inside FRONTSTEPS. We do not use it to train our AI. [Request a Demo](https://frontsteps.com/contact-us/?utm_medium=alli_page_hero_button&utm_campaign=request_a_demo) ## With ALLi, You Can... ![white celebrate icon](https://frontsteps.com/wp-content/uploads/2025/11/person_celebrate.svg) Work smarter with an AI that knows your communities because it lives inside the platform where they’re managed. ![brain icon white](https://frontsteps.com/wp-content/uploads/2025/11/cognition-1.svg) Get instant answers from your real community data: no toggling between systems, no manual report pulls. ![rocketship icon white](https://frontsteps.com/wp-content/uploads/2025/11/rocket-1.svg) Boost efficiency ALLi connects violations, work orders, budgets, and communications inside one platform, so your team stops chasing information across tools. ![hand check mark icon white](https://frontsteps.com/wp-content/uploads/2025/11/approval_delegation-1.svg) Get ahead of issues before they become problems. ALLi surfaces what needs attention across your portfolio, automatically. ![lightening bolt icon white](https://frontsteps.com/wp-content/uploads/2025/11/electric_bolt.svg) Empower your entire team Managers, admins, and accountants each get agents that were built specifically for how they work. ALLi Pro #### AI-Powered Community Management Partner ALLi Pro is the true AI assistant and intelligence layer built directly into FRONTSTEPS Manager. It gives teams instant access to community data, automated workflows, and intelligent portfolio-wide search. Generate board-ready reports from live community data and help automate complex operational workflows without waiting to be asked. Teams using ALLi Pro save an estimated 5+ hours per person each week and 8 hours per manager per month on reporting alone. [Book a Demo](https://frontsteps.com/lets-talk/?utm_medium=alli_page&utm_campaign=pro_button) ALLi Enterprise #### AI for FRONTSTEPS Community Extends AI beyond management to power a connected, community-wide experience across FRONTSTEPS Manager and Community Residents receive 24/7 intelligent support while teams benefit from a fully integrated CRM ecosystem designed to improve operations and strengthen communication. [Book a Demo](https://frontsteps.com/lets-talk/?utm_medium=alli_page&utm_campaign=enterprise_button) ## Frequently Asked Questions ### [Where do I access ALLi?](#) You can access ALLi directly inside FRONTSTEPS Manager! ALLi is located in the main menu. By clicking the button in the top left to open the chat it will appear in the bottom right corner. ### [What are some examples of prompts to give ALLi?](#) ALLi can handle anything you’d ask of any modern AI assistant — and it can also do things no general-purpose tool was built for, because it knows your communities. Here are some examples: “Give me a quick status summary and create subsequent steps for me for \[Community Name\]: open violations, open architectural requests, and delinquency snapshot.” “What are the top 5 issues residents contacted us about in the last 30 days for \[Community Name\]?” “Draft a response to a frustrated resident about \[issue\] that acknowledges, sets expectations, and offers next steps.” “Turn these notes into meeting minutes with action items, owners, and due dates.” ### [What tasks can ALLi help automate?](#) ALLi can automate endless amounts of tasks that take up your time. Here are some examples: - Violations workflows (creating/processing steps and follow-ups related workflow automation) - Work orders (run reports on data, create steps for users based on the data) - Board packet / board packet prep workflows (reducing manual assembly work) - Invoices - Architectural requests ### [Can ALLi help with violations, budgets, and day-to-day operations?](#) Yes! ALLi as connects daily operations from violations to budgets into one intelligent experience. ### [Is ALLi a separate tool I have to log into?](#) No. ALLi is built directly into FRONTSTEPS — it lives in the same platform your team already uses for community management. There’s nothing to install, connect, or toggle between. ### [Is my community data safe with ALLi?](#) Yes. Your data stays inside FRONTSTEPS at all times. We do not use client data to train our AI, and ALLi never moves your information to a third-party system. ### [Is ALLi just for large management companies?](#) No. ALLi scales across portfolios of all sizes. Whether you manage 5 communities or 500, ALLi is built to meet your team where they are — with Core, Pro, and Enterprise tiers designed for different levels of need. ### [How is ALLi different from ChatGPT or other AI tools my team already uses?](#) General AI tools are powerful, but they don’t know your communities. ALLi does — because it’s connected to your real data inside FRONTSTEPS. It can pull a homeowner’s violation history, generate a branded board report from live financials, or plan a manager’s week across their portfolio. That’s not something a general chatbot can do. ALLi can also handle everyday tasks you’d use any AI for — the difference is it was purpose-built for community management. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button&utm_campaign=request_a_demo) --- ### [Live Training](https://frontsteps.com/live-training/) **Published:** January 9, 2023 **Author:** FRONTSTEPS **Content:** # Join our Q&A Training Sessions Our tailored sessions will guide you through best practices to maximize your technology investment. Connect with our experts, who will focus on your specific questions and relevant industry topics. ![live training](https://frontsteps.com/wp-content/uploads/2024/10/Live-Training.png) days hours minutes seconds ### Details **Topic:** FRONTSTEPS Free Training **Type:** Recurring **Hosted By:** FRONTSTEPS **Next Occurence:** Tuesday, Sep 29, 2026 11:00 AM [Click to See All Meeting Occurrences](javascript:void(0);)- Tuesday, Sep 15, 2026 11:00 AM - Tuesday, Sep 22, 2026 11:00 AM - Tuesday, Sep 29, 2026 11:00 AM - Tuesday, Oct 6, 2026 11:00 AM - Tuesday, Oct 13, 2026 11:00 AM - Tuesday, Oct 20, 2026 11:00 AM - Tuesday, Oct 27, 2026 11:00 AM - Tuesday, Nov 3, 2026 11:00 AM - Tuesday, Nov 10, 2026 11:00 AM - Tuesday, Nov 17, 2026 11:00 AM - Tuesday, Nov 24, 2026 11:00 AM - Tuesday, Dec 1, 2026 11:00 AM - Tuesday, Dec 8, 2026 11:00 AM - Tuesday, Dec 15, 2026 11:00 AM - Tuesday, Dec 22, 2026 11:00 AM - Tuesday, Dec 29, 2026 11:00 AM - Tuesday, Jan 5, 2027 11:00 AM - Tuesday, Jan 12, 2027 11:00 AM - Tuesday, Jan 19, 2027 11:00 AM - Tuesday, Jan 26, 2027 11:00 AM - Tuesday, Feb 2, 2027 11:00 AM - Tuesday, Feb 9, 2027 11:00 AM - Tuesday, Feb 16, 2027 11:00 AM - Tuesday, Feb 23, 2027 11:00 AM - Tuesday, Mar 2, 2027 11:00 AM - Tuesday, Mar 9, 2027 11:00 AM - Tuesday, Mar 16, 2027 11:00 AM - Tuesday, Mar 23, 2027 11:00 AM - Tuesday, Mar 30, 2027 11:00 AM - Tuesday, Apr 6, 2027 11:00 AM - Tuesday, Apr 13, 2027 11:00 AM - Tuesday, Apr 20, 2027 11:00 AM **Category:** LiveTraining **Duration:** 1 hour 0 minutes **Timezone:** America/Denver **Note**: Countdown time is shown based on your local timezone. Meeting time has 1 hour threshold before another occurrence is shown. ## FRONTSTEPS Free Training **Category:** LiveTraining **Duration:** 1 hour 0 minutes **Timezone:** America/Denver FRONTSTEPS Free Training: Tuesday 11 AM MT How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Our Team](https://frontsteps.com/our-team/) **Published:** April 23, 2024 **Author:** FRONTSTEPS **Content:** # OUR TEAM ## Lead With Vision. Build With Purpose. Turning big ideas into connected communities. Visionaries shaping the future of community living. [JOIN THE TEAM](/careers)[OUR SOLUTIONS](/our-software/) ###### Matt DeWolf Chief Executive Officer [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mdewolf@frontsteps.com) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-885-1961)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/mldewolf/) ###### Brad Kohlmeyer VP of Finance [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/bradkohlmeyer/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://608-347-3545) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:bkohlmeyer@frontsteps.com) ###### David Bradley VP of Product [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/mdavidbradley/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(727-642-2794)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:dbradley@frontsteps.com) ###### Louie Wollenweber VP of Sales [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](linkedin.com/in/louis-h-wollenweber-279a4373) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(555-555-5555)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:lwollenweber@frontsteps.com) ###### Sarah Pierce VP of Operations [![mailto: spierce@frontsteps.com](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](http://www.linkedin.com/in/sarahjpierce) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(509)389-3633) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:spierce@frontsteps.com) ###### Jim Maggio VP of Development [![mailto: jmaggio@frontsteps.com](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/jimmaggio/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(719-800-1588)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jmaggio@frontsteps.com) ###### Lindsay Joneson Director of Operations [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/lindsayjoneson/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(702-425-0504)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:ljoneson@frontsteps.com) ###### Jonathan Cushard Director of Software Engineering/IT [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/cushard/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-482-0151)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jcushard@frontsteps.com) ###### Leanne Rose Accounting Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](http://www.linkedin.com/in/leanne-rose-78515419b) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)]() [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto://lrose@frontsteps.com) ###### Michaele Moore Customer Support Supervisor [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/michaeleamoore/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-8200)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mmoore@frontsteps.com) ###### Danny Ybarra Director of Devops/IT [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/danny-ybarra-29b67a79/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(210-336-3692)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:dybarra@frontsteps.com) ###### Wayne Spangler Director of Business Intelligence [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/wayne-spangler-83b05371) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)]() [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:wspangler@frontsteps.com) ###### Gloria Koon Customer Support Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/gloria-koon-296036225/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7752)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:gloria.koon@frontsteps.com) ###### Matt Villaire Sr.Product Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/matthewvillaire/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:MVillaire@frontsteps.com) ###### Joel Starks Director of Banking Partnerships [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/joelstarks?) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://9525001068) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jstarks@frontsteps.com) ###### Nick Evans Product Manager – Payments Adoption [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/nickevans11/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7733)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:nevans@frontsteps.com) ###### Matt Lane Project Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/matt-lane-961978262/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7735)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mlane@frontsteps.com) ###### Matt DeWolf Chief Executive Officer [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mdewolf@frontsteps.com) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-885-1961)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/mldewolf/) ###### Brad Kohlmeyer VP of Finance [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/bradkohlmeyer/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://608-347-3545) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:bkohlmeyer@frontsteps.com) ###### David Bradley VP of Product [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/mdavidbradley/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(727-642-2794)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:dbradley@frontsteps.com) ###### Louie Wollenweber VP of Sales [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](linkedin.com/in/louis-h-wollenweber-279a4373) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(555-555-5555)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:lwollenweber@frontsteps.com) ###### Sarah Pierce VP of Operations [![mailto: spierce@frontsteps.com](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](http://www.linkedin.com/in/sarahjpierce) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(509)389-3633) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:spierce@frontsteps.com) ###### Jim Maggio VP of Development [![mailto: jmaggio@frontsteps.com](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/jimmaggio/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(719-800-1588)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jmaggio@frontsteps.com) ###### Danny Ybarra Director of Devops/IT [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/danny-ybarra-29b67a79/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(210-336-3692)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:dybarra@frontsteps.com) ###### Barbara Durbin Senior Manager of Solutions Delivery [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/barbara-durbin-0896081ba/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-214-9780)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:bdurbin@frontsteps.com) ###### Jonathon Cushard Director of Software Engineering/IT [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/cushard/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-482-0151)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jcushard@frontsteps.com) ###### Lindsay Joneson Director of Operations [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/lindsayjoneson/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(702-425-0504)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:ljoneson@frontsteps.com) ###### Leanne Rose Accounting Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](http://www.linkedin.com/in/leanne-rose-78515419b) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)]() [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto://lrose@frontsteps.com) ###### Gloria Koon Customer Support Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/gloria-koon-296036225/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7752)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:gloria.koon@frontsteps.com) ###### Nick Evans Product Manager – Payments Adoption [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/nickevans11/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7733)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:nevans@frontsteps.com) ###### Matt Villaire Sr. Product Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/matthewvillaire/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:MVillaire@frontsteps.com) ###### Joel Starks Director of Banking Partnerships [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/joelstarks?) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://9525001068) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:jstarks@frontsteps.com) ###### Michaele Moore Customer Support Supervisor [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/michaeleamoore/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-8200)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mmoore@frontsteps.com) ###### Matt Lane Project Manager [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/matt-lane-961978262/) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)](tel://(303-416-7735)) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:mlane@frontsteps.com) ###### Wayne Spangler Director of Buisness Intellegence [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004508.svg)](https://www.linkedin.com/in/wayne-spangler-83b05371) [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004507.svg)]() [![](https://frontsteps.com/wp-content/uploads/2025/07/Frame-1000004506.svg)](mailto:wspangler@frontsteps.com) --- ### [Partners and integrations](https://frontsteps.com/frontsteps-partners-integrations/) **Published:** July 14, 2021 **Author:** FRONTSTEPS **Content:** # Banking Partners ## Connected Banking Solutions FRONTSTEPS integrates with trusted banking partners to simplify financial operations, support secure payments, and connect community banking with the tools management companies use every day. ## We Help Manage ### 1.4 Management companies ### 40 Integration Partners ### 5.7 Homes ## Banking Partners Trusted, integrated partners actively working alongside FRONTSTEPS to support communities. Our Association Banking team offers everything from interest-paying HOA checking1 to money market accounts2 to CDs1. Earn interest, enjoy no-fee services and select the types of accounts most suited to your business needs. [Visit Western Alliance](https://www.westernalliancebancorporation.com/expertise/homeowners-associations/hoa-banking) Axos Bank provides financial services that help property management companies and community associations manage and reconcile payments digitally. [Visit Axos](https://www.axosbank.com/pages/axos-one?utm_campaign=cdep_axosone_conv_prospect_google_bof_brandsavings_br_rsa_2026-07-01_v1&utm_medium=paidsearch&utm_source=google&utm_content=brand-hysa&utm_term=axos%20savings&gad_source=1&gad_campaignid=21766342794&gclid=Cj0KCQjw16_UBhCqARIsAIdOaXyHEPXV_S-tI25qZDQN9rx2T9ng1ftbVNKGaIW6EWHf-OXebvKVvvoaAmJ6EALw_wcB) BankUnited provides customized banking solutions and integrated technology partnerships that help community associations improve operational efficiency. [Visit Bank United](https://www.bankunited.com/homepage) First Citizens Bank combines financial expertise with banking solutions designed to help community management companies manage and grow their communities. [Visit First Citizens Bank](https://www.firstcitizens.com/) Webster Bank provides integrated banking, treasury management, payments, lending, collections, and reserve management solutions for community associations. [Visit Webster Bank](https://www.websterbank.com/) Utilize the knowledge and skills of a group with more than 25 years providing tailored financial solutions to community associations. Our local teams provide financing and depository services to homeowners’ associations (HOA) nationwide. [Visit Columbia Bank](https://www.columbiabank.com/hoa) SmartStreet, powered by Banc of California, provides integrated banking solutions designed specifically for the community management industry. [Visit SmartStreet ](https://www.hoabankservices.com/Splash.aspx) Truist provides banking solutions for property management companies and community associations, including deposits, payment processing, ACH payments, reporting, and lending. [Visit Truist](https://www.truist.com/) Enterprise Bank provides banking and financial services designed for HOAs and association management companies, making it easier to manage accounts and receivables from anywhere in the U.S. [Visit Enterprise Bank](https://www.enterprisebank.com/) Managing a community comes with unique financial responsibilities. Northrim Bank offers tailored banking solutions designed to help community associations efficiently manage operating funds, reserve accounts and everyday transactions.[Visit Northrim](https://www.northrim.com/) Association Prime, powered by SouthState Bank, provides specialized banking solutions, software integrations, and personalized support for management companies and community associations. [Visit Association Prime](https://associationprime.com/) Your association banking partner providing customized services from trusted industry experts. Association banking the way it should be. [Visit Wintrust](https://www.communityadvantage.com/) Citizens Business Bank provides specialized banking and treasury management solutions designed to strengthen financial controls, improve operational efficiency, and safeguard community assets. [Visit Citizens Bank](https://www.cbbank.com/) --- ### [CAI CEO MC Retreat 2026](https://frontsteps.com/ceo-mc/) **Published:** September 9, 2026 **Author:** Maureen Contestabile **Content:** # CAI CEO-MC RETREAT 2026 - KIOSK 3 ## See what's new. Book a live demo. ## San Antonio, Texas | October 13-16, 2026 Your communities deserve more than another software tool. FRONTSTEPS unifies every aspect of HOA management into one seamless platform so you can spend less time in spreadsheets and more time building the neighborhoods people love coming home to. [Reserve Your Time Slot](https://outlook.office.com/book/MeetwithFRONTSTEPSatCEOMC@frontsteps.com/?ismsaljsauthenabled) ## Book time with the FRONTSTEPS team **Go deep with a 30-Minute One-on-One** Got questions, a specific challenge, or ready to explore a real conversation about your portfolio? Book a private 30-minute session with a FRONTSTEPS expert. We’ll dig into your situation, walk through what’s possible, and leave you with a clear picture of what working together looks like. [Book a 30-Minute Meeting](https://outlook.office.com/book/MeetwithFRONTSTEPSatCEOMC@frontsteps.com/?ismsaljsauthenabled) **See FRONTSTEPS live with a 15-Minute Product Demo** No slides. No fluff. Just a hands-on walkthrough of the FRONTSTEPS platform built around what matters most to you. In 15 minutes, you’ll see exactly how we turn complexity into clarity. [Book a 15-Minute Demo](https://outlook.office.com/book/MeetwithFRONTSTEPSatCEOMC@frontsteps.com/?ismsaljsauthenabled) Spots are limited. Choose the session that’s right for you. --- ### [HOA Software Professional Services](https://frontsteps.com/pro-services/) **Published:** April 7, 2026 **Author:** FRONTSTEPS **Content:** # PRO SERVICES ## Get expert help on your schedule. Book a private, one-hour training with a FRONTSTEPS expert tailored to your team, workflows, and questions. [Book Your Private Training](https://outlook.office.com/book/FRONTSTEPSProServices@frontsteps.com/?ismsaljsauthenabled=true)[Join free weekly training](https://frontsteps.com/live-training/) How it Works ## Three simple steps No group queues or generic walkthroughs. Just focused time with a FRONTSTEPS expert. 01 #### Choose your Topic Select your training track and book a time that fits your schedule. 02 #### Tell us what you need Complete a short intake form so your expert comes prepared and ready to help. 03 #### Get your session Meet one-on-one for a focused session, then receive a recording to reference anytime. Training tracks ## Choose the area where you need help Select the track that fits your question. Not sure? Pick the closest one and tell us more in the intake form. ##### Caliber General **Everyday product usage, workflows, and best practices** Ideal for teams getting up to speed on Caliber’s core features, including navigating the platform, setting up workflows, understanding reporting, and getting the most out of day-to-day tools. ##### Caliber Accounting **Delinquency, AR/AP, financials, and accounting configuration** Deep-dive accounting support inside Caliber. Covers delinquency management, accounts receivable and payable, financial reporting, and accounting-specific setup and configuration. This track offers true accounting expertise, not just software guidance. ##### Community & Payments **Resident tools, community workflows, and payment setup** For teams managing resident portals, board communication, community engagement workflows, and payment processing. Get help configuring, troubleshooting, or improving how your community experience runs. ##### Dwelling and Gatehouse App **Visitor management, access control, and gate security** Covers Dwelling setup and day-to-day operations — visitor management, gate access rules, security workflows, and configuration best practices for gated and secured communities. Full Suite ##### FRONTSTEPS Platform **The full FRONTSTEPS ecosystem including Manager and ALLi** For teams who want to get more out of the entire FRONTSTEPS platform. This track covers FRONTSTEPS Manager, ALLi (our AI-powered assistant), and how all products work together as a connected suite. Perfect for managers, power users, and anyone onboarding to a multi-product setup. MEET OUR EXPERTS ## Real people who know the product inside out When you book a Pro Services session, you’re getting focused time with someone who lives and breathes FRONTSTEPS — not a call center script. ## Mary GUCK Solutions Engineer Caliber GeneralCommunity & PayementsDwellingSuite ## Jenna Williamson Certified Accounting Partner Caliber Accounting ## Steve Laubmeier Senior Caliber & Accounting Caliber AccountingCaliber General ## Josh Tenorio Dwelling & Community Product Owner Community & PaymentsDwelling ## Karla Nascimento Product Owner Caliber General Didn’t find what you’re looking for? If you need something more customized, like a multi-session curriculum, on-site training, or help with a topic not listed above, reach out and we’ll find the right solution together. [Contact Us](/contact-us/) --- ### [Release Notes](https://frontsteps.com/release-notes/) **Published:** June 23, 2025 **Author:** FRONTSTEPS **Content:** # Release Notes A lot is changing here. Stay informed with what is coming out of FRONTSTEPS and all of the new products we are releasing [](#manager-toggles) ![dashboard icon](https://frontsteps.com/wp-content/uploads/2025/11/dashboard_24dp_5F6368_FILL0_wght300_GRAD0_opsz24-1-3.svg) FRONTSTEPS #### Manager [](#caliber-toggles) ![reciept icon](https://frontsteps.com/wp-content/uploads/2025/11/receipt_long_24dp_5F6368_FILL0_wght300_GRAD0_opsz24-1-2.svg) FRONTSTEPS #### Caliber [](#community-toggles) ![house icon](https://frontsteps.com/wp-content/uploads/2025/11/holiday_village_24dp_5F6368_FILL0_wght300_GRAD0_opsz24-1-2.svg) FRONTSTEPS #### Community [](#dwelling-toggles) ![badge icon](https://frontsteps.com/wp-content/uploads/2025/11/badge_24dp_5F6368_FILL0_wght300_GRAD0_opsz24-1-2.svg) FRONTSTEPS #### Dwelling [](#payments-toggles) ![money icon](https://frontsteps.com/wp-content/uploads/2025/11/paid_24dp_5F6368_FILL0_wght300_GRAD0_opsz24-1-2.svg) FRONTSTEPS #### Payments [](#alli-toggles) ![alli icon](https://frontsteps.com/wp-content/uploads/2025/11/Group-3.svg) FRONTSTEPS #### ALLi ## FRONTSTEPS ## Manager ### [September 1st, 2026](#) ##### Version: Statements ##### **What’s New?** **Statement Runs in FRONTSTEPS Manager** Community Association Managers and Accounting staff can now create, run, and deliver homeowner statement batches directly from FRONTSTEPS Manager — no Caliber Desktop required. **Feature Overview**The Create Statement screen brings the full statement run workflow to the browser. From a single page, users select the communities and transaction accounts to include, configure statement content, and choose how statements should be delivered — all using the bank, coupon, late fee, and ACH/FSPay configuration already set up in Caliber, with no re-entry required. From the Create Statement screen, users can: - **Select communities and transaction accounts** to include in the run, with an optional balance-range filter to narrow which owners are picked up. - **Configure statement content**, including adding a detachable payment coupon or generating a print-as-invoice version that shows only outstanding charges as of the statement end date. - **Choose specific owners**, filtering by current, prior, or both, instead of generating statements for every homeowner in a community. - **Preview a delivery summary** — a live count of owners by delivery type (Email, Mail, Email + Mail, Total) — before committing to a run, so the right owners are included every time. - **Run statements without blocking their browser.** Batches process in the background with a real-time progress indicator, and users get a completion notification whether they stay on the page or navigate elsewhere in Manager. Once a run completes, statements are delivered as a local PDF download and/or emailed to owners via Hydra, based on each community’s mail matrix settings. Owners with an active ACH or FSPay scheduled payment are automatically excluded when the community setting is enabled, and a copy of each statement is saved to the owner’s record in Caliber by default. If a run includes email delivery, users are offered a link to the **Statement Email Report** directly from the completion notification. The report lists each homeowner who was emailed a statement, the address(es) used, their community, and a delivery status of Sent or Failed. Any failures are clearly highlighted with a human-readable reason (for example, an invalid email address), and the report can be exported or printed for record-keeping. This release does not yet include delivery through the FRONTSTEPS Print Center (PagePerPage); that capability, along with the rest of the statement run experience, is planned for a future release. This feature is available on **web only**. ![](https://frontsteps.com/wp-content/uploads/2026/08/imagen.png) ![statements in manager](https://frontsteps.com/wp-content/uploads/2026/08/imagen-2.png) ![](https://frontsteps.com/wp-content/uploads/2026/08/imagen-3.png) ![](https://frontsteps.com/wp-content/uploads/2026/08/imagen-4.png) **Benefits**- **Run Statements From Anywhere:** Statement batches no longer require a specific desktop machine — CAMs and accounting staff can initiate and monitor a run from any browser, in the office or in the field. - **No More Blocked Workstations:** Because runs process asynchronously, users can keep working in Manager while a batch generates, instead of watching a local machine sit idle until it finishes. - **Confidence Before You Run:** The pre-run delivery summary shows exactly how many owners will receive statements by email, mail, or both, so mistakes are caught before generation instead of after. - **Precise Owner Targeting:** Balance-range filtering and owner-level selection make it easy to run statements for the exact set of homeowners a batch is meant for, without extra manual work. - **Delivery Confidence, Built In:** The Statement Email Report gives staff immediate visibility into what was sent and what failed, with human-readable reasons that make troubleshooting fast — no need to escalate to support. - **Consistent With Existing Setup:** Bank details, coupon layouts, and late fee configuration are read directly from Caliber, so there’s nothing new to configure to start running statements in Manager. ### [July 10th, 2026](#) ##### Version: Delinquencies ##### **What’s New?** **Delinquency Management** *AR Specialists can now view, investigate, and process delinquency runs directly in FRONTSTEPS Manager.* **Feature Overview** Delinquency Management brings the complete delinquency workflow into FRONTSTEPS Manager across three connected areas. The Delinquency Account List gives AR Specialists a full view of all accounts in active delinquency, with grouped (by account) and per-charge views, filters across community, process, stage, and vendor, and Excel export for external analysis. Clicking any account opens a Detail View showing delinquency records, sent correspondence, a filterable audit trail, community rules, and complete fee and charge history — all on one page. When it is time to run delinquency, AR Specialists configure run parameters, generate a preview of all accounts and actions before committing, exclude individual exceptions for the current run, and post — with processing handled in the background so staff can continue working and return to download generated statements, letters, and run reports when complete. Available on web. **Benefits:**- **A Complete Delinquency Queue in One View:** AR Specialists can see all accounts in active delinquency — with stages, aging, days past due, and next actions — in a single sortable, filterable list, without needing to pull reports or work from exports to manage daily workload. - **Full Account History Without Leaving the Page:** Clicking any account surfaces a detailed view of delinquency records, sent correspondence, fee and charge history, audit trail, and community-specific delinquency rules — all from one place in Manager. - **Preview Before You Post:** The Run Delinquency workflow includes a full preview of every account and action that will be affected before committing, the ability to exclude individual exceptions for a run without changing permanent configuration, and a downloadable preview report that is saved automatically for audit purposes. - **Background Processing Keeps Work Moving:** Delinquency runs execute as background tasks. AR Specialists can navigate to other work and return when processing completes to download generated statements, letters, and run summaries directly from Manager. ### [July 10th, 2026](#) ##### Version: Accounts Payable ##### **What’s New?** **Invoice Viewer** The AP module’s home base — a centralized list and detail view for every invoice across your portfolio. **Feature Overview:** The Invoice Viewer gives AP Specialists and Property Managers a filterable list of all invoices across their communities, organized into tabs for All, Awaiting AP Approval, Awaiting Manager Approval, and Ready to Pay. Selecting any invoice opens a full detail view with line items, approval history, payment history, workflow progress, inline compliance alerts, and a complete audit log. Approaching and overdue due dates are flagged visually in the list. Available on web. **Benefits:**- **Every invoice, one place:** AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and next action needed. - **Overdue and approaching due dates, highlighted:** Due dates within 7 days show in orange; past-due invoices show in red — so nothing slips through unnoticed. - **The complete invoice record, one click away:** The detail view shows everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log. - **Inline alerts surface what needs attention:** Expired vendor insurance, withholding flags, and potential budget overruns are called out directly on the invoice record. - **Navigate without losing context:** Prev/next arrows let AP staff move through their queue without returning to the list. **Invoice Actions** AP staff can now take the full range of actions on an invoice — pay, void, reissue, and advance workflow status — directly from the detail view. **Feature Overview:** Invoice Actions brings write capability to the Invoice Viewer. AP Clerks can process payments (full, partial, or combined with other invoices from the same vendor), void invoices, void individual payments, void and reissue payments in a single flow, view check images, and update workflow status — all from the invoice detail panel. Every action is logged automatically to the invoice audit trail. Available on web. **Benefits:**- **Pay from the detail view:** Process a full or partial payment on any Ready to Pay invoice without leaving the record. The payment modal pre-populates payment details and shows the current bank balance of the payment GL account before you confirm. - **Combined payments, surfaced automatically:** When invoices are flagged for combined payment, the payment modal pulls in all other eligible invoices for the same vendor — so the right invoices are grouped into a single payment in one step. - **Void payments without voiding the invoice:** A lost or stale check can be reversed on its own, returning the invoice to a payable state for reissuance — without touching the underlying invoice record. - **Void and reissue in one flow:** Void/Reissue voids the original payment and triggers a new one in a single action, so correcting a payment issued with wrong details doesn’t require re-entering the invoice. - **Check images on demand:** View a COPY-watermarked check image for any check payment directly from the Payment Summary — no need to locate the original document. - **Advance workflow status without entering edit mode:** Received, Validated, Post to GL, and On Hold steps can be toggled directly in the detail view and save immediately, with every change captured in the audit log. **Invoice Approvals** *Invoices move through a structured, configurable approval workflow before reaching payment — with in-app notifications keeping the right people informed.* **Feature Overview:** Invoice Approvals routes invoices through AP Clerk, Manager, and Board approval tiers before they are eligible for payment. Each approval level is configurable per community. Approvers receive in-app notifications when an invoice is waiting for their review and can approve directly from the Workflow Progress sidebar in the detail view. Administrators can approve at any level to unblock the queue when needed. Available on web. **Benefits:**- **Approve from the detail view:** Approval steps in the Workflow Progress sidebar are actionable when it is your turn — no need to hunt for a separate approval queue or return to the list. - **Notifications when action is needed:** When an invoice advances to a state requiring approval, everyone with the appropriate permission for that community receives an in-app notification automatically. - **Admin override unblocks the queue:** Administrators can approve at any level — AP, Manager, or Board — when the designated approver is unavailable, keeping payment runs from stalling. - **On Hold freezes the workflow:** Placing an invoice on hold prevents any other approval state changes until the hold is explicitly released, so nothing advances accidentally while an issue is being resolved. - **Approvals can be removed:** If an approval is applied in error, it can be removed directly from the sidebar. The removal is logged, and the invoice returns to the prior state. ## Invoice Payment Processing *Process a full payment run for multiple invoices in one batch — grouped by GL account, with bank balance projections before you commit.* **Feature Overview:** Invoice Payment Processing lets AP Clerks select one or more Ready to Pay invoices from the list and process all payments in a single batch. A Review Payments modal opens showing the full batch grouped by payment GL account, with current and projected bank balances for each account. Individual invoices can be deselected before confirming. The batch reference is auto-generated and editable. Available on web. **Benefits:**- **One payment run for the full queue:** Select any number of Ready to Pay invoices, review the batch, and submit everything in one action — no need to open and pay each invoice individually. - **Bank balance before you commit:** Each account group in the Review Payments modal shows the current balance and the projected balance after the batch, so overdrafts are visible before they happen. - **Adjust the batch before confirming:** Uncheck any invoice in the Review Payments modal to remove it from the current run without losing the rest of the selection. - **Combined payments handled automatically:** Invoices flagged for combined payment are grouped by vendor within each GL account, so a single net payment is issued per vendor rather than separate transactions. - *Standalone batch check printing is not available in this release. Checks can be generated when processing individual invoice payments.* **Manual Invoice Creation***Create, edit, and manage invoices from scratch directly in Manager — with a form that adapts to each community’s workflow settings and flags compliance issues before you save.* **Feature Overview:** Manual Invoice Creation lets AP Clerks create invoices for any payee type — vendor, employee, other payee, or owner — using a structured form that adapts to the selected community’s AP workflow settings. The form shows only the fields and approval levels configured for that client. Vendor compliance alerts appear immediately on selection. Documents can be attached with a side-by-side PDF viewer open alongside the form. Invoices can also be edited from the detail view after creation, with all changes logged automatically. Available on web. **Benefits:** - **A form that matches your community’s workflow:** The invoice form shows only the fields, approval tiers, and date options configured for the selected community — no extra fields, no guessing what’s required. - **All payee types in one place:** Create invoices for vendors, employees, other payees, and owners, with each payee dropdown filtered to eligible records for the selected community. - **Compliance flags before you save:** If the selected vendor has expired insurance or is flagged for withholding, an alert appears immediately — before the invoice reaches the queue. - **Reference the original document while you type:** Attach a vendor’s PDF and it opens in a side-by-side viewer, so the source document is visible while filling in the form. - **Two ways to save:** Use CREATE INVOICE to save and close, or CREATE & ADD ANOTHER to save and open a fresh form immediately — for AP staff working through a stack of invoices. - **Edit invoices without voiding them:** Unpaid invoices can be edited from the detail view, with only eligible fields unlocked based on invoice status and permissions. Every change is logged automatically with a before-and-after record. - **On Hold and Reject, built into the workflow:** Place an invoice on hold with a reason to pause processing without losing it, or reject it with a required explanation. Both actions are logged and reversible. - *Recurring (memorized) invoice templates and ALLi-assisted autofill are not available in this release.* ### [July 1st, 2026](#) ##### Version: View Invoice Details ##### What’s New **Invoice Viewer** AP staff can now view the complete list and history of every invoice in their portfolio in Manager — the read experience is live, with invoice creation, approvals, and payment processing following through July and early August. **Feature Overview:** The Invoice Viewer gives AP Specialists and Property Managers a centralized list of all invoices across their portfolio, organized into four tabs: All, Awaiting AP Approval, Awaiting Manager Approval, and Ready to Pay. The list supports filtering by status, payment type, and next available action, with column sorting and visual indicators for approaching and overdue due dates. Clicking any invoice opens a full detail view showing complete invoice data, payment history, workflow progress, approvals, inline alerts, and a chronological audit log. Available on web. This is the first of six Accounts Payable features being released as each becomes production-ready. Invoice creation, recurring invoices, payment processing, approvals, and additional invoice actions are targeted for release through July and early August. **Benefits:**- **Every invoice, one place:** AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and action needed. - **Overdue and approaching due dates, highlighted:** Due dates approaching within 7 days are shown in orange; overdue invoices are flagged in red — so nothing slips through unnoticed. - **Complete invoice history, one click away:** The detail view surfaces everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log. - **Inline alerts surface what needs attention:** Vendor insurance issues, withholding flags, and potential budget overruns are flagged directly on the invoice record, so staff can act without hunting for the context. - **Navigate without losing your place:** Prev/next arrows let AP staff move through their queue without returning to the list, keeping work moving. Invoice creation, editing, payment processing, approvals, and void/reject actions are not yet available — those capabilities are coming in subsequent releases through July and early August. ### [May 29th, 2026](#) ##### Version: Homeowner Ledger View ##### What’s New **Homeowner Ledger View** View a homeowner’s complete transaction history right from the unit record. The new Ledger tab on the Unit landing page lets staff select any owner account and see every transaction with posting date, description, amount, open amount, and running balance — plus both the selected ledger balance and the total unit balance. Click any transaction to see related payments and GL entries, filter by date, type, and status, and spot entries flagged under an open delinquency. Available on web with a responsive mobile view. Requires AR transaction view and transaction account view permissions. - Faster account research: answer billing questions and confirm payment history from one screen. - Clear balance context: selected ledger balance and total unit balance are always labeled. - Built for scanning: the key amount columns stay pinned on desktop as you scroll. **Data Hierarchy Navigation Panel** Browse your entire portfolio and jump straight to any landing page. A new Data Hierarchy option in the side navigation opens a panel showing divisions, clients, communities, groups, and units. Drill forward and back through each level, or search directly by homeowner name, address, community, division, or group. Click a community or unit to go straight to its landing page; your current selection stays highlighted. The panel shows only what you have permission to access, and is available on mobile via the hamburger menu as a full-screen view. - A second path to every record: browse your portfolio instead of searching by name. - Familiar navigation that lowers the learning curve as teams move more of their day into Manager. - Search built in across every level of the hierarchy. **Unit & Unit Account Notes** Capture, edit, and manage notes on a unit or account — with the latest note surfaced on the landing page. The Notes tab now combines unit notes and unit account notes in one log, with unit account notes tagged and labeled with the contact name. A Latest Note section previews the most recent entry on the Unit landing page. Staff can add notes with a note type, category, visibility setting, and attachments; you can edit or delete notes you authored, with a brief undo window after deletion. Note type is set at creation and cannot be changed afterward. Available on web and mobile. - Shared context for your whole team: account history lives on the record, not in inboxes. - The latest note front and center on the Unit landing page. - Author-controlled editing keeps the log trustworthy, with undo to prevent mistakes. ### [March 25th, 2025](#) ### **Bulk Print Queue for Letters** *Managers and Administrators can now send Architectural Request and Violation letters to a centralized print queue, allowing all correspondence to be processed together in a single scheduled batch instead of sending each letter individually.* **Feature Overview** The Bulk Print Queue introduces a streamlined way to manage letter generation across Architectural Requests and Violations. Wherever a letter can currently be generated, users will now see two options: **Print Now** and **Send to Bulk Print**. Choosing the latter stores a fully generated, print-ready letter in a centralized queue tied to the management company. The Violations and Architectural Requests list views now include a **Bulk Print mode** that filters all items with letters queued for processing, allowing users to: - **Select one or multiple queued items** and process them as a single batch. - **Monitor progress** via background tasks and download the results once the job is complete. Background tasks have been updated to surface Bulk Print jobs alongside other async processes, with type filtering available to quickly locate items. Bulk print jobs run asynchronously, so users can continue working while files are generated. The way each letter is delivered depends on how email delivery is configured for Architectural Requests and Violations for each homeowner — physical, electronic, or both. Letters sent physically include the generation of printable mailing labels. Letters sent electronically are delivered via email. Once the batch is complete, a results report is generated summarizing the outcome of the process. All generated files are stored in the history of the corresponding item (Architectural Request, Violation, etc.). This feature is available on **web and mobile**. - Chronological list view with timestamps, author details, and file attachments. **Community Contacts:** - **Client Contacts:** Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge. - **Vendor Contacts:** Lists vendor name, contact name, email, and phone number. **Benefits:** - **Centralized Visibility:** All critical info in one place. - **Reduced Navigation:** Fewer clicks to access what matters. - **Operational Efficiency:** Quick access to support daily community management tasks. ![management interface](https://frontsteps.com/wp-content/uploads/2026/03/undefined.png) ![management interface violations](https://frontsteps.com/wp-content/uploads/2026/03/undefined-1.png) ![management interface print](https://frontsteps.com/wp-content/uploads/2026/03/undefined-2.png) **Benefits**- **Scheduled Mail Processing:** Managers and Administrators can batch all outgoing physical letters and print them on a dedicated day, eliminating the need to print each letter as it is generated. - **Centralized Queue Management:** A single queue view consolidates all pending letters across Architectural Requests and Violations, giving users full visibility into what is waiting to be printed. - **Non-Blocking Workflow:** Because print jobs run as background tasks, users are free to continue their work without waiting for files to generate. A results report is generated automatically once the batch is complete. - **Flexible Delivery:** Each letter is processed according to the homeowner’s configured delivery preference — physical mail, electronic, or both — ensuring correspondence is sent through the right channel every time. - **Mailing Labels Included:** For letters sent physically, printable mailing labels are generated as part of the batch, streamlining the entire physical mail preparation process. - **Full Audit Trail:** All generated and printed files are saved to the history of each corresponding item, ensuring a complete and traceable record of all correspondence. ### [December 15th, 2025](#) **What’s New:****Expanded Community Landing Page Information Modules** We’ve added new read-only modules to the Community Landing and Detail Pages, designed to centralize key community information and enhance visibility. **Overview Tab:** - **Fact Sheet:** Displays structured community data using field codes and values for quick reference. - **Billing Records:** Lists all active billing items, including name, start/end dates, amount, frequency, type, and posting day. **Records Tab:** - **CC&Rs:** Provides a read-only view of Covenants, Conditions, and Restrictions. - **Documents:** Shows uploaded community files with metadata like name, upload time, file size, and download option (read-only view). **Community Notes** - Chronological list view with timestamps, author details, and file attachments. **Community Contacts:** - **Client Contacts:** Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge. - **Vendor Contacts:** Lists vendor name, contact name, email, and phone number. **Benefits:** - **Centralized Visibility:** All critical info in one place. - **Reduced Navigation:** Fewer clicks to access what matters. - **Operational Efficiency:** Quick access to support daily community management tasks. ### [December 3rd, 2025](#) ##### **What’s New?** ### Payments Integrated in Manager All Payments functionality is now built directly into the Manager experience, so users no longer need to navigate to the separate Payments product. **Feature Overview:** Users can access the full Payments toolset inside Suite Manager. This consolidates workflows and removes the need to switch products to complete payment-related tasks. **Benefits:** - **Single Experience:** Payments tasks can be completed without leaving Manager. - **Less Context Switching:** Eliminates the extra step of opening the standalone Payments product. ### Community Landing Page / Community Detail Page Improvements The Community Landing Page and Community Detail Page now include ongoing improvements through newly added modules. **Feature Overview:** Each new module added to the Community Detail Page is part of this release, enhancing the community landing/detail experience and making key information easier to access in one place. As part of this update, we introduced the new Metrics Tab, which includes blocks with item counters (Violations, ARCs, Work Orders, Invoices, Delinquencies) that highlight items requiring accelerated or urgent action from CAMs. Clicking any of these counters takes users directly to the filtered list view of those items, enabling immediate action. The Metrics Tab also includes two additional sections: one displaying the list of active standalone steps related to the community, and another showing Violations or Work Orders that have moved to Past Due. **Benefits:** - **Richer Community View:** More information and tools surfaced directly on the landing/detail pages. - **Better Navigation:** Modules bring frequently used community context closer to the user. **Step Projects Enhancements: Search + Related Links**Improvements related to Step Projects were introduced. From now on, the search bar allows users to search for Step Projects, and it is now possible to add Related Links to Step Projects, just as it already works for regular Steps. **Feature Overview:** Users can now: - **Search for Projects** directly within Suite Manager. - **Add Related Links to Projects** (previously only supported for Steps). This makes it easier to connect supporting content and cross-reference work. **Benefits:** - **Faster Project Discovery:** Find projects quickly via search. - **Stronger Context Linking:** Related links extend knowledge and references beyond Steps into Projects. ### [November 18th, 2025](#) ##### **What’s New?** **Processing Invoices: Approving & Rejecting** You can now approve or reject invoices directly within Suite Manager, streamlining how communities review and act on incoming financial documents. **Feature Overview** This new enhancement introduces the ability for authorized users to approve or reject invoices from within the Invoices workflow. Each invoice record now includes clear action buttons, visual status indicators, and contextual messages that guide users through the decision-making process. The new workflow supports roles responsible for financial operations, vendor management, and billing review. All actions are stored for audit purposes and integrate with existing ledger and reporting flows. This feature is available in the **web application**. **Benefits:** - **Faster Financial Decisions:** Eliminates back-and-forth emails by allowing decisions directly in the system. - **Improved Accountability:** Approval and rejection actions are logged for transparency and auditing. - **Streamlined Operations:** Reduces processing time for invoices and improves workflow efficiency for management teams. **Standard Search (Free-Tier Search Experience)** *A new, non-AI search option gives all users access to fast, reliable keyword-based search throughout Suite Manager.* **Feature Overview** The new Standard Search provides a simplified search experience across communities, records, and operational data without relying on AI. Users can enter keywords and navigate directly to the content they need—perfect for customers who prefer deterministic results or operate in environments where AI search is not enabled. This update ensures broad search capability across the platform while reserving more advanced, AI-powered Omnisearch capabilities for premium tiers. **Benefits:** - **Universal Availability:** Ensures every Suite Manager customer has access to essential search capabilities. - **Predictable Results:** Offers clean, consistent keyword matching without AI interpretation. - **Improved Navigation:** Helps users move more quickly through common records and workflows. **Community Landing Page**A redesigned, read-only Community Landing Page centralizes vital community information in a modern, structured layout. **Feature Overview** The new Community Landing Page introduces a modular, intuitive design built around four read-only components: - **Fact Sheet:** Core details such as name, address, identifiers, and community attributes. - **Client Contacts:** Key representatives and their roles for operational coordination. - **Documents:** Access to relevant governing and operational documents. - **CC&Rs:** Quick visibility into Covenants, Conditions & Restrictions associated with the community. This redesign improves clarity and supports upcoming enhancements such as editing, deeper navigation, and integrated community insights. **Benefits:** - **Centralized Information Hub:** Gives users a single, unified location to review community details. - **Improved Clarity & Layout:** Modernizes the experience, reducing the need to navigate multiple modules. - **Future-Ready:** Establishes the structural foundation for enhancements planned for early 2026. **What’s Improved****More Accurate Violation Dates** Violation created dates now display consistently across the interface, ensuring more reliable compliance reviews. **Improved Unit Selection Behavior** Checkboxes on unit selection screens behave more predictably, ensuring that selections stay in sync with user actions. **Cleaner Dropdown Behavior** Dropdown menus now properly reset when navigating between records, preventing incorrect or lingering values. **Clearer Assess-Now Feedback** Assess-Now actions in Violations now provide consistent visual feedback, reducing confusion when managing fines or compliance events. **More Reliable Violation Processing** *Updates to backend logic improve the accuracy and stability of Violation actions, including assessing violations and generating letters in complex scenarios.* ### [November 3rd, 2025](#) ##### **What’s New?** **Violation Management Enhancements** Community Managers now have more control and flexibility when managing violation communications and workflows. **Feature Overview:** Several updates improve how violation letters and fines are generated, sent, and tracked in Suite Manager. Managers can now send letters immediately using a new Send Now button in the Associated Letter section, or easily Resend and Regenerate letters as needed. Additional workflow updates allow users to manually advance violations to the next step, update appeal dates, and experience a refreshed interface with clearer text labels and improved layout consistency. - Greater Control: Take immediate action on violation letters without waiting for automated triggers. - Efficiency Gains: Quickly correct or resend correspondence directly from the violation record. - Improved Clarity: Updated labels and design elements make managing violation stages easier and faster. ##### **What’s Improved** **Reporting Reliability** Lots of bug fixes to ensure reports display data consistently without blank or missing results. **Previous Behavior:** Users occasionally encountered empty states after running a report, requiring manual refresh to view results. **Resolution:** The reporting service now automatically refreshes Recently Run Reports upon completion, ensuring data loads correctly every time. **Benefit:** Users always see current and complete report results without extra steps or confusion. Invoice and Billing Accuracy Financial data now calculates and displays correctly throughout billing workflows. **Previous Behavior:** Invoice amounts occasionally lost decimal precision, and batch totals sometimes displayed incorrect values. **Resolution:** Both invoice calculation and batch summary logic have been corrected to ensure accuracy in all billing displays. **Benefit:** Provides accountants and managers with trustworthy financial data, minimizing manual corrections. ### [October 6th, 2025](#) ##### Version: 0.1.948 **Create Violations** Easily log new violations from within Suite Manager and ensure consistent tracking across communities. **Feature Overview:** Community Managers can now create new violations directly from the Violations List or Property detail page. When creating a violation, users can select a category, define the violation item, capture violation and inspection dates, and attach photos or descriptions for context. The system automatically associates the violation with the correct homeowner, address, and community, ensuring accurate recordkeeping from the start. Once created, violations appear instantly in the list view and can be linked to related Steps, ARCs, or Work Orders via Omnisearch. **Benefits:** - **Faster Data Entry:** Streamlines the violation logging process by eliminating extra steps. - **Improved Accuracy:** Automatically links violations to the correct property and homeowner. - **Better Recordkeeping:** Allows users to include photos and detailed descriptions up front. **Update Violations** Maintain complete, accurate records with editable violation details and supporting attachments. **Feature Overview:** The new Violation Detail Page gives Managers and Admins full visibility into a violation’s lifecycle and provides tools to update details as needed. Users can: - Edit the description and corrective measure (Required Action) fields. - Add or remove photos and captions. - Manage appeal dates, inspection data, and inspector assignments. - Track letters, fines, and notes in separate tabs for clarity. All updates are captured in the audit log, so users can see who made changes and when. **Benefits:** - **Transparency:** Every update is tracked for full accountability. - **Efficiency:** Makes it easy to modify details without switching screens. - **Comprehensive View:** Combines letters, fines, and notes into one unified interface. **Advance Violations Through the Process** Move violations seamlessly through the full compliance workflow—from open to resolution. **Feature Overview:** Suite Manager now supports a guided violation workflow that mirrors Caliber’s established process. Users can advance a violation through three key stages: Open → Monitored → Closed, applying required actions and sending letters along the way. **Each action step supports:** - Selecting and sending letter templates. - Editing or reprinting letters as needed. - Applying, waiving, or locking fines. - Updating Follow-Up By dates with validation. - Adding or updating the Corrective Measure (Required Action). **What’s Improved** **Violation Management Experience** Enhanced reliability and user experience when managing violations. **Previous Behavior:** Users needed to switch between multiple Caliber modules to track or update violation details. Letter sending, fines, and corrective actions were managed in separate views, creating friction and slowing compliance work. **Resolution:** The new Violation Detail Page consolidates all functions, creation, updates, and advancement, into a single, intuitive screen. Users can now view status, send letters, assess fines, and update required actions without leaving the page. **Benefit:** A unified, modern interface that speeds up compliance workflows and provides a clearer picture of each violation’s history. ### [September 17th, 2025](#) ##### Version: Suite Manager Web - Production ##### **What’s New?** **Enhanced Violation Management** Managers now have greater flexibility to update and advance violations directly within Suite Manager. Feature Overview: The Violations module has been expanded to allow full editing and management in one place. Users can now: - Add or edit violation descriptions - Change status, inspector, violation date/time, and appeal date - Upload single or multiple photos - Add/edit photo captions, update, delete, and download photos - View fines associated with a violation These changes streamline the violation lifecycle, enabling staff to update cases quickly without switching tools. **Benefits:** - **Time Savings:** Manage all aspects of a violation in a single location. - **Flexibility:** Update details and supporting photos as a case progresses. - **Transparency:** Provide clear documentation of violations and related fines. **Group Reporting** Introducing a new way to run multiple reports at once and access recent reporting history. **Feature Overview:** The Reports page now features a tabbed layout separating Group Reports from Single-Client Reports. Users can: - Run multiple reports simultaneously as a group. - View a list of recently run report groups for quick reference. - Continue running individual client reports on a dedicated tab. Not all reports are available in group format yet — additional report types will be added in future releases. **Benefits:** - **Efficiency:** Run and review multiple reports in a single action. - **Organization:** Clear separation between group and individual reports. - **Convenience:** Quickly access recently generated report groups. **Architectural Notes Email Notifications** Managers can now send email notifications when adding a note to an architectural request, improving communication with homeowners and reviewers. **Feature Overview:** When creating a new note on an architectural request, managers can set visibility (Everyone, Managers & Reviewers, or Managers Only). Depending on visibility, optional checkboxes allow sending notifications to: - ARC Committee members (reviewers/board) - Homeowners linked to the request Emails include note details (date, author, content) as well as request details (application number, type, association name, address, and a link). All notification actions are recorded in the request’s **Actions/Notifications** tab for tracking. **Benefits:** - **Improved Communication:** Homeowners and board members receive timely updates on ARC notes. - **Accountability:** Notifications are logged for transparency and recordkeeping. - **Flexibility:** Managers choose who sees notes and who gets notified. ## FRONTSTEPS ## Caliber ### [July 23rd, 2026](#) ##### Version 5.91.32 ##### What’s New? **Build Board-Ready Budgets with ALLi** Just in time for budget season — Community Managers can now create annual operating budgets through a guided, AI-assisted experience in FRONTSTEPS Manager, powered by ALLi. **Feature Overview** ALLi Budget Studio brings together Caliber financial data, validated budgeting assumptions, and account-level recommendations in one guided workflow. Managers can review a traceable baseline budget alongside ALLi’s recommended adjustments, apply or undo changes, and export a board-ready Excel workbook with live formulas and a populated Caliber Import tab. **Benefits:**- **Faster Budget Preparation:** Complete the budgeting process in one guided workflow instead of exporting data and rebuilding spreadsheets for each community. - **Accurate, Traceable Results:** Proposed values are tied to Caliber data, budgeting assumptions, supporting schedules, or Manager overrides. - **Smarter Recommendations:** ALLi provides account-level recommendations supported by relevant source information, reasoning, confidence, and estimated financial impact. - **Full Manager Control:** Recommendations are never applied automatically. Managers choose which changes to accept and can undo them at any time. - **Board-Ready Output:** Export a clean Excel workbook with live formulas and an automatically populated Caliber Import tab. ALLi Pro customers can access ALLi Budget Studio directly in FRONTSTEPS Manager. Clients interested in adding ALLi can [request a demo](https://frontsteps.com/contact-us/). **Available by Request: Caliber 64-Bit Upgrade** The 64-bit version of Caliber is now available by request, providing improved stability and greater support for large databases and long-running processes. **Feature Overview** The Caliber 64-bit upgrade improves application stability, reduces memory-related errors, and enhances support for large databases and long-running processes. To learn more or request an upgrade, contact . **Automate Banking with Wintrust Integration** *Wintrust customers can now automate statement retrieval and account reconciliation while viewing real-time balances directly within Caliber.* **Feature Overview** Caliber’s advanced banking integration now supports Wintrust Bank. Communities that bank with Wintrust can automatically retrieve statements, configure automated account reconciliation, and view real-time account balances from the Chart of Accounts and Advanced Automation—without logging into a separate banking portal. **Benefits:**- **Automated Statement Retrieval:** Wintrust bank statements are retrieved automatically and available for viewing directly from the Chart of Accounts. - **Streamlined Reconciliation:** Select Wintrust as the provider for automated reconciliation tasks, reducing the need for manual transaction imports. - **Real-Time Balance Visibility:** View up-to-date Wintrust account balances directly in Caliber Desktop without accessing a separate banking portal. - **Simplify Investment Management with HOA Invest Enhancements** *Two enhancements to the HOA Invest integration provide faster reconciliation and easier access to investment account documentation.* **Feature Overview** This release adds automated reconciliation for HOA Invest accounts and the ability to view and download fixed income reports alongside bank statements. **Benefits:**- **Automated Reconciliation:** Configure HOA Invest accounts for automated reconciliation using the same streamlined workflow available for other integrated banks. - **Centralized Reporting:** View and download fixed income reports directly from the Chart of Accounts alongside existing bank statements. - ### [June 25th, 2026](#) ##### Version 5.90.11 ##### What’s New? **Advanced Automation Improvements** Scheduled background jobs in Advanced Automation now run independently of one another, ensuring that a long-running process for one community no longer delays jobs for others – scheduled jobs should no longer be skipped or delayed. **Feature Overview** Advanced Automation has been updated so that background jobs will run independently and concurrently. This will improve the predictability and stability of critical jobs like lockbox and AP Automation. **Benefits:**- No more blocked jobs: Communities with time-sensitive automated tasks — such as lockbox processing or AP payments — will see those jobs execute reliably on their configured schedules, even if another community’s job is running simultaneously. - Improved reliability: Scheduled jobs that previously appeared to be silently skipped or missed will now fire as expected, reducing the need for manual intervention and support escalations. - Predictable performance: Advanced Automation will provide consistent, on-time execution across all customers and job types **Accounts Payable (AP) – Closed Period Protection** (Edenred & Avid customers) Caliber now provides clear, actionable feedback when invoices or payments are submitted to a closed accounting period via the API from our AP partners, preventing silent failures and helping teams resolve posting issues quickly. **Feature Overview** When integrated AP systems (such as Edenred or Avid) submit invoices or payments via the Caliber API, it is possible for a transaction to reference a period that has already been closed in Caliber’s accounting records. Previously, this could result in unexpected behavior without clear guidance on what happened or how to resolve it. This release introduces explicit handling for closed-period submissions: - Invoices submitted to a closed period: When an invoice is posted via the API to a closed accounting period and the client is on accrual accounting, Caliber will place the invoice on HOLD, record the original posting intent in the invoice log (including the attempted GL date). This preserves the invoice for review without corrupting the accounting period. - New alert — Invoice Posted to Closed Period: Users can subscribe to a new system alert to be notified when this occurs. The alert includes the invoice number and the attempted posting date, and clicking the alert navigates directly to the invoice for quick resolution. - Payments submitted to a closed period: When a payment is posted via the API to a closed period, Caliber will now return a clear error response — “Cannot post the payment to a closed period” — to the payment partner and generate a separate alert advising staff to address the transaction in Caliber or coordinate with their AP provider to avoid an out-of-balance condition. **Benefits:** - Clear visibility into posting exceptions - Accounting integrity: Invoices are held rather than silently posted to closed periods, keeping financial records clean and auditable. - Faster resolution: Direct links from alerts to the affected invoice reduce the time it takes to identify and resolve closed-period posting exceptions ### [December 17th, 2025](#) ##### Version 5.84 ##### What’s New? **Exciting New Features in FRONTSTEPS Manager** Remember that you can click the “Manager” button to explore these new features in addition to easily managing architecture, violations, and work orders in an enhanced web experience! - **Payments in Manager** The FS Pay Dashboard is now integrated into Manager, giving CAMs and authorized teams direct access to homeowner payment and balance details. Answer payment questions in real time, reduce system switching, and support homeowners faster during peak payment season. - **Unit Detail Page** Search for any unit and open the Unit Detail Page to view a summary of unit health, open violations, architectural requests, work orders, delinquencies, contact info, and notes, all designed to surface actionable insights at a glance. - **Community Detail Page** Search for any community and open the Community Detail Page to view fact sheets, billing items, CC&Rs, documents, and contact lists. See a clear snapshot of community health and address outstanding or time-sensitive needs with fewer clicks. ### [November 11th, 2025](#) ##### Version 5.82 ##### What’s New? New Delinquency Fee Option: “Lowest Fee” You can now configure delinquency fees to automatically apply the lower of two fee types—making compliance even easier. We’ve added a new configuration option for delinquency fees! You can now choose to apply the lesser of either a flat fee (fixed dollar amount) or a percentage of the late amount. This enhancement supports compliance needs in jurisdictions where fee limits vary, giving you more flexibility and control. ### [September 23rd, 2025](#) ##### Version 5.81 ##### What’s New? **Architectural Notes – Notifications** Homeowners and architectural committee members can now be notified when a new note is added to an architectural request! ![caliber arc notes](https://frontsteps.com/wp-content/uploads/2025/11/Screenshot-2025-09-26-at-12.13.53-PM.png) When adding a note to an architectural request, users will now have the option to send an email notification to either architectural committee members, homeowners, or both. The email includes the note’s contents and key details about the request, sent to the recipient’s primary email address. This feature will streamline communication to all parties involved in the architectural process, making it more efficient and transparent. We’ve also added a new visibility dropdown, clearly indicating whether a note is visible to everyone, managers and reviewers, or only managers. ### [August 21st, 2025](#) ##### Version 5.80 **Announcing Our Partnership with TechCollect** FRONTSTEPS has just made AR recovery faster, simpler, and more compassionate with our partnership with TechCollect! With the new Free Trial Integration with TechCollect, you can now launch a free trial directly from your FRONTSTEPS dashboard. No extra logins, no setup delays. Look for the TechCollect button in the upper right of the Caliber screen! This integration combines FRONTSTEPS’ all-in-one community management platform with TechCollect’s AI-powered AR recovery tools, giving you: - Faster recovery without extra labor - Predictive insights on which accounts will pay and when - Fewer legal referrals and lower legal costs **Architectural Report Enhancements** New options have been added to the Architectural reports in the Client Reporting Toolbox and Report Groups: - New Date filters when running from the Client Reporting Toolbox - Option to choose to ignore date ranges when running the reports as part of a report group. - Option to sort reports by date in ascending or descending order. ### [June 26th, 2025](#) ##### Version 5.78 ##### **What’s New?** **Delinquency – Split Report by Community** When running delinquency, users will now have an option to insert page breaks between clients when printing the report, which will make it easier to share delinquency information with your communities. **API Access Management Update** To better support and scale the FRONTSTEPS Caliber API, a below-industry-standard access fee for third-party vendors was introduced on January 1, 2025. As part of this enhancement, direct creation and management of API user accounts is now handled by our Customer Support team. FRONTSTEPS Caliber customers using the API for internal purposes will not incur any charges. If you’re working with a third-party vendor or integration that requires API access, please contact support@calibersoftware.com to ensure proper onboarding and alignment with our API access expectations. Most vendors recognize the added value this access brings and are not passing associated costs on to our mutual customers. ### [May 21st, 2025](#) ##### Version 5.77 ##### **What’s New?** **Improved Credential Management for AP Automation** For customers of First Citizens Bank VendorPay and for our Edenred Pay customers – we’ve improved the management of API credentials. The new process will no longer require the customer to update their credentials in Caliber even after they have expired in Edenred Pay. ##### What’s Improved? Report Cover Sheet – Field Codes Resolved an issue where client field codes were not properly populating in Report Cover Sheet templates. ### [April 24th, 2025](#) ##### Version 5.76 ##### **What’s New?** - High priority bug fixes - Improvements to AP Automation - For customers in our Corporate Accounting Beta program: We’ve added the ability to enter charges directly within Caliber. Keep track of copies, mailings, and other miscellaneous charges in Caliber. Review and post charges directly to your customer’s AP! ### [March 20th, 2025](#) ##### Version 5.75 ##### **What’s New?** **Enhanced Architecture Notifications** We’ve added the capability of creating a custom message when sending notification emails to board members and homeowners upon completion of an architectural step. Additional features of this enhancement include: - Notifications can be configured at the Master or Client level - Custom messages will support architectural fields codes and enhanced formatting - If a custom message is not specified, the current notification text will be used instead. - For all notifications, we’ve appended critical information for the item at the end of the message, including application number, request type, community name, unit address, and a link to the architectural item in FRONTSTEPS Community. ![caliber login](https://frontsteps.com/wp-content/uploads/2025/11/Screenshot-2025-07-02-at-11.24.56-AM.png) ##### What’s Improved? Client Dashboard – Notes Report We’ve improved the Notes report when running from the Client Dashboard. It will now preserve the formatting of the notes so that line breaks are retained and the content of the notes is more legible within the report. ### [Febuary 20th, 2025](#) ##### Version 5.74 ##### What’s New? **Improved ACH Posting Performance** In a previous release, we improved the performance of generating the ACH file for recurring items. In February’s release, we’re happy to announce an additional performance enhancement to reduce the time of posting those ACH items. Additionally, the process will inform the user of progress. **Batch Viewer Performance Enhancements** We’ve improved the data retrieval process for the Batch Viewer which should improve the performance for some users. Additionally, to improve loading times, we updated the default date range so that the viewer will load only the past 90 days of batch events by default. ##### What’s Improved? **Architecture Request Emails** For better clarity, the client name has been added to the subject line of the emails that are sent to management when an architectural request has been submitted through either Caliber Portal or FRONTSTEPS Community. ### [January 23rd, 2025](#) ##### Version 5.73 ##### What’s New? **Login to Caliber with Suite Manager** For Suite Manager users, you will now have the option to login to Caliber with your Suite Manager credentials. This method of authentication will allow you to seamlessly transition from Caliber to Suite Manager in your day-to-day activities. ![caliber login](https://frontsteps.com/wp-content/uploads/2025/11/Screenshot-2025-07-02-at-11.24.56-AM.png) ##### What’s Improved? **Issue when adding Architectural Documents** Resolved an issue where users were getting an error when attempting to add a document to an architectural request. **QR Code alignment on in-house statements** Resolved an issue where the QR code could be misaligned for statements printed within Caliber. **Improved Validation when editing AR Transactions** Resolved an issue to improve validations around closed periods when editing AR transactions ## FRONTSTEPS ## Community ### [August 20th, 2026](#) ##### Web Portal Version 8.20.2026 ##### What’s New? **Board Membership Segmentation for Campaigns** Target campaign messages to board members, non-board members, or everyone, right alongside your other audience filters. **Feature Overview:** When building a campaign, managers can now filter the recipient list by board membership. A new Board Segmentation control sits alongside existing audience filters and works the same way: leave it on Ignore to include everyone, or narrow it to Board Members only or Non-Board Members only. It combines with other segmentation rules, so a manager can, for example, target only board members who are registered. Available on web. All segmentation, including this new option, is opt-in. Existing campaigns are unaffected and continue sending to their current audience until a manager explicitly opts in and applies Board Segmentation to that campaign. ![boardmemeber cmapaign](https://frontsteps.com/wp-content/uploads/2026/08/select_audience.png) ![boardmemeber campaign](https://frontsteps.com/wp-content/uploads/2026/08/board_member_chip.png) **Benefits:** - **More precise outreach:** Send board-specific or resident-specific communications without manually building or excluding a recipient list. - **Works with existing filters:** Combine board membership with registered vs. unregistered status (or other segmentation) for tightly targeted campaigns. **Restrict Portal Access for Homeowners in Collections** Management companies can now fully restrict portal login for homeowners whose account is in collections, not just hide their balance. **Feature Overview:** Previously, a setting could hide payment balance information from homeowners in collections, but those homeowners could still log into the resident portal and view their payment history. This release introduces a new, separate configuration so, when enabled, homeowners in collections status cannot log into the portal at all, and the account history download is also hidden. This does not change the behavior of the existing balance-hiding setting — it’s an additional option. This new configuration is not self-serve; if you’re interested in enabling it for your communities, please reach out to your Customer Success Manager or our Support team. **Benefits:** - **Consistent enforcement:** The restriction applies across every login method, not just the standard sign-in form. - **Matches collections policy:** Gives management companies a portal-access control that lines up with how they already handle in-collections accounts, instead of requiring manual account suspension. **What’s Improved** **Fewer Error Pages Across Sign-In, Profile Updates, and Community Links** Several everyday actions that used to show a generic error page now behave the way they were always supposed to. **Previous Behavior:** In a handful of specific situations — including certain sign-in links, account detail updates, and community links — users could occasionally see a generic error page instead of the expected result. **Resolution:** We fixed the underlying issue in each of these paths, so users now land on the expected page instead of an error. ### [August 18th, 2026](#) ##### Web Portal Version 8.18.2026 ##### What’s New? **What’s Improved** Owners With Outstanding Balances No Longer Missed by Resident Engagement Campaigns Resident Engagement’s “Account Balance Outstanding” campaigns now reach every eligible owner, and any owner who still can’t be matched is called out by name instead of silently skipped. **Previous Behavior:** Units that were added to Community before being connected to the accounting system were missing a piece of data used to match an owner to their account balance. Resident Engagement’s “Account Balance Outstanding” audience could not match these owners, so they were left out of the campaign with no indication anything was missing. **Resolution:** FRONTSTEPS Support can now quickly correct this missing data for an entire community, and any owner who still can’t be matched is named in the campaign’s event log instead of disappearing without explanation. If owners with outstanding balances never seem to receive these campaigns, reach out to Support so this can be checked. Violation Correction Emails Now Link Managers to the Right Page The “View Violation” link in a Violation Correction Notification now takes each recipient to a page they can actually open. **Previous Behavior:** When a homeowner added a note and checked “Correct Violation,” a Violation Correction Notification was sent to both managers and board members with the same link — one that only board members could open. Managers who clicked it were left on the login page or a page that never loaded, with no way to reach the violation. **Resolution:** The link is now built for the recipient’s role. Managers are sent to the violations page they’re permitted to view, and board members continue to receive the same violation detail page as before. A manager who is already signed in goes straight to the violation from the email. The “View Violation” button text, previously truncated in the email, now displays correctly as well. Campaign Metrics for Imported-Recipient Campaigns Campaigns sent to an imported recipient list now report their email metrics instead of showing “No data found.” **Previous Behavior:** A campaign built from an imported recipient list delivered its emails successfully, but the Emails tab under Review Metrics showed “No data found” and “No emails found matching your criteria,” even though the emails had gone out. **Resolution:** Email activity is now recorded for imported-recipient campaigns, and delivery, open, and bounce updates are matched back to each send by email address. The Emails tab now lists each imported send with its email address, template, status, and timestamp. Campaigns sent to residents are unchanged. ### [August 11th, 2026](#) ##### Web Portal Version 8.11.2026 ##### What’s New? ### Clearer Messaging for Residents Who Already Have an Invitation Residents who try to self-register when their management company has already invited them now see that an invitation is waiting, and that invitation is automatically resent. **Feature Overview:** Community previously treated two different situations as the same thing. A resident who had been invited by their management company but had not yet accepted, and a resident who had submitted their own access request, both received the message “You have already requested access, please check your email for confirmation.” That message was wrong for invited residents — they had not requested anything — and left them with no way to move forward. The two states are now handled separately: - **Invited, not yet accepted.** The resident is told an invitation has already been sent and that they need to accept it, and the invitation email is automatically resent so they have a current link. - **Self-requested access.** The resident continues to see the existing already-requested confirmation message. Applies to resident self-registration on the web. **Benefits:** - **Residents are not misled:** Invited residents are no longer told they requested access themselves. - **No support ticket required:** The invitation is resent automatically instead of the resident needing to ask someone to send it again. - **Registration can be completed:** The resident is pointed at the action that actually unblocks them. ##### What’s Improved ### Email Metrics Now Match Email History Campaign metrics report the number of emails actually sent, matching the campaign’s Email History. **Previous Behavior:** Campaign metrics could disagree with a campaign’s own Email History about how many emails were sent, and the Overview tab and the Emails tab could disagree with each other. Managers reviewing Resident Engagement campaign performance could not always trust the sent count. **Resolution:** Emails Sent is now counted the same way everywhere a campaign reports it, from the record created when each email is sent rather than from delivery notifications that can arrive late, arrive twice, or not arrive at all. The Overview tab, the Emails tab, and Email History now agree. Open, click, and bounce rates are unchanged. ### Screen Reader Access to Resident Engagement Dialogs The Select Communities, Audience Selection, and Recurrence dialogs are now available to screen readers. **Previous Behavior:** The three Resident Engagement campaign dialogs were hidden from assistive technology even while open and visible on screen. A screen reader user could tab into the dialog but nothing about it — that it had opened, or what its controls were — was ever announced. **Resolution:** The dialogs are now identified as modal dialogs and exposed to assistive technology while open, so a screen reader announces the dialog and its controls (search, community checkboxes, Cancel, Apply) as they’re reached. There is no change to how the dialogs behave for anyone else. ### Fewer Error Pages Across Accounting and Community Records A single bad record or a temporary accounting-system outage no longer replaces an entire page with a generic error. **Previous Behavior:** Several situations across Architectural Requests, Financials, Work Orders, and accounting document downloads and previews could replace an entire page with a generic error instead of showing the rest of a manager’s or owner’s information. **Resolution:** Each of these now fails in place instead of taking the page down: an unreadable date shows as an empty value in that one field, a document that can’t be displayed is listed by name with a note, and a failed download or preview returns the user to the page with a message instead of an error page. This coverage now extends across accounting-related actions in violations, work orders, common-area work orders, architectural requests, invoices, financials, and folders. ### [August 5th, 2026](#) ##### Web Portal Version 8.05.2026 ##### What’s New? **Architectural Request Signature Step Completes** Homeowners can complete Step 5 of 5 and submit an Architectural Request. **Previous Behavior:** On rare occasions, homeowners reached the final signature step of an Architectural Request, entered a signature, checked the agreement box, selected Sign and submit, and the submission failed with a server error. Steps 1 through 4 completed normally. **Resolution:** Signature submission failures are now handled rather than returning a raw server error, so the request signs and submits. **Clean PDF Output for Architectural Requests With Checklist Items** PDFs generated from Architectural Requests that include checklist items no longer contain blank pages. **Previous Behavior:** Generating a PDF from an enhanced Architectural Request containing at least one checklist item inserted unexpected blank pages into the document, making the output look incomplete and requiring manual cleanup before use. **Resolution:** The blank pages are no longer generated. Checklist content still appears in full, and pagination and formatting for requests without checklist items are unchanged. **Accurate Board Member Vote Status on Architectural Requests** Per-member vote eligibility and status on Architectural Requests now reflect the correct board member. **Previous Behavior:** Board and Architecture Review Committee members couldn’t tell whether their vote on an Architectural Request had actually gone through — their vote status always showed as not submitted, even after voting. This caused confusion about approval status and sometimes required a manager to step in and confirm votes manually. **Resolution:** Each board or ARC member’s vote status and eligibility to vote is now correctly identified, so members can see the true status of their vote on an Architectural Request. ### [July 29th, 2026](#) ##### Web Portal Version 7.29.26 ##### What’s New? **Fewer Unexpected Portal Sign-Outs** Residents entering a high volume of records in rapid succession are no longer signed out mid-task. **Previous Behavior:** A resident entering roughly 30 log entries in quick succession — pasting each from an external document — was unexpectedly signed out and received errors during data entry. **Resolution:** Concurrent authentication token refreshes no longer force a sign-out, so rapid successive requests keep the session intact. **Suspended Manager Accounts Unsuspend Reliably** Unsuspending a manager account now reports its true result instead of showing a false success. **Previous Behavior:** A manager attempting to unsuspend another manager’s account saw a success message, but the account remained suspended and did not appear under active users. **Resolution:** The unsuspend action no longer reports success when the underlying save fails, so the outcome shown matches what actually happened to the account. **ARC Submissions Complete Successfully** Architectural Change Requests submit and leave Draft status as expected. **Previous Behavior:** For a limited number of residents experiencing the issue, selecting Submit on a completed ARC form displayed a loading spinner and then returned to the form with no error message. The request stayed in Draft status. **Resolution:** ARC submissions no longer fail silently; the request completes and moves out of Draft. **Executable File Uploads Blocked on ARC Attachments** Executable files can no longer be attached to an ARC request. **Previous Behavior:** Any file type was accepted as an ARC attachment, including executable files, which can carry malware. **Resolution:** Executable file uploads are rejected at the ARC attachment step. **Consistent PDF Document Previews** The “Document Preview Not Available” message now appears only when a preview genuinely cannot be shown. **Previous Behavior:** Some PDFs rendered a preview while the “Document Preview Not Available” large-file message displayed at the same time. Other PDFs that were not large showed the same message with no preview. **Resolution:** Preview banner and hidden-state no longer carry over from a previously opened document, so each PDF shows the correct message for itself. **eForm Dropdowns Start Blank** Dropdown fields on eForms no longer pre-select the first option. **Previous Behavior:** Every dropdown on an eForm auto-selected its first option, which led users to assume no other choices were available. **Resolution:** Required eForm dropdowns start blank and stay blank until the user chooses an option. **Spellcheck in the eForm Description Field** Spellcheck now works in the eForm Description field. **Previous Behavior:** Misspelled words in the Description field of an eForm were not underlined and right-click spelling suggestions did not appear, though browser spellcheck worked normally elsewhere, including the title field. **Resolution:** Spellcheck is enabled on the eForm Description field. **Resident Self-Registration Failure Prompt** The self-registration failure message no longer offers manager and administrator options. **Previous Behavior:** When a resident’s self-registration attempt failed, the prompt displayed “Go to Login Page” and “Reset Password” buttons that linked to manager and administrator authentication pages. **Resolution:** Those options are hidden when self-registration cannot be matched to a record. Residents see only the actions that apply to them. **Addresses and Units Display Within Groups** Groups with a large number of assigned units now list every address in the editable Addresses/Units area. **Previous Behavior:** In an affected community, viewing a group showed the assigned units in the group but displayed nothing under Addresses/Units, so managers could not review or remove individual addresses. **Resolution:** The Addresses/Units field populates for large groups, listing each selected address with a remove control. ### [July 27th, 2026](#) ##### Web Portal Version 7.27.26 ##### What’s New? **Company and My Campaigns Tabs** Resident Engagement now separates the campaigns you created from every campaign in the company, with expanded controls for owners and admins. **Feature Overview:** The Resident Engagement page in the Company Command Center now presents two tabs. My Campaigns is selected by default and lists only campaigns created by the current user, with full create, edit, update, and delete controls for every role, including company owners and admins. Campaigns lists every campaign in the company regardless of creator, including the user’s own, and adds a “Created By” column between the Communities and Status columns. Marketing admins who are not a company owner or admin have read-only access in the Campaigns tab with no action controls shown. Available on web. **Benefits:** - **Faster access to your own work:** My Campaigns opens by default so admins land on the campaigns they manage. - **Full company visibility:** The Campaigns tab shows every campaign under the company, with the author identified. - **Clear separation:** Personal campaign management and company-wide review live in distinct views. **Administrators and Company Owners Can Manage All Campaigns** Administrators and company owners can now edit and delete every campaign across the management company, regardless of who created it. **Feature Overview:** From the Campaigns tab, a company owner or administrator can select any campaign in the management company — including campaigns created by other users — and edit it, or delete it through the campaign actions with a required confirmation step. Cancelling the confirmation leaves the campaign unchanged. Users without owner or administrator rights do not see these controls. Available on web. **Benefits:** - **No blocked work:** Campaigns can be corrected or removed without waiting on the person who created them. - **Company-wide oversight:** Owners and administrators manage every campaign under the management company from one place. - **Safeguarded:** Deletion requires confirmation. **Full Visibility of Selected Campaign Communities** All communities selected for a campaign remain visible and removable, even when more than six are chosen. **Feature Overview:** The community selector on campaign create and edit no longer collapses additional selections into a non-expandable “1+” chip. Managers can review the complete list of selected recipient communities and remove any individual community, both while creating a campaign and when editing an existing one. Available on web. **Benefits:** - **Verify before you send:** The full recipient community list is reviewable at any point. - **Adjust in place:** Each selected community can be removed individually. **Campaign Collision Warnings** Saving a campaign as active now warns you when its schedule overlaps another active campaign. **Feature Overview:** When a user saves or updates a campaign as active from My Campaigns, the system checks for an existing active campaign that overlaps in the same community or audience segment and displays a warning. The check runs on new active campaigns, on drafts promoted to active, and on already-active campaigns edited into an overlap. Saving or updating as a draft runs no check and shows no warning, since a draft is not scheduled to send. Available on web. **Benefits:** - **Fewer duplicate sends:** Overlapping communications are surfaced before the campaign goes active. - **Drafts stay frictionless:** Work-in-progress campaigns save without interruption. - **Clear rule:** The save action determines the status, and the status determines whether the check runs. **Disable and Delete Resident Engagement Campaigns** Campaigns can now be disabled or deleted to stop future emails while preserving campaign history and reporting data. **Feature Overview:** A “Disable Campaign” primary action stops all future emails for a campaign while keeping it visible in the UI with a disabled status; a matching “Enable Campaign” action restores it so sends resume per the campaign configuration. A “Delete Campaign” option in the actions dropdown removes the campaign from all campaign lists after a confirmation step, disables all scheduled and future emails, and retains the underlying data for reporting and audit purposes. Deleted campaigns cannot be re-enabled. Enable and Disable controls are visible only to users with Administrator Manager or Company Owner permission. Available on web. **Benefits:** - **Stop sends without losing history:** Disabling and deleting both preserve campaign data for reporting. - **Reversible by design:** Disabled campaigns can be re-enabled at any time. - **Deliberate deletion:** Delete sits in the actions dropdown behind a confirmation step. - **Accurate reporting:** Campaigns sent before deletion retain their historical performance metrics. ##### What’s Improved? **Platform Reliability** **Reduced Intermittent Errors and Logouts During Releases** We reduced intermittent errors and unexpected logouts across the portal through infrastructure changes. **Previous Behavior:** Users across multiple communities and user types intermittently encountered 500 Internal Server Errors and were unexpectedly logged out of the FRONTSTEPS Community portal. **Resolution:** Infrastructure changes were made to reduce these intermittent errors and logouts, resulting in a more stable, reliable experience across the portal. This area remains under active monitoring, and further adjustments will be made if needed. ### [December 1st, 2025](#) ##### The Web Portal v2.2.81 ##### **What’s New?** **Change of Invoice Interface for Board Members** **Feature Overview:** This update allows board members to see invoices they need to provide votes/approvals for on a specific tab titled ‘Board Member’ and all invoices on the ‘Invoices’ Tab . This separation removes confusion on what approvals applies to (only board member approvals are counted for the approvals column) and maintains the previous functionality which allow board members to see past invoices. **Benefits:** - **Clarity** – Approvals and actions belong on their own tab and in a deliberate context for greater user clarity - **Better Management of the Process** – Board Members can see in a specific place the invoices that need their attention - **Reduced Questions** – Expectations and Requirements are now clear ##### What’s Improved? **Architectural Request File size updates** We have increased the file sizes for managers when upload documents for owners to review when submitting an Architectural Request. Owners also have a greater limit when uploading documents during the submission process. **Previous Behavior:**- Managers could only upload 5MB files with a total file size of 20MB - Owners could only upload 20MB files on the web portal with a total size of 25MB **Rsolution:**- Managers can upload 50MB files without a total file size restriction on the web portal - Owners can upload 50MB files without a total file size restriction on the web portal **Payments Call-to-Action Updated** We have updated the call-to-action on the payments button for greater clarity for owner users managing their finances **Previous Behavior:** - Questions would impede owners from clicking ‘pay now’ to start the payment process **Resolution:** - Button has been updated to “Review & Make Payment” so owners understand clicking that button doesn’t *immediately* start a payment **Architectural Notifications** We have updated the architectural request notifications on the web portal to correctly reach the reviewers (if that option is selected) and homeowners (if that option is selected) when the note is visible to reviewers and homeowners **Previous Behavior:** - Notifications wouldn’t reach homeowners as expected **Resolution:** - Notifications are reaching homeowners and reviewers on Architectural Request notes add to the Community Portal when those notes are set to be viewed by homeowners ### [October 22nd, 2025](#) ##### The Mobile App v6.8.0 ##### **What’s New?** **Notification Banners** Managers can now create notification banners for both the web portal and mobile app **Feature Overview:** This feature allows community managers to publish notification banners to both the web portal and the mobile app. Notification banners are seen on the dashboard by owner users after they login to the application. This allows for in-app communication to every community user without having to manage email messages when community-wide advisory notices are required. **Benefits:** ![mobile app](https://frontsteps.com/wp-content/uploads/2025/11/Screenshot-2025-10-31-at-11.05.00-AM-174x300-1.png) - Ease of user: Managers can publish to both the web portal and mobile app for greater ##### What’s Improved? **Architectural Requests document requirements** We have further enhanced architectural requests so requiring the upload of documentation is done when owners create new requests **Previous Behavior:** Document upload requirements in some cases may not have been enforced for new requests **Resolution:** New requests will require uploads when that setting is enabled ### [October 22nd, 2025](#) ##### Web Portal v2.2.79 ##### What’s New? **Architectural Request Notes from Managers and Reviewers can notify other reviewers** Reviewers and Managers can choose the visibility of a note and choose to notify all the Architectural Reviewers of a new note. **Feature Overview:** This feature allows Managers and ARC reviewers to control comment visibility on Architectural Requests. They can choose whether all or select stakeholders can see them. It also offers the option to email all ARC reviewers with a notification and direct link to the updated request. NOTE: this is only available on web for now, mobile versions coming soon **Benefits:** - **Flexible Communication** – Control who sees comments based on sensitivity and relevance - **Faster Reviews** – Email notifications with direct links speed up response times - **Protected Discussions** – Enable candid internal feedback without exposing all stakeholders - **Reduced Noise** – Conditional notifications prevent unnecessary alerts **What’s Improved** **Self-Provisioning improvements** We have added multiple updates to the functionality of Self-Provisioning **Previous Behavior:** Subdomain validation only happens at the last step Confirmation modal wasn’t clear on if the created portal was accessible to users after creation Move in and move out steps listed on the confirmation screen didn’t lay out a clear next step When the portal is created, the URL provided didn’t allow immediate access to the creator **Resolution:** Subdomain validation is done when entering information in the field Confirmation modal is clear on access Move in and move out instructions are clear On portal creation, the creator can immediately access the portal **Visitor Management Company Name Addition** We have added the company name for guests to the full guest list page for clarity **Previous Behavior:** Company name or guest name was displayed on the guest list page **Resolution:** Both company name and guest name are displayed on the guest list page Force Mail settings now enforced We have improved control of notification settings when the resident’s state requires mail settings enabled **Previous Behavior:** Residents could override management company settings despite the resident’s state requiring those settings enabled. **Resolution:** Management Company settings are enforced for mail Scheduled bulletins won’t send out undesired copies We have improved control of scheduled bulletins so messages aren’t sent multiple times **Previous Behavior:** Some bulletins could see multiple copies being sent through email **Resolution:** The system now tracks and restricts that behavior ### [January 22nd, 2025](#) ##### Web Portal Version 2.2.52 ##### What’s New? **Custom Logo Upload for Enhanced Branding** We’re excited to introduce a new feature that brings a whole new level of personalization to the platform: Custom Logo Upload for Management Companies and Communities. This enhancement empowers portal administrators to represent their branding more effectively by customizing logos for management companies and individual communities. **For Administrators:** Admins can upload a custom logo to represent their entire company, ensuring their branding is reflected across all communities. Also, Admins can upload unique logos for specific communities. If both company and community logos are set, the community logo will take precedence, displaying it exclusively for that community, formats supported .png, .jpeg, .svg. This feature will be released on demand, for enablement request access to fscsupport@frontsteps.com. Benefits: - **Enhanced Personalization:** Showcase your unique branding across the platform, reinforcing ownership and community identity. - **Flexibility:** Differentiate specific communities by assigning unique logos tailored to their identity. - **Consistency:** Maintain a professional, branded appearance across all pages where logos are displayed. ##### What’s Improved? **Work Orders Hidden When Board Members Attempt to Create in Standalone Communities** We’re excited to announce an enhancement to the “Board Members Can Create Work Orders” functionality, implementing a better user experience for standalone communities without accounting provider integrations. **For Board Members:** We have identified a scenario for standalone communities without accounting provider integrations regarding the “Board Members Can Create Work Orders” in the FRONTSTEPS Community platform. The entire Work Orders feature is hidden from Board Members, not just the ability to create them, to make Work Orders visible again, Board Member permissions must be manually adjusted, and this action was not providing a best-in-class user experience. **Benefits:** - **Improved Usability:** Board Members can now perform their duties by accessing and managing existing Work Orders, even if the creation feature is disabled. - **Aligned Expectations:** The functionality now behaves consistently with role-based permissions, eliminating the need for manual intervention to restore Work Order visibility. **Learn More:** Did you know? FRONTSTEPS has created a **Frictionless Homeowner Experience** by launching a new **QR code framework** for printed statements and coupon books. [Click here to learn more!](https://frontsteps.com/qr-statements) ## FRONTSTEPS ## Dwelling ## FRONTSTEPS ## Payments ### [August 31st, 2025](#) ##### What’s Improved? **Scheduled Payment Amount Display Timing** Fixed scheduled payment changes now display consistently with their effective date, instead of showing the new amount ahead of when it actually takes effect. **Previous Behavior:** When a fixed scheduled payment’s amount was edited with a future effective date, the updated amount could appear immediately in both the management company reporting view and the homeowner-facing payment view, even though the next scheduled run still reflected the prior amount. This made it look like the new amount would apply sooner than it actually would. **Resolution:** The amount shown now stays consistent with the payment’s effective date, so homeowners and management company staff see the amount that will actually apply to the upcoming payment run. ### [November 6th, 2025](#) ##### What’s New? **Payment Wallets: Apple Pay, Google Pay, and Cash App in Payments 3.0** **Feature Overview:** Payment wallets are digital tools that allow users to store payment information securely and make transactions using smartphones. As part of the Payments 3.0 rollout, homeowners now have the flexibility to make payments using leading digital wallets, including Google Pay, Apple Pay, and Cash App—enhancing convenience, security, and choice in the payment experience. **Benefits:** 1. Wallets add a great convenience of Quick tap-to-pay and reduce checkout time. 2. Use of **tokenization** and **biometric authentication** (like Face ID or fingerprint) adds layers of protection. 3. A diverse range of payment options is now available, delivering a more seamless and user-friendly payment experience for homeowners. ### [October 22nd, 2025](#) ##### What’s New? **Update existing scheduled payments with Default payment method** **Feature Overview** This feature allows users to automatically update all future scheduled payments to use their newly selected default payment method. When a user changes their default payment method (e.g., bank account, credit card), the system will prompt this change to all upcoming scheduled payments, ensuring consistency and reducing manual effort. **Process: Updating existing scheduled payments with default payment method** **1. Add & Set Default Payment Method** The homeowner adds a new payment method (e.g., bank account or card) and sets it as the default. **2. Trigger Pop-Up Notification** A pop-up appears showing a list of existing scheduled payments that are currently linked to the previous payment method. The pop-up includes two action buttons: - “Yes, Update It” - “No, Keep It” **3. User Chooses to Update** If the homeowner clicks “Yes, Update It”, the system updates all listed scheduled payments to use the newly set default payment method. **4. User Chooses to Keep Existing Method** If the homeowner clicks “No, Keep It”, the scheduled payments remain associated with the previous payment method. ![payments](https://frontsteps.com/wp-content/uploads/2025/11/A-screenshot-of-a-computer-screen-AI-generated-content-may-be-incorrect-1-300x186-1.png) **Benefit** **1. Improved User Experience** Reduces the need for manual updates to each scheduled payment. Ensures seamless transition when switching payment methods. **2. Improved User Experience** Minimizes errors or missed payments due to outdated payment details. Saves time for users and support teams by automating updates. **3. Consistency Across Transactions** Ensures all future payments reflect the user’s preferred method. Avoids discrepancies between default settings and scheduled actions. **4. Reduced Risk of Payment Failures** Keeps payment information current, reducing failed transactions due to expired or invalid methods. ### [September 16th, 2025](#) ##### What’s New? QuickPay – Secure Account Number Retrieval via Email **Feature Overview:** Homeowners who forget their account number can now click “Forgot your Account?” link to retrieve it via email. This feature is hidden behind a Feature Flag at MC and will be enabled upon request. **Process of Account Number Retrieval in QuickPay** 1. **Click the Link** On the QuickPay screen, the homeowner clicks the “Forgot your Account?” link. 2. **Popup Appears** A popup window prompts the user to enter their registered email address. 3. **Email Validation** The system checks if the entered email matches a registered homeowner. 4. **Email Sent** If a match is found, the system sends a secure email containing: - All account numbers associated with the user - A “Pay Now” button next to each property - A direct payment link for each account ![quick pay image](https://frontsteps.com/wp-content/uploads/2024/11/FRONTSTEPS-Quick-Pay.png) ![make a payment](https://frontsteps.com/wp-content/uploads/2025/11/A-screenshot-of-a-computer-screen-AI-generated-content-may-be-incorrect-300x190-1.png) ![make a payment](https://frontsteps.com/wp-content/uploads/2025/11/A-screenshot-of-a-computer-AI-generated-content-may-be-incorrect-1-290x300-1.png) ![make a payment](https://frontsteps.com/wp-content/uploads/2025/11/A-screenshot-of-a-computer-AI-generated-content-may-be-incorrect-2-300x197-1.png) **Benefit:** - Reduces support call volume, especially during high-traffic periods like the Superbowl of Payments - Improves user experience and self-service capabilities ## FRONTSTEPS ## ALLi ### [July 9th, 2026](#) ##### What’s New **Workflows: Intelligent Checklists in Step Creation (Pro tier feature)** Transform the Step creation in FRONSTEPS Manager modal into a collaborative workflow builder that mixes automation from ALLi with human-in-the-loop checkpoints. Managers can assign tasks to ALLi, schedule and recur work, embed structured prompts, and route individual checklist items to teammates—all from one place. ##### Feature Overview: ##### What’s New: **Intelligent Budget Generation** Intelligent Budget Generation guides Community Managers through the complete annual budgeting process in one connected experience. Managers begin by selecting the community and budget year, entering expense-growth assumptions, choosing an insurance projection method, uploading a Reserve Study, selecting a reserve-funding approach, and providing any known issues or additional community context. Each step is validated as the Manager progresses, and a final review screen summarizes the assumptions before the budget is generated. Using Caliber general-ledger data and the Manager’s inputs, the budgeting engine then creates a proposed annual operating budget using a transparent calculation hierarchy: Manual Override → Schedule Override → Annualized YTD with Growth → Prior-Year Budget → Prior Actual → CPI → Placeholder Every budget line identifies how its value was calculated, making the resulting budget fully traceable and easier to audit. Account mapping also helps apply a consistent budgeting structure across communities. The generated budget includes the supporting schedules Managers expect, including bad debt, insurance-renewal blending, reserve funding, planned projects, Balance Sheet statements, and Income and Expense statements. Once the baseline budget is ready, ALLi evaluates each general-ledger account individually and recommends potential adjustments. These recommendations are grounded in the community’s historical Caliber data, shared community context, uploaded documents, Manager-provided notes, and relevant market or inflation information. Each ALLi recommendation includes: - The recommended percentage and dollar adjustment - An explanation of the recommendation - An option to apply or dismiss the recommendation Recommendations appear in the Budget Viewer alongside the baseline budget. Managers can apply, review, undo, or dismiss recommendations while totals update automatically. Lines modified using an ALLi recommendation are visually identified, and the reasoning remains available for review. When the budget is complete, the Manager can generate a final FRONTSTEPS Excel workbook with live formulas. The workbook reflects the final values shown in the Viewer and includes an automatically populated Caliber Import tab to help streamline loading the approved budget back into Caliber. **Benefits:** **One guided budgeting workflow** Managers are guided from initial assumptions through final export without needing to understand the underlying mechanics of workbook construction. - **Formula-accurate and traceable** Every number comes from Caliber data, an explicit assumption, a supporting schedule, or a Manager override. Each budget line explains how it was calculated. - **Account-level intelligence** ALLi evaluates individual accounts instead of applying a single growth percentage across the entire budget. - **Managers remain in control** ALLi provides recommendations, but nothing is changed without the Manager choosing to apply it. Recommendations can also be reversed at any time. - **Consistent across a portfolio** Account mapping and standardized calculation logic make it easier to produce consistent budgets across multiple communities. - **Board-ready Excel output** The final workbook contains live formulas, reflects the reviewed budget, and includes the information needed for board and accounting review. - **Ready for Caliber** The automatically populated Caliber Import tab reduces the manual work required to enter an approved budget back into the accounting system. **What’s Improved:** - Replaces the chat-based Budget Draft Agent with a structured, validated experience designed around the way Community Managers build budgets. - Eliminates the need to export data, rebuild formulas, repair workbook errors, and repeat the same spreadsheet process for every community. - Replaces blanket percentage increases with account-specific recommendations grounded in historical and community-specific information. - Gives Managers a clear record of what changed, why it changed, and which values were influenced by ALLi. - Brings budgeting intake, generation, analysis, review, and export together in FRONTSTEPS Manager. **Why It Matters:** Budget preparation has traditionally required Community Managers to export general-ledger information, gather prior budgets, review financial statements, rebuild formulas, validate assumptions, and repeat the process for every community they manage. Intelligent Budget Generation brings that process into one guided workflow. Budgets that previously took days of spreadsheet work can now be created through a faster, more consistent, and fully traceable process. ALLi performs the account-level analysis while the Community Manager retains final control over every change. **Primary users:** Community Managers, accountants, finance teams **Secondary users:** Board members and other members reviewing the completed budget **Benefits:** - **Hybrid Automation, On Your Terms:** Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people. - **Clear Ownership & Accountability:** `@mentions` assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays. - **Consistency at Scale:** Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities. - **Faster Cycle Times:** Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks. - **Richer, Traceable Audit Trail:** ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom. - **Fewer Reworks Through Context:** By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch. - **Flexible Orchestration:** Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed. ### [January 16th, 2026](#) ##### What’s New **Workflows: Intelligent Checklists in Step Creation (Pro tier feature)** Transform the Step creation in FRONSTEPS Manager modal into a collaborative workflow builder that mixes automation from ALLi with human-in-the-loop checkpoints. Managers can assign tasks to ALLi, schedule and recur work, embed structured prompts, and route individual checklist items to teammates—all from one place. ##### Feature Overview: The updated Step creation experience now functions as a lightweight workflow engine tailored to HOA operations. When creating a Step, managers can: - **Assign ALLi as an Assignee:** Choose **ALLi** as the task owner for any checklist item to have it executed automatically in the background. - **Build Reorderable Checklists:** Break a Step into clear, movable checklist items to mirror the exact process you follow. - **Embed Structured Prompts (Markdown):** Add rich, markdown-based instructions to guide ALLi—include data points, links, and formatting to standardize outcomes. - **Use Inline @Mentions for Routing:** Assign items with `@mentions` (e.g., `@alli` for AI execution or `@alex` for a teammate). Mentions drive automatic assignment and clarify ownership. - **Automated Comment Responses:** As ALLi completes her items, she posts results directly into the Step’s comments—creating a running, auditable transcript. - **Context-Aware Follow‑Ups:** ALLi automatically uses prior comments and outcomes as context for subsequent items, improving relevance and continuity. - **Auto‑Attach Outputs:** Files or reports generated by ALLi are attached to the Step automatically for easy review and sharing. - **Hybrid Execution Rules:** ALLi executes only the checklist items addressed to `@alli` and **pauses** when the workflow reaches items assigned to people. Once the human completes their item, **processing continues** with subsequent AI-assigned tasks—no manual restarts required. **Benefits:** - **Hybrid Automation, On Your Terms:** Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people. - **Clear Ownership & Accountability:** `@mentions` assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays. - **Consistency at Scale:** Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities. - **Faster Cycle Times:** Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks. - **Richer, Traceable Audit Trail:** ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom. - **Fewer Reworks Through Context:** By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch. - **Flexible Orchestration:** Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed. ### [November 17th, 2025](#) ##### What’s New? **Microsoft Outlook Integration – Premium Feature** You can now connect your Microsoft Outlook account to ALLi to sync important email communications and enhance cross-platform workflows. **Feature Overview:** - Centralizes communication for easier follow-up and collaboration. - Improves task context and reduces time spent switching between tools. **Benefits:** - Securely connects Outlook to ALLi for email integration. - Lets you link emails to tasks, agents, or packets directly. **Smarter Visuals for Board Packet Generation** Report groups are now auto-attached during board packet creation, reducing manual setup and ensuring consistent outputs. **Feature Overview:**- Automatically links report groups to packet fields using predefined rules. - Applies preset grouping criteria to minimize manual adjustments. **Benefits:** - Saves time preparing board packets. - Reduces errors from manual group assignments. **Targeted Interactions with Specific Agents** You can now direct your questions to a specific agent in ALLi, enabling more accurate and relevant responses. **Feature Overview:**- Supports agent-specific parameters for precise routing. - Delivers focused processing in complex workflows. **Benefits:** - Gives admins greater control over automation behavior. - Optimizes multi-agent workflows with targeted responses. **Caliber Fact Sheet Integration** ALLi now pulls in Caliber fact sheets, bringing key property information directly into your reports for seamless meeting prep and review. **Feature Overview:**- Fetches fact sheet data from Caliber systems into ALLi. - Displays that information within ALLi’s reporting views. **Benefits:** - Centralizes key property facts for board and manager use. - Improves visibility into community metrics and reporting. **Enhanced Agent Profile Descriptions** Agent profiles now include detailed notes that describe each agent’s capabilities, helping users quickly understand what each agent can do and select the right one for the job. **Feature Overview**: - Store rich descriptions and metadata with agent profiles. - Improves discoverability and understanding in support tools. **Benefits:** - Speeds up onboarding and troubleshooting for support staff. - Reduces miscommunication with better documentation. **Click-to-Link Report Groups** The front-end interface now lets users visually connect report groups to board packets during creation or editing, with built-in guidance to avoid errors. **Feature Overview:**- UI to visually link report groups during packet setup. - Includes inline validation and proactive guidance. **Benefits:** - Streamlines setup and reduces configuration mistakes. - Minimizes need for support assistance on packet setup. **Fixed Task Assignment Bug** Resolved an issue where tasks created by ALLi were sometimes assigned to the wrong Suite Manager. Assignments now work as expected. **Feature Overview:**- Corrected logic for automated task assignments. - Ensures tasks go to the right Suite Manager every time. **Benefits:** - Improves accountability through accurate task ownership. - Reduces time spent fixing assignment errors. **Export Full Chatbot Conversations to PDF – ALLi** You can now export entire chatbot conversations in ALLi to PDF for recordkeeping or audit purposes. **Feature Overview:**- One-click PDF export for full chatbot transcripts. - Ideal for archiving or compliance reviews. **Benefits:** - Easy to store and share conversation records. - Supports compliance, training, and reporting needs. ### [November 3rd, 2025](#) ##### What’s New? **Core Voice Support (Phase 1)** Talk to ALLi using your microphone for hands-free, natural interaction. Phase 1 delivers the foundation of voice-first productivity. **Feature Overview:** Voice input is now available to initiate and continue conversations with ALLi without typing. This release focuses on reliable microphone capture, clear permission handling, and smooth handoff into the existing chat experience. **Benefits:** - **Hands-free productivity:** Ideal for managers in the field or while multitasking. - **Accessible by design:** Reduces friction for users who prefer speaking to typing. - **Platform for growth:** Establishes the base for future “do this by voice” actions. **Support Site – Agent Description Datapoint** Standardized “Agent Description” metadata is now available to enrich discovery and documentation. **Feature Overview:** Each agent on the Support Site now includes a consistent description field, enabling clearer explanations of purpose and scenarios. This metadata supports AI Hub views and external API consumers that index or display your agent library. **Benefits:** - **Consistent documentation:** Clear, comparable agent profiles across your library. - **Better discovery:** Easier for teams to find the right agent for the job. - **Integration-ready**: Cleaner downstream use by hubs, training content, and APIs. **Support Site – Agent Description Datapoint** Standardized “Agent Description” metadata is now available to enrich discovery and documentation. **“Top 10 Prompts” (Replaces Pre-Defined Prompts)** Data-informed starter prompts replace the static list to help users get value faster. **Feature Overview:** ALLi now surfaces a dynamic Top 10 Prompts set on the home and/or empty state screens. These prompts are selected from real usage patterns to maximize clarity and jump-start productive conversations. **Benefits:** - **Faster first win:** Shortens time-to-value for new and returning users. - **Higher engagement:** Prompts reflect what users actually do most. Evolves with usage: Room to rotate or A/B test by role over time. - **Evolves with usage:** Room to rotate or A/B test by role over time. **Sidebar Navigation Menu** A persistent left-hand sidebar organizes ALLi into intuitive sections to improve discovery and scalability. **Feature Overview:** The new sidebar groups core areas (e.g., Documents, Prompts, Agents) and provides a stable home for future ALLi “apps.” It reduces clicks, shortens learning curves, and makes room for multimodal features. **Benefits:** - **Speed to action:** Find what you need faster with fewer page hops. - **Designed to scale:** A framework that accommodates new features gracefully. - **Higher adoption:** Clearer wayfinding increases feature discovery. - **Workflow Consistency:** Matches Caliber’s compliance standards while streamlining steps in Suite Manager. - **Fewer Handoffs:** Allows CAMs to progress violations independently. **What’s Improved** Date & Time Awareness Accuracy Restores trustworthy scheduling and time-based logic across ALLi. **Previous Behavior:** In certain contexts, ALLi referenced an outdated date (commonly June 2024), which could misalign reminders, scheduling, and other time-sensitive logic for some users and roles. **Resolution:** Temporal handling has been corrected to consistently reference current system date and respect time zones across supported environments. **Benefit:** Reliable planning: Accurate dates/times improve trust in reminders, schedules, and automations. **Omnisearch Filter Reliability** Filters now return complete, consistent results across complex queries. **Previous Behavior:** Some users saw incomplete or inconsistent results when applying certain Omnisearch filters, which disrupted data-heavy workflows. **Resolution:** Filtering logic and validations were refined to ensure expected results across edge cases and combined parameters. **Benefit:** Confidence in results: Teams can rely on search to find the right records without manual workarounds. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Verified Ambassadors](https://frontsteps.com/verified-ambassadors/) **Published:** February 4, 2025 **Author:** FRONTSTEPS **Content:** # AMBASSADORS ## Connect with Our Partners We proudly collaborate with leading technology partners to deliver connected solutions that enhance community management. [Verified Ambassadors](#Verified-Ambassadors)[Ambassadors](#Ambassadors)[Partners & Integrations](#partners-integrations) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ## VERIFIED AMBASSADORS Our Verified Ambassadors are vetted and go above and beyond to support communities and property management professionals with seamless integrations and a fully connected experience inside FRONTSTEPS. ![avid logo](https://frontsteps.com/wp-content/uploads/2026/07/8c9bdb49-9722-4ab7-b8f4-857f99dc9f48.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### Automation & Efficiency Leading an accounts payable automation platform that helps community association management companies streamline AP with AI-powered workflows, expert support, and secure payments. ##### What They Do ![blue check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643.svg) Automate invoice and payment processes to save time and reduce errors. ![blue check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643.svg) Simplify AP workflows built for community associations. ![blue check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643.svg) Protect every transaction with AI-powered, multi-layer fraud prevention. [Visit AvidXchange](https://automate.avidxchange.com/Frontsteps-2025.html?utm_source=Partner&utm_medium=Website&utm_campaign=701Uq00000Q8YqOIAV&utm_content=CAM) ![checkalt logo](https://frontsteps.com/wp-content/uploads/2026/02/CheckAlt-logo.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### Automation & Efficiency CheckAlt streamlines inbound payments with secure receivables solutions across paper and digital channels. Payments flow directly into FRONTSTEPS, reducing manual reconciliation and accelerating cash flow. ##### What They Do ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Traditional Lockbox: Process mailed checks at secure off-site facilities to reduce manual work and speed up deposits. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Electronic Lockbox: Keep bill pay payments fully digital to improve cash flow, security, and reconciliation. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Remote Deposit Capture: Scan and process checks on-site for same-day deposits through a secure hosted platform. [Visit CheckAlt](https://www.checkalt.com/?utm_campaign=22131369-Partner_Frontsteps&utm_source=Frontsteps&utm_term=home) ![edenred pay logo](https://frontsteps.com/wp-content/uploads/2024/04/eden-red-pay-logo.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### Automation & Efficiency Edenred Pay simplifies accounts payable with secure, fully integrated invoice-to-pay automation for FRONTSTEPS and Caliber. ##### What They Do ![red check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546.svg) Automate the invoice-to-pay process from invoice capture through payment reconciliation. ![red check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546.svg) Manage all payment types in one secure platform with fraud protection and configurable workflows. ![red check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546.svg) Earn cash-back rebates on qualifying virtual card payments to help offset AP costs. [Visit Edenred](https://edenredpay.com/property-management/) ![thumbtack logo](https://frontsteps.com/wp-content/uploads/2025/08/Thumbtack-Combination-Logo-Lockup-300x53.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### Community Engagement Our homeowners get personalized guidance on what to do and when to do it as well as who to hire from our growing community of 300,000 local service businesses. ##### What They Do ![thumbtack icon](https://frontsteps.com/wp-content/uploads/2025/09/Frame-1000004546-7.svg) Thumbtack’s all-in-one app makes it easy to complete all of your home projects, all in one place, from urgent repairs to seasonal maintenance and bigger improvements. ![thumbtack icon](https://frontsteps.com/wp-content/uploads/2025/09/Frame-1000004546-7.svg) Personalized guidance and easy-to-use tools help you know what projects to do, when to do them, and who to hire. ![thumbtack icon](https://frontsteps.com/wp-content/uploads/2025/09/Frame-1000004546-7.svg) Thumbtack’s best-in-class hiring experience leverages AI-powered system to intelligently connect homeowners with the right pros based on their specific needs and priorities. [Visit Thumbtack](https://www.thumbtack.com/?utm_source=cma-frontsteps&utm_medium=partnership) ![techcollect logo](https://frontsteps.com/wp-content/uploads/2026/07/1e43daef-3c6d-4fd2-a8e4-16fce6a9eb6a.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### AI Solutions TechCollect uses AI and automation to help community association management companies recover past-due assessments while reducing manual work and legal action. ##### What They Do ![purple check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643-2.svg) Automate past-due assessment communications based on homeowner preferences, regulations, and repayment likelihood. ![purple check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643-2.svg) Generate additional revenue for management companies through collections. ![purple check icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004643-2.svg) Increase automated communication while reducing friction between boards, homeowners, and legal teams. [Visit TechCollect](https://techcollect.ai/) ![](https://frontsteps.com/wp-content/uploads/2021/08/vive-logo-vector.png) ![frontsteps verified check](https://frontsteps.com/wp-content/uploads/2026/08/frontsteps-verified-check.svg) ##### Automation & Efficiency VIVE simplifies vendor compliance by managing insurance, licensing, and business verification to help protect communities from risk at no cost to management companies. ##### What They Do ![](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546-6.svg) Vendor Management tools including vendor search by location, RFPs and contract management. ![](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546-6.svg) Insurance Certificate of Insurance vetting and tracking. ![](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1000004546-6.svg) Trade Licensing and business information validation. [Visit Vive](https://www.getvived.com/sales) ## Ambassadors Trusted, integrated partners actively working alongside FRONTSTEPS to support communities. ![getquorum logo](https://frontsteps.com/wp-content/uploads/2025/08/GQ-Logo-Blue.png) GetQuorum provides fully managed virtual meetings, hybrid meetings, electronic voting, and governance solutions that help HOAs and condominiums achieve quorum and run successful elections. ![levelheaded logo](https://frontsteps.com/wp-content/uploads/2025/09/levelheaded_sticker.png) Levelheaded combines AI-powered tools and expert mediators to resolve HOA disputes quickly, affordably, and without litigation. [](https://anva.com/) ![anva logo](https://frontsteps.com/wp-content/uploads/2025/09/anva-color-horizontal.png) ANVA is a cloud-based legal operations platform that streamlines collections, litigation, and document sharing between community managers and legal teams. [](https://finitebusinesssolutions.com/) ![finite logo](https://frontsteps.com/wp-content/uploads/2025/08/FINITE-Business-Solutions-Logo-Small-Vectored-PNG.png) FINITE Business Solutions provides outsourced HOA accounting services and financial support to help management companies improve efficiency and grow revenue. [](https://www.associationready.com/readyresale-and-frontsteps.asp) ![ready resale logo](https://frontsteps.com/wp-content/uploads/2025/08/readyresale_logo_brand.png) ReadyRESALE simplifies resale document management, helping property management companies reduce workload and improve efficiency. [ ![](https://frontsteps.com/wp-content/uploads/2026/09/docuseller-telebria-lockup-small-use.svg) ](https://docuseller.com/?utm_source=frontsteps&utm_medium=referral&utm_campaign=ambassador-listing) DocuSeller turns resale and closing documents into an automated storefront that earns revenue on every order. Each package is built from live management data the moment it’s requested. ## More Partners & Integrations Trusted, integrated partners actively working alongside FRONTSTEPS to support communities. - [Security Hardware](#tab_6aada8f20e715) - [Print Partners](#tab_6aada8f20e71a) - [Software & Security](#tab_6aada8f20e71c) Security Hardware ![](https://frontsteps.com/wp-content/uploads/2021/08/HID.png) ![Banking Partners kantech](https://frontsteps.com/wp-content/uploads/2021/07/kantech.png) ![dks Banking Partners](https://frontsteps.com/wp-content/uploads/2021/07/dks.png) ![](https://frontsteps.com/wp-content/uploads/2021/09/TagMaster_devis.png) ![](https://frontsteps.com/wp-content/uploads/2021/09/BAi-Transparent-300x206.png) ![](https://frontsteps.com/wp-content/uploads/2021/09/www.liftmaster-300x52.jpg) ![](https://frontsteps.com/wp-content/uploads/2021/09/nedap-logo-300x57.png) ![](https://frontsteps.com/wp-content/uploads/2021/09/TransCore_Logo_FullColor-400x100-1-300x77.png) Print Partners ![](https://frontsteps.com/wp-content/uploads/2024/04/HOAMailers_Logo.png) ![](https://frontsteps.com/wp-content/uploads/2024/04/PagePerPage_Logo.png) ![](https://frontsteps.com/wp-content/uploads/2024/04/BankACountCorp_Logo.png) ![](https://frontsteps.com/wp-content/uploads/2024/04/OSG-Logo-Primary-1-300x148.png) Software & Security ![strategy 123 logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-8.png) ![paylease logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-12.png) ![sperlong logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-9.png) ![pilera logo](https://frontsteps.com/wp-content/uploads/2021/08/pilera_logo.png) ![my hoa logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-16.png) ![](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-13.png) ![osg logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-14.png) ![letter stream logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-19.png) ![fincen logo](https://frontsteps.com/wp-content/uploads/2024/10/FinCEN-full-color-300x99.jpg) ![toxentric logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-25.png) ![corelogic logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-27.png) ![converged service logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-28.png) ![comweb logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-30.png) ![clickpay logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-31.png) ![axela logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-32.png) ![adac logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-35.png) ![abdi logo](https://frontsteps.com/wp-content/uploads/2021/07/Imagen-37.png) ![naber logo](https://frontsteps.com/wp-content/uploads/2021/07/Enmascarar-grupo-4.png) ![VMS Software Partners](https://frontsteps.com/wp-content/uploads/2021/07/Enmascarar-grupo-3.png) How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [FRONTSTEPS Payments](https://frontsteps.com/payments-automations/) **Published:** October 16, 2024 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Payments Fast, secure, and simple. Ditch the paper checks and manual tracking. FRONTSTEPS Payments streamlines your accounts receivable processes, helping your team save time, reduce errors, and keep community finances running smoothly. [Request a Demo](https://frontsteps.com/contact-us/?utm_medium=hero_button_payments&utm_campaign=request_a_demo) ## The Payments Advantage ![bank icon](https://frontsteps.com/wp-content/uploads/2025/11/account_balance.svg) ##### Flexible, On-Time Payments Set up recurring charges, offer a variety of payment methods including QR codes, and ensure homeowners stay on schedule without manual reminders. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) ##### Automate to Accelerate From recurring dues to one-time charges, automate payment processes to reduce manual work and improve cash flow. Your staff spends less time on collections and your books stay balanced. ![](https://frontsteps.com/wp-content/uploads/2025/11/rocket.svg) ##### Boost Revenue with Better Adoption Whether you’re in the office or out in the community, our mobile-friendly tools help you stay productive on the go. Access homeowners’ info, respond to requests, and manage operations anytime, from any device. - #### [#### Real-Time Payment Tracking](#tab_6aada8f219db1) [Stay on top of finances with instant visibility into payment statuses and homeowner balances. No more waiting or guessing.](#tab_6aada8f219db1) - #### [#### Reduce Risk and Errors](#tab_6aada8f219dd8) [Say goodbye to manual entry mistakes. Our automated system helps ensure accuracy and consistency across all transactions.](#tab_6aada8f219dd8) - #### [#### Secure, Convenient Payment Options](#tab_6aada8f219de4) [Give homeowners a seamless experience with multiple ways to pay and top-tier encryption to keep financial data safe.](#tab_6aada8f219de4) ![payments desktop](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-12.webp) ![payments photo](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-13.webp) ![payments photo](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-14.webp) ## Frequently Asked Questions ### [How does automated payments benefit residents and management companies?](#) Automated payments make life easier for residents by ensuring dues are paid on time without manual effort, reducing late fees and last-minute stress. For management companies, automation cuts administrative work, improves cash flow consistency, and reduces payment-related calls. Overall, it creates a smoother, more predictable payment cycle for everyone. ### [What payments methods does FRONTSTEPS Payments support?](#) FRONTSTEPS Payments supports credit cards, debit cards, ACH bank transfers, and even mobile wallets like Apple Pay and Google Pay. This flexibility lets residents choose the payment method that’s most convenient while ensuring fast, secure payment processing for the community. ### [Is FRONTSTEPS Payments safe and secure?](#) Yes! FRONTSTEPS Payments are highly secure. We use industry-standard encryption, tokenization, and rigorous compliance protocols to protect sensitive financial data. By partnering with certified payment processors and adhering to PCI standards, FRONTSTEPS ensures every transaction is safe, reliable, and fully protected for both residents and management companies. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button_payments&utm_campaign=request_a_demo) --- ### [FRONTSTEPS Manager](https://frontsteps.com/frontsteps-manager/) **Published:** October 16, 2024 **Author:** FRONTSTEPS **Content:** ![manager image](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004842.jpg) ## FRONTSTEPS # Manager Your Command Center for Community Operations FRONTSTEPS Manager is our reimagined community manager platform. It simplifies daily operations by bringing everything together: violations, work orders, budgets, inspections, communications, and approvals [Request a Demo](https://frontsteps.com/contact-us/?utm_medium=hero_button_manager&utm_campaign=request_a_demo) ## The Manager Advantage ![leaf with bolt](https://frontsteps.com/wp-content/uploads/2025/10/energy_savings_leaf-1.svg) ##### Your Everyday Operating System Every workflow, from scheduling to approvals, is designed to save time and reduce friction. ![](https://frontsteps.com/wp-content/uploads/2025/10/person_celebrate.svg) ##### One Platform, No Juggling Combines Suite Manager and the Community Manager mobile app into a single system. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) ##### Powered by ALLi AI assistant that surfaces insights, streamlines repetitive tasks, improves search, and proactively guides workflows. **Powered by ALLi’s AI intelligence,** ALLi helps managers work smarter by surfacing key insights, streamlining repetitive tasks, improving search, and proactively guiding workflows. Whether in the office or out in the field, ALLi ensures operations run more efficiently and with greater clarity. [LEARN MORE](/alli/) ![Alli icon](https://frontsteps.com/wp-content/uploads/2025/11/Union.svg) ### Powerful Features You’ll Love - #### [#### AI Driven Intelligence](#tab_6aada8f21e460) [Smarter decision making with proactive guidance, all to improve operational efficiency.](#tab_6aada8f21e460) - #### [#### Mobile Freedom](#tab_6aada8f21e482) [Full access to reports, inspections, and tasks on the go.](#tab_6aada8f21e482) - #### [#### Clear Ownership](#tab_6aada8f21e48d) [Designed specifically for managers, admins, and the people keeping communities running every day.](#tab_6aada8f21e48d) - #### [#### Unified Identity](#tab_6aada8f21e495) [A strong, simple identity that grows with new AI powered features and innovations.](#tab_6aada8f21e495) - #### [#### Leadership and Control](#tab_6aada8f21e49d) [“Manager” reflects authority, oversight, and decision-making power.](#tab_6aada8f21e49d) - #### [#### Interactive TODO List](#tab_6aada8f21e4a5) [Streamline daily tasks, track progress, and keep every part of community management organized and on track.](#tab_6aada8f21e4a5) ![alli screenshot](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004399-1.jpg) ![manager guy on phone](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000005245.jpg) ![](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-5.jpg) ![manager image](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-6.jpg) ![manager list](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-7.jpg) ![manager list](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-8.jpg) ![cam app map](https://frontsteps.com/wp-content/uploads/2025/11/509068d20dc7ae7a722d7e74316fee60d5907a00.png) ### Bringing in-field mobility to community management With the Community Manager mobile app, managers can stay connected, responsive, and effective from anywhere. Whether reviewing reports at your desk or addressing issues in the field, the app keeps operations moving without interruption. ##### On-the-Go Access Manage violations, inspections, and work orders directly from your phone. ##### Stay Connected Communicate with residents and boards instantly, no matter your location. ##### Responsive Operations Approve requests, review budgets, and monitor tasks in real time. ##### Unified Experience The mobile app syncs reports back into the FRONSTEPS Manager desktop application. ## Frequently Asked Questions ### [What is FRONSTEPS Manager and who uses it?](#) FRONTSTEPS Manager is your command center for community operations that brings core workflows like violations, work orders, budgets, communications, and approvals, into one system. It’s designed for managers, admins, and the teams running communities day to day. ### [How does FRONTSTEPS Manager support community management teams?](#) FRONTSTEPS Manager supports community management teams by centralizing daily operations into one command center and reducing friction with workflows from scheduling to approvals. It’s also powered by ALLi, which helps by surfacing insights, streamlining repetitive tasks, improving search, and proactively guiding workflows for clearer, more efficient operations. ### [What tasks can managers complete within FRONTSTEPS Manager?](#) Managers can complete and manage core community operations tasks in one place, including: - Manage violations and work orders (including from a mobile device) - Review reports and track tasks while on the go - Approve requests, review budgets, and monitor tasks in real time - Communicate with residents and boards regardless of location ### [Can FRONSTEPS Manager be accessed remotely or on mobile devices?](#) Yes. FRONTSTEPS Manager supports in-field, mobile access through the Community Manager mobile app or the FRONTSTEPS Manager web app. Managers can access key work like violations, work orders, reports, and tasks on-the-go, so they can stay productive whether they’re at their desk or out in the community. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button_manager&utm_campaign=request_a_demo) --- ### [FRONTSTEPS Dwelling](https://frontsteps.com/visitor-management-security/) **Published:** October 16, 2024 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Dwelling Smarter Security for Your Communities Simplify security and access management through our Dwelling web & mobile app. Manage visitors, monitor activity, remotely open and close approved doors—all from the palm of your hand. [Request a Demo](https://frontsteps.com/contact-us/?utm_medium=hero_button_dwelling&utm_campaign=request_a_demo) ## The Dwelling Advantage We make it easy to manage security for your gated communities and recreational amenities. ![shield icon](https://frontsteps.com/wp-content/uploads/2025/11/beenhere.svg) ##### One platform, complete security Access control, visitor management, and advanced security in a single system. ![stress icon](https://frontsteps.com/wp-content/uploads/2025/11/stress_management.svg) ##### Fewer calls & complaints Homeowners and guests get a smoother, user-friendly experience. ![cycle icon](https://frontsteps.com/wp-content/uploads/2025/11/cycle.svg) ##### Works with your existing hardware No need for expensive replacements. ![hand icon](https://frontsteps.com/wp-content/uploads/2025/11/approval_delegation.svg) ##### Trusted by thousands of communities Proven reliability and expert support. ### Powerful Features You’ll Love - #### [#### In-App Instant Access](#tab_6aada8f2253b3) [Unlock community gates and amenities with one tap on your smartphone—no key fobs or cards needed. - **Easy & Convenient:** Manage access from your phone. - **Cost-Effective:** Eliminate physical devices and upkeep. - **Scalable:** Add access points without complex installs.](#tab_6aada8f2253b3) - #### [#### Credentialed Access Control](#tab_6aada8f225438) [Secure entry for residents, while keeping unauthorized visitors out. - Control access to gates, pools, clubhouses, and more. - Issue key fobs, RFID tags, wallet cards, and digital passes. - Monitor entry logs in real time.](#tab_6aada8f225438) - #### [#### Visitor Management Made Simple](#tab_6aada8f225462) [Speed up guest check-ins and reduce manual tasks. - Homeowners send digital guest passes (QR codes). - Real-time visitor tracking and automated logs. - LPR for returning guests and license scanning. - Works even without internet access.](#tab_6aada8f225462) - #### [#### Advanced Security Technology](#tab_6aada8f22548a) [Smarter tools for safer communities. - Live activity monitoring and remote gate control. - Incident logging and unattended digital access. - Centralized, real-time security updates.](#tab_6aada8f22548a) ![dwelling](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-5.webp) ![dwelling interface](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000005149-1.webp) ![guy holding dwelling qr code](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-7.webp) ![security gaurd](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-8.webp) ## Frequently Asked Questions ### [What is FRONTSTEPS Visitor Management & Security?](#) FRONTSTEPS Visitor Management & Security, Dwelling, is a visitor access and security platform for communities that helps manage guest entry, monitor access activity, and control gates or doors from web and mobile. It centralizes visitor workflows and access events in one place for staff and authorized users. ### [How does Visitor Management & Security improve community safety?](#) Dwelling improves community safety by controlling who can enter, logging access activity in real time, and giving staff tools to monitor and respond to security events faster. With stronger visibility into entries and incidents, communities can reduce unauthorized access and improve accountability ### [What tools does Visitor Management & Security provide for tracking visitors?](#) Dwelling provides tools that identify visitors and record entry activity so communities can see who came in and when. Common visitor-tracking tools include: - Digital guest passes (e.g., QR-based passes) - Real-time visitor activity tracking and visitor logs - License plate recognition (LPR) and ID/license scanning How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button&utm_campaign=request_a_demo) --- ### [FRONTSTEPS Community](https://frontsteps.com/community-association-management/) **Published:** October 16, 2024 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Community A modern platform for smarter community management. FRONTSTEPS Community makes it easy to stay organized, connected, and in control. From sending community updates to handling Homeowner requests and dues, everything is in one place. It’s simple, fast, and mobile-friendly. [request a demo](https://frontsteps.com/contact-us/?utm_medium=Community_hero_button&utm_campaign=request_a_demo) ## The Community Advantage ![brain icon](https://frontsteps.com/wp-content/uploads/2025/11/cognition.svg) ##### Work Smarter with Centralized Tools FRONTSTEPS Community is a digital platform that helps HOAs improve communication with homeowners through centralized messaging, announcements, document sharing, homeowner portals, and mobile access. Boards, managers, and residents stay connected through one system designed to improve transparency and engagement. ![computer icon](https://frontsteps.com/wp-content/uploads/2025/11/devices.svg) ##### Connect from Anywhere Whether you’re in the office or out in the community, our mobile-friendly tools help you stay productive on the go. Access homeowner’s info, respond to requests, and manage operations anytime, from any device. ![house with heart icon](https://frontsteps.com/wp-content/uploads/2025/11/family_home.svg) ##### Homeowner Experience that Builds Trust Homeowners can submit architectural review requests, maintenance requests, and community applications directly through the platform. FRONTSTEPS helps associations manage architectural review workflows digitally, making it easier to track submissions, approvals, documentation, and communication throughout the process. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) ##### Trusted by Thousands of Communities Proven reliability and expert support. - #### [#### A Simplified Task Management](#tab_6aada8f22914f) [Automate everyday tasks like architectural reviews, violation tracking, and maintenance requests. Focus on what matters most: improving your community.](#tab_6aada8f22914f) - #### [#### Smarter Communication](#tab_6aada8f229173) [Send updates, reminders, and alerts to your entire community or specific groups. Keep homeowners and board members without the back-and-forth.](#tab_6aada8f229173) - #### [#### Dedicated Homeowner Support](#tab_6aada8f229180) [We handle support calls from homeowners, saving your staff time and reducing frustration. Your homeowners get the help they need—without tying up your team.](#tab_6aada8f229180) ![community](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-9.webp) ![community screenshot](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-10.webp) ![lady on phone](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-11.webp) ## Frequently Asked Questions ### [How does using FRONTSTEPS Community help boards and management companies?](#) FRONTSTEPS Community helps management companies and boards centralize communication, documentation, workflows, and real-time collaboration. Board members can access community information, reports, requests, and updates from anywhere, helping managers and boards work together more efficiently while maintaining visibility across the community. ### [Is FRONTSTEPS Community suitable for communities of all sizes?](#) Yes! FRONTSTEPS Community is designed to scale for HOAs and COAs of any size, from small associations to large, multi-property portfolios. Its flexible tools allow each community to tailor features based on their needs, staffing, and engagement goals. ### [What workflows can be streamlined with FRONTSTEPS Community software?](#) FRONTSTEPS Community streamlines key operations such as architectural requests, violation management, work orders, communication, document sharing, amenity reservations, and task tracking. By automating manual steps and providing centralized visibility, it helps teams work faster, reduce errors, and stay organized. ### [What software helps manage architectural review applications and approvals?](#) FRONTSTEPS Community helps HOAs and management companies manage architectural review applications and approvals through digital submission forms, automated workflows, document tracking, and centralized communication. Managers, review committees, and homeowners can track requests and approval status from one platform. ### Check out Resident Engagement A powerful new tool built into FRONTSTEPS Community that helps management companies communicate with residents, increase portal adoption, and drive online payments. All at no cost to you. ##### Boost Efficiency Email templates, automated workflows, and engagement tracking function like a built-in CRM. ##### Show you Real-Time Insights Track your success with dashboards that provide clear metrics on what’s important to you. ##### Increase Resident Satisfaction & Technology Adoption Now it’s even easier for residents to stay informed, pay dues, and engage. [LEARN MORE](/resident-engagement/) ![resident engagement dashboard](https://frontsteps.com/wp-content/uploads/2025/11/Pre-Made-Blocks-3-1.webp) How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button&utm_campaign=request_a_demo_community) --- ### [FRONSTEPS Caliber](https://frontsteps.com/back-office-management-accounting/) **Published:** October 16, 2024 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Caliber A powerful full-service tool that automates accounting, maintenance, and community management. With FRONTSTEPS Caliber, you can focus your time and resources on what matters most. Whether you’re processing AP invoices, posting AR payments, managing violations, architectural requests, or special assessments, Caliber maximizes your productivity with engineered efficiency. [Request a demo](https://frontsteps.com/contact-us/?medium=caliber) ## The Caliber Advantage ![](https://frontsteps.com/wp-content/uploads/2025/10/person_celebrate.svg) ##### Work Smarter, Not Harder Automate time-consuming tasks like payment posting, compliance tracking, and reporting to boost efficiency and reduce errors. ![computer icon](https://frontsteps.com/wp-content/uploads/2025/11/devices.svg) ##### Anywhere Access for Managers Community managers can perform inspections, log violations, and manage work orders from any device, anytime. ![diamond icon](https://frontsteps.com/wp-content/uploads/2025/11/diamond_shine.svg) ##### Modern Experience for Homeowners & Boards Homeowners get a sleek portal to pay dues, submit requests, and stay updated. Board members enjoy easy access to reports and insights. ### Powerful Features You’ll Love - #### [#### HOA Accounting Made Easy](#tab_6aada8f22db17) [Automated payment posting, budgeting, collections, and fund-based accounting.](#tab_6aada8f22db17) - #### [#### Custom Compliance Tools](#tab_6aada8f22db3e) [Tailor violation letters and workflows; send notices in bulk.](#tab_6aada8f22db3e) - #### [#### Streamlined Maintenance & Requests](#tab_6aada8f22db4b) [Fast work order processing, flexible ARC workflows, and automated delinquency tracking.](#tab_6aada8f22db4b) ![caliber budget](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-2.webp) ![caliber picture](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-3.webp) ![violation image](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-4.webp) ## Frequently Asked Questions ### [What does Caliber software do for HOAs and community associations?](#) FRONTSTEPS Caliber is a full-service back-office platform that automates HOA accounting, maintenance, and community management. It helps associations and management teams handle core work like AP invoices, AR payment posting, violations, architectural requests, and special assessments in one system to maximize productivity. ### [How does Caliber help streamline accounting, maintenance, and compliance workflows for property managers?](#) Caliber streamlines operations by automating high-volume tasks and standardizing workflows across your portfolio—reducing manual work and errors. In practice, it supports: - Accounting automation: automated payment posting, budgeting, collections, and fund-based accounting - Compliance efficiency: configurable compliance tools to tailor violation letters/workflows and send notices in bulk - Maintenance + requests: faster work order processing, flexible ARC workflows, and automated delinquency tracking ### [Who benefits most from using Caliber- community managers, boards, or homeowners?](#) Caliber delivers the biggest day-to-day impact for community management teams and back-office staff because it automates accounting and operational workflows. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_medium=footer_button_caliber_page&utm_campaign=request_a_demo) --- ### [Events Request a Demo](https://frontsteps.com/events-request-a-demo/) **Published:** December 9, 2025 **Author:** Maureen Contestabile **Content:** # Let’s Build Better Communities Smarter HOAs. Happier homeowners. Fewer headaches. Δ Name This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\* What brought you to our FRONTSTEPS?What brought you to our FRONTSTEPS?Ready to Switch SoftwareChat with SupportLearn How AI Helps You Work SmarterLearn About FRONTSTEPS PricingCheck Integration with Your Current Tools What products are you interested in?What products are you interested in?FRONTSTEPS CaliberFRONTSTEPS PaymentsFRONTSTEPS CommunityALLiFRONTSTEPS ManagerFRONTSTEPS DwellingFRONTSTEPS Starter Pack By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) REQUEST A DEMO --- ### [Budget Request](https://frontsteps.com/budget-request/) **Published:** August 11, 2026 **Author:** Maureen Contestabile **Content:** ## Discover a Smarter Way to Plan Request a personalized demo and receive a complimentary budget built for your community. Δ Name This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association Manager Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\*(Required) \*Promotion applies to current FRONTSTEPS caliber customers with 5 or more communities\* By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) GET YOUR FREE BUDGET --- ### [HOA Resident Engagement Software](https://frontsteps.com/resident-engagement/) **Published:** January 9, 2023 **Author:** FRONTSTEPS **Content:** # Resident engagement ## Where communication meets community Resident Engagement is designed to transform how communities communicate and connect. Built for lean teams, it provides property managers and HOA leaders with simple, automated communications that improve adoption, streamline payments, and drive homeowner satisfaction. No more fragmented tools or missed messages, Resident Engagement makes it easy for residents to stay informed, pay dues, and participate in community life, all in one place. ![]() Key Benefits ![leaf with bolt](https://frontsteps.com/wp-content/uploads/2025/10/energy_savings_leaf-1.svg) ##### Boost Efficiency For Lean Teams Pre-built templates, automated workflows, and engagement tracking, function like a built-in CRM, helping small teams achieve big results. ![chart](https://frontsteps.com/wp-content/uploads/2025/10/finance_mode.svg) ##### Increases Resident Satisfaction and Tech Adoption Automated communications drive technology usage while making it easy for residents to stay informed, pay dues, and engage. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) ##### Provides Real-Time Insights Track your success with dashboards that provide clear metrics on registration rates, revenue collected, engagement trends, and more. ## How To Get Started To grant an admin/manager “Marketing Administrator” access for Resident Engagement: 1. 1. Log in as an existing Admin. 2. Navigate to the **Managers** tab in the menu. 3. Either add a new manager or view an existing manager’s account. 4. Toggle on the **Marketing Admin** setting in the account. 5. Click **Save Changes**. Note: You must be logged in as an admin to complete these steps. ## Watch Our Webinar This pre-recorded session gives you a clear overview of Resident Engagement: what it is, how it works, and how your community can benefit from it. [LEARN MORE](https://vimeo.com/1123679726/911dd8b14b?share=copy) ## Frequently Asked Questions ### [How do I access Resident Engagement in the FRONTSTEPS ecoystem?](#) Management company employees can access Resident Engagement directly within [FRONTSTEPS Community](https://frontsteps.com/community-association-management/ "FRONTSTEPS Community"), our state-of-the-art resident-facing portal. FRONTSTEPS Community keeps teams organized, connected, and in control by centralizing updates, homeowner requests, dues, and more. Learn more about FRONTSTEPS Community here. ### [How does Resident Engagement improve portal adoption?](#) Resident Engagement improves portal adoption by enabling targeted, automated communication to residents who haven’t registered. Management companies can build adoption campaigns with scheduled reminders and tailored messaging that highlight the value of the portal. This consistent outreach drives higher activation rates and boosts overall community engagement. ### [What automated reminders can Resident Engagement send?](#) Resident Engagement provides fully customizable automated reminders tailored to each community. Management companies can schedule campaigns monthly, weekly, or daily to reach all residents or target specific groups, like those with outstanding balances. Its flexibility allows reminders for virtually any purpose, driving action, and improving overall communication. ### [How does Resident Engagement support payments during high-volume periods?](#) Resident Engagement streamlines high-volume payment periods by sending timely, targeted reminders to residents. Automated campaigns can highlight upcoming assessments, provide direct payment links, and follow up with anyone who still has an outstanding balance. This proactive communication reduces office call volume and helps ensure payments are collected efficiently, even during peak cycles. Resources & Downloads ![](https://frontsteps.com/wp-content/uploads/2025/10/text_ad.svg) Update a Manager to Marketing Admin [EXPLORE](https://frontsteps.com/wp-content/uploads/2025/10/ResidentEngagement_HowTo_UpdateManager_to_MarketingAdmin.pdf) ![](https://frontsteps.com/wp-content/uploads/2025/10/text_ad.svg) How to create a marketing admin [EXPLORE](https://frontsteps.com/wp-content/uploads/2025/10/ResidentEngagement_HowTo_Create_MarketingAdmin.pdf) ![](https://frontsteps.com/wp-content/uploads/2025/10/text_ad.svg) How to create a campaign template [EXPLORE](https://frontsteps.com/wp-content/uploads/2025/10/HowTo_CreateCampaign.pdf) ![mail icon](https://frontsteps.com/wp-content/uploads/2025/10/mail.svg) How to create an email template [EXPLORE](https://frontsteps.com/wp-content/uploads/2025/10/HowTo_EmailTemplate_Instructions.pdf) Don’t have FRONTSTEPS Community? No worries! Chat with our team to learn more. [BOOK A DEMO](/contact-us/) --- ### [CAI Large Scale Managers Workshop](https://frontsteps.com/large-scale-managers/) **Published:** August 19, 2026 **Author:** Maureen Contestabile **Content:** # CAI Large Scale Managers Workshop 2026 ## See what's new. Book a live demo. ## Big Sky, Montana | September 9-11, 2026 Your communities deserve more than another software tool. FRONTSTEPS unifies every aspect of HOA management into one seamless platform so you can spend less time in spreadsheets and more time building the neighborhoods people love coming home to. [Connect with a team memeber](https://outlook.office.com/book/MeetwithFRONTSTEPSattheCAILargeScaleManagersWorkshop@frontsteps.com/?ismsaljsauthenabled) ## Join FRONTSTEPS in Big Sky ### Meet Us at the Welcome Reception Kick off the CAI Large Scale Managers Workshop with FRONTSTEPS at the Wednesday Welcome Reception & Dinner. We’re proud to sponsor the evening and look forward to connecting with large-scale community management professionals from across the industry. ## Huntley Dining Room | Wednesday, September 9th | 5:30pm-8:30pm --- ### [The Best HOA Software](https://frontsteps.com/the-best-hoa-software/) **Published:** March 17, 2026 **Author:** FRONTSTEPS **Content:** ![frontsteps logo](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo.png) [Get a Demo](#) # Best Community Management Software for Modern HOAs [Accounting](https://frontsteps.com/back-office-management-accounting/)[Online payments](https://frontsteps.com/payments-automations/)[Resident Communication](https://frontsteps.com/resident-engagement/)[Violations Tracking](https://frontsteps.com/frontsteps-manager/)[Architectural Review](#)[Reporting](https://frontsteps.com/frontsteps-manager/)[Visitor Management](https://frontsteps.com/visitor-management-security/)[Smart Assistant](https://frontsteps.com/alli/) Δ Instagram This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\*(Required) What brought you to our FRONTSTEPS?(Required)What brought you to our FRONTSTEPS?Ready to Switch Software?Chat with SupportLearn How AI Helps You Work SmarterLearn About FRONTSTEPS PricingCheck Integration with Your Current Tools What products are you interested in?(Required)What products are you interested in?FRONTSTEPS CaliberFRONTSTEPS PaymentsFRONTSTEPS CommunityALLiFRONTSTEPS ManagerFRONTSTEPS Starter Pack Looking for help with your existing FRONTSTEPS account? [Contact Support](https://kb.frontsteps.com/s/contactsupport) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) REQUEST A DEMO ## What Is Community Management Software? Community management software helps HOAs, condominium associations, and property management teams streamline into a digital ecosystem, connecting every function in one platform. ![people at a table](https://frontsteps.com/wp-content/uploads/2026/02/13996cd652341ecd9eb05f19fcf1497fc7914632-scaled.jpg) The best platforms reduce administrative burden, improve financial visibility, and create better transparency between boards, managers, and residents. Modern community management software doesn’t just digitize old processes — it connects every stakeholder in a shared environment, replacing fragmented tools with one intelligent, unified platform. ## Why Community Management Software Matters HOA boards and management teams face increasing operational complexity: - Growing compliance requirements - Higher resident expectations - Financial oversight demands - Administrative workload Modern platforms **reduce manual processes** and **centralize operations** into one connected experience. ## A Connected Community Management Ecosystem FRONTSTEPS is purpose-built for HOAs and community associations. As a connected ecosystem, it brings together: Work Order Tracking Reporting and Board Visibility Resident Portals and Communication Financial Management and Accounting Online Payments and Collections Violations and Architectural Workflows ## What Today’s Leading Platforms Deliver Top-tier community management software provides: - Connected financial management - Seamless online payments - Centralized communication tools - Transparent reporting - Workflow automation - Secure access controls ![ai with purpose](https://frontsteps.com/wp-content/uploads/2026/02/AI-with-purpose.png) ## Built for the Way HOA Teams Work With role-based access, secure cloud infrastructure, and intelligent automation through ALLi, FRONTSTEPS supports community managers, board members, and residents within a single connected environment. --- ### [Frontsteps Starter Pack](https://frontsteps.com/fs-starter-pack/) **Published:** July 22, 2026 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Starter Pack Software Built for Small Management Companies The full platform: accounting, resident engagement, payments, and AI — sized for portfolios of one to ten communities. [Request a Starterpack](https://frontsteps.com/lets-talk/?utm_source=fs_starterpack) The FRONTSTEPS Starter Pack is a bundled community management platform for management companies with one to ten communities. It includes back-office and accounting tools, a branded resident portal, online payments, and ALLi, an AI assistant built specifically for HOA and community management. It’s the same platform trusted by large management companies, packaged for teams that are just getting started or growing on purpose. ![single community loading gif](https://frontsteps.com/wp-content/uploads/2026/07/housing-loader-single.gif) ## The Problem Small portfolio. Full workload. ##### The Usual Choice Pay for an enterprise platform built for someone else… - Spreadsheets for accounting - Email for resident requests - A separate payment processor - Hope nothing slips through ##### The Starter Pack One platform that handles the actual work of community management — sized for where you are now. - Accounting and back office, built in - Branded resident portal - Payments that reconcile themselves - ALLi, an AI assistant for your workday ## WHY IT WORKS Everything you need. Nothing you have to outgrow. ##### ONE PLATFORM, NOT FIVE SEPARATE TOOLS **Everything under one roof** Violations, ARC requests, work orders, accounting, resident communication, and payments live in one system. The Starter Pack has everything you need to serve your communities for a reasonable price. ##### AI THAT KNOWS THIS INDUSTRY **ALLi works inside your data** ALLi is FRONTSTEPS’ built-in AI assistant, made for community management, not a generic chatbot bolted on. Ask for a delinquency snapshot, automate steps in your workday, or turn meeting notes into minutes with action items. ##### WORK SMARTER, NOT HARDER **The same tools, a lower price** Improve your workflows, save time, and increase cash flow on the same platform some of the largest communities in the country use — priced for your exact needs. ##### BUILT TO GROW WITH YOU **Scale up, don’t switch over** The Starter Pack runs on the same platform that powers large management companies, so scaling up means adding communities, not switching systems. ## WHAT’S INCLUDED Four tools. One itemized platform. ### [FRONTSTEPS Caliber](#) Back office and accounting — violations, architectural requests, work orders, and reporting, built for community association management. ### [FRONTSTEPS Manager](#) FRONTSTEPS Manager simplifies daily operations by bringing everything together: violations, work orders, budgets, inspections, communications, and approvals. ### [FRONTSTEPS Community](#) A custom-branded resident portal where homeowners find documents, submit requests, and get answers, so fewer questions land in your inbox. ### [FRONTSTEPS Payments](#) Homeowners pay dues online. Payments flow straight into your accounting platform so reconciliation isn’t a second job. ### [ALLi](#) Your AI assistant — Integrated into FRONTSTEPS’ ecosystem, ALLi provides instant answers, drafted communications, automated workflows, and reporting help available to your whole team, at your desk or in the field. TOTAL One platform. No add-ons. ### Made for management companies with 1–10 communities If you’re a management company running a small but growing portfolio, the Starter Pack was built for you. You get professional-grade tools without enterprise complexity, and a partner who’s thinking about your next ten communities, not just your first three. ##### PORTFOLIO SIZE 1–10 ![CAM working on the computer](https://frontsteps.com/wp-content/uploads/2026/01/Building-the-best-CAM-experience.png) ## Frequently Asked Questions ### [What is the FRONTSTEPS Starter Pack?](#) The FRONTSTEPS Starter Pack is a bundled community management software package for growing management companies. It includes FRONTSTEPS Caliber for accounting and back-office operations, FRONTSTEPS Community for resident engagement, FRONTSTEPS Payments for online dues collection, and ALLi, an AI assistant built for HOA management. ### [Who is the Starter Pack for?](#) It’s designed for management companies with one to ten communities in their portfolio: teams that need real community management software but don’t need enterprise-scale complexity. ### [Is the Starter Pack a "lite" version of FRONTSTEPS?](#) No. It’s the full FRONTSTEPS platform, packaged and priced for smaller portfolios. You use the same tools larger management companies rely on, so nothing about your operation is downgraded. ### [What happens when my portfolio grows past ten communities?](#) You keep going. Because the Starter Pack runs on the full FRONTSTEPS platform, growing means adding communities, not migrating data, retraining your team, or switching software. ### [Does the Starter Pack include AI?](#) Yes. ALLi, FRONTSTEPS’ AI assistant, is included. ALLi answers questions about your communities, drafts resident communications, automates workflows like violations and board packet prep, and pulls reports on demand. ### [How do I get started?](#) Talk to our team. We’ll walk through your portfolio, show you the platform, and help you figure out if the Starter Pack is the right fit. Run your communities like the company you’re becoming. The FRONTSTEPS Starter Pack gives emerging and independent management companies the platform, the AI, and the business partner to grow with purpose. [BOOK A DEMO](/contact-us/) --- ### [Contact Us](https://frontsteps.com/contact-us/) **Published:** June 30, 2021 **Author:** FRONTSTEPS **Content:** # Contact FRONTSTEPS Find the right way to connect with us. ### Let’s Chat Looking to join the FRONTSTEPS family? **Talk to sales** and learn how we can support your needs. Δ X/Twitter This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\*(Required) What brought you to our FRONTSTEPS?(Required)What brought you to our FRONTSTEPS?Ready to Switch Software?Chat with SupportLearn How AI Helps You Work SmarterLearn About FRONTSTEPS PricingCheck Integration with Your Current Tools What products are you interested in?(Required)What products are you interested in?FRONTSTEPS CaliberFRONTSTEPS PaymentsFRONTSTEPS CommunityALLiFRONTSTEPS ManagerFRONTSTEPS Starter Pack Looking for help with your existing FRONTSTEPS account? [Contact Support](https://kb.frontsteps.com/s/contactsupport) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) REQUEST A DEMO ### Contact Support Looking for help with your existing FRONTSTEPS account? [Knowledge Base](https://kb.frontsteps.com/s/contactsupport) ### Billing Help [**(800) 992-4384**](tel:+18009924384) Opt 1: Support Opt 2: Sales Opt 3: Billing ![house collage](https://frontsteps.com/wp-content/uploads/2025/09/Frame-1000004766.png) --- ### [Manager's Login](https://frontsteps.com/managers-login/) **Published:** September 28, 2022 **Author:** FRONTSTEPS **Content:** # Manager login ## What are you looking for? ### CAM Command Center ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Manage architectural requests, violations, and work orders ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Create budgets, approve invoices, run reports, and view payments ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Organize projects with tasks, timelines, and progress tracking [Login](https://suite.frontsteps.com/#/login)[Learn More](https://frontsteps.com/frontsteps-manager/) ![frontsteps logo white](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo-2.png) ### Manager \*If you are a resident trying to login please [click here](https://frontsteps.com/resident-login/) ### Community Portal Management ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Manage reservations and shared facilities ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Send outbound communications including eForms, emails, and bulletins ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Oversee visitor management and credentialed access [Login](https://app.frontsteps.com)[Learn More](https://frontsteps.com/community-association-management/) ![frontsteps logo white](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo-2.png) ### Community \*If you are a resident trying to login please [click here](https://frontsteps.com/resident-login/) ### Security Portal Management ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Live activity monitoring and remote gate control ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Issue key fobs, RFID tags, wallet cards, and digital passes ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Centralized, real-time security updates [Login](https://community.dwellinglive.com/?_gl=1*f4nfym*_gcl_au*MTE5NTc4MTQ1Ny4xNzcxMzQ0MTI5LjY3MTk0MjY3Ni4xNzcxODcyMjk3LjE3NzE4NzQ2NjU.)[Learn More](https://frontsteps.com/visitor-management-security/) ![frontsteps logo white](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo-2.png) ### Community How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](#) --- ### [Resident Login Help](https://frontsteps.com/resident-login/) **Published:** February 19, 2026 **Author:** Maureen Contestabile **Content:** # Resident login ## What are you looking for? ### Community Portal ##### How to Login ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) **Find your community’s login link [Here](https://resident.frontsteps.com/)** Search your email connected to your community’s account Once Logged in, you can ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Submit architectural requests ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Manage violations ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Make assessment payments ![frontsteps logo white](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo-2.png) ### Community **Still can’t get in?** Our support team can help you find your portal [Contact Support](https://kb.frontsteps.com/s/contactsupport) ### Security Portal ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) **Get your credentials from your property manager** First time here? Your HOA or property manager will need to set up your access. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) **Log in below** Use the credentials provided to sign in to your security portal. Once Logged in, you can ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) Send digital guest passes ![arrow icon](https://frontsteps.com/wp-content/uploads/2026/02/Forward.svg) In-app instant access [Login](https://community.dwellinglive.com/) ![frontsteps logo white](https://frontsteps.com/wp-content/uploads/2025/08/Wordmark-Logo-2.png) ### Dwelling --- ### [HOA SOFTWARE BUYERS GUIDE](https://frontsteps.com/hoa-buyers-guide/) **Published:** June 15, 2026 **Author:** Maureen Contestabile **Content:** ## HOA SOFTWARE BUYER GUIDE ## Why Associations Choose FRONTSTEPS If you’re comparing FRONTSTEPS to other HOA Software Providers, this guide breaks down the real differences in features, scalability, security, and long-term value. Made for: - A self-managed HOA board - A large community association management company - A portfolio operator managing mixed property types ![property management building](https://frontsteps.com/wp-content/uploads/2026/06/etienne-beauregard-riverin-B0aCvAVSX8E-unsplash-scaled.jpg) ![people grilling in backyard](https://frontsteps.com/wp-content/uploads/2026/03/getty-images-1SBVL6jCsv4-unsplash.jpg) ## Common Reasons Customers Migrate Not all HOA software is built the same. Before comparing providers, identify the capabilities that will have the biggest impact on your team, board members, and residents. 01 #### Better resident communication Centralized portals with email and text tools residents actually use. 02 #### True board portal A dedicated portal, not a workaround for board governance. 03 #### ARC automation Online submissions, routing, Architectural Requests and approval tracking end-to-end. 04 #### Modern and mobile Self-service access from any device. 05 #### HOA-focused solution Built for associations, not rental software. 06 #### Portfolio scalability One system that grows with your company. COMPARISON ## How Platforms Stack Up Feature FRONTSTEPS Vantaca AppFolio CINC HOA-Specific Design ✔ ✔ Partial ✖ Resident Portal ✔ ✔ ✔ ✔ Board Portal ✔ Partial ✖ ✖ Architectural Review ✔ Limited Limited ✖ Violation Tracking ✔ ✔ Limited ✖ Community Websites ✔ Limited Limited ✖ Accounting Integrations ✔ ✔ ✔ ✖ *Ratings are based on publicly available product documentation, published feature sets, and HOA-specific workflow support.* WHY FRONTSTEPS ## Built for HOAs, Not Retrofitted A unified solution that connects boards, management companies, homeowners, and residents throughout the community lifecycle. FRONTSTEPS delivers: ##### Resident Portals Payments, requests, documents, and updates from one login. ##### Board Portals & Dashboards Real-time financial visibility and governance tools for board members. ##### Payments & Accounting ACH and card processing, recurring assessments, and accounting integrations. ##### Payments & Accounting ACH and card processing, recurring assessments, and accounting integrations. ## Frequently Asked Questions ### [What is the best HOA management software in 2026?](#) The best HOA management software depends on portfolio size, governance complexity, financial requirements, and resident engagement goals. Associations typically evaluate accounting integrations, architectural workflow automation, board collaboration tools, and scalability before selecting a platform. ### [How does HOA software improve resident communication?](#) HOA platforms centralize communication through announcements, email, text messaging, and secure portals. Residents can access documents, submit requests, pay assessments, and receive updates from a single login. This reduces administrative burden and increases community engagement. ### [Why are Community Living and HOA Management Portals essential for growing communities?](#) **Community Living and HOA Management Portals are essential for growing communities because they centralize communication, governance, and financial operations in one secure, accessible platform.** As associations expand, manual processes become inefficient and prone to error. A modern portal enables online payments, architectural request tracking, violation management, board collaboration, and real-time document access—improving transparency, increasing resident engagement, and reducing administrative workload. By streamlining workflows and enhancing visibility, these portals help communities scale without sacrificing service quality or operational control. ## Final Considerations Before You Decide Associations that prioritize governance automation, resident adoption, and scalable financial operations typically look for a purpose-built HOA platform rather than adapting rental-focused systems. When evaluating HOA software vendors, ask:- Was this platform built specifically for associations? - Does it support board governance workflows? - Can residents easily engage via mobile? - Is architectural review automated? - Will it scale with portfolio growth? - How strong is implementation support? Associations prioritizing governance automation, resident engagement, and portfolio scalability often evaluate purpose-built HOA platforms. Ready to Compare in Detail? See how FRONTSTEPS can support your association’s long-term growth. [BOOK A DEMO](/contact-us/) --- ### [Frequently Asked Questions](https://frontsteps.com/faq/) **Published:** November 21, 2024 **Author:** FRONTSTEPS **Content:** # Frequently Asked Questions [Homeowners](#homeowners-section)[FRONTSTEPS Community](#community-section)[FRONTSTEPS Caliber](#caliber-section)[FRONTSTEPS Dwelling](#dwelling-section)[AssociationVoice & AtHomeNet](#athome-section)[Hardware Procurement](#hardware-section) ### Homeowners FAQs ### [How to access my FRONTSTEPS account?](#) Tips for finding your FRONTSTEPS Community, Caliber, AssociationVoice, or AtHomeNet, homeowners portal. FRONTSTEPS offers multiple homeowner portals that help members of associations stay informed and efficiently manage tasks like booking amenities, paying assessments, and submitting maintenance requests. If you live in a community with a FRONTSTEPS product and need help finding or creating your account, navigate to the correct product for tips on getting started.[ Click here for more product information.](https://support.frontsteps.com/Payments/s/resident-owner) ### [How can I make a payment quickly without registering or logging in?](#) To make a payment, you can either log in to your community portal, or you can use your community’s Quick Pay. If you are in a hurry, Quick Pay may be the best option for you, but don’t forget to take advantage of your community portal! The portal will simplify every part of living in your community and keep you connected. To make a payment through Quick Pay, please follow these easy steps: 1. Enter your account number. 2. Select your name and address. 3. Enter the email address you wish to receive your payment receipt. 4. Add your payment method if you do not already have one set up. 5. Select “Make Payment”. 6. Choose to pay the full amount owed or enter a specific amount. 7. Select “Submit”. Quick Pay links all begin with [https://quickpay.frontsteps.com](https://quickpay.frontsteps.com/) and will have the following appearance: ![quick pay image](https://frontsteps.com/wp-content/uploads/2024/11/FRONTSTEPS-Quick-Pay.png) ### [How do I find my account number?](#) Your account number will be included in your statements or payment coupons from your community and are typically located in the top-right corner. If your account number appears to be missing, we would be happy to try to find that for you, or your community management team can help. ##### [How do I register for the FRONTSTEPS Community Portal?](#) You can register for your community portal by accepting the invitation that was sent to your email by your **community management team**, or by using the [**self-registration form**.](https://app.frontsteps.com/registrations/new) \*\*If you are not able sign up using the self-registration form, please look in your inbox or spam folder of your email. ![community login](https://frontsteps.com/wp-content/uploads/2025/07/FRONTSTEPS-FAQ-Find-My-Account-Number.png) ### [How do I add, edit, or remove a scheduled payment?](#) To add, edit, or remove a scheduled payment, please follow these steps: 1. Log in to your community portal. 2. Click “Make Payment”. 3. Select the unit the payment is or will be tied to. 4. Click “Continue to Payment”. This will take you to the main payment screen, where you will have the option to make a payment, update an existing scheduled payment, and update your payment methods. Your payment can be a one-time or recurring payment based on the frequency you choose. Are you interested in step-by-step guides covering the process, visit https://support.frontsteps.com/FSPay/s/article/FSPay3-FSC-Guide-to-Making-Payments ### [What if my balance owed is incorrect, I need a refund, or I have a payment dispute?](#) If you have a payment dispute or notice any discrepancies in your ledger, please contact your community management team. They will have the necessary information to assist you. ### [What should I do if I have an issue within my physical community?](#) The FRONTSTEPS Community portal allows you to submit work orders and architectural requests directly to your community manager. To access either of these features, please log in to your community portal using the community-specific link found at the bottom of email communications sent from your community, then click on MY RESERVATIONS & REQUESTS, then click on the appropriate feature. ### [How do I download and log into the CAM App?](#) Download the FRONTSTEPS Community Manager app from the Google or Apple app store. You may use the links below to install the app. - [Apple App Store Link](https://apps.apple.com/us/app/frontsteps-community-manager/id1667975288) - [Google Play Store Link](https://play.google.com/store/apps/details?id=com.frontsteps.cam.community) - [How-to Guide](https://support.frontsteps.com/caliber/s/article/How-to-Download-and-Login) ### FRONTSTEPS Community ### [How do I find my portal site?](#) Each association using FRONTSTEPS Community has a unique web address (URL) that generally takes the following form: \[communityname.frontsteps.com\]. If you don’t know your portal URL, try tracking it down by: - **Check your email inbox.** Residents with email addresses on file receive invitation emails once per week for 5 weeks after FRONTSTEPS Community is set up. Search for an email sent by or with the subject line “Management Company has invited you to join \[Community Name\] portal” to find your message. (Your email account may have filed the messages into a ‘promotional’ or ‘junk’ folder.) - **Visit your management company’s website**. Does your community work with a management company? If so, you may be able to find the link to your community portal on their website. - **Visit your community association’s website.** A link to your homeowner portal is often available from that site. - **Contact our Resident Support team.** Still having trouble? Fill out this short form and a member of our team will reach out soon to help you get started. ### [How do I create an account?](#) The first time you use FRONTSTEPS Community you will be asked to create an account. (Please note, you need to create an account online before downloading and using the mobile app.) There are several ways to get set up, including: - Follow the link from your invitation email. - Contact your community manager. - Contact our Resident Support team. ### [Learning about account features](#) To learn more about your account features and how to use the FRONTSTEPS platform: - **Visit the FRONTSTEPS Knowledge Base:** - **Select the Product You Are Using:** - Choose the specific FRONTSTEPS product you want to learn more about. - **Browse or Search for Resident Resources:** - You can explore helpful articles, how-to guides, and FAQs. - Use the search bar to find specific information quickly. ![community login](https://frontsteps.com/wp-content/uploads/2025/07/FRONTSTEPS-FAQ-Find-My-Account-Number.png) ### FRONTSTEPS Caliber ### [How do I register for the Caliber portal?](#) The Caliber Portal is accessible through links specific to your community association or management company. Follow these steps to register: 1. Access the Correct Portal Link Your portal link depends on your community or management company. **Examples:** - **Community-specific link:** https://silverthroneheights.frontsteps.com/users/sign\_in - **Management company link:** https://app.frontsteps.com/login?company\_uuid=836db04b-cb0e-4828-98ac-2ebaa55cb073 **If you don’t know your portal link, contact your association or management company to obtain it.** 2. Click “Create Login” - Located below the Login button on the portal page. 3. Enter Your Information - Provide the required details, such as: - Full name - Property address or unit number - Email address - Other information your association may require 4. Submit Your Registration - Click the “Submit Registration” button after filling out the form. 5. Check Your Email - You’ll receive an email with a link to complete your account setup. Follow the instructions to create your login credentials (username and password). ### [How do I find my portal site?](#) Each association using FRONTSTEPS Caliber portals has a unique web address (URL). Contact your management company to locate your login. Some management companies will also have links from their public website to help community residents sign into their portal account. ### [How do I create my account?](#) To create your account, follow the step-by-step instructions published in the FRONTSTEPS Knowledge Base: [Caliber Portal Registration Guide](https://support.frontsteps.com/caliber/s/article/Caliber-Portal-Registration) ### [How do I run statements?](#) You can generate your account statements by following these steps: - Log in to your **Caliber Portal**. - Navigate to the **Statements** or **Account Summary** section. - Select the date range or options provided. - Click **Run Statement** or **Download PDF**, depending on your portal layout. [Detailed Guide: Running Statements](https://support.frontsteps.com/caliber/s/article/Running-Statements) ### [Learning about account features](#) To learn more about the features available in your **Caliber Portal**, visit the **Caliber Portals** section of the FRONTSTEPS Knowledge Base: [**Caliber Portals Knowledge Base**](https://support.frontsteps.com/caliber/s/topic/0TO3x0000009h9YGAQ/portal) Here you can browse helpful articles, how-to guides, and FAQs designed to help you get the most out of your portal experience. ### FRONTSTEPS Dwelling ### [How do I access my site?](#) Homeowners with FRONTSTEPS Dwelling (Previously DwellingLIVE) security software can access their account online here:[FRONTSTEPS Dwelling Homepage](https://community.dwellinglive.com/login.aspx?t=true) *Some communities may have custom log-in pages for their residents. Please reach out to your community admin directly if you cannot gain access with the link above.* ### [How do I create my account?](#) To create your **Dwelling** account, follow the step-by-step instructions published in the FRONTSTEPS Knowledge Base: - [**Registering a New Dwelling Account**](https://support.frontsteps.com/caliber/s/article/Caliber-Portal-Registration) *(Note: This link directs to the general portal registration guide—confirm with your association if this applies to your Dwelling account.)* ### [How do I reset my password?](#) You can reset one or all of your DwellingLIVE passwords at the same time. 1. Access the Login page at [community.dwellinglive.com](http://community.dwellinglive.com/). 2. Select the Forgot Password link. The Forgot Password Recovery screen will display. 3. Enter your email address in the Email field. Select Submit. - The “A reset password link will be sent to you by email” message displays after your request is submitted. 4. The email contains a reset link for each account - If you have multiple accounts a link to reset all accounts will be in the email 5. You will be redirected to the Password Reset screen for the selected Login 6. Enter and Confirm the new password If you do not reset your password within the required time period (15 minutes), when you select the reset link from the email, you will be directed to the Password Reset screen, where the following message will be displayed “Your Reset Link is expired or is invalid. Click here if you need a new link.” ### [How do I send E-passes (QR Codes) via text?](#) From your Guest Management page, select Guest List. 1. Select Add Guest. 2. Select Pass Type 3. Complete the required Guest information 4. In the **Text This Pass** section, click or tap the toggle that is located next to the word “Text” to the right. The toggle displays in green. 5. Enter the recipient’s mobile telephone information in the **Phone Number** field. 6. Select **Save**. On the resulting Confirmation Page, ensure the details are correct and select Send. ### [Linking Dwelling accounts for multiple properties](#) You’ll just need to make the email and password you currently use for each log in the same. You can change the email and password associated by logging in to [community.dwellinglive.com](http://community.dwellinglive.com/) > 1. Click “my account” in the top right corner > 2. Click “edit” next to your profile > enter the email, password and confirm new password > 3. Click “save” in the bottom right corner. - Once you have made both accounts the same, you can log out, log back in and you will be asked which account you would like to manage upon signing in and can toggle between the two by clicking “change account“. ### [How do I manage pass types?](#) The Pass Types feature allows communities to set guest access parameters and determine who has permission to issue and edit guest passes. Pass types are manageable by Community Administrators, Attendant Supervisors, and Dealers. **Steps** 1. Log into [**community.dwellinglive.com**](http://community.dwellinglive.com/). 2. Select **Pass Types** from the **Visitor Management** drop-down menu. 3\. To add a new pass type, select “Add Pass Type” in the upper right corner of the page. - To edit an existing pass type, select “Edit” to the right of that pass type. 4\. Start by entering basic information such as **Name**, **Short Text** and **Pass Footer Notes.** - **Name** – the type of guest the pass will be issued to. - **Short Text** – summary or other important information about the pass. - **Pass Footer Notes** - additional information such as the community speed limit or pass placement directions. This information will appear on passes issued to guests. 5\. Under **Allowed Entry Schedule** decide the days and times a pass will allow entry into the community. Select **days** by checking the boxes next to the days of the week, then use the drop-downs to set the **times**. 6\. Below the schedule set the amount of times passes of this type are allowed entry into the community by using the **Max Entries Per Pass Per Day** drop-down. 7\. Choose to **Enforce Anti-Passback** by checking the box to the left. This is an optional setting that, if enabled, will deactivate previously printed passes when a new pass is printed. 8\. Next, use the drop-downs under **Perm. Guests** and **Temp. Guests** to set the **Guest Max Duration** and **Pass Duration**. - **Guest Max Duration** – number of days a guest is permitted on the property. A guest record will expire at the end of this time frame. - **Pass Duration** – length of time the pass will be valid. This value cannot exceed the guest duration. *Please note that the Pass Duration begins the day the pass is issued.* 9\. If the community charges a fee for guest passes, then change **Do you charge a fee for each pass printed?** from “No Charge” to “Yes”. Enter any dollar amount in the “Yes” box. 10\. Decided who can add/edit the guests of this pass type on guest lists by selecting the following: - **Guests Editable by Attendants** – allows gate attendants to add a pass of this type, as well as edit information on an existing pass of this type. - **Guest Editable by Residents** – allows residents to add a pass of this type, as well as edit information on an existing pass of this type. 11\. Lastly, decide whether a barcode and/or entry code should appear on the pass by selecting the following: - **Remove barcode on printer pass** – if checked, a barcode will not be printed on the pass. - **Remove entry code on printed pass** – if checked, an entry code will not be printed on the pass. 12\. Select “Save” at the bottom of the page when complete. ### [Adding a New Credentialled Access Device](#) 1. Log in as a dealer or admin 2. From the Main Menu choose Credentials Access > Access Devices 3. On the Access Device page, on the top left of the page click on ‘Add Device’ 4. Choose the Add Multiple option 5. Enter the Facility Code, Starting Number and Ending Number of the Credential block. 6. Choose a device type, Active On date 7. Set ‘Assign From”: Unassigned 8. Choose Access level 9. Click Save **This may take a few moments to complete. Once completed, you will see all of the devices in the number block listed on the Access Device page as Unassigned.** ### [Managing Access Levels](#) An access level determines who has access to an area and when they have access to it. Access levels are created by combining door groups and schedules. Before an access level can be defined, schedules and door groups must be created. A **door group** is a set of access points where entry is permitted. The **schedule** determines the time frame in which access will be granted. Access levels can be created by Dealers and Community Administrators only. - Note: Access levels should be created prior to the addition of access devices. **Steps** **Create/Edit Schedules** 1. Log into [community.dwellinglive.com](http://community.dwellinglive.com/) as a Community Administrator or Dealer. 2. Select **Access Levels** from the **Credentialed Access** drop-down menu. 3. Select “Add Schedule” in the upper right corner. To make changes to an existing schedule, select “Edit” to the right of that schedule. 4. The **Add Schedule** pop-up will appear where the schedule **name** and a **description** (optional) must be entered. 5. Select “Save” to reveal the schedule building drop-downs. 6. Use the drop-downs to set **day**, **start time**, and **end time**, then select “Add” to attach them to the schedule. Repeat this step until preferred days and times have been set. 7. When the schedule is complete, select “Save”. **Create/Edit Door Groups:** 8. Back on the main Access Level page select “Add Door Group” in the upper right corner of the page. To make changes to an existing door group, select “Edit” to the right of that door group. 9. Enter a **name** and **description** (optional) into the **Add Door Group** pop-up window. 10. Below the name and description will be a list of readers and door/gate locations. Select the **check box** to the right of each location to be added to the door group. 11. Select “Save” after all preferred doors have been chosen. **Create/Edit Access Levels**: 12\. Select “Add Access Level” in the upper right corner of the Access Levels page. To make changes to an existing access level, select “Edit” to the right of that access level. 13\. Enter the **Access level name** and a **description**(optional), then select “Save”. 14\. Select “Edit” to the right of the newly created access level. 15\. Use the drop-downs to select a **door group** and **schedule**, then select “Add” to attach them to the access level. - Note: More than one door group or schedule may be assigned to an access level. Do not assign overlapping door groups and schedules, as this will cause permission issues. 16\. When the access level is complete, select “Save”. ### AssociationVoice & AtHomeNet ### [How do I find my portal site?](#) Each association using AssociationVoice & AtHomeNet portals has a unique web address (URL). Contact your management company to locate your login. Some management companies will also have links from their public website to help community residents sign into their portal account. - If you live in a self-managed HOA or COA, contact a member of your association board for instructions on accessing your account. You may also find a login link on your association’s public website. ### [How do I create my account?](#) Account access is directly granted to residents by **community managers**. - You can request a login directly through your community’s AtHomeNet website here. – https://support.frontsteps.com/athomenet/s/article/request-login-account - To sign up for your community’s AssociationVoice website, please follow the instructions here. – https://support.frontsteps.com/AssociationVoice/s/article/sign-up-for-an-account - If you do not have your account information, please reach out to your community management team directly. ### [Learning about account features](#) Visit the AssociationVoice and AtHomeNet sections of the FRONTSTEPS Knowledge Base. - [ AssociationVoice information is found here.](https://support.frontsteps.com/AssociationVoice/s/) - [AtHomeNet information is found here. ](https://support.frontsteps.com/athomenet/s/) ### Hardware Procurement FAQs ### [What is the best method for submitting an order?](#) For HOAs and management companies: submit through the order center in DwellingLIVE (aka FRONTSTEPS Dwelling). For security dealers and installers ordering on behalf of their clients: Submit through with the following details: - Product Item Number - Description of Product - Quantity Needed - Billing/Shipping Address ### [How can I update or modify an order if needed?](#) If you need to modify your order, reply to the confirmation email with your case number for the fastest response. ### [What if I decide to cancel my order?](#) Send an email to and reference the case number pertaining to those items. You may be subject to charges per the return policy. ### [When can I expect to receive tracking information for a shipment?](#) Generally, within 5 –7 business days of the date your order was received. ### [How do I place a new order?](#) No order method receives preference over another. All orders are tracked in one internal system. Many clients prefer the convenience of email: . ### [How can I track the progress of my order?](#) Order confirmations are sent to the person who submitted the order. If you represent an HOA or COA and a security installer, dealer, or management company that completed the order on your behalf, please contact them for details. If you submit the order directly you will receive a confirmation email from . ### [When will I receive updates on my order?](#) All orders submitted prior to 8:00 am MST Monday thru Friday are processed and shipped the same day. We will contact you if any item in your order is backordered. Tracking information is available upon request. ### [Why is my order delayed?](#) - Do you have any outstanding balances? - Per company policy, we will not send new equipment if your organization has outstanding balances with FRONTSTEPS. Contact the FRONTSTEPS billing team at if you have questions about the status of your account. - Orders may also be held up due to shortages of equipment. ### [Which organization will the shipping information come from?](#) Most hardware is shipped through FedEx and UPS. Custom access devices are often shipped directly from the manufacturer, and you may receive delivery notifications and package labels referencing the manufacturer’s brand when your orders are shipped. ### [Where can I find the tracking number for my shipment?](#) To request your tracking number, Contact and reference your case number and /or your confirmation number. ### [Is my device available?](#) You may experience temporary delays in hardware deliveries due to ongoing supply constraints. No longer supported: DTek Devices (all models impacted) If your desired equipment is on the list above, contact your security dealer or FRONTSTEPS to evaluate alternatives or set a viable timeline for delivery and installation of backordered items. ### [Are special orders affected by supply chain shortages?](#) Yes. Special orders typically take 6-8 weeks for delivery. However, some special orders can take up to 12 weeks. ### [What is considered a special order?](#) Special orders include, but are not limited to the following: - Custom Guest Passes - Transponders - Barcodes - Windshield and Headlamp Tags - Key fobs ### [When is a special order fulfilled?](#) An authorized party from your organization must respond to the email from quoting the price for your special order and confirm the purchase. Orders will not be sent to the manufacturer until we receive client approval. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Blog](https://frontsteps.com/blog/) **Published:** June 29, 2021 **Author:** FRONTSTEPS **Content:** [![FRONTSTEPS](https://secure.gravatar.com/avatar/be0acd68c5504f7149aeff9004f548f480680d819c92b473c0b7793ec06a6195?s=70&d=mm&r=g)](https://frontsteps.com/blog/author/juliosteps/)By [FRONTSTEPS](https://frontsteps.com/blog/author/juliosteps/) In [Product Innovation](https://frontsteps.com/blog/category/product-innovation/) ## [ Turn Clubhouses and Pools Into Effortless Revenue with Amenity Payments ](< https://frontsteps.com/blog/amenity-payments-hoa-communities/>) Amenity reservations can provide meaningful value to residents and communities. 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Processing](https://frontsteps.com/?p=8694) April 12, 2023 Read More [The Value of Better HOA Violation Software for Your Management Company](https://frontsteps.com/blog/the-value-of-better-hoa-violation-processing-for-your-management-company/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20800'%2F%3E) [The Value of Better HOA Violation Software for Your Management Company](https://frontsteps.com/blog/the-value-of-better-hoa-violation-processing-for-your-management-company/)[Article](https://frontsteps.com/blog/category/article/)#### [The Value of Better HOA Violation Software for Your Management Company](https://frontsteps.com/blog/the-value-of-better-hoa-violation-processing-for-your-management-company/) March 8, 2023 Read More [HOA Security Cameras: Managing Neighborhood 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Portals](https://frontsteps.com/blog/why-management-companies-are-pouring-money-into-homeowner-portals/) September 22, 2022 Read More [3 Keys to Helping New HOA Board Members Succeed in Their Responsibilities](https://frontsteps.com/?p=8402) [3 Keys to Helping New HOA Board Members Succeed in Their Responsibilities](https://frontsteps.com/?p=8402)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [3 Keys to Helping New HOA Board Members Succeed in Their Responsibilities](https://frontsteps.com/?p=8402) September 5, 2022 Read More [How Community Managers Can Make Gated Communities Run Smoother](https://frontsteps.com/blog/how-community-managers-can-make-gated-communities-run-smoother/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202000%201333'%2F%3E) [How Community Managers Can Make Gated Communities Run 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Company](https://frontsteps.com/blog/growth-opportunities-and-industry-observations-from-a-leading-management-company-qa-with-artemis-lifestyles-ceo-diane-braswell/) March 14, 2022 Read More [What Management Companies Need to Know](https://frontsteps.com/blog/hoa-payments-compliance/)![online payments](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20500'%2F%3E) [What Management Companies Need to Know](https://frontsteps.com/blog/hoa-payments-compliance/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [What Management Companies Need to Know](https://frontsteps.com/blog/hoa-payments-compliance/) February 28, 2022 Read More [Company Culture & Engagement Drives Award Recognition](https://frontsteps.com/blog/company-culture-engagement-drives-award-recognition/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202560%20996'%2F%3E) [Company Culture & Engagement Drives Award Recognition](https://frontsteps.com/blog/company-culture-engagement-drives-award-recognition/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [Company Culture & Engagement Drives Award Recognition](https://frontsteps.com/blog/company-culture-engagement-drives-award-recognition/) January 20, 2022 Read More [Hiring and Keeping your Best Community Association Managers](https://frontsteps.com/blog/hiring-and-keeping-your-best-community-association-managers/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202354%20800'%2F%3E) [Hiring and Keeping your Best Community Association Managers](https://frontsteps.com/blog/hiring-and-keeping-your-best-community-association-managers/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [Hiring and Keeping your Best Community Association Managers](https://frontsteps.com/blog/hiring-and-keeping-your-best-community-association-managers/) December 23, 2021 Read More [Changing of the guard: how a new generation of HOA residents is rewriting the community playbook](https://frontsteps.com/blog/changing-of-the-guard-how-a-new-generation-of-homeowners-is-rewriting-the-community-playbook/)![Young homeowner](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%208510%205674'%2F%3E) [Changing of the guard: how a new generation of HOA residents is rewriting the community playbook](https://frontsteps.com/blog/changing-of-the-guard-how-a-new-generation-of-homeowners-is-rewriting-the-community-playbook/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Changing of the guard: how a new generation of HOA residents is rewriting the community playbook](https://frontsteps.com/blog/changing-of-the-guard-how-a-new-generation-of-homeowners-is-rewriting-the-community-playbook/) October 28, 2021 Read More [Your HOA Accounts Payable Process Could Be Costing You](https://frontsteps.com/blog/your-hoa-accounts-payable-process-could-be-costing-you/)![hoa accounting](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201280%20853'%2F%3E) [Your HOA Accounts Payable Process Could Be Costing You](https://frontsteps.com/blog/your-hoa-accounts-payable-process-could-be-costing-you/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [Your HOA Accounts Payable Process Could Be Costing You](https://frontsteps.com/blog/your-hoa-accounts-payable-process-could-be-costing-you/) October 22, 2021 Read More [Boosting HOA Community Communication and Engagement](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202560%201707'%2F%3E) [Boosting HOA Community Communication and Engagement](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [Boosting HOA Community Communication and Engagement](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/) July 1, 2021 Read More [Feature Release : Detailed View of Architectural Requests, HOA Work Orders and Violations](https://frontsteps.com/blog/feature-release-detailed-view-of-architectural-requests-work-orders-and-violations/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Feature Release : Detailed View of Architectural Requests, HOA Work Orders and Violations](https://frontsteps.com/blog/feature-release-detailed-view-of-architectural-requests-work-orders-and-violations/)[Product Innovation](https://frontsteps.com/blog/category/product-innovation/)#### [Feature Release : Detailed View of Architectural Requests, HOA Work Orders and Violations](https://frontsteps.com/blog/feature-release-detailed-view-of-architectural-requests-work-orders-and-violations/) June 24, 2021 Read More [UserVoice Ideas Are Live!](https://frontsteps.com/blog/uservoice-ideas-are-live/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202000%201125'%2F%3E) [UserVoice Ideas Are Live!](https://frontsteps.com/blog/uservoice-ideas-are-live/)[Board Resources](https://frontsteps.com/blog/category/board-resources/)#### [UserVoice Ideas Are Live!](https://frontsteps.com/blog/uservoice-ideas-are-live/) June 10, 2021 Read More [HOA Code of Ethics for Board Members to Remember](https://frontsteps.com/blog/ethics-for-board-member-to-remember/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [HOA Code of Ethics for Board Members to Remember](https://frontsteps.com/blog/ethics-for-board-member-to-remember/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [HOA Code of Ethics for Board Members to Remember](https://frontsteps.com/blog/ethics-for-board-member-to-remember/) May 25, 2021 Read More [FRONTSTEPS Releases Integration Between its Community and Security Services](https://frontsteps.com/blog/frontsteps-releases-integration-between-its-community-and-security-services/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%202560%201617'%2F%3E) [FRONTSTEPS Releases Integration Between its Community and Security Services](https://frontsteps.com/blog/frontsteps-releases-integration-between-its-community-and-security-services/)[Product Innovation](https://frontsteps.com/blog/category/product-innovation/)#### [FRONTSTEPS Releases Integration Between its Community and Security Services](https://frontsteps.com/blog/frontsteps-releases-integration-between-its-community-and-security-services/) May 20, 2021 Read More [FRONTSTEPS Gives – Meals on Wheels](https://frontsteps.com/blog/frontsteps-gives-meals-on-wheels/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201037%20438'%2F%3E) [FRONTSTEPS Gives – Meals on Wheels](https://frontsteps.com/blog/frontsteps-gives-meals-on-wheels/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [FRONTSTEPS Gives – Meals on Wheels](https://frontsteps.com/blog/frontsteps-gives-meals-on-wheels/) April 29, 2021 Read More [Feature Release – Mobile App Documents](https://frontsteps.com/blog/feature-release-mobile-app-documents/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Feature Release – Mobile App Documents](https://frontsteps.com/blog/feature-release-mobile-app-documents/)[Product Innovation](https://frontsteps.com/blog/category/product-innovation/)#### [Feature Release – Mobile App Documents](https://frontsteps.com/blog/feature-release-mobile-app-documents/) April 27, 2021 Read More [Feature Enhancement License Plate Recognition](https://frontsteps.com/blog/feature-enhancement-license-plate-recognition/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Feature Enhancement License Plate Recognition](https://frontsteps.com/blog/feature-enhancement-license-plate-recognition/)[Board Resources](https://frontsteps.com/blog/category/board-resources/)#### [Feature Enhancement License Plate Recognition](https://frontsteps.com/blog/feature-enhancement-license-plate-recognition/) April 12, 2021 Read More [Relationship Building with Community Association Services Providers](https://frontsteps.com/blog/relationship-building-with-providers/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Relationship Building with Community Association Services Providers](https://frontsteps.com/blog/relationship-building-with-providers/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [Relationship Building with Community Association Services Providers](https://frontsteps.com/blog/relationship-building-with-providers/) April 6, 2021 Read More [New Feature Release Privacy Settings ](https://frontsteps.com/blog/new-feature-release-privacy-settings/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [New Feature Release Privacy Settings ](https://frontsteps.com/blog/new-feature-release-privacy-settings/)[Product Innovation](https://frontsteps.com/blog/category/product-innovation/)#### [New Feature Release Privacy Settings ](https://frontsteps.com/blog/new-feature-release-privacy-settings/) April 2, 2021 Read More [New Feature Release – Maintenance/Violations Drag & Drop](https://frontsteps.com/blog/new-feature-release-maintenance-violations-drag-drop/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [New Feature Release – Maintenance/Violations Drag & Drop](https://frontsteps.com/blog/new-feature-release-maintenance-violations-drag-drop/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [New Feature Release – Maintenance/Violations Drag & Drop](https://frontsteps.com/blog/new-feature-release-maintenance-violations-drag-drop/) March 30, 2021 Read More [The Importance of Customer Service Training for Managers](https://frontsteps.com/blog/training-management-teams-on-customer-service/) [The Importance of Customer Service Training for Managers](https://frontsteps.com/blog/training-management-teams-on-customer-service/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [The Importance of Customer Service Training for Managers](https://frontsteps.com/blog/training-management-teams-on-customer-service/) March 18, 2021 Read More [Benefits of Offering Mobile Applications](https://frontsteps.com/blog/benefits-of-offering-mobile-applications/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201908%201250'%2F%3E) [Benefits of Offering Mobile Applications](https://frontsteps.com/blog/benefits-of-offering-mobile-applications/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Benefits of Offering Mobile Applications](https://frontsteps.com/blog/benefits-of-offering-mobile-applications/) March 11, 2021 Read More [Women’s History Month 2021](https://frontsteps.com/blog/womens-history-month-2021/) [Women’s History Month 2021](https://frontsteps.com/blog/womens-history-month-2021/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Women’s History Month 2021](https://frontsteps.com/blog/womens-history-month-2021/) March 9, 2021 Read More [FRONTSTEPS Announces the Integration of FS Pay to FRONTSTEPS Community for MSI Jenark Users](https://frontsteps.com/blog/frontsteps-announces-the-integration-of-fs-pay-to-frontsteps-community-for-msi-jenark-users/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [FRONTSTEPS Announces the Integration of FS Pay to FRONTSTEPS Community for MSI Jenark Users](https://frontsteps.com/blog/frontsteps-announces-the-integration-of-fs-pay-to-frontsteps-community-for-msi-jenark-users/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [FRONTSTEPS Announces the Integration of FS Pay to FRONTSTEPS Community for MSI Jenark Users](https://frontsteps.com/blog/frontsteps-announces-the-integration-of-fs-pay-to-frontsteps-community-for-msi-jenark-users/) March 2, 2021 Read More [Tips for Managing Community Package Deliveries](https://frontsteps.com/blog/dealing-with-an-influx-of-packages-within-your-community/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Tips for Managing Community Package Deliveries](https://frontsteps.com/blog/dealing-with-an-influx-of-packages-within-your-community/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Tips for Managing Community Package Deliveries](https://frontsteps.com/blog/dealing-with-an-influx-of-packages-within-your-community/) February 25, 2021 Read More [Managing HOA Parking Violations](https://frontsteps.com/blog/managing-parking-violations/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Managing HOA Parking Violations](https://frontsteps.com/blog/managing-parking-violations/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Managing HOA Parking Violations](https://frontsteps.com/blog/managing-parking-violations/) February 11, 2021 Read More [Dog Safe Ice Melt Options: Keeping Pets Safe in Snow Covered Communities](https://frontsteps.com/blog/dog-safe-ice-melt-options-for-snow-covered-communities/)![frenchy in the snow](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Dog Safe Ice Melt Options: Keeping Pets Safe in Snow Covered Communities](https://frontsteps.com/blog/dog-safe-ice-melt-options-for-snow-covered-communities/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Dog Safe Ice Melt Options: Keeping Pets Safe in Snow Covered Communities](https://frontsteps.com/blog/dog-safe-ice-melt-options-for-snow-covered-communities/) February 9, 2021 Read More [Essential Monthly Financial Reports](https://frontsteps.com/blog/essential-monthly-financial-reports/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Essential Monthly Financial Reports](https://frontsteps.com/blog/essential-monthly-financial-reports/)[Your Business](https://frontsteps.com/blog/category/your-business/)#### [Essential Monthly Financial Reports](https://frontsteps.com/blog/essential-monthly-financial-reports/) February 4, 2021 Read More [FRONTSTEPS Co-Branded Mobile App](https://frontsteps.com/blog/frontsteps-co-branded-mobile-app/)![mobile app on phone screen](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20600'%2F%3E) [FRONTSTEPS Co-Branded Mobile App](https://frontsteps.com/blog/frontsteps-co-branded-mobile-app/)[FRONTSTEPS News](https://frontsteps.com/blog/category/frontsteps-news/)#### [FRONTSTEPS Co-Branded Mobile App](https://frontsteps.com/blog/frontsteps-co-branded-mobile-app/) February 2, 2021 Read More [Amenity Reservation System Features within Community Portals](https://frontsteps.com/?p=6816)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201200%20900'%2F%3E) [Amenity Reservation System Features within Community Portals](https://frontsteps.com/?p=6816)[Board Resources](https://frontsteps.com/blog/category/board-resources/)#### [Amenity Reservation System Features within Community Portals](https://frontsteps.com/?p=6816) January 26, 2021 Read More [Boost Employee Retention within the Property Management Space](https://frontsteps.com/blog/boost-employee-retention-within-the-property-management-space/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201416%20799'%2F%3E) [Boost Employee Retention within the Property Management Space](https://frontsteps.com/blog/boost-employee-retention-within-the-property-management-space/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Boost Employee Retention within the Property Management Space](https://frontsteps.com/blog/boost-employee-retention-within-the-property-management-space/) January 21, 2021 Read More [Driving Homeowner Engagement with HOA Assessment Online Payment Options](https://frontsteps.com/blog/driving-homeowner-engagement-with-payments/) [Driving Homeowner Engagement with HOA Assessment Online Payment Options](https://frontsteps.com/blog/driving-homeowner-engagement-with-payments/)[Board Resources](https://frontsteps.com/blog/category/board-resources/)#### [Driving Homeowner Engagement with HOA Assessment Online Payment Options](https://frontsteps.com/blog/driving-homeowner-engagement-with-payments/) January 19, 2021 Read More [Community Management Strategies to Reduce Inefficiences](https://frontsteps.com/blog/inefficiencies-damaging-community-management/)![](data:image/svg+xml;charset=utf-8,%3Csvg%20xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg'%20viewBox%3D'0%200%201000%20667'%2F%3E) [Community Management Strategies to Reduce Inefficiences](https://frontsteps.com/blog/inefficiencies-damaging-community-management/)[Community Resources](https://frontsteps.com/blog/category/community-resources/)#### [Community Management Strategies to Reduce Inefficiences](https://frontsteps.com/blog/inefficiencies-damaging-community-management/) January 12, 2021 Read More Categories [Customer Spotlight](/blog/category/customer-spotlight/) [Frontsteps News](/blog/category/frontsteps-news/) [Product Innovation](/blog/category/product-innovation/) [Community Resources](/blog/category/community-resources/) [Article](/blog/category/article/) [Board Resources](/blog/category/board-resources/)[Case Studies](/blog/category/industry-insights/) #### Join the FRONTSTEPS 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First Name\* Last Name\* Company Name\* Email\* Phone SIGN UP ### Explore the Full Story [](https://frontsteps.com/blog/hoa-software-small-management-companies/) June 25, 2026 in [Product Innovation](https://frontsteps.com/blog/category/product-innovation/) ### A Full Software Suite for Self-Managed HOAs and Small Management Companies Running a small management company or self-managing an HOA is a role that carries weight,… Read More [](https://frontsteps.com/blog/how-one-property-management-company-is-using-alli-to-work-smarter-every-day/) June 1, 2026 in [Case Studies](https://frontsteps.com/blog/category/case-study/) ### How One Property Management Company Is Using ALLi to Work Smarter Every Day There's a version of AI that sounds impressive in a demo, but collects dust by… Read More [](https://frontsteps.com/?p=21996) June 1, 2026 in [Community Resources](https://frontsteps.com/blog/category/community-resources/) ### The Community Manager Turnover Paradox: Why Demand Is Rising While Careers Are Shortening Read More [](https://frontsteps.com/blog/what-tools-help-community-managers-handle-multiple-associations-in-a-single-platform/) May 5, 2026 in [Product Innovation](https://frontsteps.com/blog/category/product-innovation/) ### What Tools Help Community Managers Handle Multiple Associations in a Single Platform? Management companies say it all the time: we're drowning. Not because the work is impossible, but because the… Read More [](https://frontsteps.com/blog/whats-new-in-frontsteps-alli/) April 6, 2026 in [Product Innovation](https://frontsteps.com/blog/category/product-innovation/) ### What’s New in FRONTSTEPS ALLi – And Why It Matters AI in community management is evolving quickly. FRONTSTEPS has just launched a suite of new features that is… Read More How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Book a Demo at CAI Nationals](https://frontsteps.com/book-a-demo-cai-nationals-2026/) **Published:** May 8, 2026 **Author:** Maureen Contestabile **Content:** # CAI Nationals 2026 · BOOTH 601 ## See what's new. Book a live demo. ## Fort Lauderdale, FL | June 3–5, 2026 Your communities deserve more than another software tool. FRONTSTEPS unifies every aspect of HOA management into one seamless platform so you can spend less time in spreadsheets and more time building the neighborhoods people love coming home to. [Reserve Your Slot](https://bookings.cloud.microsoft/book/CAINationalsDemo@frontsteps.com/?ismsaljsauthenabled=true) ## Reserve Your Time at the FRONTSTEPS Booth 601 **Go deep with a 30-Minute One-on-One** Got questions, a specific challenge, or ready to explore a real conversation about your portfolio? Book a private 30-minute session with a FRONTSTEPS expert. We’ll dig into your situation, walk through what’s possible, and leave you with a clear picture of what working together looks like. [Book a 30-Minute Meeting](https://outlook.office.com/book/CAINationalsDemo@frontsteps.com/s/1QrTg8LOgkmgKVksZUIW7g2?ismsaljsauthenabled) **See FRONTSTEPS live with a 15-Minute Product Demo** No slides. No fluff. Just a hands-on walkthrough of the FRONTSTEPS platform built around what matters most to you. 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Refer qualified management companies to FRONTSTEPS and receive rewards at every stage of the process. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) #### Submit a Referral Know a management company that could benefit from FRONTSTEPS? Share their information with us. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) #### Demo Booked When your referral schedules and attends a demo with our team, you earn rewards. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) #### Customer Closed When your referral becomes a FRONTSTEPS customer, you earn even more! ### Get Started Today Please fill out the information for the company you are referring. Δ LinkedIn This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada This field is hidden when viewing the form How many communities do you manage?(Required) Who referred you to FRONTSTEPS?(Required) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) SUBMIT --- ### [Cyber Security Risks](https://frontsteps.com/cyber-security-risks/) **Published:** April 9, 2026 **Author:** Maureen Contestabile **Content:** ## FRONTSTEPS # Top 3 Cybersecurity Risks for 2026 How emerging threats are evolving and how FRONTSTEPS helps protect your community operations and financial data. ## The Threat Landscape ## is *Evolving* The following highlights the most critical cybersecurity risks facing organizations in 2026, along with practical steps to reduce exposure and how FRONTSTEPS supports a more secure operating environment. ### [AI-Powered Social Engineering and Payment Fraud](#) ##### What’s the exposure? Attackers are using artificial intelligence to create highly convincing emails, voice calls, and impersonations of executives, vendors, and employees. These attacks target human decision-making rather than technical systems. Even with strong security controls in place, organizations remain vulnerable if a user is manipulated into approving a request or transferring funds. ##### What action should you do to protect your company? ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Require verification phone call ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Implement strong approval workflows and separation of duties ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Provide ongoing, real-world user training focused on recognizing modern social engineering tactics ##### How FRONTSTEPS mitigates this risk FRONTSTEPS enforces strict access controls, role-based permissions, and audit logging across financial and administrative actions. Sensitive changes and transactions are controlled through approval workflows and monitored for anomalies. We also promote security awareness and customer guidance to reduce human risk exposure. Sources: Verizon Data Breach Investigations Report (2024–2025) Proofpoint Human Factor Report (2024) Federal Bureau of Investigation Internet Crime Report (2024) ### [Identity-Based Attacks and Credential Compromise](#) ##### What’s the exposure? Attackers increasingly target user identities through phishing, credential theft, and session hijacking. Once authenticated, they can operate as legitimate users and bypass traditional security controls. In cloud environments, identity controls access, making compromised accounts high impact risks. ##### What action should you do to protect your company? ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Adopt phishing-resistant authentication methods and enforce conditional access policies ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Continuously monitor for suspicious login behavior ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Conduct regular access reviews ##### How FRONTSTEPS mitigates this risk FRONTSTEPS uses centralized identity management with single sign-on (SSO), multi-factor authentication (MFA), and role-based access control (RBAC). Access is evaluated based on user identity, device posture, and location. Continuous monitoring and logging detect anomalous behavior, and privileged access is tightly controlled and regularly reviewed. Sources: Microsoft Digital Defense Report (2024) CrowdStrike Global Threat Report (2025) Cybersecurity and Infrastructure Security Agency Zero Trust guidance ### [Third-Party and Supply Chain Risk](#) ##### What’s the exposure? Organizations rely heavily on vendors and service providers, each introducing potential risk. A compromise at a third party can expose sensitive data or provide a pathway into connected systems. These risks often exist outside direct organizational control. ##### What action should you do to protect your company? ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Implement a formal vendor risk management program and require security assurances (e.g., SOC 2 reports) ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Limit third-party access to only what is necessary ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) Continuously monitor vendor security posture and access activity ##### How FRONTSTEPS mitigates this risk FRONTSTEPS maintains a formal vendor risk management program that includes security due diligence, contract requirements, and ongoing monitoring. Third-party access is restricted, authenticated, and logged. Vendors are required to meet defined security standards, and access can be revoked immediately if risk is identified. Sources: IBM Cost of a Data Breach Report (2024) National Institute of Standards and Technology SP 800-161 SolarWinds and Okta incident case studies How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Request a Demo](https://frontsteps.com/request-demo/) **Published:** October 29, 2025 **Author:** Maureen Contestabile **Content:** # Power your communities with a Smarter Platform Discover how FRONTSTEPS helps management companies and self-managed communities simplify operations, engage residents, and scale with confidence ![](https://frontsteps.com/wp-content/uploads/2025/10/person_celebrate.svg) #### All-in-One, Built to Scale From accounting to community engagement and security, our platform supports everything you need—whether managing a single HOA or an entire portfolio. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) #### Fast and Efficient Implementation Go live in just 60 days, compared to the 8–9 months other platforms require. ![bolt icon](https://frontsteps.com/wp-content/uploads/2025/10/electric_bolt.svg) #### A Growth-Focused Long-Term Partner With resident engagement tools and revenue-share programs, we’re invested in your long-term success. ### Request a Demo See how fast, flexible, and future-ready community management software should work. Δ Email This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\*(Required) What brought you to our FRONTSTEPS?(Required)What brought you to our FRONTSTEPS?Ready to Switch Software?Chat with SupportLearn How AI Helps You Work SmarterLearn About FRONTSTEPS PricingCheck Integration with Your Current Tools What products are you interested in?(Required)What products are you interested in?FRONTSTEPS CaliberFRONTSTEPS PaymentsFRONTSTEPS CommunityALLiFRONTSTEPS ManagerFRONTSTEPS Starter Pack Looking for help with your existing FRONTSTEPS account? [Contact Support](https://kb.frontsteps.com/s/contactsupport) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) REQUEST A DEMO --- ### [Careers](https://frontsteps.com/careers/) **Published:** September 10, 2021 **Author:** FRONTSTEPS **Content:** # CAREERS ## Come Build Community With Us At FRONTSTEPS, we believe great neighborhoods start with great people [SEE OPEN POSITIONS](https://frontsteps.applytojob.com/apply) ![community header](https://frontsteps.com/wp-content/uploads/2025/06/0-copy.webp) ![stairs icon](https://frontsteps.com/wp-content/uploads/2025/08/Frame-1266.svg) Join the FRONTSTEPS team ##### As a thriving, innovative team, we’re committed to driving positive change, encouraging growth, and having fun every step of the way. ![](https://frontsteps.com/wp-content/uploads/2025/06/disability.svg) ##### Long and Short Term Disability ![healthcare icon](https://frontsteps.com/wp-content/uploads/2025/06/healthcare.svg) ##### Health, Dental, and Vision Care ![plane icon](https://frontsteps.com/wp-content/uploads/2025/06/vacation.svg) ##### 13 Paid Holidays ![calendar icon](https://frontsteps.com/wp-content/uploads/2025/06/fto.svg) ##### Flex Time Off ![life insurance icon](https://frontsteps.com/wp-content/uploads/2025/06/life-insurance.svg) ##### Life Insurance ![crib icon](https://frontsteps.com/wp-content/uploads/2025/06/crib.svg) ##### Paid Family Leave ![education icon](https://frontsteps.com/wp-content/uploads/2025/06/education.svg) ##### Continued Education ![piggybank icon](https://frontsteps.com/wp-content/uploads/2025/06/savings.svg) ##### 401k [Join us and be part of a community that’s making an impact.](https://frontsteps.applytojob.com/apply) ## The People Behind the Platform ![best places to work 2025](https://frontsteps.com/wp-content/uploads/2025/07/2025BPTW_GeneralBadge_FullColor.png) ![2024 best places to work](https://frontsteps.com/wp-content/uploads/2021/06/2024BPTW_GeneralBadgeYear_FullColor.png) ![best places to work 2023](https://frontsteps.com/wp-content/uploads/2024/01/2023BPTW_GeneralBadgeYear_FullColor-1.png) ![](https://frontsteps.com/wp-content/uploads/2025/07/photo.png "photo") ![matt and jonathan at office](https://frontsteps.com/wp-content/uploads/2025/11/shared-image-2-768x1024.jpeg "office image") ![TEAM PICTURE](https://frontsteps.com/wp-content/uploads/2025/08/Image-12-1.png "teampic") ![](https://frontsteps.com/wp-content/uploads/2025/07/photo-2-1.png "photo 2 1") ![](https://frontsteps.com/wp-content/uploads/2025/06/90-copy.webp "90 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Front-Steps-Forward-April-7-10-2025-Still-1-8-copy.webp "Front Steps Forward April 7-10, 2025 Still-1 8 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/IMG_2051-2-copy.webp "IMG_2051 2 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/shared-image-4-2-copy.webp "shared image (4) 2 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Front-Steps-Forward-April-7-10-2025-Still-16-2-copy.webp "Front Steps Forward April 7-10, 2025 Still-16 2 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Group-1263-copy.webp "Group 1263 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Group-1264-copy.webp "Group 1264 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Group-1265-copy.webp "Group 1265 copy") ![](https://frontsteps.com/wp-content/uploads/2025/06/Group-1266-copy.webp "Group 1266 copy") ![wscai event](https://frontsteps.com/wp-content/uploads/2026/02/IMG_20260202_110120-768x1024.jpg "wscai event") ![west coast dinner](https://frontsteps.com/wp-content/uploads/2026/02/shared-image-3-1024x741.jpeg "westcoast dinner") ![josh leadership summit](https://frontsteps.com/wp-content/uploads/2026/02/FRONTSTEPS-Leadership-Summit-January-27-2026-585-1024x683.jpg "FRONTSTEPS Leadership Summit January 27, 2026-585") ![hannah leadership](https://frontsteps.com/wp-content/uploads/2026/02/hannah-leadership-1024x683.jpeg "hannah leadership") ![jason leadership photo](https://frontsteps.com/wp-content/uploads/2026/02/jason-1024x683.jpeg "jason") ![jim leadership speaking](https://frontsteps.com/wp-content/uploads/2026/02/jim-leadership-1024x683.jpeg "jim leadership") ![leadership group photo](https://frontsteps.com/wp-content/uploads/2026/02/leadership-group-photo-1024x683.jpeg "leadership group photo") ## What Our People Say > “ > > FRONTSTEPS gives me the opportunity to do work I’m proud of every single day. No two days are the same, and I’m constantly energized by projects that challenge and inspire me. What I value most is being part of a company that encourages innovation and empowers us to lead meaningful change in our industry. > > Emily WigdaleDirector of Marketing > “ > > My job has a lot of variety, which I really enjoy. Every day I'm working alongside smart and dedicated co-workers to solve difficult problems. > > Joe YakichQuality Assurance Engineer > “ > > I get to work with an amazing team that’s supportive, collaborative, and always striving to improve. But what really makes me happy is making a difference in my team members’ lives, helping them grow in their careers, guiding them toward their goals, and creating opportunities for them to succeed. > > Gloria KoonCustomer Support Manager How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Client Terms of Service](https://frontsteps.com/terms-of/) **Published:** December 22, 2021 **Author:** FRONTSTEPS **Content:** # Client Terms of Service You (“you” or the “User”) are about to register to view a web site hosted by, and/or use other services provided or arranged by Community Investors, Inc. dba FRONTSTEPS and its affiliates (“we” or “us”). We provide to associations, their members, and the associations’ management companies web site hosting and other online resources and services (collectively, the “Services”), subject to the following terms and conditions and any rules, guidelines or policies that may be published from time to time by us (collectively, the “Terms of Service”). We may refuse to provide the Services to any person or entity in our sole discretion. We may cancel the Services with or without cause at any time, including, without limitation, if any of the registration information you provided is false or misleading, if you have violated these Terms of Service, or if your association or its management company informs us that you are not authorized to use any of the Services. Unless we state otherwise, any changes or additions to any of the Services, will be subject to these Terms of Service. These Terms of Service (including the rules, guidelines and policies incorporated herein) may be changed from time to time by us without notice. By registering to use or using this web site or any of the other Services, you agree to these Terms of Service. We do not provide hardware, software, equipment or systems to any User to connect to or access the Internet, and all such hardware, software, equipment and systems shall remain the sole responsibility of the User. Terms of Service Last Revised: May 5, 2018. ‍**1. REGISTRATION AND PASSWORDS ‍ ‍**By registering to use the Services, you represent to us and agree that (a) you are 18 years of age or older, (b) a member in good standing of the association whose web site or other Services you intend to use and/or are otherwise permitted to access the web site or use the other Services for which you are registering, and (c) you have provided to us and will maintain at all times with us accurate, correct and complete information that may be requested by the registration forms (the “Registration Data”). If we have reason to believe that the Registration Data you have provided is not accurate or incomplete, we may suspend or terminate your ability to use any or all of the Services. Your Registration Data is subject to our Online Privacy Policy (see Section 3). We attempt to protect the privacy and integrity of the Services by making access to and use of the Services subject to the use of a password. When you register to use the Services the first time, you will be given initial access to the Services through a password. Thereafter, you must use your password to access and use the Services. You must keep your password confidential and not share your password with anyone. You will be fully responsible for all activity that occurs under the use of your user name or password. You agree to immediately notify us of any unauthorized use of your user name or password by emailing us at . ‍**2. CONDITIONS OF USE** **‍**You agree that you may use the Services only as long as you comply with rules, regulations and guidelines (“Rules”) published by us from time to time. The Rules are in addition to any other rules, regulations or guidelines that may be adopted from time to time by your association or its management company. We may amend or supplement the Rules from time to time in our sole discretion without prior notice. Changes are effective upon posting, and we encourage you to frequently review the Rules online for any changes. The Rules, as amended and supplemented from time to time, are incorporated by reference into these Terms of Service. In accordance with Section 4 of these Terms of Service, you agree not to reproduce, duplicate, copy, sell, resell or exploit for any commercial purposes, any portion of the Services. We do not in the ordinary course pre-screen or monitor content of the web sites or public areas, nor on-line postings or other communications. However, we reserve the right, but not the obligation, to determine in our sole discretion what is and is not acceptable content on any web site or in any other communication or posting made in connection with the Services, to limit placement of any content on a web site or on any other area provided in connection with the Services, to remove, alter or block access to any content immediately and without prior notice, to determine in our sole and absolute discretion what is and is not an appropriate conduct and use of any of the Services, and to cease providing or bar access to any or all of the Services to any User at any time, for any reason or for no reason, without prior notice. We reserve the right, but not the obligation, to monitor and investigate complaints regarding any of the foregoing, and you agree to cooperate fully with us in providing access and information as may be requested at any time and from time to time. You agree that any reservation of rights by us imposes no obligation of any kind on us to take any of the foregoing actions. Access to an association’s web site and other portions of the Services, including content, is password protected. Currently, we also offer web site content backup Services to assist in the protection of content from loss. However, we do not warrant or guarantee the integrity or security of the Services or the content, information or data transmitted through or contained on any portion of the Services. Ultimately, the security of any association’s web site, and of access to and of all content and data located on, any web site, are the responsibility of each association, its management company and/or the members of the association. Content and data on any web site may be subject to loss, alteration, corruption or destruction, and we shall have no responsibility therefore. ‍**3. PRIVACY** **‍**Registration Data and other personally identifiable information about you that you provide to us through the Services is subject to our Online Privacy Policy. Our current Online Privacy Policy is found at [www.frontstepsdev.wpenginepowered.com/privacy-policy](http:/www.frontstepsdev.wpenginepowered.com/privacy-policy) Our Online Privacy Policy may be amended or supplemented from time to time by us in our sole discretion without prior notice. Changes are effective upon posting, and we encourage you to frequently review the Online Privacy Policy for any changes. ‍**4. PROPRIETARY RIGHTS** **‍**We and/or our licensors own (a) the contents of the FRONTSTEPS web site, (b) the content contained in or presented through the Services by us or by third parties engaged by us (including, without limitation, text, music, sound, photographs, graphics, video, page layout, and design), (c) the software, hardware, files, processes, systems, databases and tools used or provided by us or by third parties engaged by us to provide the Services, (d) other tangible and intangible personal property relating to the Services, including, without limitation, the domain names, IP numbers and addresses that may be used by us in providing the Services, and (e) the trade names, trade marks, service marks, copyrights, patents, inventions, trade secrets, know-how and other intellectual property rights relating to the foregoing (“FRONTSTEPS Property”). These Terms of Service do not constitute a license to you or any other person to use any FRONTSTEPS Property, except that you may use those Services that we make available to you solely for your personal use. You agree that you will not, and that you will not permit any person or entity to, copy, revise, alter, modify, decompile, reverse engineer, assemble, or attempt to discover, nor sell, assign, sublicense, encumber, or otherwise transfer any interest in, any FRONTSTEPS Property, including, without limitation, any object code, source code, underlying processes or algorithms contained therein, other than as is permitted by us in writing. However, you may download a single copy of this web site onto a single computer or make one print copy for your personal, noncommercial use. Your association or its management company may permit you to submit additional content to a web site to any “public areas” provided as part of the Services, subject to these Terms of Service (including, without limitation, the Rules). “Public areas” are areas where you may submit content for viewing by others and where others may submit content for viewing by you, such as news items, chat rooms or bulletin boards, whether or not access to such areas is restricted. You are responsible for such content and for postings, email and other communications transmitted or posted by you using the Services. By creating, posting or submitting content on a web site or any public area, or permitting others to do the same, you represent and warrant that the content complies with these Terms of Service (including, without limitation, the Rules), and grant to us and our affiliates a worldwide, perpetual, irrevocable, royalty-free, sub licensable (through multiple tiers) non-exclusive right and license to exercise all rights with respect to the content submitted, created or posted in any public area, and to cache, backup and otherwise use all such content, in order to provide the Services. You agree that such caching, backup and other use is not an infringement of any of your intellectual property rights or any third party’s intellectual property rights. You agree that we may preserve or disclose content if required to do so by law or regulation or in the good faith belief that disclosure is reasonably necessary to: (i) comply with legal process; (ii) enforce the Terms of Service; (iii) respond to claims that any content violates the rights of third parties; (iv) protect the rights, property, or personal safety of us, other Users or the public; or (v) provide the Services. ‍**5. THIRD PARTY DEALINGS** **‍**If you acquire goods or services from a third party, whether or not the goods or services are used as part of or found through the Services, you agree that your business dealings with that third party are solely between you and the third party. We have no liability for any reason connected with such third party or the goods or services acquired, including, without limitation, complaints or claims concerning failure to perform, defects in goods or services or otherwise. Links to other web sites or resources may be provided by us or third parties as part of the Services. You agree that we have no control over such sites and are not responsible for them. You also agree that we are not responsible for any content, advertising, products or material on or available from such sites or resources. Please see our Privacy Policy for information on these third party links and your consent to the use of third party providers. ‍**6. DISCLAIMERS AND LIMITATIONS** **‍**USE OF THE SERVICES AND ANY EQUIPMENT, SOFTWARE AND HARDWARE PROVIDED IN CONNECTION WITH THE SERVICES, IS ON AN “AS IS” BASIS AND ON AN “AS AVAILABLE” BASIS. WE MAKE NO, AND HEREBY DISCLAIM ANY AND ALL, REPRESENTATIONS AND WARRANTIES, EXPRESS OR IMPLIED, OF ANY KIND OR NATURE WITH RESPECT TO THE SERVICES OR SUCH PROPERTY, INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. NEITHER WE, YOUR ASSOCIATION, THE ASSOCIATION’S MANAGEMENT COMPANY, NOR ANY OTHER PERSON OR ENTITY INVOLVED IN CREATING, PRODUCING OR DELIVERING ANY OF THE SERVICES REPRESENTS OR WARRANTS THAT THE SERVICES WILL BE TIMELY, UNINTERRUPTED OR ERROR FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE SERVICES OR THE SERVERS OR OTHER PROPERTY THAT ARE USED IN PROVIDING THE SERVICES WILL BE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. WE HEREBY DISCLAIM ANY LIABILITY OR RESPONSIBILITY, ARISING OUT OF THE INACCURACY, ILLEGALITY, AND/OR INAPPROPRIATENESS OF ANY CONTENT PROVIDED TO ANY WEB SITE OR ANY PUBLIC AREA, THE DAMAGE, DESTRUCTION OR CORRUPTION OF ANY CONTENT OR OTHER DATA, OR THE USE OR MISUSE OF, OR INABILITY TO USE, THE SERVICES BY ANY PERSON OR ENTITY. IN NO EVENT WILL WE NOR ANY OTHER PERSON OR ENTITY INVOLVED IN CREATING, PRODUCING OR DELIVERING ANY OF THE SERVICES BE LIABLE FOR ANY INDIRECT, SPECIAL, OR CONSEQUENTIAL OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOST PROFITS, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES (EVEN IF WE HAVE BEEN NOTIFIED OF THE POSSIBILITY OF SUCH LOSSES) ARISING OUT OF OR RELATED TO THE SERVICES. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY. IN SUCH JURISDICTIONS, SOME OF THE LIMITATIONS IN THIS SECTION 8 MAY NOT APPLY TO YOU. Under no circumstances will we be liable for failure or delay in connection with the Services if the failure or delay is due to circumstances beyond our control including, without limitation, acts of any governmental body, war, insurrection, sabotage, embargo, fire, flood, strike or other labor disturbance, interruption of or delay in transportation, unavailability of, interruption or delay in telecommunication or third party services (including DNS propagation), failure of third party software or hardware, or inability to obtain raw materials, supplies, or power used in equipment needed for the provision of services. You agree that any claim or cause of action which you may have arising out of a claim related to these Terms of Service or the Services must be filed within one (1) year after such claim or cause of action arises, or the claim or cause of action will forever be barred. ‍**7. INDEMNIFICATION** **‍**You agree to indemnify and hold harmless us and our parents, subsidiaries, affiliates, officers, members, employees and representatives from any and all claims, liability and expenses (including without limitation, reasonable attorneys fees) arising out of or related to your use of the Services, your breach of any provision of these Terms of Service, or any content posted or transmitted by you through the use of the Services. We reserve the right, at our own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, which shall not excuse your indemnity obligations. ‍**8. NOTICES** **‍**We may send notices by electronic mail, regular mail, courier or overnight delivery to the electronic mail address, mailing address or delivery address most recently provided. Notices will be effective upon transmission or delivery. We may provide changes to the Terms of Service (including, without limitation, the Rules and our Online Privacy Policy) by posting such changes on the Internet. ‍**9. TRADEMARKS** **‍**The trademarks, service marks and logos shown on this web site (collectively, the “Marks”), including FRONTSTEPS are trademarks of Community Investors, Inc. Other third parties’ trademarks may also appear on this web site. The trademark FRONTSTEPS may also appear on other portions of the Services. You may not use the Marks or third parties’ trademarks without the prior written permission of Community Investors, Inc. or the applicable third party. ‍‍**10. COPYRIGHTS AND INFRINGEMENT CLAIMS** We respect the intellectual property rights of others. We will process and investigate notices of alleged infringement of intellectual property rights related to this web site or the Services, as provided by Digital Millennium Copyright Act (“DMCA”), and will respond appropriately, as provided by the DMCA. As appropriate, we will move expeditiously to remove or disable access to material claimed to be infringing or claimed to be the subject of infringing activity. We will terminate access to Users who are repeat infringers. Notices of claimed infringement should be directed to our Copyright Agent at the following address: Legal Department Community Investors, Inc. 1290 Broadway, Suite 1250 Denver, CO 80203 (800) 992-4384 ‍**11. GENERAL PROVISIONS** **‍**These Terms of Service constitute the entire agreement between you and us concerning your use of the Services and the relationship between you and us, and supersede any prior or contemporaneous oral or written communications, representations or understandings concerning the subject matter. You may be subject to additional terms and conditions imposed by a separate agreement between Users, for example a separate agreement between an association and its management company or between members and their association or its management company. We are not bound by or subject to any such agreements. In addition, we may have entered into separate agreements with less than all Users, for example an agreement between us and a management company. If you are not a party to any such agreement, then you agree that you are not subject to it, are not entitled to enforce it, and are not a third party beneficiary of it. You agree that you are not relying on any representation, warranty, guarantee or statement of any kind or nature made by us or anyone on our behalf except as set forth in these Terms of Service. If any provision of the Terms of Service is held invalid or unenforceable, the remaining provisions will remain in effect. No waiver of any breach or failure or delay in exercising any right, power or remedy of any provision of these Terms of Service shall constitute a waiver of the same or any other provision hereof with respect to prior, concurrent or subsequent occurrences and no waiver shall be effective unless made in writing and signed by an authorized representative of the party against whom such waiver is sought. These Terms of Service, and any dispute arising pursuant to these Terms of Service, shall be governed by Colorado law, exclusive of its provisions regarding conflicts of law. Any action relating to these Terms of Service must be brought in Denver, Colorado, and both parties irrevocably consent to the jurisdiction of the state and federal courts located in Denver, Colorado. Titles and headings are included solely for convenient reference and are not part of these Terms of Service. You may not assign any of your rights or obligations (in whole or in part) without our prior written consent, which we may withhold, in our sole discretion. We may assign our rights and obligations under these Terms of Service without your prior written consent. ‍‍**12. MICROSOFT TERMS OF SERVICE** **‍**We have incorporated certain third party services provided by Microsoft Corporation into the Services and your use of such services are conditioned upon your agreement to comply with the terms of use published by Microsoft Corporation, as these terms are modified from time to time in Microsoft’s sole and absolute discretion. A current copy of the terms of use are available at https://www.microsoft.com/en-us/legal/terms-of-use (the “Microsoft Terms of Use”). You are responsible for reading carefully the Microsoft terms of use and complying with these conditions with regard to the third party services provided by Microsoft. --- ### [Master Services Agreement](https://frontsteps.com/contract-msa/) **Published:** September 8, 2021 **Author:** FRONTSTEPS **Content:** # Master Services Agreement THIS MASTER SERVICES AGREEMENT (“AGREEMENT”) GOVERNS YOUR PURCHASE AND USE OF OUR PRODUCTS AND SERVICES (COLLECTIVELY, THE “SERVICES”). BY CLICKING A BOX ONLINE INDICATING YOUR ACCEPTANCE OR BY EXECUTING AN ORDER FORM THAT REFERENCES THIS AGREEMENT, YOU AGREE TO THE TERMS OF THIS AGREEMENT. IF YOU ARE ENTERING INTO THIS AGREEMENT ON BEHALF OF AN ORGANIZATION, YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND SUCH ORGANIZATION AND ITS AFFILIATES TO THIS AGREEMENT, IN WHICH CASE THE TERMS “YOU” OR “YOUR” SHALL REFER TO SUCH ORGANIZATION AND ITS AFFILIATES. This Agreement was last updated on April 16, 2025. It is effective between You and Us as of the date You accept this Agreement. 1. DEFINITIONS “Affiliate” means any entity that directly or indirectly controls, is controlled by, or is under common control with the subject entity. “Control,” for purposes of this definition, means direct or indirect ownership or control of more than 50% of the voting interests of the subject entity. “Agreement” means this Master Services Agreement. “Beta Services” means Services or functionality that may be made available to You to try at Your option at no additional charge which is clearly designated as beta, pilot, limited release, developer preview, non-production, evaluation, or by a similar description. “Content” means information obtained by Us from publicly available sources or third party content providers and made available to You through the Services, Beta Services or pursuant to an Order Form, as more fully described in the Documentation. “Documentation” means the applicable Service’s documentation, and its usage guides, policies, and release notes, and privacy policies, as updated from time to time, accessible via Our websites, by request or login to the applicable Service. “Malicious Code” means code, files, scripts, agents or programs intended to do harm, including, for example, viruses, worms, time bombs and Trojan horses. “Non-CII Application” means a Web-based, mobile, offline or other software application functionality that is provided by You or a third party and interoperates with a Service. “Order Form” means an ordering document or online order specifying the Services to be provided hereunder that is entered into between You and Us or any of Our Affiliates, including any addenda and supplements thereto. By entering into an Order Form hereunder, an Affiliate agrees to be bound by the terms of this Agreement as if it were an original party hereto. “Services” means the products and services that are ordered by You under an Order Form or provided to You under a free trial, and made available online by Us, including associated offline or mobile components, as described in the Documentation. “Services” exclude Content and Non-CII Applications. “User” means an individual who is authorized by You to use a Service, for whom You have purchased a subscription (or in the case of any Services provided by Us without charge, for whom a Service has been provisioned), and to whom You (or, when applicable, Us at Your request) have supplied a user identification and password (for Services utilizing authentication). Users may include, for example, Your employees, consultants, contractors and agents, end users, and third parties with which You transact business. “We,” “Us,” “Our” or “CII” means Community Investors, Inc. or any of its Affiliates who have signed an Order Form. “You” or “Your” means the company or other legal entity for which you are accepting this Agreement, and Affiliates of that company or entity which have signed Order Forms. “Your Data” means electronic data and information submitted by or for You to the Services, including any personally identifiable information, and excluding Content and Non-CII Applications. 2. FREE TRIAL If You register on Our website for a free trial, We will make one or more Services available to You on a trial basis free of charge until the earlier of (a) the end of the free trial period for which You registered to use the applicable Service(s), or (b) the start date of any purchased Service subscriptions ordered by You for such Service(s), or (c) termination by Us in our sole discretion. Additional trial terms and conditions may appear on the trial registration web page. Any such additional terms and conditions are incorporated into this Agreement by reference and are legally binding. ANY DATA YOU ENTER INTO THE SERVICES, AND ANY CUSTOMIZATIONS MADE TO THE SERVICES BY OR FOR YOU, DURING YOUR FREE TRIAL WILL BE PERMANENTLY LOST UNLESS YOU PURCHASE A SUBSCRIPTION TO THE SAME SERVICES AS THOSE COVERED BY THE TRIAL. NOTWITHSTANDING SECTION 9 (REPRESENTATIONS, WARRANTIES, EXCLUSIVE REMEDIES AND DISCLAIMERS), DURING THE FREE TRIAL THE SERVICES ARE PROVIDED “AS-IS” WITHOUT ANY WARRANTY. Please review the applicable Service’s Documentation during the trial period so that You become familiar with the features and functions of the Services before You make Your purchase. 3. OUR RESPONSIBILITIES 3.1. Provision of Purchased Services. We will (a) make the Services and Content available to You pursuant to this Agreement and the applicable Order Forms, and will grant You the right to use such Services and Content pursuant to the terms and conditions set forth herein and in the Order Form, (b) provide applicable standard support for the Services to You at no additional charge, and/or upgraded support if purchased pursuant to an Order Form, (c) use commercially reasonable efforts to make the online Services available 24 hours a day, 7 days a week, except for: (i) planned downtime (of which We shall give advance electronic notice as provided in the Documentation), and (ii) any unavailability caused by circumstances beyond Our reasonable control, including, for example, an act of God, act of government, emergency maintenance, flood, fire, earthquake, civil unrest, act of terror, strike or other labor problem (other than one involving Our employees), Internet service provider failure or delay, Non-CII Application, or denial of service attack. To the extent that you have purchased the Services on behalf of a client or an association, the client or the association is a responsible party under this Agreement. 3.2. Protection of Your Data. We will maintain administrative, physical, and technical safeguards for protection of the security, confidentiality and integrity of Your Data, as described in the Documentation. Those safeguards will include, but will not be limited to, measures for preventing access, use, modification or disclosure of Your Data by Our personnel except (a) to provide the purchased Services and prevent or address service or technical problems, (b) as compelled by law in accordance with Section 8.3 (Compelled Disclosure) below, or (c) as You expressly permit in writing. 3.3. Our Personnel. We will be responsible for the performance of Our personnel (including Our employees and contractors) and their compliance with Our obligations under this Agreement, except as otherwise specified herein. 3.4. Beta Services. From time to time, We may make Beta Services available to You at no charge. You may choose to try such Beta Services or not in Your sole discretion. Beta Services are intended for evaluation purposes and not for production use, are not supported, and may be subject to additional terms. Beta Services are not considered “Services” under this Agreement, however, all restrictions, Our reservation of rights and Your obligations concerning the Services, and use of any related Non-CII Applications and Content, shall apply equally to Your use of Beta Services. Unless otherwise stated, any Beta Services trial period will expire upon the earlier of one year from the trial start date or the date that a version of the Beta Services becomes generally available without the applicable Beta Services designation. We may discontinue Beta Services at any time in Our sole discretion and may never make them generally available. We will have no liability for any harm or damage arising out of or in connection with a Beta Service. 4. USE OF SERVICES AND CONTENT 4.1 Subscriptions. Unless otherwise provided in the applicable Order Form or Documentation, (a) Services and access to Content are purchased as subscriptions, (b) subscriptions may be added during a subscription term at the same pricing as the underlying subscription pricing, prorated for the portion of that subscription term remaining at the time the subscriptions are added, and (c) any added subscriptions will terminate on the same date as the underlying subscriptions. 4.2 Usage Limits. Services and Content may be subject to usage limits, including, for example, the number of Users specified in Order Forms and Documentation. Unless otherwise specified, (a) a quantity in an Order Form refers to Users, and the Service or Content may not be accessed by more than that number of Users, (b) a User’s password may not be shared with any other individual, and (c) except as set forth in an Order Form, a User identification may only be reassigned to a new individual replacing one who will no longer use the Service or Content. If You exceed a contractual usage limit, We may work with You to seek to reduce Your usage so that it conforms to that limit. If, notwithstanding Our efforts, You are unable or unwilling to abide by a contractual usage limit, You will execute an Order Form for additional quantities of the applicable Services or Content promptly upon Our request, and/or pay any invoice for excess usage in accordance with Section 6.2 (Invoicing and Payment). Such additional charges shall be commercially reasonable and commensurate with the additional usage. 4.3 Your Responsibilities. You will (a) be responsible for Users’ compliance with this Agreement, Documentation and Order Forms, (b) be responsible for the accuracy, quality and legality of Your Data and the means by which You acquired Your Data, (c) use commercially reasonable efforts to prevent unauthorized access to or use of Services and Content, and notify Us promptly of any such unauthorized access or use, (d) use Services and Content only in accordance with this Agreement, Documentation, Order Forms and applicable laws and government regulations, and (e) comply with terms of service of any Non-CII Applications with which You use Services or Content. You may not access the Services if You are Our competitor, except with Our prior written consent. In addition, You may not access the Services for purposes of monitoring their availability, performance or functionality, or for any other benchmarking or competitive purposes. 4.4 Usage Restrictions. You will not (a) make any Service or Content available to, or use any Service or Content for the benefit of, anyone other than You or Users, unless expressly stated otherwise in an Order Form or the Documentation, (b) sell, resell, license, sublicense, distribute, make available, rent or lease any Service or Content, or include any Service or Content in a service bureau or outsourcing offering, (c) use a Service or Non-CII Application to store or transmit infringing, libelous, or otherwise unlawful or tortious material, or to store or transmit material in violation of third-party privacy rights, (d) use a Service or Non-CII Application to store or transmit Malicious Code, (e) interfere with or disrupt the integrity or performance of any Service or third-party data contained therein, (f) attempt to gain unauthorized access to any Service or Content or its related systems or networks, (g) permit direct or indirect access to or use of any Service or Content in a way that circumvents a contractual usage limit, or use any of Our Services to access or use any of Our intellectual property except as permitted under this Agreement, an Order Form, or the Documentation, (h) copy a Service or any part, feature, function or user interface thereof, (i) copy Content except as permitted herein or in an Order Form or the Documentation, (j) frame or mirror any part of any Service or Content, other than framing on Your own intranets or otherwise for Your own internal business purposes or as permitted in the Documentation, (k) access any Service or Content in order to build a competitive product or service or to benchmark with a Non-CII product or service, or (l) reverse engineer any Service (to the extent such restriction is permitted by law). Any use of the Services in breach of this Agreement, Documentation or Order Forms, by You or Users that in Our judgment threatens the security, integrity or availability of Our services, may result in Our immediate suspension of the Services, however We will use commercially reasonable efforts under the circumstances to provide You with notice and an opportunity to remedy such violation or threat prior to such suspension. 4.5 Removal of Content and Non-CII Applications. If We are required by a licensor to remove Content, or receive information that Content provided to You may violate applicable law or third-party rights, We may so notify You and in such event You will promptly remove such Content from Your systems. If We receive information that a Non-CII Application hosted on a Service by You may violate applicable law or third-party rights, We may so notify You and in such event You will promptly disable such Non-CII Application or modify the Non-CII Application to resolve the potential violation. If You do not take required action in accordance with the above, We may disable the applicable Content, Service and/or Non-CII Application until the potential violation is resolved. 5. NON-CII PROVIDERS 5.1. We or third parties may make available third-party products or services, including, for example, Non-CII Applications and implementation and other consulting services. Any acquisition by You of such products or services, and any exchange of data between You and any Non-CII provider, product or service is solely between You and the applicable Non-CII provider. We do not warrant or support Non-CII Applications or other Non-CII products or services, whether or not they are designated by Us as “certified” or otherwise, unless expressly provided otherwise in an Order Form. ‍ 5.2. Non-CII Applications and Your Data. If You choose to use a Non-CII Application with a Service, You grant Us permission to allow the Non-CII Application and its provider to access Your Data as required for the interoperation of that Non-CII Application with the Service. We are not responsible for any disclosure, modification or deletion of Your Data resulting from access by such Non-CII Application or its provider. 5.3. Integration with Non-CII Applications. The Services may contain features designed to interoperate with Non-CII Applications. To use such features, You may be required to obtain access to such Non-CII Applications from their providers, and may be required to grant Us access to Your account(s) on such Non-CII Applications. We cannot guarantee the continued availability of such Service features, and may cease providing them without entitling You to any refund, credit, or other compensation, if for example and without limitation, the provider of a Non-CII Application ceases to make the Non-CII Application available for interoperation with the corresponding Service features in a manner acceptable to Us. 6. FEES AND PAYMENT FOR PURCHASED SERVICES 6.1. Fees. You will pay all fees specified in Order Forms. Except as otherwise specified herein or in an Order Form,(i) fees are based on Services and Content subscriptions purchased and not actual usage, and (ii) payment obligations are non-cancelable and fees paid are non-refundable. The addition of a community or multiple communities outside of the initial Order Form do not require an additional Order Form. Requests to add/remove a community or multiple communities must be submitted through FRONTSTEPS standard support processes. 6.2. Invoicing and Payment. You will provide Us with valid and updated credit card information, or with a valid purchase order or alternative document reasonably acceptable to Us. If You provide credit card information to Us, You authorize Us to charge such credit card for all purchased Services listed in the Order Form for the initial subscription term and any renewal subscription term(s) as set forth in Section 12.2 (Term of Purchased Subscriptions). Such charges shall be made in advance, either monthly or in accordance with any different billing frequency stated in the applicable Order Form. If the Order Form specifies that payment will be by a method other than a credit card, We will invoice You in advance and otherwise in accordance with the relevant Order Form. Unless otherwise stated in the Order Form, invoiced charges are due net 30 days from the invoice date. You are responsible for providing complete and accurate billing and contact information to Us and notifying Us of any changes to such information. 6.3. Overdue Charges. If any invoiced amount is not received by Us by the due date, then without limiting Our rights or remedies, (a) You shall pay a late fee equal to 5% of such past due charges, and/or (ii) You shall pay late interest at the rate of 1.5% of the outstanding balance per month, or the maximum rate permitted by law, whichever is lower, and/or (c) We may condition future subscription renewals and Order Forms on payment terms shorter than those specified in Section 6.2 (Invoicing and Payment). 6.4. Suspension of Service and Acceleration. If any amount owing by You under this or any other agreement for Our services is 30 or more days overdue (or 10 or more days overdue in the case of amounts You have authorized Us to charge to Your credit card), We may, without limiting Our other rights and remedies, accelerate Your unpaid fee obligations under such agreements so that all such obligations become immediately due and payable, and suspend Our services to You until such amounts are paid in full. Other than for customers paying by credit card or direct debit whose payment has been declined, We will give You at least 10 days’ prior notice that Your account is overdue, in accordance with Section 13.2 (Manner of Giving Notice) for billing notices, before suspending services to You. 6.5. Payment Disputes. We will not exercise Our rights under Section 6.3 (Overdue Charges) or 6.4 (Suspension of Service and Acceleration) above if You are disputing the applicable charges reasonably and in good faith and are cooperating diligently to resolve the dispute. 6.6. Taxes. Our fees do not include any taxes, levies, duties or similar governmental assessments of any nature, including, for example, value-added, sales, use or withholding taxes, assessable by any jurisdiction whatsoever (collectively, “Taxes”). You are responsible for paying all Taxes associated with Your purchases hereunder. If We have the legal obligation to pay or collect Taxes for which You are responsible under this Section 6.6, We will invoice You and You will pay that amount unless You provide Us with a valid tax exemption certificate authorized by the appropriate taxing authority. For clarity, We are solely responsible for taxes assessable against Us based on Our income, property and employees. 6.7. Future Functionality. You agree that Your purchases are not contingent on the delivery of any future functionality or features, or dependent on any oral or written public comments made by Us regarding future functionality or features. 7. PROPRIETARY RIGHTS AND LICENSES 7.1. Reservation of Rights. Subject to the limited rights expressly granted hereunder, We and Our licensors and Content Providers reserve all of Our/their right, title and interest in and to the Services and Content, including all of Our/their related intellectual property rights. No rights are granted to You hereunder other than as expressly set forth herein. 7.2. Access to and Use of Content. You have the right to access and use applicable Content subject to the terms of applicable Order Forms, this Agreement and the Documentation. 7.3. License to Host Your Data and Applications. You grant Us, Our Affiliates and applicable contractors a worldwide, limited-term license to host, copy, transmit and display Your Data, and any Non-CII Applications and program code created by or for You using a Service or for use by You with the Services, as reasonably necessary for Us to provide the Services in accordance with this Agreement. Subject to the limited licenses granted herein, We acquire no right, title or interest from You or Your licensors under this Agreement in or to any of Your Data, Non-CII Application or such program code. 7.4. License to Use Feedback. You grant to Us and Our Affiliates a worldwide, perpetual, irrevocable, royalty-free license to use and incorporate into Our and/or Our Affiliates’ Services any suggestion, enhancement request, recommendation, correction or other feedback provided by You or Users relating to the operation of Our or Our Affiliates’ Services. 8. CONFIDENTIALITY 8.1. Definition of Confidential Information. “Confidential Information” means all information disclosed by a party (“Disclosing Party”) to the other party (“Receiving Party”), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Your Confidential Information includes Your Data; Our Confidential Information includes the Services and Content; and Confidential Information of each party includes the terms and conditions of this Agreement and all Order Forms (including pricing), as well as business and marketing plans, technology and technical information, product plans and designs, and business processes disclosed by such party. However, Confidential Information does not include any information that (i) is or becomes generally known to the public without breach of any obligation owed to the Disclosing Party, (ii) was known to the Receiving Party prior to its disclosure by the Disclosing Party without breach of any obligation owed to the Disclosing Party, (iii) is received from a third party without breach of any obligation owed to the Disclosing Party, (iv) was independently developed by the Receiving Party, or (v) disclosure in accordance with the Documentation. 8.2. The Receiving Party will use the same degree of care that it uses to protect the confidentiality of its own confidential information of like kind (but not less than reasonable care) to (i) not use any Confidential Information of the Disclosing Party for any purpose outside the scope of this Agreement and (ii) except as otherwise authorized by the Disclosing Party in writing, limit access to Confidential Information of the Disclosing Party to those of its and its Affiliates’ employees and contractors who need that access for purposes consistent with this Agreement and who have signed confidentiality agreements with the Receiving Party containing protections not materially less protective of the Confidential Information than those herein. Neither party will disclose the terms of this Agreement or any Order Form to any third party other than its Affiliates, legal counsel and accountants without the other party’s prior written consent, provided that a party that makes any such disclosure to its Affiliate, legal counsel or accountants will remain responsible for such Affiliate’s, legal counsel’s or accountant’s compliance with this “Confidentiality” section. Notwithstanding the foregoing, We may disclose the terms of this Agreement and any applicable Order Form to a subcontractor or Non-CII Application Provider to the extent necessary to perform Our obligations to You under this Agreement, under terms of confidentiality materially as protective as set forth herein. In addition, the Receiving Party may disclose Confidential Information of the Disclosing Party to the extent compelled by law to do so, provided the Receiving Party gives the Disclosing Party prior notice of the compelled disclosure (to the extent legally permitted) and reasonable assistance, at the Disclosing Party’s cost, if the Disclosing Party wishes to contest the disclosure. 9. REPRESENTATIONS, WARRANTIES, EXCLUSIVE REMEDIES AND DISCLAIMERS 9.1. Representations. Each party represents that it has validly entered into this Agreement and has the legal power to do so. 9.2. Our Warranties. We warrant that during an applicable subscription term (a) the Services will perform materially in accordance with the applicable Documentation, and (b) subject to the “Integration with Non-CII Applications” section above, We will not materially decrease the overall functionality of the Services. For any breach of a warranty above, Your exclusive remedies are those described in the “Termination” and “Refund or Payment upon Termination” sections below. 9.3. Disclaimers. EXCEPT AS EXPRESSLY PROVIDED HEREIN, NEITHER PARTY MAKES ANY WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, AND EACH PARTY SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON- INFRINGEMENT, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW. CONTENT AND BETA SERVICES ARE PROVIDED “AS IS,” EXCLUSIVE OF ANY WARRANTY WHATSOEVER. EACH PARTY DISCLAIMS ALL LIABILITY AND INDEMNIFICATION OBLIGATIONS FOR ANY HARM OR DAMAGES CAUSED BY ANY THIRD-PARTY HOSTING PROVIDERS. 10. MUTUAL INDEMNIFICATION 10.1. Indemnification by Us. We will defend You against any claim, demand, suit or proceeding made or brought against You by a third party alleging that any Service infringes or misappropriates such third party’s intellectual property rights (a “Claim Against You”), and will indemnify You from any damages, attorney fees and costs finally awarded against You as a result of, or for amounts paid by You under a settlement approved by Us in writing, a Claim Against You, provided You (a) promptly give Us written notice of the Claim Against You, (b) give Us sole control of the defense and settlement of the Claim Against You (except that We may not settle any Claim Against You unless it unconditionally releases You of all liability), and (c) give Us all reasonable assistance, at Our expense. If We receive information about an infringement or misappropriation claim related to a Service, We may in Our discretion and at no cost to You (i) modify the Services so that they are no longer claimed to infringe or misappropriate, without breaching Our warranties under “Our Warranties” above, (ii) obtain a license for Your continued use of that Service in accordance with this Agreement, or (iii) terminate Your subscriptions for that Service upon 30 days’ written notice and refund You any prepaid fees covering the remainder of the term of the terminated subscriptions. The above defense and indemnification obligations do not apply to the extent a Claim Against You arises from Content, a Non-CII Application or Your use of the Services in violation of this Agreement, the Documentation or applicable Order Forms. 10.2. Indemnification by You. You will defend Us against any claim, demand, suit or proceeding made or brought against Us by a third party alleging that any of Your Data infringes or misappropriates such third party’s intellectual property rights, or arising from Your use of the Services or Content in violation of the Agreement, the Documentation, Order Form or applicable law (each a “Claim Against Us”), and You will indemnify Us from any damages, attorney fees and costs finally awarded against Us as a result of, or for any amounts paid by Us under a settlement approved by You in writing, a Claim Against Us, provided We (a) promptly give You written notice of the Claim Against Us, (b) give You sole control of the defense and settlement of the Claim Against Us (except that You may not settle any Claim Against Us unless it unconditionally releases Us of all liability), and (c) give You all reasonable assistance, at Your expense. 10.3. Exclusive Remedy. This Section 10 states the indemnifying party’s sole liability to, and the indemnified party’s exclusive remedy against, the other party for any type of claim described in this Section 10. 11. LIMITATION OF LIABILITY 11.1. Limitation of Liability. EXCEPT WITH REGARD TO ANY BREACH OF THE CONFIDENTIALITY OBLIGATIONS SET FORTH HEREIN, IN NO EVENT SHALL THE AGGREGATE LIABILITY OF EACH PARTY TOGETHER WITH ALL OF ITS AFFILIATES ARISING OUT OF OR RELATED TO THIS AGREEMENT EXCEED THE TOTAL AMOUNT PAID BY YOU AND YOUR AFFILIATES HEREUNDER FOR THE SERVICES GIVING RISE TO THE LIABILITY IN THE TWELVE MONTHS PRECEDING THE FIRST INCIDENT OUT OF WHICH THE LIABILITY AROSE. THE FOREGOING LIMITATION (a) WILL APPLY WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, (b) WILL NOT LIMIT YOUR AND YOUR AFFILIATES’ PAYMENT OBLIGATIONS UNDER THE “FEES AND PAYMENT” SECTION ABOVE, AND (c) WILL BE INCREASED TO TWO (2) TIMES THE TOTAL AMOUNT PAID BY YOU AND YOUR AFFILIATES HEREUNDER IN THE EVENT OF INDEMNITY BY US UNDER SECTION 10.1. 11.2. Exclusion of Consequential and Related Damages. IN NO EVENT WILL EITHER PARTY OR ITS AFFILIATES HAVE ANY LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT FOR ANY LOST PROFITS, REVENUES, GOODWILL, OR INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, COVER, BUSINESS INTERRUPTION OR PUNITIVE DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF A PARTY OR ITS AFFILIATES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR IF A PARTY’S OR ITS AFFILIATES’ REMEDY OTHERWISE FAILS OF ITS ESSENTIAL PURPOSE. THE FOREGOING DISCLAIMER WILL NOT APPLY TO THE EXTENT PROHIBITED BY LAW. 12. TERM AND TERMINATION 12.1 Term of Agreement. This Agreement commences on the date You first accept it and continues until all subscriptions hereunder have expired or have been terminated. 12.2. Term of Purchased Subscriptions. The term of each subscription shall be as specified in the applicable Order Form. Except as otherwise specified in an Order Form, subscriptions will automatically renew for additional periods equal to the expiring subscription term or one year (whichever is shorter), unless either party gives the other notice of non-renewal at least 30 days before the end of the relevant subscription term. We may increase the per-unit pricing during any renewal term to Our current pricing by notice to You given at least 30 days prior to the applicable renewal term. Except as expressly provided in the applicable Order Form, renewal of promotional or one-time priced subscriptions will be at Our applicable list price in effect at the time of the applicable renewal. Notwithstanding anything to the contrary, any renewal in which subscription volume for any Services has decreased from the prior term will result in re-pricing at renewal without regard to the prior term’s per-unit pricing. 12.3. Termination. A party may terminate this Agreement for cause (i) upon 30 days written notice to the other party of a material breach if such breach remains uncured at the expiration of such period. Written notice shall be submitted by contacting FRONTSTEPS Support and completing the required Cancelation Form, or (ii) if the other party becomes the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors. 12.4. Refund or Payment upon Termination. If this Agreement is terminated by You in accordance with Section 12.3 (Termination), We will refund You any prepaid fees covering the remainder of the term of all Order Forms after the effective date of termination. If this Agreement is terminated by Us in accordance with Section 12.3, You will pay any unpaid fees covering the remainder of the term of all Order Forms. In no event will termination relieve You of Your obligation to pay any fees payable to Us for the period prior to the effective date of termination. 12.5. Surviving Provisions. The sections titled “Fees and Payment,” “Proprietary Rights and Licenses,” “Confidentiality,” “Disclaimers,” “Mutual Indemnification,” “Limitation of Liability,” “Refund or Payment upon Termination,” “Customer Data Portability and Deletion,” “Removal of Content and Non-CII Applications,” “Surviving Provisions” and “General Provisions” will survive any termination or expiration of this Agreement.13. WHO YOU ARE CONTRACTING WITH, NOTICES, GOVERNING LAW AND JURISDICTION13.1. General. You are contracting with the party (CII or an Affiliate of CII) signing the Order Form. You should direct notices under this Agreement and any Order Form as follows: Community Investors, Inc. dba FRONTSTEPS 1290 Broadway, Suite 1250 Denver, Colorado 80203 Attention: Legal Email: legal@frontsteps.com Notices to You will be addressed as set forth in the Order Form. 13.2. Manner of Giving Notice. Except as otherwise specified in this Agreement, all notices related to this Agreement will be in writing and will be effective upon (a) personal delivery, (b) the second business day after mailing, or (c), except for notices of termination or an indemnifiable claim (“Legal Notices”), which shall clearly be identifiable as Legal Notices, the day of sending by email. 13.3. Agreement to Governing Law and Jurisdiction. This Agreement will be governed by the laws of the State of Colorado, without regard to its conflict of laws provisions. The federal and state courts sitting in Denver, Colorado will have sole and exclusive jurisdiction and venue with respect to any disputes arising from or related to this Agreement or the relationship between the Parties. In the event of a dispute under this Agreement, the prevailing party shall be entitled to reasonable attorney’s fees and costs incurred in such dispute. 13.4. No Agency. For the avoidance of doubt, each party is entering into this Agreement as principal and not as agent for any third party. Subject to any permitted Assignment under Section 14.4, the obligations owed by Us under this Agreement shall be owed to You solely by Us and the obligations owed by You under this Agreement shall be owed solely to Us. 14. GENERAL PROVISIONS 14.1. Export Compliance. The Services, Content, other technology We make available, and derivatives thereof may be subject to export laws and regulations of the United States and other jurisdictions. Each party represents that it is not named on any U.S. government denied- party list. You shall not permit Users to access or use any Service or Content in a U.S. embargoed country (currently Cuba, Iran, North Korea, Sudan, Syria or Crimea) or in violation of any U.S. export law or regulation. 14.2. Anti-Corruption. You agree that You have not received or been offered any illegal or improper bribe, kickback, payment, gift, or thing of value from any of Our employees or agents in connection with this Agreement. Reasonable gifts and entertainment provided in the ordinary course of business do not violate the above restriction. If You learn of any violation of the above restriction, You will use reasonable efforts to promptly notify Our Legal Department as directed in 13.1 “General.” 14.3 Entire Agreement and Order of Precedence. This Agreement and any executed Order Forms are the entire agreement between You and Us regarding Your use of Services and Content and supersedes all prior and contemporaneous agreements, proposals or representations, written or oral, concerning its subject matter. Except as otherwise provided herein, no modification, amendment, or waiver of any provision of this Agreement will be effective unless in writing and signed by the party against whom the modification, amendment or waiver is to be asserted. The parties agree that any term or condition stated in Your purchase order or in any other of Your documentation (excluding Order Forms) is void. In the event of any conflict or inconsistency among the following documents, the order of precedence shall be: (1) the applicable Order Form, (2) this Agreement, and (3) the Documentation. 14.4. Assignment. Neither party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the other party’s prior written consent (not to be unreasonably withheld); provided, however, either party may assign this Agreement in its entirety (together with all Order Forms), without the other party’s consent to its Affiliate or in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets; provided, however, that You shall not be released from Your obligations hereunder unless We consent to such release in a signed writing. Notwithstanding the foregoing, if a party is acquired by, sells substantially all of its assets to, or undergoes a change of control in favor of, a competitor of the other party, then such other party may terminate this Agreement upon written notice. In the event of such a termination, We will refund to You any prepaid fees allocable to the remainder of the term of all subscriptions for the period after the effective date of such termination. Subject to the foregoing, this Agreement will bind and inure to the benefit of the parties, their respective successors and permitted assigns. 14.5. Relationship of the Parties. The parties are independent contractors. This Agreement does not create a partnership, franchise, joint venture, agency, fiduciary or employment relationship between the parties. 14.6. Third-Party Beneficiaries. There are no third-party beneficiaries under this Agreement. 14.7. Waiver. No failure or delay by either party in exercising any right under this Agreement will constitute a waiver of that right. 14.8. Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, the provision will be deemed null and void, and the remaining provisions of this Agreement will remain in effect. --- ### [FRONTSTEPS Forward](https://frontsteps.com/frontsteps-forward/) **Published:** October 10, 2024 **Author:** FRONTSTEPS **Content:** ![](https://frontsteps.com/wp-content/uploads/2024/12/FRONTSTEPS-FORWARD-IMAGE-1-1024x576.png) ## EXPERIENCE FRONTSTEPS FORWARD Join a select group of 100 industry leaders at the **Four Seasons in Vail, Colorado**, for a unique summit designed to inspire, empower, and elevate. Engage in impactful discussions, build meaningful connections, and explore innovative strategies in an exclusive, high-value environment tailored for top decision-makers in community management. [ LEARN MORE ](https://www.frontstepsforward.com/) ## SECURE YOUR SPOT Elevate your event experience by choosing between our VIP Ticket and General Admission! The VIP Ticket offers exclusive access to premium dining, concierge services, and elite networking opportunities. In contrast, the General Admission Ticket provides access to all main sessions and meals. [ REGISTER TODAY ](https://web.cvent.com/event/abb34f20-b20b-4bce-a5f5-a6c24497b0ad/regProcessStep1) ### We look forward to seeing you at FRONTSTEPS FORWARD! --- ### [Who We Help](https://frontsteps.com/who-we-help/) **Published:** October 24, 2024 **Author:** FRONTSTEPS **Content:** ## FRONTSTEPS # Who We Help FRONTSTEPS provides association management companies, community association managers, and HOA boards with powerful digital tools to simplify operations, improve transparency, and deliver better homeowner experiences. From daily tasks to long-term growth, FRONTSTEPS helps every level of community leadership work smarter and with greater confidence. ## Association Management Companies Maximize Efficiency. Grow Your Business. FRONTSTEPS HOA management software helps Association Management Companies simplify workflows, improve efficiency, and strengthen communication across all communities. With powerful automation and reporting, your team gains more time to expand portfolios and increase revenue opportunities. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Scalable Solution Grow your management portfolio without increasing overhead. Support more communities while keeping operating costs under control. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Automated Processes Cut down on manual tasks and free up valuable time for your managers. Improve productivity and reduce errors with built-in automation. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Real-Time Reporting Access instant insights into financials and operations. Make confident, data-driven decisions with accuracy and transparency. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Portfolio-Wide Management Manage multiple communities from a single dashboard. Standardize workflows, reporting, and communication across your entire portfolio. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Effective Communication Enable fast, reliable communication between managers, residents, and boards. Strengthen relationships and keep every community connected. ## Community Association Managers ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Centralized Association Management Access architectural requests, inspections, work orders, and violations in one secure dashboard. Simplify record-keeping and reduce errors. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Financial Clarity Gain instant visibility into budgets, assessments, and financial reports. Make data-driven decisions with clear, real-time insights. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### On-the-go Access Work anywhere, even offline. Our mobile-first design helps CAMs manage inspections, violations, and architectural approvals directly from their phone or tablet. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Effective Communication Tools Keep homeowners engaged and informed. Send announcements, reminders, and updates that sync seamlessly between the manager dashboard and resident mobile app. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Manage Community Associations Like a Pro FRONTSTEPS is the all-in-one HOA management platform built for Community Association Managers (CAMs). Our software streamlines property operations, automates routine tasks, and enhances resident satisfaction—so you can focus on delivering great community experiences. ## Homeowners Association Boards Lead Your Community Association with Confidence FRONTSTEPS empowers HOA and condo association boards with digital tools to govern effectively, improve transparency, and run communities smoothly. Our platform provides the insights and automation needed to serve homeowners with confidence, make smarter decisions, and keep operations efficient. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Automated Processes Automate routine board responsibilities such as dues collection, maintenance requests, and violation tracking. Save time and focus on leadership instead of paperwork. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Decision-Making Tools Use financial reports and community data dashboards to guide decisions. Gain visibility into budgets, collections, and key performance metrics. No waiting for monthly summaries. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Enhanced Transparency Provide homeowners with access to relevant community and financial information, improving transparency and confidence in board leadership. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Streamlined Communication Stay connected with your community and management company. Centralize updates, announcements, and homeowner requests in one easy-to-use platform. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### In-App Approvals Approve or deny things like architectural requests and invoices from the palm of your hand. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Document Library Access governing documents, meeting minutes, financial reports, and other records instantly. Ensure board members always have the information they need at their fingertips. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [About Us](https://frontsteps.com/about-us/) **Published:** July 12, 2021 **Author:** FRONTSTEPS **Content:** ![about us header](https://frontsteps.com/wp-content/uploads/2025/09/about-us-hero-image.png) # ABOUT US ## At FRONTSTEPS, we believe smart software solutions start here Leading tech solutions for community associations that simplify operations and boost engagement. ### The Mission We foster connection for everyone who calls an association *home.* ![white logo icon](https://frontsteps.com/wp-content/uploads/2025/08/Group.svg) ### Our Vision Be the most trusted platform that simplifies and enriches association living. [JOIN THE TEAM](https://jobs.lever.co/frontsteps) ## The FRONTSTEPS Values At FRONTSTEPS, we own our role in delivering the best HOA software in the industry by building technology communities can rely on every day. We take responsibility for solving real operational challenges with intuitive, purpose-built tools that simplify management and strengthen communication. Built for the future, our platform continuously evolves to support growing communities, changing expectations, and the people who make HOAs work. ### Simple = Elegant This reflects the work we value. ### Step Up & Own It This reflects the behavior we value. ### Build the Future This reflects the ambition we value. ## FRONTSTEPS History - [Humble Beginnings](#tab_6aada8f2bfebe) - [Building Momentum](#tab_6aada8f2bfec3) - [The Power of Partnership](#tab_6aada8f2bfec4) - [Becoming FRONTSTEPS](#tab_6aada8f2bfec6) - [Built for What’s Next](#tab_6aada8f2bfec7) ### Humble Beginnings FRONTSTEPS began with a group of industry pioneers—AtHomeNet, AssociationVoice, Caliber, Capsure, and DwellingLive—each focused on solving core challenges for community associations. From affordable HOA websites and intuitive accounting software to cutting-edge visitor management and access control, these companies built trusted, purpose-driven tools. Their shared focus on innovation, service, and simplicity laid the foundation for what would eventually become the integrated FRONTSTEPS platform. ### 1998-2006 1998 **AtHomeNet** is Founded 2000 **Caliber** is Founded 2001 **Capsure** Launches 2006 **DwellingLive** is Founded ### Building Momentum The community management software space rapidly gained momentum as leading platforms and security solutions came together under one roof. AtHomeNet reached over a million homes, highlighting the growing demand for digital tools. Private equity firms consolidated the market by uniting top names like Association Voice, AtHomeNet, CapSure, and DwellingLive, while Evercondo introduced mobile-friendly solutions for high-rise communities. This strategic alignment set the stage for continued growth and innovation. ### 2007-2015 2007 **AtHomeNet** reaches over 1 million homes. 2013 Community Investors, Inc was founded as a portfolio company of K1 2013 **K1** buys **Association Voice** and **AtHomeNet** 2014 **Evercondo** is founded 2014 **K1** acquires **CapSure, Inc.** 2015 **K1** acquires **DwellingLive** 2015 **K1** sells the business to **CIP Capital** ### The Power of Partnership K1 brought together the leading names in community portals and security, acquiring Association Voice, AtHomeNet, CapSure, and DwellingLive to create a comprehensive platform for property and community management. Around the same time, Evercondo entered the market, offering mobile-friendly tools for condominium and high-rise communities. This wave of consolidation and innovation positioned the business for its next phase of growth under new ownership. ### 2014-2016 2013 **K1** buys **Association Voice** and **AtHomeNet** 2014 **Evercond**o is founded 2014 **K1** acquires **CapSure, Inc.** 2015 **K1** acquires **DwellingLive** 2015 **K1** sells the business to **CIP Capital** ### Becoming FRONTSTEPS FRONTSTEPS unified operations, security, and resident services into a single, mobile-first platform to simplify community management. Acquisitions like Evercondo and Caliber expanded its reach and added industry-leading security and accounting tools. The company also introduced integrated payments, visitor management, and customizable mobile apps, providing residents and managers with a seamless, branded experience. ### 2017-2019 2017 **Community Investors Inc.** rebrands to **FRONTSTEPS** 2017 **FRONTSTEPS** acquires **Evercondo** 2017 **FRONTSTEPS** launches Payments 2019 **FRONTSTEPS** acquires **Caliber** 2019 **FRONTSTEPS** launches its second generation of **FRONTSTEPS Payments** ### Built for What’s Next FRONTSTEPS continued its growth with the launch of co-branded mobile apps, giving communities a personalized, feature-rich experience without added development costs. A new era began with the appointment of SaaS veteran Matt DeWolf as CEO, driving innovation and expansion. The company introduced AP Automation to simplify invoice processing and launched Suite Manager, unifying all technologies into one seamless, mobile-first platform. FRONTSTEPS’ commitment to culture and innovation earned it a spot on Built In’s Best Places to Work for the fifth year running. ### 2021-2024 2021 **FRONTSTEPS** launches co-branded apps 2022 Matt DeWolf is appointed CEO 2024 **FRONTSTEPS** offers AP Automation 2024 **FRONTSTEPS** launches its Suite Manager 2024 **FRONTSTEPS** earns a spot-on Built In’s Best Places to Work list for the fifth consecutive year ![employees at frontsteps forward](https://frontsteps.com/wp-content/uploads/2025/06/Front-Steps-Forward-April-7-10-2025-Still-1434-1-copy.webp) ## We're Building the Future of Community. Come Join Us. [JOIN THE TEAM](https://frontsteps.applytojob.com/apply) How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Let's Talk - Request a Demo](https://frontsteps.com/lets-talk/) **Published:** February 13, 2025 **Author:** Maureen Contestabile **Content:** # Schedule a Demo We’re committed to making your experience seamless and successful. Our customers are our most valuable partners. We greatly appreciate their trust and collaboration as we work together to build stronger, safe communities. Δ LinkedIn This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanada How many communities does your organization manage?\*(Required) What brought you to our FRONTSTEPS?(Required)What brought you to our FRONTSTEPS?Ready to Switch Software?Chat with SupportLearn How AI Helps You Work SmarterLearn About FRONTSTEPS PricingCheck Integration with Your Current Tools What products are you interested in?(Required)What products are you interested in?FRONTSTEPS CaliberFRONTSTEPS PaymentsFRONTSTEPS CommunityALLiFRONTSTEPS ManagerFRONTSTEPS Starter Pack Looking for help with your existing FRONTSTEPS account? [Contact Support](https://kb.frontsteps.com/s/contactsupport) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) REQUEST A DEMO --- ### [California Privacy Addendum](https://frontsteps.com/frontsteps-california-privacy-addendum/) **Published:** July 21, 2021 **Author:** FRONTSTEPS **Content:** # California Privacy Addendum Effective Date: \[January 1, 2020\] Last Reviewed on: \[July 5, 2021\] This California Privacy Addendum (this “**Addendum**”) of Frontsteps, Inc. (“**us**,” “**we**,” or the “**Company**”) is part of and supplements the information contained in the Company’s Privacy Policy . This Addendum applies solely to all visitors, users, and others who reside in the State of California (each, a ”**consumer**,” or “**you**”) who access our website, (our “**Website**”), or otherwise interact with us as described in our Privacy Policy. We adopt this Addendum to comply with the California Consumer Privacy Act of 2018 (“**CCPA**”). Any terms defined in the CCPA have the same meaning when used in this Addendum. ### Information We Collect Our Website collects information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or device (“personal information”). In particular, our Website has collected the following categories of personal information from our users within the last 12 months: ‍ ![](https://frontsteps.com/wp-content/uploads/2021/07/5e5063fbe1702da3da404bf3_Screen-Shot-2020-02-21-at-4.12.13-PM-p-800.png) ‍ We obtain the categories of personal information listed above from the following categories of sources: - Directly from you. For example, from forms you complete, information you enter on our Website or otherwise provide to us, or products and services you purchase or have purchased. - Indirectly from you. For example, from observing your actions on our Website. Personal information does not include: - Publicly available information from government records. - Deidentified or aggregated consumer information. - Information excluded from the CCPA’s scope, like health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the California Confidentiality of Medical Information Act (CMIA), or clinical trial data; and personal information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (FRCA), the Gramm-Leach-Bliley Act (GLBA) or California Financial Information Privacy Act (FIPA), and the Driver’s Privacy Protection Act of 1994. ### Use of Personal Information We may use or disclose the personal information we collect for one or more of the following purposes: - To fulfill or meet the reason you provided the information. For example, if you share your name and contact information to request information or ask a question about our products or services, we will use that personal information to respond to your inquiry. - To provide, support, personalize, and develop our Website, products, and services. - To create, maintain, customize, and secure your account with us. - To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. - For testing, research, analysis, and development or improvement of products or services, including to develop and improve our Website. - To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations. - As described to you when collecting your personal information or as otherwise set forth in the CCPA. - To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of the Company’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by the Company about our Website users is among the assets transferred. We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice. ### Sharing Personal Information We may disclose your personal information to a third party for a business purpose. When we disclose personal information for a business purpose, we enter a contract that describes the purpose and requires the recipient to both keep that personal information confidential and not use it for any purpose except performing the contract. \[We share your personal information with the following categories of third parties: service providers and data aggregators.\] ‍***Disclosures of Personal Information for a Business Purpose*** ‍In the preceding 12 months, the Company has not disclosed personal information for a business purpose. ‍***Sales of Personal Information*** In the preceding 12 months, the Company has not sold personal information. **Your Rights and Choices** The CCPA provides consumers (California residents) with specific rights regarding their personal information. This section describes your CCPA rights and explains how to exercise those rights. ‍***Access to Specific Information and Data Portability Rights*** You have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months. Once we receive and confirm your verifiable consumer request (see “Exercising Access, Data Portability, and Deletion Rights”), we will disclose to you: - The categories of personal information we collected about you. - The categories of sources for the personal information we collected about you. - Our business or commercial purpose for collecting or selling that personal information. - The categories of third parties with whom we share that personal information. - The specific pieces of personal information we collected about you (also called a data portability request). - If we sold or disclosed your personal information for a business purpose, two separate lists disclosing: sales, identifying the personal information categories that each category of recipient purchased; and disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained. ***Deletion Request Rights*** You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable consumer request (see “Exercising Access, Data Portability, and Deletion Rights”), we will delete (and direct any applicable service providers to delete) your personal information from our records, unless an exception applies. We may deny your deletion request if retaining the information is necessary for us or our service provider(s) to: - Complete the transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform our contract with you. - Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities. - Debug products to identify and repair errors that impair existing intended functionality. - Exercise free speech, ensure the right of another consumer to exercise their free speech rights, or exercise another right provided for by law. - Comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 et. seq.). - Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us. - Comply with a legal obligation. - Make other internal and lawful uses of that information that are compatible with the context in which you provided it. ### Exercising Access, Data Portability, and Deletion Rights To exercise the access, data portability, and deletion rights described above, please submit a verifiable consumer request to us by either: - Calling us Toll-Free at: 1-888-315-6656 - Visiting us at: [Contact Us](https://www.frontsteps.com/contact-us "Contact Us") - Emailing us at: Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child. You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must: - Provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative. - Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it. We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. Making a verifiable consumer request does not require you to create an account with us. We will only use personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request. ***Response Timing and Format*** We endeavor to respond to a verifiable consumer request within 45 days of its receipt. If we require more time (up to 45 more days), we will inform you of the reason and extension period in writing. If you have an account with us, we will deliver our written response to that account. If you do not have an account with us, we will deliver our written response by mail or electronically, at your option. Any disclosures we provide will only cover the12-month period preceding the verifiable consumer request’s receipt. The response we provide will also explain the reasons we cannot comply with a request, if applicable. For data portability requests, we will select a format to provide your personal information that is readily useable and should allow you to transmit the information from one entity to another entity without hindrance. We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request. ### Non-Discrimination We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not: - Deny you goods or services. - Charge you different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties. - Provide you a different level or quality of goods or services. - Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services. However, we may offer you certain financial incentives permitted by the CCPA that can result in different prices, rates, or quality levels. Any CCPA-permitted financial incentive we offer will reasonably relate to your personal information’s value and contain written terms that describe the program’s material aspects. Participation in a financial incentive program requires your prior opt in consent, which you may revoke at any time. ### Other California Privacy Rights In addition to your rights under the CCPA, a business subject to California Civil Code § 1798.83 is required to disclose to its California customers, upon request, the identity of any third parties to whom the business has disclosed personal information within the previous calendar year, along with the type of personal information disclosed, for the third parties’ direct marketing purposes. Please note that we are only required to respond to such a customer request once during any calendar year, and only if we are covered by such California Civil Code section. If you are a California resident and would like to make such a request, contact us via our online contact form at [Contact Us](https://www.frontsteps.com/contact-us). Please be aware that not all information sharing is covered by this California law and only information sharing that is covered will be included in our response. We reserve the right not to respond to requests submitted via other means other than our online contact form. ### Contact Information If you have any questions or comments about this Addendum, the ways in which we collect and use your information described below and in our Privacy Policy, your choices and rights regarding such use, or wish to exercise your rights under California law, please do not hesitate to contact us at: Phone: 1-888-315-6656 Website: [Contact Us](https://www.frontsteps.com/contact-us) Email: [CCPA@frontsteps.com](mailto:mailto:CCPA@frontsteps.com) Postal Address: Frontsteps, Inc. Attn: CCPA Compliancy Team 1290 N Broadway Ste. #1250 Denver, CO 80203 We reserve the right to amend this Addendum at our discretion and at any time. When we make changes to this Addendum, we will post the updated Addendum on the Website and update the effective date of the Addendum. **Your continued use of our Website following the posting of changes constitutes your acceptance of such changes**. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](#) --- ### [SubMerchant Terms and Conditions](https://frontsteps.com/submerchant-terms-and-conditions/) **Published:** January 13, 2026 **Author:** Maureen Contestabile **Content:** # Sub-Merchant Services Terms & Conditions Community Investors, Inc., d/b/a FRONTSTEPS (“FRONTSTEPS”), a Delaware corporation with its principal office located at 1290 Broadway, Suite 1250, Denver, Colorado 80203 through a third-party payment service provider (“Provider Partner,” together with FRONTSTEPS, “we,” “us,” or “our”) provides certain services that facilitate a sub-merchant’s acceptance of credit and debit card payments and ACH services for services provided to Cardholders (as defined herein) and homeowners (collectively, the “Services”). Upon clicking to accept these Sub-Merchant Services Terms and Conditions (these “Terms and Conditions”) or otherwise using any Services, you (“you,” or “your”) agree to be bound to these Terms and Conditions and represent that you have authority to bind the organization (if any) for which you are clicking to accept.‍ 1. THE SERVICES - SERVICES PROVIDED Subject to these Terms and Conditions, we hereby grant you use of the Services. The Services allow you to accept payment from your association members and occupants (“Customers”) via bankcards (“Card” or “Cards”) validly issued by Visa, MasterCard, Discover, and American Express (the “Card Brands”) and also, if approved, via Automated Clearing House (“ACH”) transactions. The Services may also include ancillary payment processing support services, which may be offered through third parties, such as card account updater, the Data Security Standards adopted by the PCI Security Standards Council, LLC (“PCI DSS”) compliance support services, fraud and risk reduction services, card wallets, tokenization services, and other support services to support the payment acceptance related services we provide to you. Any new Card type or Service approved by us is subject to these Terms and Conditions. ‍ - FEES FOR SERVICES Fees for the Services are set out in the statement of work (SOW) that we provide to you. We reserve the right to update Fees for the Services upon providing a 30 day notice. - RESTRICTION AND TERMINATION OF SERVICES You acknowledge that all Services contemplated in these Terms and Conditions may not be available to you due to restrictions by the Card Brands or any payment processors utilized in connection with the Services (the “Payment Processors”), risk or fraud risks, or other circumstances as solely determined by us. We reserve the right to refuse to allow you to use the Services for any reason or to terminate your Services. If you wish to stop receiving Services from us, you shall provide written notice to us as set forth in Section 15.9, and the Services provided to you will be terminated. 2. SERVICE PROVIDERS AND SUBCONTRACTORS We work with various third-party organizations to provide the Services. We may engage third parties to perform part or all of our obligations under these Terms and Conditions, at any time, without your consent and at our discretion, provided, however, that such action shall not affect our obligations to you. You agree that we will utilize a Payment Processor to provide the Services and that we may use other third-party companies or banks to provide other kinds of Services to you. You hereby grant us and any other agents and entities supporting the Services access to any information about you that is necessary to enable them to provide the Services to you. 3. APPLICATION PROCESS AND DETERMINATIONS - APPLICATION, UNDERWRITING AND ONGOING BUSINESS VERIFICATION The information gathered by us from you during the online registration process and as set forth in this Section 3 (collectively, the “Application”), and such other documents, policies, and procedures we require you to conform to, including any banking disclosure documentation, are all incorporated by reference. You will be given access to the Services after the information is reviewed and an underwriting decision to allow your account to accept payments has been made. The Card Brands, Payment Processors, and various U.S. Federal Government agencies require us to verify your company information and ensure compliance with relevant rules and regulations. These verification checks include, among other requirements, determining creditworthiness and compliance with anti-money laundering and “know your customer” regulations. You authorize us, and as required, the Payment Processors, to obtain your credit reports, to perform identity verification and any other necessary inquiries (including, but not limited to, credit reports for your directors, officers, and principals), to review your financial statements and Customers, and to conduct transaction-verification inquiries and any other inquiries considered necessary relating to these Terms and Conditions. Further, you agree that we may provide any such information and documentation to any one or more of our sponsor bank(s) (the “Sponsor Bank”), Payment Processors, and other organizations as required by them. We rely on this information for underwriting and to meet our obligations under applicable federal, state, and local laws, rules, and regulations (collectively, “Laws”). If the scope or nature of your business or the type of products or services you offer changes, you must notify us prior to the change. You are liable to us for all losses and expenses incurred by us arising out of your failure to report changes to us. If we determine that there is insufficient information to underwrite your account or verify your identity, or we determine that your financial condition is unsatisfactory, we may refuse to open an account, or, once an account is established, we may decide to terminate the account as part of the Card Brands’ required monitoring process. We may request additional information or impose additional requirements to provide security to us, any Payment Processor, any acquirer providing Services, or the Sponsor Bank. - PROCESSING LIMITS The Application will be used by us, the Payment Processor, and the Sponsor Bank to assign a maximum dollar amount per sales ticket and an aggregate maximum dollar amount of Card and ACH transactions per calendar month. The Card Brands have established specific limits on the amount of processing that can be provided under these Terms and Conditions. These limits are currently $1,000,000 per calendar year but are subject to adjustment at the sole discretion of the Card Brands and Payment Processors. If your processing volume thresholds exceed the then-applicable processing limit, we may notify you that you must enter into an additional agreement with our Sponsor Bank or Payment Processor for us to continue providing Services to you. 4. COMPLIANCE WITH RULES AND LAWS‍ - COMPLIANCE WITH CARD PAYMENT RULES You must comply with the applicable Card Brand rules and operating regulations and the National Automated Clearing House Association rules (“NACHA”) (collectively, the “Rules”). These rules are updated by the Card Brands periodically, and you must abide by all changes to the requirements. These Terms and Conditions reference some of the requirements, but you are responsible for ensuring compliance with all current requirements. The Rules area available as follows: Visa: (search for “Visa Core Rules and Visa Product and Service Rules”) at: https://usa.visa.com/support/consumer/visa-rules.html. Visa has provided a simplified version of the acceptance requirements for cards that covers many, but not all, of their requirements at: https://usa.visa.com/dam/VCOM/global/support-legal/documents/card-acceptance-guidelines-visa-merchants.pdf A search for “Card Acceptance Guidelines for Visa Merchants” may locate the guide if the provided URL is no longer valid. ‍‍MasterCard: (search for “Mastercard Rules”) at: https://www.mastercard.us/content/dam/mccom/global/documents/mastercard-rules.pdf ‍American Express: (search for “American Express Merchant Operating Guide”) at: ‍https://icm.aexp-static.com/content/dam/gms/en\_us/optblue/us-mog.pdf You are responsible for compliance with all of the Card Brand Rules. The location of the Rules and related materials may change from time to time or become unavailable. If the provided links are not functional, you can search for the most recent versions of the requirements online. - COMPLIANCE WITH ACH PAYMENT RULES If you accept ACH payments, you are responsible for compliance with the rules, guidelines, and regulations of the National Automated Clearing House Association (“NACHA”). The NACHA Operating Rules and Guidelines are available online, and a “Basic Subscription” to these rules is available at no cost through an online registration process. Signup for an account and access to the NACHA guide is available at https://www.nachaoperatingrulesonline.org. - COMPLIANCE WITH PCI DSS REQUIREMENTS You represent to us that you do not have access to Card information (such as the Cardholder’s account number, expiration date, and CVV or CVV2 values) and you will not request access to such Card information from us. If you receive such Card information in connection with the Services, you agree that you will not use it for any fraudulent purpose or in violation of any Laws, Rules, or the PCI DSS standards. Additionally, if you receive such Card information, you represent to us and agree that you will never retain such Card information on paper, form, voicemail, or any other modes of retention. If at any time you believe that Card information has been compromised, you must notify us promptly and assist in providing notification to the proper parties. Additionally, all costs of mitigation or notification associated with the compromise of Card information will be borne by you. To utilize the Services, you may be required to be PCI DSS compliant. If you are required to be PCI DSS complaint, you must (a) provide us with annual certification of your compliance with the then-current PCI DSS standards, which may be provided via an online PCI DSS reporting tool, a paper or PDF version of the appropriate Self-Assessment Questionnaire, or through another mutually agreed upon method and (b) ensure that you and any service providers that support your processing (besides those we have engaged to provide the Services) have proper security measures in place for the protection of Cardholder data and comply with the PCI DSS, which may be reflected in the Visa Cardholder Information Security Program, the MasterCard Site Data Protection Program, and Discover Network’s Information and Security Compliance, in addition to all other Rules now or in the future. Additionally, you agree to assist us in maintaining our own PCI DSS compliance, to the extent such PCI DSS compliance relates to you. - COMPLIANCE WITH LAWS AND POLICIES You agree to comply with applicable Laws. You also agree to the terms of Provider Partner’s privacy policy, high risk/acceptable use policy, and other applicable policies available on Provider Partner’s website or by request to FRONTSTEPS (collectively, “Policies”), including, but not limited to: https://stripe.com/us/connect/account-terms. You will assist us if we are required to ascertain your compliance with any Rules, Laws, Policies, or the PCI DSS. We may, within our sole discretion, suspend the Services for a reasonable period of time to investigate suspicious or unusual activity, and we shall have no liability for any losses you may attribute to any suspension of funds disbursement. We may reverse Card transactions we deem to violate these Terms and Conditions, Laws, Rules, Policies, or the PCI DSS, and you agree to reimburse us for any such reversal. If any terms of these Terms and Conditions conflict with the Rules, including the PCI DSS, the Rules will govern. 5. ACCEPTING PAYMENT - CARD ACCEPTANCE‍ You will honor, without discrimination, any valid Card properly tendered by a person asserting to be the person in whose name the Card is issued (“Cardholder”). You may elect not to accept Visa or MasterCard-branded debit cards or both, but you must provide us with prior written notice of such election. Terms specific to American Express cards are set forth in Section 6. You will properly disclose to the Cardholder, at the time of the Card transaction, your name, return policy, and, if applicable, other limitations you may have on accepting returned merchandise. Your refund polices for purchases made with a Card must be at least as favorable as your refund policy for purchases made with any other form of payment. Provider Partner’s name will appear in conjunction with your name on Cardholders’ statements. You will not accept any payments from a Cardholder relating to previous charges for merchandise or services, and if you receive such payments, you will promptly remit them to us. - CARD AUTHORIZATION No later than 72 hours from the time you initiate a transaction, but prior to completing it, you will request an authorization for the transaction using equipment that meets the specifications we require. This authorization request must include your name and account identifier, the Card expiration date, the zip-code of the Cardholder’s billing address, and the total amount of the transaction, including taxes. We may also require additional information in your request, such as: (a) CVV2 code or the equivalent; (b) a brief description of the goods or services involved;(c) the transaction authorization number; and, (d) if applicable, adjacent to the signature line, a notation that all sales are final. When authorization is obtained, you will be deemed to warrant the identity of the customer as the Cardholder. Authorizations are not a guarantee of acceptance or payment of a transaction and do not waive any provision of these Terms and Conditions, or otherwise validate a fraudulent transaction or a transaction involving the use of an expired Card. For the avoidance of doubt, we may refuse to authorize any transaction.‍ - SALES TRANSMITTALS You will retain a copy of the sales transmittal for the completed transaction in accordance with the Rules for 25 months or such longer period as the Rules may require. Within three business days of our request, you will produce copies of sales transmittals and other transaction evidence, otherwise we will have chargeback rights with respect to such transactions. - RECURRING TRANSACTIONS You must obtain the Cardholder’s prior written consent for recurring transactions, including a description of the services or other product and the frequency and duration of the recurring charge, and notify the Cardholder that recurring billing charges may be cancelled at any time. You must retain evidence of such written consent for 24 months from the date you submit the last recurring billing charge. You will honor any Cardholder cancellation, and if your access to the Services is terminated for any reason, you will, at your own cost, advise all Cardholders to whom you submit recurring billing charges that you no longer accept the Card(s)for amounts owed. - ACH PROCESSING To enable you to make and accept ACH payments, you authorize us to originate credit or debit records for the purpose of a funds transfer (“Entries”) into the ACH network. We will use reasonable efforts to originate Entries on your behalf in accordance with these Terms and Conditions. You must only submit Entries for bona fide transactions with your Customers made in the ordinary course of business in accordance with these Terms and Conditions, the Rules, and Laws. You shall obtain and maintain appropriate authorizations in accordance with the Rules from each of your Customers for each ACH transaction. - PROHIBITED PRACTICES You will not present for processing or credit, directly or indirectly, any transaction not originated as a result of a Card transaction directly between you and a Cardholder or any transaction you know or should know to be fraudulent or not authorized by the Cardholder. We will refer perpetrators of fraudulent transactions, in our discretion, to the appropriate law enforcement agency. You must not honor any Card that is expired or listed on a current Electronic Warning Bulletin file, regardless of whether authorization has been obtained. You must not request an ACH transfer that violates the Rules or Laws. You agree not to initiate any ACH debits or credits to or from a savings account or a foreign bank or the branch of a foreign bank in a U.S. territory. The term “foreign bank” does not include a U.S. agency or branch of a foreign bank or an insured bank organized under the laws of a U.S. territory. You may not split transactions into multiple Card transactions except where: (a) partial payment is entered on the transaction record and the balance of the transaction amount is paid in cash or by check at the time of transaction; or (b) the amount represents an advance deposit in a Card transaction completed in accordance with these Terms and Conditions and the Rules. You will not use the Services to accept amounts representing the refinancing of an existing collectible obligation, debt, or dishonored check of a Cardholder. You may not process transactions for, receive payments on behalf of, or (unless required by Law) redirect payments to a third party. You must not use the Service for high-risk transactions or illegal activities, as per the Policies. 6. AMERICAN EXPRESS ‍This Section 6 applies only if you accept American Express Cards. If there is a conflict between any of the following sections and any other section of these Terms and Conditions as it applies to American Express Cards, this Section 6 governs.‍ - CUSTOMER SERVICE INFORMATION You must maintain customer service information that is readily available for review by American Express Cardholders transacting with you. The customer service information should provide clear instructions on how to contact you, including an active customer service email address and telephone number. - THIRD-PARTY BENEFICIARY. You understand and covenant that you are not a third-party beneficiary under Provider Partner’s agreement with American Express, including all schedules and exhibits, or the American Express Rules. You acknowledge and agree that American Express is a third-party beneficiary under these Terms and Conditions. This means American Express has the right, but not the obligation, to enforce the terms of these Terms and Conditions against you. - AUTHORIZATIONS‍ You authorize us to submit American Express Card transactions to, and receive payment from, American Express on your behalf. You authorize us to disclose Card transaction data and data about you to American Express, its affiliates, agents, subcontractors, and employees, and further authorize these entities to use such information to perform services, operate and promote the American Express network, perform analytics and create reports, and for any other lawful business purpose, including as described in the American Express Rules. You authorize American Express to use your name, address, and website address in any media. - AMERICAN EXPRESS ARBITRATION Any dispute between you and American Express shall be resolved on an individual (not class) basis by binding arbitration in accordance with the rules of the American Arbitration Association or JAMS. You will be responsible for paying your share of any arbitration fees (including filing, administrative, hearing or other fees), but only up to the amount of the filing fees you would have incurred if you had brought a claim in court. American Express will be responsible for any additional arbitration fees. American Express will not elect arbitration for any claim you properly file in a small claims’ court so long as such claim is pending only in that court. 7. DISPUTES - YOUR DUTY TO MONITOR We will not, and have no obligation to, confirm the validity of the recipient or the underlying transaction pursuant to which funds are transferred. We assume no liability for any unauthorized transfer request and the attendant transfer of funds, unless and until we receive appropriate and timely notice by you of the unauthorized transfer requests. You must promptly and consistently inspect your transaction history. Immediately report any possible errors. - DISPUTES, INQUIRIES, AND CHARGEBACKS‍ We will handle Card Brand inquiries about your Card transactions, in addition to disputes between you and a customer involving Card payment transactions. Based on customer disputes, we may reverse Card transactions (“chargebacks”), and we will offset the value of such chargebacks from monies owed to you. You must not reenter or reprocess any Card transaction that has been charged back but instead allow the chargeback process to proceed to its conclusion as described in each Card Brand’s Rules. If you disagree with a chargeback, you may request a charge back reversal within the applicable Card Brand’s timeline set forth in its Rules. “Excessive Activity” for purposes of these Terms and Conditions means any of the following: (a) chargebacks in excess of .50% of the transaction ratio of your Card transactions; (b) chargebacks in excess of .50% of the transaction ratio of the dollar amount of your Card transactions; (c) returns in excess of 3% of the transaction ratio of your Card transactions; or (d) denied transactions in excess of 5% of the transaction ratio of your Card transactions. The existence of Excessive Activity will be a breach of these Terms and Conditions and may result in action as we deem necessary, including, but not limited to, termination or suspension of the Services or the requirement that a reserve be created or increased. We may revoke or reverse any credit given to you where: (1)the Card transaction was not made in compliance with these Terms and Conditions, Laws, Rules, or Policies; (2) the Cardholder disputes liability to us for any reason, including but not limited to the chargeback rights enumerated in the Rules; (3) the Card transaction was not directly between you and the Cardholder; or (4) a deposit to you was made erroneously. All disputes between you and any of your Customers relating to any ACH transaction must be resolved between you and that customer. If we receive any notice of an ACH dispute or NACHA inquiry, we will forward such notice directly to you. We bear no financial responsibility for any disputed transaction. You must maintain an unauthorized return rate, as described in the NACHA Regulations, below 0.5% of originating debits. - REFUND CREDITS‍ You will not submit a credit relating to any Card transaction not originally submitted to us, nor will you submit a credit that exceeds the amount of the original Card transaction. 8. CONFIDENTIALITY AND DATA SECURITY - CONFIDENTIALITY You shall retain in strictest confidence all information and data belonging to or relating to our business and safeguard such information and data by using the same degree of care, but no less than a reasonable amount of care, that you use to protect your own confidential information. - DATA SECURITY You must keep secure all systems and media containing account, Cardholder, or transaction information (physical or electronic) and destroy in a manner that will render the data unreadable all such media that is no longer necessary or appropriate to store. If you store Cardholder account numbers, expiration dates, and other personal Cardholder data in a database, you must follow Card Brand guidelines on securing such data. You may not retain or store magnetic stripe or CVV2, CVC2, or CID data after authorization. You shall maintain industry “best practices “regarding continuity procedures and systems to ensure security of Cardholder account information in the event of a disruption, disaster, or failure of your respective data storage system or facility and will remain responsible for all losses arising from any such disruption, disaster, or failure regardless of cause. You agree to display your consumer privacy policy on your website as well as your security method for transmission of Cardholder data. - DATA OWNERSHIP AND SHARING DATA WITH PROVIDER PARTNER We own all data associated with your use of the Services and you hereby grant us a perpetual, irrevocable, sub-licensable, assignable, worldwide, royalty-free license to use, reproduce, electronically distribute, and display this data for only the following limited purposes: (a) providing and improving the Services; (b) internal usage, including but not limited to, data analytics so long as such data is anonymized and aggregated with other customer data; (c) complying with applicable Law and assisting law enforcement agencies; and (d) any other purpose for which you provide explicit consent. - FRAUD MITIGATION SERVICES We reserve the right to engage fraud mitigation services, if: (a) you request such services, (b) review of actual Card transactions or provision of Services indicates the need for such services, or (c) required by our Payment Processors or Sponsor Bank. If fraud mitigation services are utilized, you agree to take such actions as maybe legally and technically necessary to allow the fraud mitigation services to work properly. We reserve the right to assist you with implementation and configuration of the fraud mitigation services in our sole discretion. The fees and costs associated with any fraud mitigation services will be borne by you. Such services provide information as to whether the device contains attributes which correlate to a device used in a fraudulent transaction, but do not determine the eligibility of your Cardholder for credit. You acknowledge and agree that neither we nor any such fraud mitigation service provider intend that the reports generated by the fraud mitigation service provider be considered consumer reports subject to any consumer credit reporting acts, and you will not use such reports (or any other data provided by us) for making credit eligibility decisions. If fraud mitigation services are engaged, you may be entitled to place language noting protection by such service on your website, depending on the policies of the fraud mitigation service provider.‍ 9. INTELLECTUAL PROPERTY - RESTRICTIONS All materials or intellectual property provided to you in connection with the Services (collectively, the “Materials”) are our protected intellectual property or that of our third-party providers. You shall not (and shall not permit any agent or third party) to:(a) copy all or any portion of any Materials; (b) decompile, disassemble, or otherwise reverse engineer (except to the extent expressly permitted by applicable Law, notwithstanding a contractual obligation to the contrary) the Services or Materials, or any portion thereof, or determine or attempt to determine any source code, algorithms, methods, or techniques used or embodied in the Services or any Materials or any portion thereof; (c) modify, translate, or otherwise create any derivative works based upon the Services or any Materials; (d) distribute, disclose, market, rent, lease, assign, sublicense, pledge, or otherwise transfer the Services or any Materials, in whole or in part, to any third party; or (e) remove or alter any copyright, trademark, or other proprietary notices, legends, symbols, or labels appearing on the Services or in any Materials. - USE OF TRADEMARKS The Card Brands are the sole and exclusive owners of their marks, and your use of their marks must comply with the Rules. We are the sole and exclusive owner of our marks (together with the Card Brands’ marks, the “Marks”), and your use of our marks must comply with our policies and instructions. At any time, we may prohibit or require changes to your use of the Marks as we deem necessary or appropriate. You agree not to contest the ownership of the Marks for any reason. Upon termination of Services, your right to use the Marks ceases. ‍ 10. FUNDING, TAXES AND REPORTING - DEPOSIT OF FUNDS TO MERCHANT POOL ACCOUNT ‍The Sponsor Bank will deposit all amounts of Card and ACH transactions complying with the terms of these Terms and Conditions and the Rules to the non-interest-bearing pooled account titled in the name of the Sponsor Bank for the benefit of all Provider Partner merchants (the “Merchant Pool Account”). We will instruct the Sponsor Bank to move funds owed to you from the Merchant Pool Account to an account you designate. - ELECTRONIC FUNDS TRANSFER AGREEMENT You authorize us to initiate, process, transmit, and settle through the Sponsor Bank ACH debits or credits to the account you designate (the “Designated Account”). Your authorization will remain in effect after termination of the Services and until we have received written notice terminating this authorization and all your obligations to us have been paid in full. You irrevocably authorize us to immediately debit the Designated Account for the amounts of any chargebacks, ACH returns, fines, losses, and costs we may incur because of your use of the Services. You may request to change the Designated Account, provided that such request(a) occurs no more than once every 90 days, and (b) is on your corporate letterhead and sent pursuant to the notice provisions set forth in Section 15.9 herein; any request to change the Designated Account will be reviewed and approved or declined in our sole discretion. - RESERVE We may, in our reasonable discretion, establish a reserve if we believe there is a risk of potential chargebacks, returns, or any other risk or liability associated with your use of the Services or to ensure current or future payment owed to us. We will provide you with notice of the reserve and the terms of the reserve. We may require that a certain portion of your transaction proceeds be held by us in reserve for a certain period of time, or that you make a lump-sum payment for the reserve. We may change the terms of the reserve at any time by providing you with notice of the new terms. We have the right to use your funds in the Merchant Pool Account or funds otherwise owed to you to establish, increase, or maintain funds in the reserve related to you. We may hold a reserve as long as we deem necessary to mitigate risks associated with your transactions. You understand and agree that if you are required to establish a reserve, you are required to maintain the balance in the reserve that we have set at all times. We may, without notice, apply funds designated as reserves against any outstanding amounts owed to us under these Terms and Conditions. We may also debit the reserve to exercise our rights under these Terms and Conditions to collect any amounts due to us including, without limitation, rights of set-off and recoupment. You agree that you are liable for all obligations associated with your use of the Services even after the release of any reserve. You will not be entitled to a return of any sums-remaining in reserve for up to 270 days following termination of your use of the Services. - ADJUSTMENTS ‍All transactions and deposits are subject to our audit and final verification and may be adjusted for inaccuracies. All credits provided to you are provisional and subject to chargebacks and adjustments in accordance with the Rules, whether or not a transaction is charged back by the Card issuer. - TAXES AND IRS REPORTING To comply with U.S. Internal Revenue Service (“IRS”) 1099-K reporting requirements, we may be required to file a form 1099-K with the IRS. We may collect federal backup withholding upon transaction settlement, on behalf of the IRS, from you if you do not supply your legal name, social security number, or employer identification number, or if you fail to respond to a request from us to verify the same. 11. YOUR WARRANTIES AND INDEMNIFICATION - REPRESENTATIONS AND WARRANTIES‍ You represent and warrant to us: (a) that all information you submit to us relating to your Application and your use of the Services is correct, complete, and fully describes and details the nature, type, and scope of the business in which you are engaged; (b) that you are at least 18 years of age if you are a natural person; (c) that, if an individual account, you are a sole proprietorship validly existing in the United States or its territories, and if an entity, that the entity was validly formed, registered and is in good standing in at least one of the fifty United States or its territories; (d) that you have never been placed on the MasterCard MATCH system or the Combined Terminated Merchant File, and if so, you have disclosed this to us; and (e) that all transactions are bona fide and no transaction involves the use of a Card for any purpose other than the purchase of goods or services from you and does not involve a Cardholder obtaining cash from you unless allowed by the Rules and agreed in writing with us. - INDEMNIFICATION You agree to indemnify, defend, and hold us harmless for and from any and all losses, fines, costs, expenses, claims, damages, and liabilities (including, but not limited to, attorneys’ fees and costs, collections costs and fines imposed by Card Brands)paid or incurred by us and arising from, caused by, or attributable to, any of the following: (a) your use of the Services; (b) any breach by you of these Terms and Conditions; (c) willful misconduct, fraud, intentional tort or negligence by you or that of your employees, agents or representatives in relation to these Terms and Conditions or the Services; or (d) any action by us exercising a right we have under these Terms and Conditions, Laws, Rules, or Policies. 12. LIABILITY AND DISCLAIMER OF WARRANTIES - LIMITATION OF LIABILITY Any liability we have to you under these Terms and Conditions, whatever the basis of the liability, will not exceed in the aggregate the amount of $5,000. In no event will we be liable for indirect, special, or consequential damages. - DISCLAIMER OF WARRANTIES The Services are provided “AS IS” and “AS AVAILABLE.” We make no warranty, express or implied, regarding the Services, and nothing contained in these Terms and Conditions will constitute such a warranty. To the extent allowed by Law, we disclaim all implied warranties and conditions, express, implied or statutory, including without limitation those of merchantability and fitness for a particular purpose and the implied warranties of title and non-infringement. Some states do not allow the disclaimer of implied warranties, so the foregoing disclaimers may not apply to you. You acknowledge that you have not entered into these Terms and Conditions in reliance upon any warranty or representation except those specifically set forth herein. 13. SECURITY INTEREST AND BANKRUPTCY‍ These Terms and Conditions will constitute a security agreement under the Uniform Commercial Code wherein you grant to us a security interest in and lien upon: (a) all funds representing amounts owed to you under these Terms and Conditions, regardless of the source of such funds; (b) all funds at any time in reserve, regardless of the source of such funds; (c) present and future Card transactions; (d) any amount which may be due to you under these Terms and Conditions; and (e) upon our request, any other security proffered to secure your obligations under these Terms and Conditions (collectively, the “Secured Assets”).You agree to execute financing statements or other documents to evidence this security interest. These security interests and liens will secure all of your obligations under these Terms and Conditions and any other agreements now existing or later entered into between you and either or both of us. We may exercise this security interest without notice or demand by making an immediate withdrawal or freezing your Secured Assets. You represent and warrant that no other person or entity has a security interest in the Secured Assets, and you agree to obtain from us written consent prior to granting a security interest of any kind in the Secured Assets to a third party. You agree that this is a contract of recoupment and, as such, we are not required to file a motion for relief from a bankruptcy action automatic stay to realize on any of the Secured Assets. Nevertheless, you agree not to contest or object to any motion for relief from the automatic stay filed by us. 14. GOVERNING LAW, JURISDICTION, WAIVER OF JURY TRIAL These Terms and Conditions will be governed by and construed in accordance with the laws of Colorado except where federal law is applicable. You agree that all performances and transactions under these Terms and Conditions will be deemed to have occurred in Colorado and that your use of the Services will be deemed to be the transaction of business within the state of Colorado. You agree that the exclusive jurisdiction and venue for any disputes hereunder shall be an appropriate court located in Denver County, Colorado. BOTH YOU AND FRONTSTEPS AGREE TO WAIVE ANY RIGHT TO TRIAL BY JURY IN ANY ACTION RELATING TO THE SERVICES OR ANY RIGHTS OR DISPUTES UNDER THESE TERMS AND CONDITIONS. 15. MISCELLANEOUS - AGENCY RELATIONSHIP You authorize us with respect to the Services to act as your agent for the limited purposes of holding, receiving, and disbursing funds on your behalf. Your authorization permits Provider Partner to generate an electronic funds transfer to process each payment transaction. This authorization will continue as long as you continue to receive Services. You agree that Provider Partner’s receipt of transaction proceeds satisfies your Customers’ obligations to you. - FORCE MAJEURE You agree that FRONTSTEPS will not be liable for any failure or delay in its performance of these Terms and Conditions if such failure or delay arises out of causes beyond its control and not due to its fault or negligence. - SEVERABILITY AND WAIVER If any provision of these Terms and Conditions is held invalid, illegal, void, or unenforceable by reason of any judicial decision, all other provisions of these Terms and Conditions shall nevertheless remain in full force and effect. No course of dealing, delay, or failure to enforce any provision or exercise any right under these Terms and Conditions by us shall be construed as a waiver or estoppel of such provision or right, nor shall it amend these Terms and Conditions or affect the validity of these Terms and Conditions or curtail our ability to enforce such provision or exercise such right in the future. All waivers of these Terms and Conditions must be in writing and signed by us. - RIGHTS AND REMEDIES CUMULATIVE‍ The rights conferred upon us in these Terms and Conditions are not intended to be exclusive of each other or of any other rights and remedies we have at Law or in equity, each of which will be cumulative and concurrent and in addition to every other right. - ENTIRE AGREEMENT You agree that these Terms and Conditions, combined with the Master Services Agreement and any statements of work (the “Entire Agreement”), set forth the entire agreement between you and us related to the Services, and all prior or other agreements or representations, written or oral, are superseded by the Entire Agreement. In the event of any conflict among the Master Services Agreement, these Terms and Conditions, and any statements of work, the terms set forth in the statements of work govern. - AMENDMENTS We may modify these Terms and Conditions in our discretion. Any such modification will be effective when posted to our website and will become binding upon you when posted. We may, but are not required to, provide notice to you of any modification by email or other electronic correspondence. It is your sole responsibility to review and maintain familiarity with these Terms and Conditions, as well as the Rules, Laws, and Policies. If you do not agree to any modification or proposed modification of these Terms and Conditions and do not wish to be bound thereto, you shall provide written notice to us as set forth in Section 15.9, and the Services provided to you will be terminated. - CONSTRUCTION‍ The headings used in these Terms and Conditions are inserted for convenience only and will not affect the interpretation of any provision. - ASSIGNABILITY These Terms and Conditions may be assigned by FRONTSTEPS but may not be assigned by you without our prior written consent. - ELECTRONIC COMMUNICATIONS AND NOTICE PROVISIONS You agree that these Terms and Conditions and all documents or websites referenced herein, as well as any notices, instructions, or any other communications relating to the Services may be presented, delivered, stored, retrieved, and transmitted electronically. You must keep us informed of any change in your electronic address, as well as other contact information such as your mailing address. Your electronic signature, including, without limitation clicking to accept these Terms and Conditions, shall be the legal equivalent of your manual signature. You may withdraw your consent to doing business under these Terms and Conditions electronically at any time by contacting us. If you do so, any Services provided to you will be terminated. However, any communications or transactions between us before your withdrawal of such consent will be valid and binding. Any notice required under these Terms and Conditions must be sent to us by certified, registered mail or reputable, national overnight courier to: FRONTSTEPS, 1290 Broadway, Suite 1250, Denver, Colorado 80203, Attention: General Counsel. Any written notice to you must be sent to the last address shown on our records. --- ### [Artemis Lifestyles Mobile App​](https://frontsteps.com/community-app-artemis/) **Published:** January 13, 2026 **Author:** Maureen Contestabile **Content:** ## Artemis Lifestyles Mobile App Click on the app store of your device to download [Apple Store](https://apps.apple.com/us/app/artemis-lifestyles/id1560208628)[Google Store](https://play.google.com/store/apps/details?id=com.frontsteps.artemis.community) ![](https://frontsteps.com/wp-content/uploads/2023/07/Artemis-Phone.png) --- ### [Super Bowl of Payments](https://frontsteps.com/super-bowl-of-payments/) **Published:** October 1, 2025 **Author:** Maureen Contestabile **Content:** # SUPERBOWL OF PAYMENTS ## Be Ready Before ## *the Rush* December–January brings the highest volume of HOA payments all year. Use this toolkit to prepare your team, guide residents, and reduce support calls. [Download the toolkit](https://frontsteps.com/wp-content/uploads/2025/11/PrepareforPayments_BestPractices-1.pdf) ## Why Prepare Now? Annual, quarterly, and monthly billing cycles converge at year-end, driving a surge in payment transactions and questions. A little prep today prevents delays, confusion, and avoidable call volume tomorrow. ![phone icon](https://frontsteps.com/wp-content/uploads/2025/12/phone_enabled.svg) ### Fewer calls, faster payments Set clear expectations with residents ahead of time. ![stress icon](https://frontsteps.com/wp-content/uploads/2025/12/stress_management-2.svg) ### Less stress for staff Follow a simple, repeatable setup checklist. ![diamon icon black](https://frontsteps.com/wp-content/uploads/2025/12/diamond_shine-2.svg) ### Cleaner reconciliation Reduce payment errors with best-practice guidance. ![](https://frontsteps.com/wp-content/uploads/2025/10/Frame-48.png) FRONTSTEPS ## Free training sessions ##### Payment Setup Best Practices Deliver better service with connected solutions. Boost revenue and profitability with increased efficiency. ##### Resident Communication That Reduces Calls As the heroes of the community, we focus on your needs in our platform’s development. ##### Last-Minute Troubleshooting Improve community living with easy-to-use tools. ##### Open Forum Question Answers Feel free to ask our team of experts any questions you may have! ##### Training 1 | October 9th | 1:30 MST [COMPLETED](#) ##### Training 2 | November 6th | 1:30 MST [COMPLETED](#) ##### Training 3 | December 11th | 1:30 MST [COMPLETED](https://events.teams.microsoft.com/event/e7fdb309-4ba7-4a1e-bb34-5a03f44b4680@c790d7c7-78aa-4e91-8b46-42297db024ef) ### Template #1 Generic Template to use all year round. [DOWNLOAD](#) ### Template #2 Friendly Reminder for Residents to pay online! [DOWNLOAD](https://frontsteps.com/wp-content/uploads/2025/11/EmailTemplate2-1.pdf) ### Template #3 Final reminder to push online payments! [DOWNLOAD](https://frontsteps.com/wp-content/uploads/2025/11/EmailTemplate3-1.pdf) ### Frequently Asked Questions ### [When should we start resident communications?](#) Start in October with a simple “how and when to pay” message, then follow up in late November and mid-December. ### [What’s the fastest way to reduce call volume?](#) Set clear deadlines, share step-by-step payment instructions. Use our resident templates to keep messages consistent. ### [What payment methods are supported?](#) Credit/debit and ACH (depending on your configuration). Confirm the methods you plan to accept before sending resident communications. ### [Where can I get help live?](#) Register for a training session. Our support team is also available during normal business hours. ### Contact Support Resident Support Hours: 6am MDT – 6pm MDT [contact support](https://kb.frontsteps.com/s/contactsupport) Resident Support Email: residentpayments@frontsteps.com Payment Support Email: fspay@frontsteps.com Phone: (800) 992-4384 --- ### [Our Products](https://frontsteps.com/our-software/) **Published:** October 1, 2024 **Author:** FRONTSTEPS **Content:** # OUR PRODUCTS ## Our Software for HOA Management More than software, a partner for your community’s success. FRONTSTEPS simplifies community management by bringing accounting, payments, security, and communication tools together in one powerful ecosystem. Designed for Community Management Companies, HOA Boards, and homeowners, our solution saves time, improves efficiency, and enhances resident engagement. ## FRONTSTEPS ECOSYSTEM - [FRONTSTEPS](#tab_6aada8f2d3524) #### Manager [Manage your community on the go with our intuitive, mobile-friendly platform. Access powerful back-office tools in a simple, web-based interface](#tab_6aada8f2d3524) - [FRONTSTEPS](#tab_6aada8f2d3550) #### Caliber [Easily manage community budgets and daily financial tasks with automated workflows, AI-powered reporting, customizable rules, and easy document organization.](#tab_6aada8f2d3550) - [FRONTSTEPS](#tab_6aada8f2d3559) #### Community [Keep managers, boards, and residents connected with our easy-to-use mobile apps. Boost engagement and improve communication with our Resident Engagement program.](#tab_6aada8f2d3559) - [FRONTSTEPS](#tab_6aada8f2d3560) #### Payments [Homeowners can easily and securely pay their assessments online. Our platform integrates with a PCI DSS compliant processor, ensuring that all transactions are protected and sensitive payment information remains private.](#tab_6aada8f2d3560) - [FRONTSTEPS](#tab_6aada8f2d3566) #### Dwelling [Our web-based security platform offers a unified solution for gated and secured communities—simple for staff to manage and convenient for residents to use.](#tab_6aada8f2d3566) ![Frontsteps Manager](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000005240.jpg) ![Fronsteps Caliber](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449.jpg) ![Fronsteps Community](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-2.jpg) ![Frontsteps Payments](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-3.jpg) ![frontsteps dwelling](https://frontsteps.com/wp-content/uploads/2025/11/Frame-1000004449-4.jpg) ## The FRONTSTEPS Advantage ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### All-in-one Platform Seamlessly manage finances, reporting, workflows, resident requests, and security from a single, unified system. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### AI-Powered Reporting Access real-time, actionable insights into community health, financial performance, and ROI—instantly. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Operational Efficiency Automate routine tasks and minimize manual work, allowing your team to focus on what matters most ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Mobile-First Experience Empower your team and residents with native mobile apps and web access—anytime, anywhere. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Smarter Communication Keep managers, boards, and homeowners aligned with built-in tools for seamless collaboration and updates. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Real-Time Alerts Stay ahead of issues with proactive notifications that ensure timely decisions and accountability. ![green checkmark](https://frontsteps.com/wp-content/uploads/2025/10/Frame-1000004546-8.svg) ##### Unmatched Resident & Board Experience Boost engagement, satisfaction, and community happiness with intuitive tools built for transparency and convenience. ## Key Differentiators ### One Powerful Ecosystem That Grows With You Whether you’re managing a single self-managed community or an entire HOA portfolio, FRONTSTEPS offers everything you need in one complete ecosystem. From back-office accounting and operations to community engagement and security, our platform is built to scale with your business—no matter the size. ### Fast and Efficient Implementation While competitors may take 8–9 months to go live, FRONTSTEPS gets you up and running in an average of just 60 days. You’ll start seeing results and driving improvements much sooner. ### A Growth-Focused Long Term Partner We’re not just a vendor—we’re a partner invested in your success. Through programs like resident engagement tools and revenue-sharing agreements, we help you unlock new value and build long-term financial health. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) --- ### [Customer Testimonial](https://frontsteps.com/customer-testimonial/) **Published:** August 2, 2023 **Author:** IT Team **Content:** ## Share your FRONTSTEPS Story ![](https://frontsteps.com/wp-content/uploads/2023/08/AdobeStock_621437998-scaled.jpeg) Δ First Name(Required) Last Name(Required) Company(Required) Role(Required) Testimonial(Required) Submit Review --- ### [Site Add](https://frontsteps.com/site-add/) **Published:** August 21, 2023 **Author:** IT Team **Content:** # Add a New Association Growing your portfolio? Let’s get your new communities set up in FRONTSTEPS. ### Grow & manage thriving communities with ease. We’re excited to support your growth and continue our partnership. To add a new community, simply complete the form below. **Once submitted, a FRONTSTEPS representative will reach out to guide you through the setup process.** Note: This form is only for adding new communities. If you need access to an existing community, please contact your Property Management Administrator. Δ First Name(Required) Last Name(Required) Email(Required) Phone Company(Required) State/Province(Required)Select your state \*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific Number of households(Required) Number of households(Required) Community Names/ Additional Details By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) Schedule my demo --- ### [Let's Talk -Email](https://frontsteps.com/lets-talk-demo/) **Published:** February 13, 2025 **Author:** Maureen Contestabile **Content:** ## Chat With A Team Memeber Our experts are here to help streamline your processes, save you time, and elevate your community management experience. Δ Email This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanadaOther This field is hidden when viewing the form How many communities do you manage?(Required) How many communities do you manage?(Required) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) SUBMIT --- ### [AtHomeNet](https://frontsteps.com/athomenet/) **Published:** March 1, 2022 **Author:** FRONTSTEPS **Content:** # AtHomeNet: A FRONTSTEPS Solution Operate more efficiently with community management software designed for homeowner’s associations and property managers. AtHomeNet is a community management and homeowner portal solution provided by FRONTSTEPS. [ LEARN MORE ](#faq) ## Looking for the best homeowners association website? Explore FRONTSTEPS Community ## A Homeowner-First Solution ## Elevate the communities you serve If you relied on AtHomeNet for association management, take a tour of FRONTSTEPS Community. At its core, FRONTSTEPS Community offers a simple, appealing design that puts the perks of community living at homeowners’ fingertips: • Resident communications • Event calendars • Amenity reservations • Community documents • Resident directories • Bulletins • And more Premium add-ons take your community operations to the next level, with powerful communication tools and specialized features for high-rises and large scale HOAs. ![](https://frontsteps.com/wp-content/uploads/2022/03/2nd-Column-768x454.png) [ LEARN MORE ](https://frontsteps.com/products/community-management/) ## A Homeowner-First Solution ## Elevate the communities you serve If you relied on AtHomeNet for association management, take a tour of FRONTSTEPS Community. At its core, FRONTSTEPS Community offers a simple, appealing design that puts the perks of community living at homeowners’ fingertips: • Resident communications • Event calendars • Amenity reservations • Community documents • Resident directories • Bulletins • And more Premium add-ons take your community operations to the next level, with powerful communication tools and specialized features for high-rises and large scale HOAs. [ LEARN MORE ](https://frontsteps.com/products/community-management/) ![](https://frontsteps.com/wp-content/uploads/2022/03/2nd-Column.png) ![](https://frontsteps.com/wp-content/uploads/2022/03/3rd-Column-768x430.png) [ LEARN MORE ](https://frontsteps.com/products/mobile-app/) Deliver a game-changing experience for your communities with the FRONTSTEPS mobile app. Stand out from the competition through superior technology in your brand. Through the mobile app, residents can: • Pay assessments • View community documents • Post to discussion boards • Review scheduled events • Invite guests • Reserve amenities • And more The result? Higher homeowner satisfaction and lower call volumes for your staff. ![](https://frontsteps.com/wp-content/uploads/2022/03/3rd-Column.png) Deliver a game-changing experience for your communities with the FRONTSTEPS mobile app. Stand out from the competition through superior technology in your brand. Through the mobile app, residents can: • Pay assessments • View community documents • Post to discussion boards • Review scheduled events • Invite guests • Reserve amenities • And more The result? Higher homeowner satisfaction and lower call volumes for your staff. [ LEARN MORE ](https://frontsteps.com/products/mobile-app/) FRONTSTEPS creates custom websites on your behalf, so you can focus on supporting the communities you serve. • Site design • Custom branding • SSL management • Homeowner payments • Photo galleries • Links to homeowner portals • And more Stand out from the pack with public websites and homeowner portals that are professional, appealing, and easy-to-use. Reinforce your brand with the help from one of the largest and most widely used technology providers for association management. ![](https://frontsteps.com/wp-content/uploads/2022/03/frontsteps-communities-sites-768x512.jpg) [ LEARN MORE ](https://frontsteps.com/products/community-portals) FRONTSTEPS creates custom websites on your behalf, so you can focus on supporting the communities you serve. • Site design • Custom branding • SSL management • Homeowner payments • Photo galleries • Links to homeowner portals • And more Stand out from the pack with public websites and homeowner portals that are professional, appealing, and easy-to-use. Reinforce your brand with the help from one of the largest and most widely used technology providers for association management. [ LEARN MORE ](https://frontsteps.com/products/community-portals) ![](https://frontsteps.com/wp-content/uploads/2022/03/frontsteps-communities-sites-1024x683.jpg) ## FRONTSTEPS: Trusted by 1,400 Management Companies and 34,000 Communities ### Accounting FRONTSTEPS Caliber helps you scale your operations by managing 100% of your accounting, vendor and bank management, and reporting needs. Caliber handles your unique processes for architectural requests, violations, billing, and more. [ LEARN MORE ](https://frontsteps.com/products/accounting/) ### Payments FRONTSTEPS Payments maximizes homeowner convenience by offering error-free online payments directly within their portal and mobile app. Online payments improve cash flow and reduce expenses by eliminating paper checks and increasing your bank earning credits. [ LEARN MORE ](https://frontsteps.com/products/payments) ### Security FRONTSTEPS Dwelling (formerly dwellingLIVE) packs powerful tools for managing visitors, vendors, packages, and amenity access. Detailed reporting offers peace of mind, and an open approach to hardware integrations gives your communities flexibility for the future. [ LEARN MORE ](https://frontsteps.com/products/security) ## Need help with your AtHomeNet account? CONTACT SUPPORT ## Frequently Asked Questions Discover how AtHomeNet fits into the FRONTSTEPS product family. When did AtHomeNet become part of FRONTSTEPS? FRONTSTEPS acquired AtHomeNet in 2017, giving AtHomeNet users access to the industry’s broadest range of integrated solutions. Since then, FRONTSTEPS changed the game for homeowner portals by launching its FRONTSTEPS Community solution – the first with a dedicated homeowner mobile app and native payments. What is FRONTSTEPS? FRONTSTEPS provides the most complete, connected, and homeowner-friendly technology solution for association management. The FRONTSTEPS suite improves efficiency for property management teams, increases security for homeowner’s associations, and delivers superior service for homeowners. The platform is trusted by more than 1,400 management companies and 34,000 communities, representing 5,500,000 homeowners. Why should I make the switch to FRONTSTEPS? Simplifying association management starts with mastering its complexities. The FRONTSTEPS suite combines the industry’s most trusted products, backed by an expert team to deliver automation on an unmatched scale. Grow your business faster with the first complete technology solution for association management. What is on the horizon for the AtHomeNet product? FRONTSTEPS is committed to supporting AtHomeNet and the associations that choose to continue using it. However, all new development in homeowner portals and community management is focused on enhancing FRONTSTEPS Community – a core solution in FRONTSTEPS’ all-in-one HOA suite. If I use AtHomeNet today, can I upgrade to FRONTSTEPS Community? Absolutely. Our team will guide you through every step and making the switch will be easier than you think. [Contact us today](https://frontsteps.com/demo-request) to learn more. --- ### [Site Add Thank You](https://frontsteps.com/site-add-thank-you/) **Published:** September 2, 2021 **Author:** FRONTSTEPS **Content:** # We’re On It! Congratulations on expanding your FRONTSTEPS solutions to new homeowners and communities. A member of our team will be in touch soon to gather more details and guide you through the process. If there’s anything else we can help with in the meantime, contact our team at . --- ### [Contract Payment Addendum](https://frontsteps.com/contract-payment-addendum/) **Published:** September 8, 2021 **Author:** FRONTSTEPS **Content:** ## Contract Payment Addendum MASTER SERVICES AGREEMENT NON-CII APPLICATION ADDENDUM PAYMENT SERVICES This Non-CII Application Addendum governs a Customer’s purchase and use of third party payments services, all as indicated on the applicable Service Order Form. This Addendum is subject to, and expressly made a part of, the terms and conditions of the MSA, including but not limited to Section 5 thereof (Non-CII Providers). 1\. Pursuant to the Service Order Form, Customer has agreed to purchase certain third party payment services, as a means to facilitate payment for CII Services purchased under the MSA.2. With respect to Non-CII Application payment services requested by Customer, Customer agrees. a. Customer will use the third-party payment services vendor selected by CII as Provider Partner (“Vendor”); b. All Non-CII Application payment services are subject to Vendor’s terms and conditions listed below between Vendor and Customer; c. Subject to the terms and conditions of the Vendor Agreement, Customer agrees that it will terminate its Vendor relationship upon the prior request of CII, in the event that CII elects to transition its customers to an alternative third party payment service vendor; d. CII makes no representation or warranty of any kind with respect to the Vendor’s payment services, and CII will not be liable to Customer for any direct, indirect, special or consequential damages of any kind. e. Customer agrees that CII may contact Customer’s home owner associations, homeowners and residents for direct marketing of CII services and offerings, including but not limited to proprietary CII payment service offerings. VENDOR AGREEMENT [View ProPay Vendor Agreement](https://www.propay.com/en-US/Legal/ProFac-Sub-merchant-Terms-and-Conditions) --- ## Blog ### [Turn Clubhouses and Pools Into Effortless Revenue with Amenity Payments](https://frontsteps.com/blog/amenity-payments-hoa-communities/) **Published:** September 10, 2026 **Author:** FRONTSTEPS **Content:** ![kids swimming](https://frontsteps.com/wp-content/uploads/2026/09/Amenity-Payments-blog.png) Amenity reservations can provide meaningful value to residents and communities. However, collecting fees and deposits often creates extra work for management teams. Without an integrated payment process, community managers may need to collect paper check deposits and manually reconcile each reservation. Amenity Payments are now available in[ FRONTSTEPS Community](https://frontsteps.com/community-association-management/), bringing these tasks into the workflow for management teams. ### Amenity Payments: Seamless for Residents, Automatic for the Books Instead of coordinating separate payments for clubhouses, pools, meeting rooms, sports facilities, and other community spaces, residents can complete the required payment steps during their reservation. By connecting reservations with convenient[ digital payment options](https://frontsteps.com/payments-automations/), management companies can provide a more streamlined resident experience while keeping payment information tied to the appropriate facility and reservation. ### Give Residents a More Convenient Payment Experience Residents can pay using a saved card, Apple Pay, or Google Pay. They also receive an email confirmation for successful bookings, helping them keep track of their reservation details. Amenity Payments can also simplify the collection of security deposits. Rather than requiring residents to submit a paper check or having the community withdraw money for possible incidentals, the system can place an authorization hold on the resident’s card. Managers can then capture or release the hold as needed based on the reservation. This creates a more convenient process for residents while eliminating the need to collect, store, and return paper deposit checks. ### Reduce Manual Work for Community Managers Amenity Payments automate several steps that might otherwise require direct staff involvement.Management teams can: - Collect payment through the amenity reservation process - Configure flat, hourly, or daily pricing for each facility - Set deposit requirements and cancellation policies - Manage authorization holds from the reservation - Maintain a clear record of amenity-related transactions By bringing payments and reservations together, teams can spend less time following up on checks, updating spreadsheets, and comparing reservation records with payment information. ### Create Additional Revenue Opportunities Amenity Payments can also help management companies create or expand fee-based amenity programs across the communities they serve. Flexible pricing allows teams to choose a payment model that fits each space. A clubhouse might have a flat rental fee, while a meeting room could use hourly pricing and another facility could be reserved by the day. Making these fees easier to collect can help communities generate more consistent revenue from shared spaces without creating a separate manual payment process for staff. ### Keep Amenity Financials Connected Amenity Payments connect reservation activity with[ FRONTSTEPS Caliber](https://frontsteps.com/back-office-management-accounting/). When payments are captured, credits and future-dated charges can automatically post using the appropriate account coding. If a reservation is canceled, related ledger entries are automatically reversed, reducing the need for manual accounting cleanup. Each entry also includes an audit trail with the reservation ID, homeowner information, and account coding, giving management teams clearer records for reconciliation and reporting. ### How to Enable Amenity Payments First, contact your Customer Success Manager to walk through the following steps together and implement Amenity Payments for your community. - **Set Up Your Posting Code** Create a posting code that maps amenity transactions to the appropriate accounts in your chart of accounts. This helps ensure that debits and credits are recorded correctly. - **Enable Payments for Your Facilities** Select an existing or new amenity, choose the pricing model, enter any deposit requirements, and configure the cancellation policy. You can then enable payments for the facility. Ready to Enable Amenity Payments? Contact your Customer Success Manager to enable Amenity Payments for your communities or request a live demo of the reservation and payment experience. [BOOK A DEMO](https://frontsteps.com/request-demo/?utm_campaign=amenity_payments_blog) **Categories:** Product Innovation --- ### [Introducing ALLi Enterprise: Answering Homeowner Questions Around the Clock](https://frontsteps.com/blog/introducing-alli-enterprise/) **Published:** September 3, 2026 **Author:** FRONTSTEPS **Content:** ![alli blog image](https://frontsteps.com/wp-content/uploads/2026/09/ALLi-Enterprise-Blog-header.png) It’s 9 p.m. on a Tuesday. A homeowner stands in her backyard, looking at a fence that’s seen better days. She wants to replace it. Can she? Does she need approval first? Is there a rule about height, color, or the type of material she can use? The management office closed hours ago. So she does what most people do. She makes a mental note to call in the morning, forgets, remembers three days later, and finally calls… adding one more question to a queue that never really empties. ### One Call, Hundreds of Times a Week That call happens hundreds of times a week. Every community runs on the same short list of questions: *Where do I log in? How do I pay my assessment? When does the pool open? Can I replace my fence, paint my door, or park my trailer out front?* Different names, different addresses, but the same handful of questions in every community, every day. The questions usually aren’t hard, and that’s the frustrating part. Most of them have a clean, documented answer sitting right there in the governing documents or the resident portal. The homeowner just can’t find it, doesn’t know where to look, or needs it at 9 p.m. when nobody’s at the desk. So the question lands on a person the next morning. Hundreds of times a week, one at a time, by phone and email, while the work that actually needs human judgment waits its turn. ### What Ten Years of Homeowner Calls Taught Us FRONTSTEPS has answered homeowner questions directly for over a decade. We’ve supported residents at scale, across communities of every size, long before “AI assistant” was a phrase anyone in this industry used. That work taught us something you can only learn by picking up the phone: which questions have a clean answer, and which ones genuinely need a person. Most have a clean answer. Login help, payment steps, amenity hours, the basics of an architectural request… These can be answered the moment they’re asked, as long as the right information is in reach. Take the fence question. In most communities, that’s a clean answer. There’s an architectural process, a form, and a set of standards, and ALLi can point the homeowner straight to it. A dispute over whether last month’s late fee was applied correctly is a different animal. That one needs a person who can look, decide, and take responsibility for the decision. The real work was teaching software to tell the two apart, and we spent the last two years doing exactly that: the same work that produced[ FRONTSTEPS Manager](https://frontsteps.com/frontsteps-manager/). ### Why We Waited to Build This We could have put an AI assistant in front of homeowners two years ago. But we didn’t, and here’s why. When ALLi answers a resident, it does so under YOUR brand and about our YOUR community. A confidently wrong answer about a fee, deadline, or violation isn’t a harmless mistake. It’s something a person has to walk back — with an email, a phone call, an apology, and a homeowner who trusts the office a little less than before. Multiply that by a busy season, and a tool meant to save time starts to drain it. One bad answer can undo a lot of good ones. So we built ALLi Enterprise around a deliberate constraint: **It won’t guess.** When it isn’t confident it has the right answer, it doesn’t improvise. It says something closer to, “I need to contact the management company to get an accurate answer for you,” and routes the resident to the contact you choose. It’s built to know the limit of what it knows. That’s the version we’re willing to stand behind. ### What ALLi Enterprise Does Today ALLi Enterprise is a branded chat assistant that answers homeowner questions 24/7, on your public website and inside the FRONTSTEPS Community resident portal. It runs on what you give it: your rules, your policies, your FAQs, your governing documents. You can mark each piece of information as public or members-only, so residents see what they should and nothing they shouldn’t. To the resident, it’s simply part of your website and portal — it’s the same look and brand, but now it’s always on. You stay in control of the whole thing, and here are a few of the ways that shows up: - **You decide what it knows.** ALLi answers from the information you provide, not from the open internet. - **You see every conversation.** What the resident asked, how ALLi answered, and where the resident went next — all of it reviewable. - **You close the gaps.** Spot an inconsistency and correct it, and the experience gets better from there. - **You choose the handoff.** When ALLi can’t help, you decide where the resident goes instead. It handles the routine volume so your team doesn’t have to. The repeat questions get answered the moment they come in, day or night. Your people get their time back for the work only a person can do. We priced ALLi Enterprise per door and built it for management companies of any size. ### Where ALLi Enterprise Goes Next Today’s release is the foundation: chat, knowledge management, and conversation review. We’re building it all out from there. On our roadmap, we have capabilities such as live handoff from ALLi to a human agent, case creation within FRONTSTEPS Manager, resident phone support, and proactive outreach to residents. We’ll release those features the same way we released this first version: when they clear our bar, and not a moment sooner. ### See ALLi Enterprise in Your Communities Your team already knows which questions come in on repeat. ALLi Enterprise takes that volume off their plate and gives residents a straight answer at 9 p.m. on a Tuesday, or whenever they happen to ask. Your people spend less time on routine questions and more time on the residents who need them. Ready to see it in your communities? [Request a demo](https://frontsteps.com/contact-us/?utm_source=FS_social&utm_medium=ALLi_Launch_blog&utm_campaign=ALLi_Enterprise_GTM), and we’ll walk you through how it works. [BOOK A DEMO](https://frontsteps.com/contact-us/?utm_source=FS_social&utm_medium=ALLi_Launch_blog&utm_campaign=ALLi_Enterprise_GTM) **Categories:** FRONTSTEPS News, Product Innovation --- ### [Product Update: Enhanced Budgets and AR Functionality](https://frontsteps.com/blog/product-update-enhanced-budgets-and-ar-functionality/) **Published:** July 29, 2026 **Author:** FRONTSTEPS **Content:** ![ar screenshot](https://frontsteps.com/wp-content/uploads/2026/07/Budget-Screenshot-1.png) Financial work in community management has spent years split across systems. An AR specialist posts charges in one place, researches a homeowner’s account history in another, and records incoming payments somewhere else again. Budget season runs on the same pattern: export the GL, paste it into a spreadsheet, rebuild the projections by hand, then hope the workbook opens cleanly on a board member’s laptop. Two rounds of new releases have closed both gaps. Core functionality in Accounts Receivable is now complete inside FRONTSTEPS Manager, and budget generation has moved into the platform with ALLi. Here’s what’s new and what it changes about your team’s daily tasks. ### Core Accounts Receivable is Now Complete in Manager Four new features cover the majority of your daily AR workflow. - **Billing Entry.** Post charges, credits, and payments for one community or several within a single batch. Late fees, utility billbacks, special assessments, and standard payment types are all supported. Deposit slips group payments across clients, batches, and dates for auditable bank reconciliation. Column configuration lets each specialist build the grid layout they prefer, and form validations to warn you before you post to an account on accounting hold or into a closed AR period. - **Billing Preview and Import.** Filter and preview billing records by community, group, and homeowner before anything commits. Totals and record counts display in the preview screen so you can verify before posting, and batch posting handles 30,000 to 40,000 records asynchronously. Billing Import brings charge and credit data in from external files using predefined import processes. - **Homeowner Ledger Viewer.** Search any homeowner by name, address, or account number and load their full transaction history with running balances. Rows are color-coded by status, so unpaid charges, reversals, unapplied payments, and disputes are visible at a glance. Entries under an open delinquency process carry an alert icon. Click any row for payment application detail and the underlying general ledger entries. Filters for status, date range, account, and entry type all combine, and every total updates to match. Available on web and mobile. - **Deposit Entries.** Record incoming payments with full control over how each one applies — automatically, manually to specific open charges, or not at all. Entries stage in a pending batch until you post, column preferences save per user, and a post-process report is available on demand from the Background Task Viewer. Your AR team can start the day in Manager and stay there. And this is the foundation, not the finish line. The remaining AR capabilities like the GL Viewer, Chart of Accounts, Auto-Posting, and Journal Entries among them are in active development, with the full AR module on track to be complete in Manager very soon. The daily workflow is here today; the rest of the accounting picture is close behind. ### Why Background Task Processing Matters More Than it Sounds Batch posting used to mean waiting. Submit the job, watch the screen, and do nothing else until it finishes. Resource-intensive billing work in Manager — batch posting and import processing — now runs asynchronously. A specialist can submit a batch and keep working, entering the next deposit or pulling a ledger while the job runs. The Background Tasks page shows which function triggered each job and tracks status in real time, and unexecuted jobs can be canceled. The practical result is better capacity. The same AR team now clears more volume in the same number of hours. ### Budget Generation, Guided by ALLi Budget season is the other half of the financial year, and it’s getting the same treatment. The guided budget experience in Manager turns your[ FRONTSTEPS Caliber](https://frontsteps.com/caliber/) data into a board-ready Excel budget in one sitting. A step-by-step wizard walks through community setup, expense changes, assessment changes, insurance projection, reserve funding, and optional adjustments, with validation along the way and a full review screen before anything generates. It’s an ALLi Pro capability, available to Manager and Admin roles on the web. Behind the wizard sits a deterministic engine. The draft is built directly from your Caliber GL data, and every cell in the export is a live Excel formula traceable back to a source figure, a stated assumption, or an override you entered. One-click export produces a standard FRONTSTEPS workbook that opens clean — no \#VALUE!, no \#REF!, no rebuilding a broken file the night before a board meeting. You can generate multiple versions in a single session. Assumptions get grounded line by line instead of applied as a flat percentage across the board. Utilities move with inflation. Insurance moves with renewal timing. Reserves follow the study. ![alli budget screenshot](https://frontsteps.com/wp-content/uploads/2026/07/Budget-screenshot-3.png) ### What Makes an AI-Assisted Budget Defensible to a Board AI-assisted budgeting has become commonplace now, but the important question is how much control you keep. ALLi Insights appear in a rail alongside the budget, offering per-line recommendations grounded in web research, account history, and any context you upload. Each recommendation is cited, with visible reasoning and a confidence level. Every one of them is advisory. Nothing changes the budget without an explicit apply action from you, and anything applied can be undone. The audit trail captures all of it — every assumption entered, every insight applied or dismissed, every export generated. When a board member asks where a number came from, you’ll have an answer with a source attached. ### How to Prepare for Budget Season A guided workflow produces better output when the underlying data is clean. But we know that a fair amount of skepticism about AI in this industry is earned. Community management is a relationship business, and nobody wants a black box making financial decisions for a board or an assistant that puts distance between a manager and their homeowners. ALLi was built with that in mind. It isn’t a general-purpose chatbot bolted onto the platform; it’s purpose-built for community association management, and its job is to handle the digging so your team can spend more time on the conversations that actually require a person. The manager stays in the room. ALLi just makes sure they walk in with the answer. A few things worth handling before you sit down to build next year’s budget: - **Clear your AR backlog.** Post outstanding batches and resolve pending entries so your GL reflects reality. - **Confirm your reserve study is current.** Reserve funding is a wizard step, and an outdated study propagates into every projection built on it. - **Pin down insurance renewal timing.** Renewal dates drive how insurance projections spread across the fiscal year. - **Gather board context early.** Planned capital projects, known vendor increases, and assessment discussions belong in the draft before it reaches the board, not after. ### Talk Through What This Means for Your Communities The daily AR loop and the annual budget loop now live in the same place your team already works. Fewer systems to reconcile. Fewer exports to babysit. A clearer paper trail on both. If you want to see how these capabilities apply to your portfolio, or where ALLi Pro fits for your team ahead of budget season, reach out to your FRONTSTEPS representative and schedule a call to learn more. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Product Innovation --- ### [Building the Future of Community Management](https://frontsteps.com/blog/introducing-frontsteps-manager/) **Published:** October 22, 2025 **Author:** FRONTSTEPS **Content:** ![people on ipad](https://frontsteps.com/wp-content/uploads/2025/10/pexels-ivan-samkov-8962284-scaled.jpg) At FRONTSTEPS, we believe home is more than a place to live. It is where connection begins. Behind every thriving community are the people who make it all work: community managers, admins, and accounting teams who juggle hundreds of moving parts every day to keep neighborhoods running smoothly. For over a year, Suite Manager has been at the center of that work. It gave community management teams the foundation to manage operations efficiently and deliver great experiences to residents. But as the industry evolved, so did the needs of those teams. Managers wanted fewer silos, greater mobility, and smarter technology that worked seamlessly across their day-to-day tasks. ***We listened.*** That is why Suite Manager has evolved into FRONTSTEPS Manager, your new command center for community operations. It is designed to unify the tools, data, and workflows that power modern community management. ### Why We Evolved Suite Manager The change from Suite Manager to FRONTSTEPS Manager is not just a name. It is a reflection of how community management itself has evolved. Managers today are more connected, more mobile, and more data-driven than ever. They are responsible for balancing people, process, and performance, often across multiple properties, and they need technology that moves at their pace. Our customers told us what mattered most: “I need everything in one place.” “I need to move between office and field without losing context.” “I need tools that are smart enough to help me anticipate, not just react.” ### Built for Modern Community Operations FRONTSTEPS Manager was built in response to those needs. It unites everything you know and trust from Suite Manager and the Community Manager App under a single, cohesive experience, giving management companies one connected ecosystem instead of multiple disconnected tools. - On the Web: Manage accounting, architectural requests, violations, communications, and reporting with ease. - On Mobile: Conduct inspections, process work orders, and capture real-time data with offline functionality and advanced mapping. - Everywhere: Move seamlessly between devices without breaking focus or losing data. It is everything you need to operate efficiently and confidently, whether you are a manager, admin, or accountant. ### Powered by ALLi, Our Built-In AI Assistant At the heart of FRONTSTEPS Manager is ALLi, our built-in AI assistant. ALLi helps management teams work smarter by automating repetitive tasks, surfacing insights, and proactively guiding next steps. She is not a generic AI or third-party tool. She is authentically FRONTSTEPS, built from the ground up to understand community management. **With ALLi, you can:** - Find what you need instantly across your system with AI-powered search - Automate manual workflows like violations, work orders, and board packets - Get recommendations before issues arise - Learn from real usage data to make smarter decisions over time ### More Than Software, A Partner in Possibility FRONTSTEPS Manager embodies our mission to transform the overwhelming into the manageable, and complexity into clarity. It gives managers the confidence to lead with vision, not just react to the day-to-day. We are not just delivering new software. We are building a foundation for the next decade of community management, one powered by connection, intelligence, and human impact. Because when HOA managers succeed, you do not just manage communities, you connect them. Discover FRONTSTEPS Manager, your new command center for community operations. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** FRONTSTEPS News --- ### [The Super Bowl of Payments: Your Game Plan for a Stress-Free Season](https://frontsteps.com/blog/the-super-bowl-of-payments-game-plan/) **Published:** December 2, 2025 **Author:** FRONTSTEPS **Content:** ![football team](https://frontsteps.com/wp-content/uploads/2025/12/the-super-bowl-of-payments_-your-game-plan-for-a-stress-free-season.png) If you’ve worked in community management for more than a year, you already know what’s coming: That critical moment when **annual, quarterly, and monthly assessments collide**, inboxes overflow, and the phones light up like a scoreboard in overtime. At FRONTSTEPS, we call this high-stakes period **the Super Bowl of Payments**. The volume, the pressure, and the need for flawless execution truly make it the biggest payments game of the year. The good news? **You don’t have to face the rush unprepared**. With early communication, a [consistent playbook](https://frontsteps.com/super-bowl-of-payments/#), and the right technology in place, your team can sail through the season with fewer fumbles and far less stress. ### The Winning Play: Start Early and Communicate Often What separates stressed associations from successful ones during payment season is simple: **clear, proactive communication** supported by easy-to-access digital tools. To make this easier, FRONTSTEPS created **pre-built email templates** and created a [toolkit](https://frontsteps.com/wp-content/uploads/2025/11/PrepareforPayments_BestPractices-1.pdf) for you. Here’s the schedule: - **Send ASAP: “Get Ready” Email** Introduce what’s coming, how to pay online, and how to set up autopay. - [**After Thanksgiving: “Upcoming Payments” Reminder**](https://frontsteps.com/wp-content/uploads/2025/11/EmailTemplate2-1.pdf) Reinforce payment options, deadlines, and common questions. - [**Mid-December: “Final Call” Message**](https://frontsteps.com/wp-content/uploads/2025/11/EmailTemplate3-1.pdf) Provide a last-minute nudge before the surge begins. These templates can save hours of staff time while giving homeowners clarity about expectations, timing, and how to complete payments successfully. ![people in conference room](https://frontsteps.com/wp-content/uploads/2025/12/coach-your-team-before-kickoff-768x644.png) ### Coach Your Team Before the Kickoff Using the right tools is important, but getting your team aligned may be even more critical. Before payment season begins, we recommend holding an internal “Payment Huddle” that covers: - **What payment methods you support** (credit/debit, ACH, autopay. If you’re using FRONTSTEPS Payments, your homeowners have access to mobile payments as well!) - **What deadlines owners will see** Make sure every staff member can answer the same questions the same way. - **Where issues should be escalated** Create a simple path so staff aren’t guessing under pressure. - **How to track exceptions** Misapplied payments, duplicate transactions, and pending statuses can all be handled smoothly when staff know the playbook. Clear roles reduce confusion, and when the calls start rolling in, that clarity creates calmer, more confident responses. ### FRONTSTEPS Training Session: Learn the Playbook Live To make sure every association team is fully prepared, FRONTSTEPS is hosting [**a training session**](https://events.teams.microsoft.com/event/e7fdb309-4ba7-4a1e-bb34-5a03f44b4680@c790d7c7-78aa-4e91-8b46-42297db024ef) designed to help staff navigate the Super Bowl of Payments with confidence. [**📅 December 11th at 1:30pm MST: Live Q&A + Final Prep Session**](https://events.teams.microsoft.com/event/e7fdb309-4ba7-4a1e-bb34-5a03f44b4680@c790d7c7-78aa-4e91-8b46-42297db024ef) This interactive workshop lets your team bring real questions, review last-minute to-dos, and walk away with a ready-to-use checklist. [Click here to register!](https://events.teams.microsoft.com/event/e7fdb309-4ba7-4a1e-bb34-5a03f44b4680@c790d7c7-78aa-4e91-8b46-42297db024ef) When your staff attends this training, they’ll have everything needed to manage the busiest time of year efficiently, calmly, and accurately. ### The Final 2-Minute Drill: Last-Minute Prep Checklist As payment season approaches, make sure you: - Confirm assessment amounts and due dates are correctly set - Double-check your payment methods are active - Review your auto-reminder settings - Make sure staff has access to the **cheat sheet** of common questions - Re-share the “how to pay online” instructions - Direct residents to your portal homepage for easy access A little preparation now prevents a lot of chaos later. ![football huddle](https://frontsteps.com/wp-content/uploads/2025/12/its-gametime-youve-got-this.png) ### It’s Game Time… You’ve Got This! The Super Bowl of Payments doesn’t have to be stressful. With clear communication, coordinated workflows, and the tools inside FRONTSTEPS, your team can move through the season with confidence — and your homeowners will have a smoother experience, too. **Use the templates. Attend the trainings. Equip your team.** This year, you’re not just *hoping* for a better payment season, **you’re planning for one.** **Schedule your demo today and see how we’re setting the standard for the future of HOA management.** [SCHEDULE A DEMO](https://frontsteps.com/contact-us) **Categories:** Community Resources --- ### [The Real Reasons HOA Residents Don’t Engage & What to Do About It](https://frontsteps.com/blog/the-real-reasons-hoa-residents-dont-engage/) **Published:** January 29, 2026 **Author:** FRONTSTEPS **Content:** ![neighborhood gathering](https://frontsteps.com/wp-content/uploads/2026/01/RE-Februrary-2026-blog-header-image.png) ## A Practical Guide to Improving Resident Engagement in HOAs A community is nothing without its residents, but sometimes getting those residents engaged feels impossible. You plan, you prep, and you publicize… and then maybe only one or two people show up for your meeting or respond to your policy email. It’s disheartening– you put all that work and time into efforts that aren’t appreciated– and a real problem for community functionality. So why aren’t your residents participating? Let’s explore some of the best ways to engage residents in an HOA. ![Why resident engagement is important](https://frontsteps.com/wp-content/uploads/2026/01/Why-resident-engagement-is-important.png) ### Why is Resident Engagement Important? When community members don’t participate in the community, satisfaction breaks down. But when [residents are engaged](https://frontsteps.com/blog/smarter-connections-for-stronger-communities/), they’re more likely to read the communications you send out, pay assessments on time, and feel comfortable with rules and expectations. And they’re also more likely to submit requests and ask the right questions, which reduces misunderstandings and unnecessary conflict. **Strong engagement is the core of community trust.** Residents who feel informed and heard are more likely to participate constructively, support community decisions, and take pride in their neighborhood. Over time, this leads to healthier finances, stronger relationships, and a more stable, well-functioning community overall. So why is it so hard to get residents to engage? ![man at a desk](https://frontsteps.com/wp-content/uploads/2026/01/Why-arent-my-residents-engaging.png) ### Why Aren’t My Residents Engaging? In most communities, low engagement doesn’t arise from apathy; it comes from friction. Residents are busy, and when engaging with the community feels confusing, time-consuming, or disconnected from their daily lives, it naturally falls to the bottom of the priority list. If residents are unsure where to find information, how to submit a request, or whether anyone will respond, they often choose not to engage at all. Another common issue is that residents do not clearly understand why engagement matters to them personally. Community management can feel like something happening in the background, handled by the board or the management company, rather than a system that directly affects their day-to-day experience. When policies, communications, and processes feel abstract, residents may assume participation is optional or outside their scope, even when it directly impacts their fees, amenities, or quality of life. Finally, many residents simply do not see the connection between engagement and outcomes. They may not realize that reading announcements helps them avoid violations, that using the proper request channels leads to faster resolutions, or that paying online reduces late fees and follow-up notices. When the benefits of engagement are not visible, participation feels like extra effort with little return. Smart [resident engagement](https://frontsteps.com/resident-engagement/) strategies front-load community member convenience and emphasize rewards. They need to understand that participation solves problems, and they need to see this in action, not just hear about it. ## Practical Tips To Improve Resident Engagement Community resident engagement can seem tricky, because it’s about changing behavior. The secret is to **not get overwhelmed by the notion of a full overhaul.** Small, *intentional* changes make a measurable difference. - Start by **standardizing where communication lives** and clearly directing residents there. Consistency builds habits, so don’t expect universal adoption right away. - **Use announcements strategically.** Short, clear messages with a specific action perform better than long updates with multiple requests. When possible, connect messages to tools residents already use, such as payment portals or request forms. This ties into the idea of centralized communication; the less they have to do, the more likely they are to do it. - **Encourage digital adoption by explaining the benefit to residents,** not just the process. Framing tools as a way to save time or get faster responses resonates more than technical explanations. Digital adoption is also a pain point solution for both the residential and management side of the community; online payments make it easy to avoid late fees or delinquency status. Pitching digital tools as a money and time-saving solution will strongly drive adoption. Finally, **look for opportunities to listen.** Surveys, feedback forms, and response tracking all contribute to resident satisfaction by showing that input is noticed and valued. And once you get this feedback, it can be infinitely valuable. Use the data you gather to help inform future decisions. ![business woman on her phone](https://frontsteps.com/wp-content/uploads/2026/01/Practical-tips-ti-improve-residente-ngagement.png) ### What are the Best Tools to Help Increase Resident Engagement? The best resident engagement strategies identify all barriers to engagement. In practical terms, that almost always includes communication. Fragmented communication kills resident engagement. When announcements live in email, requests live in a separate system, and records are stored somewhere else entirely, residents disengage quickly. The right communication tools can solve this problem, but at the same time, adoption fatigue leads to residents resisting any new platform that feels complicated or unnecessary. Resident Engagement, built within [FRONTSTEPS Community](https://frontsteps.com/community-association-management), is designed to remove friction from resident communication and participation by **centralizing the systems communities rely on every day.** Instead of juggling disconnected tools, you can work from a single hub that brings communication, requests, and records together. And with the upcoming integration of ALLi, our integrated AI assistant, this tool will become even easier and intuitive to use. ## Creating Thriving Engagement in Your Community Encouraging engagement hinges on the power of demonstrating why and how it makes your residents’ lives better. It’s important to remember that when people don’t feel like they’re engaged, they don’t feel ownership in a community. And that’s the foundation of any HOA, so it’s a problem worth solving. If your community struggles with resident engagement, FRONTSTEPS can help. [Reach out and schedule a demo](https://frontsteps.com/contact-us/)– and keep an eye out for a special community engagement webinar coming soon! Already a FRONTSTEPS Community customer? Guess what–– you already have access to Resident Engagement! It’s as simple as giving permission to your managers. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Community Resources --- ### [Resident Engagement: Smarter Connections for Stronger Communities](https://frontsteps.com/blog/smarter-connections-for-stronger-communities/) **Published:** December 5, 2025 **Author:** FRONTSTEPS **Content:** ![Smarter engagements connections for stronger communities](https://frontsteps.com/wp-content/uploads/2025/12/Smarter-engagements-connections-for-stronger-communities.png) Community living works best when residents feel connected, informed, and empowered to take action. Yet for many management companies and HOAs, **maintaining that connection takes significant time and effort,** especially when juggling low technology adoption, late payments, communication gaps, and lean teams carrying heavy workloads. These challenges become even more pressing as we approach what we call the [**Super Bowl of Payments**](https://frontsteps.com/super-bowl-of-payments/#)**:** The end-of-year and early-January period when resident payment volume surges and support teams feel the strain. That is exactly why FRONTSTEPS created [**Resident Engagement,**](https://frontsteps.com/resident-engagement/) a powerful new tool built to help communities **communicate more effectively, drive adoption, simplify payments, and prepare for the busiest time of the year.** ![people holding hands](https://frontsteps.com/wp-content/uploads/2025/12/What-is-resident-engagement.png) ## What Is Resident Engagement? Resident Engagement is the newest addition to the FRONTSTEPS ecosystem, designed to strengthen communication and action across your communities. It lives directly inside [FRONTSTEPS Community,](https://frontsteps.com/community-association-management/) giving management teams one central system to streamline messaging, automate reminders, and guide residents toward important tasks like registering for the portal or paying assessments. **With Resident Engagement, you can easily:** - Send targeted, personalized communications - Increase portal adoption and reduce payment confusion - Gain real-time visibility into resident behavior and outcomes The best part is, Resident Engagement is included at **no additional cost** for FRONTSTEPS Community customers. We’re just here to make your job easier! ![people in a conference room](https://frontsteps.com/wp-content/uploads/2025/12/Why-resident-engagement-matters.png) ## Why Resident Engagement Matters Whether you manage multiple communities, serve on an HOA board, or are a resident looking to stay informed, **Resident Engagement delivers meaningful value.** ### For Management Companies - Help lean teams accomplish more with **automated workflows and templates** - Reduce collection challenges and **increase on-time payments** - Access dashboards that **show what is working** and where residents need support ### For HOA Boards - **Demonstrate value** to homeowners - Increase **higher satisfaction** and retention - Leverage data-driven insights to **guide decisions** and justify investments ### For Residents - Receive **easier payment reminders** and quick action links - Get clear, **consistent communication** with no guesswork - Feel more i**nformed and connected** to their community ## Key Features That Drive Excitement Resident Engagement introduces capabilities designed to **elevate communication and inspire action** across your communities. - **Analytics Dashboard:** Track adoption, engagement, and payments in real time - **Smart Segmentation:** Target groups such as unregistered residents or those with outstanding balances - **AI-Powered Content:** Generate polished, effective email content quickly through the FRONTSTEPS AI assistant, ALLi - **Self-Service Flexibility:** Build, schedule, and automate campaigns with ease ## Real-World Results Communities using Resident Engagement have already seen measurable improvements: - A **60 percent increase in portal adoption** using automated registration campaigns - **87 percent online payment adoption** when targeted reminders were implemented - A three-person team supporting multiple communities **saved hours every week** through automation ![football team](https://frontsteps.com/wp-content/uploads/2025/12/Secret-weapon-for-superbowl.png) ## Perfect Timing: Your Secret Weapon for the Super Bowl of Payments Year-end and early January creates the highest resident payment volume of the entire year. During this Super Bowl of Payments, teams often experience: - Spikes in resident questions - High call volume - Confusion around due dates - Increased risk of late payments Resident Engagement helps your team get ahead of this rush by: - **Automating** clear, proactive reminders - Guiding residents to **pay on time** through targeted segments - Reducing confusion with **consistent messaging** - Empowering lean teams to **communicate at scale** If there is ever a time to adopt Resident Engagement, it is now, before payment season peaks. Nothing feels better going into the holiday season than having your Q1 communications locked in! ## Get Started with FRONTSTEPS Resident Engagement Today Resident Engagement is more than a tool. It is a **strategic advantage** for busy teams preparing for the Super Bowl of Payments and beyond. Ready to explore the full power of Resident Engagement? - [Schedule a demo](https://frontsteps.com/contact-us/?utm_source=FS_site&utm_medium=blog&utm_campaign=resident_engagement) - [Visit the Resident Engagement Resource Hub](https://frontsteps.com/resident-engagement/) **Categories:** Board Resources --- ### [Meet ALLi: FRONTSTEPS' AI Assistant Built Into FRONTSTEPS Manager](https://frontsteps.com/blog/meet-alli-frontsteps-ai-assistant/) **Published:** January 5, 2026 **Author:** FRONTSTEPS **Content:** ![alli interface image](https://frontsteps.com/wp-content/uploads/2026/01/ALLi-blog-header-image.jpg) Community managers are the backbone of any residential organization, but their work often feels thankless and overwhelming. You get buried in busywork; Mrs. Smith needs maintenance, Mr. Green and Dr. Jones are having a parking dispute and CCing you on *everything*, there’s a backlog of financial admin paperwork, you’re trying to find a new vendor for landscaping… and that’s just on your plate for Monday. If that sounds overwhelming, it is; and if it sounds familiar, it doesn’t have to be your reality. At FRONTSTEPS, we know that community managers face [numerous pain points](https://frontsteps.com/blog/what-community-managers-want/ "numerous pain points") as part of the job, and that’s why we built [ALLi](https://frontsteps.com/alli/ "ALLi"). ALLi is the ultimate AI assistant for HOAs, enabling community managers to do their jobs more efficiently and effectively. ALLi isn’t there to be the community manager; it’s simply a powerful tool with a suite of intelligent features that make your job easier. When you opt for ALLi, you’re adopting AI-powered community association management Software that lets you buy back your most valuable resource: time. ### Working Smarter, Not Harder, with AI-Powered Community Association Management Software ALLi sits at the intersection of automation, intelligence, and real-time information. Built directly into the broader FRONTSTEPS ecosystem of Caliber and FRONTSTEPS Manager, this HOA AI assistant understands your workflows and assists across the spectrum of community management tasks, from acting as an AI resident communication tool to serving as a hub for your managed services. But it’s not just a comms tool; One of the biggest drains on managers’ time is repetitive or manual tasks. Think about how much time you spend every day compiling data for reports, searching across multiple information sources, tracking down answers to routine questions, or simply keeping up with back-office administration. ALLi’s core capabilities are centered on automation and intelligent assistance that take these off your plate. And because ALLi already lives within[ FRONTSTEPS Manager](https://frontsteps.com/frontsteps-manager/ "FRONTSTEPS Manager"), it works natively with the [tools you already rely on](https://frontsteps.com/blog/introducing-frontsteps-manager/ "tools you already rely on"). ![alli ai manager on the computer](https://frontsteps.com/wp-content/uploads/2026/01/AI-Powered-Insights-That-Empower-Decision-Making.jpg) ### AI-Powered Insights That Empower Decision-Making Data is the heart of every community operations decision. From budgets and violations to resident satisfaction and maintenance issues, you need instant access to data so that you can perform thoughtful analysis that works for your community. ALLi provides that immediate access across your portfolio. This makes it easier to interpret patterns and respond effectively. Instead of spending hours putting together spreadsheets or manually cross-referencing information, you can get the answers you need in seconds. That ability to make informed decisions faster and with more confidence can make an enormous difference in your residents’ lives. ALLi can help with intelligent search across your data, produce insights on community trends, and streamline operational workflows. With ALLi handling the heavy lifting of routine work, you can spend time on more important priorities that make your community a better place to live. And while every workload is unique, *ALLi can typically save a community manager 5 to 12 hours a week.* Here’s how: - **Automated Budget Preparation:** ALLi gathers historical financial data, up-to-the-minute trends, and all the information about inflation rates to quickly and accurately set up budget analysis jobs. Combined with your insight and community knowledge, you’ll save around **5 hours per week.** - **Reporting and Exporting:** Creating and formatting ready-to-share summaries or downloadable reports for your board reviews takes hours of painstaking work. Let ALLi set up your documents to save at least **2 hours per week**. - **Automated Summaries and Exports:** Making charts and CSVs take time away from the tasks that directly support your community members. Instead of compiling them manually, ALLi can create these deliverables on demand, saving you **1 hour per week** - **AI Resident Communication Tool:** Resident communication can be complex, and it absolutely requires your personal touch. But what if you could focus on language and meaning, not organization and minute details? ALLi takes care of that, effortlessly organizing communication with resident groups or teams to save you **1 hour per week** and an untold number of headaches. For example: Need to communicate specific rules across your portfolio of communities? Just ask ALLi to create messaging referencing the rules of each community and you can send out personalized messages in minutes. - **Instant Data Retrieval:** There’s a world of data at your fingertips– but accessing information like reports, summaries, violations, and requests takes time. Especially if they go back years or are on multiple systems! But not with ALLi. ALLi saves you about **2 hours per week** through the expediency of its searches. Because it’s directly integrated with Caliber, ALLi gets you the information you need immediately. - **One ALLi with Multiple Agents:** Within ALLi, specific agents focus on tasks like violations, report visualizations, work orders, and architectural requests. These agents are like a super-efficient filter for your tasks. In order to enhance the quality of the responses and the level of accuracy, FRONTSTEPS developers delegated specific instructions to each agent for every process. That way, instead of pulling *all* of the data and letting the AI figure it out itself, ALLi can hone in on the information that matters. The benefit of using these agents is they act in a deterministic way, avoiding ambiguity, generic responses, poor quality conversations, and they increase the trustability of the outputs. - **Upload different file types for ALLi to interact with:** ALLi is multimodal. This means you can upload videos, PDFs, .mp3 files you want transcribed, and more for ALLi to use. You can even upload scanned documents with poor handwriting and ALLi can convert it to legible text. No matter what kind of information you want ALLi to process, it can handle it! ### A Proactive HOA AI Assistant… Without Intrusion Another one of ALLi’s major strengths is its ability to work proactively. Rather than simply responding *after* an issue, it can alert you to trends that require attention and facilitate an informed decision-making process based on emerging patterns. It feels streamlined, not invasive, and it supports the combination of human leadership and intelligent assistance that makes today’s best-managed associations stand out. If you’re ready to take the next step in HOA management and empower your team and your community, contact FRONTSTEPS to [book an ALLi demo today.](https://frontsteps.com/contact-us/ "book a demo") How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Product Innovation --- ### [Growth Opportunities Leading Management Company](https://frontsteps.com/blog/growth-opportunities-and-industry-observations-from-a-leading-management-company-qa-with-artemis-lifestyles-ceo-diane-braswell/) **Published:** March 14, 2022 **Author:** FRONTSTEPS **Content:** Change is a constant and HOA management is no exception. The great resignation, inflation, and remote work have all impacted our industry in significant ways. To unpack this wave of changes and their impact on management company success, we turned to an expert and friend of FRONTSTEPS, Diane Braswell. Diane is the CEO of [Artemis Lifestyles Services](https://artemislifestyles.com/) and an executive with deep community management experience. Here is what we learned… **Q: Diane, thank you for joining us. What’s important for readers to know about you and Artemis Lifestyles?** A: Well, let’s see. I’m relatively new to this position, taking the helm as CEO in January, but not new to the HOA industry at all. I’ve worked in the industry for over 15 years at this point. Artemis Lifestyles is an HOA management company that’s located in central Florida. We manage over 150 associations and have 3 office locations throughout Florida. **Q: What kinds of communities does Artemis Lifestyles serve?** A: Our associations range from small, single-family HOAs to large multi-thousand-unit resort-style communities that have really cool amenities, like lazy rivers, clubs, restaurants and more. So, we run the gamut there. **Q: Has Artemis Lifestyles experienced growth over the past few years?** A: While other industries have slowed down during the pandemic, we have seen growth. A lot of this has to do with the new residential development, as well as communities are looking because they’re home more. They’re spending more time in their community. They’re looking for something different with their management company. So that’s been great for us. **Q: How have you prepared or scaled your business for opportunities to take on new communities?** A: What we’ve done when we’re looking at this type of growth and new communities popping up is relying more on our tools, particularly. These tools help our team to be more efficient, so we can sustain this growth. Technology has enabled us to be more flexible, more efficient, and more transparent. This is what our communities are looking for. **Q: How has your relationship with homeowners evolved over time?** A: Now it’s about providing the information they need anytime, anywhere, on any device. This not only helps them know what’s going on in their community, but it also helps our team because it minimizes customer service calls. So, we’re looking for more integration between our systems. We’re looking for ways to get information to homeowners fast, such as through their [FRONTSTEPS portals](https://frontsteps.com/products/community-portals). **Q: How do you differentiate for homeowners?** A: We say, “love where you live,” and stand behind it. That means creating a whole lifestyle for them. Technology is part of that. Finding tech that works for all generations is key, as is bringing to different people what is important to them. Some people live on their phone, so a mobile app is essential. Others prefer a portal experience on their computer. We concentrate on bringing services and information to homeowners wherever they need it so they can see what is going on in their community. **Q: What is the most significant challenge that management companies currently faces?** A: I think everyone will agree that recruiting and staffing top the list. We live in the Great Resignation right now and we have felt it. Community association managers are difficult to find, and when you find them, you want to make sure that you keep them – as well as your support staff. We are very fortunate to have a great team at Artemis, but we work extremely hard to make sure team members are fulfilled in their work and home environments. *Want to hear more? Listen to Diane’s insights in this on-demand webinar,* [*Accelerate Your Growth: Insights from Artemis Lifestyles Services*](https://vimeo.com/683908307/4ae9bda910) **Categories:** Your Business --- ### [A Full Software Suite for Self-Managed HOAs and Small Management Companies](https://frontsteps.com/blog/hoa-software-small-management-companies/) **Published:** June 25, 2026 **Author:** FRONTSTEPS **Content:** ![starter pack blog](https://frontsteps.com/wp-content/uploads/2026/06/Starter-pack-blog.png) ## The FRONTSTEPS Starter Pack is changing the game for smaller companies who need access to the most robust tools. Running a small management company or self-managing an HOA is a role that carries weight, but is often undersupported. You’re collecting dues, fielding resident complaints, lining up vendors, and running board meetings — and if you’re a self-managed HOA, that’s usually on top of a full-time job. Most people didn’t sign up to be a property manager; they signed up to help their neighborhood. The tools you use should reflect that. For years, the best community management software came with a catch: minimum community sizes that locked out smaller associations, and pricing that acted as a barrier for the little guys.[ FRONTSTEPS](https://frontsteps.com/) takes a different approach. Small, self-managed communities get the **same platform that big management companies use** — and we grow with you as your needs change. ### Run Your Startup Like a Pro The gap between spreadsheets and professional-grade software has closed. You no longer have to choose between hiring a large management company you can’t afford and patching together a system of email threads, shared drives, and personal reminders. Small communities can now access [the same platform](https://frontsteps.com/our-software/) large operators rely on, without the overhead that used to come with it. You run a lean operation, and your tools should reflect that minimalism. ### Make Dues Collection Painless Chasing checks is the part that nobody looks forward to. With[ payment processing](https://frontsteps.com/payments-automations/) built directly into the platform, residents pay online, and the reconciliation happens for you. No manual matching, and no spreadsheet gymnastics at the end of the month. Money comes in, the records stay clean, and you get your evenings back. ### Keep Communication Out of Personal Inboxes When association business lives in a volunteer’s personal email, it walks out the door the moment that person moves or steps down. A[ resident portal](https://frontsteps.com/community-association-management/) centralizes everything — announcements, requests, documents, history — so institutional knowledge stays with the community instead of disappearing between board turnovers. Everyone knows where to look, and nothing gets lost in a forwarded thread. ### Give the Whole Board Visibility “Can you just check on that?” is a slow, inevitable drain on a small board or tiny startup.[ Back-office tools](https://frontsteps.com/back-office-management-accounting/) surface budgets, decisions, and open items in one place, so every board member sees the same picture without having to ping the treasurer for an update. Shared visibility means fewer bottlenecks and fewer balls dropped. ### AI That Knows HOA Management [ALLi](https://frontsteps.com/alli/) is purpose-built for community management and lives natively within the FRONTSTEPS platform. It’s not a generic chatbot added on for looks. It handles the repetitive work that eats up volunteer hours: drafting notices, prepping for meetings and answering routine resident questions. You don’t need to be technical to use it, and sensitive data never leaves the platform. ALLi takes the admin stress off your plate so you can focus on the community itself. Self-managed communities and small management companies deserve tools built for them, not scaled-down versions of something meant for someone else. Our Starter Pack is an easy way to get going — a simple setup and a flat monthly fee, with room to expand as your community does. If your company manages between one and ten communities, you need to learn more about the FRONTSTEPS starter pack. #### Ready to see what it looks like in practice? Contact us, and we’ll walk you through it. [BOOK A DEMO](#) **Categories:** Product Innovation --- ### [What Tools Help Community Managers Handle Multiple Associations in a Single Platform?](https://frontsteps.com/blog/what-tools-help-community-managers-handle-multiple-associations-in-a-single-platform/) **Published:** May 5, 2026 **Author:** FRONTSTEPS **Content:** ![kids walking in front of houses](https://frontsteps.com/wp-content/uploads/2026/05/Multiple-tools-blog-header.png) Management companies say it all the time: we’re drowning. Not because the work is impossible, but because the tools aren’t designed for what community managers actually do. Managing three communities, maybe five, maybe twenty — each with different bylaws, boards, and financial structures — means juggling separate accounting systems and communication platforms, scattered documents, and a team that spends half its day switching between screens. By the end of the week, it’s hard to know which board got which update or if that architectural violation was actually processed. The real problem isn’t that managing multiple associations is hard. The problem is that disconnected systems make it twice as hard as it should be. ## Why Is Multi-Association Management So Challenging? When community managers oversee multiple communities, complexity multiplies faster than most people expect. Each association has its own rules, board dynamics, and financial books that need to be understood as a whole portfolio. On top of that, there’s a high volume of communications and requests coming from different sources: resident portals, emails, phone calls, board meeting agendas, compliance deadlines, and maintenance work orders. The real danger is what happens when these systems don’t connect. Data doesn’t sync properly, so teams end up entering the same information in multiple places. Financial records remain separate when they should inform one another. A resident request gets lost between systems, and a compliance deadline gets missed because it exists in one community’s system but not another. Here’s what really costs management companies: their best managers spend their time managing systems instead of communities — and that’s a problem that compounds as the portfolio grows. **Here’s what that looks like in practice.** Consider a community manager who oversees eight associations. On a typical Tuesday morning, she logs into a separate accounting system to pull a delinquency report for one community, switches to a different communication platform to respond to a resident complaint in another, opens a third system to check a pending architectural review, and then hunts through her email to find the board minutes she needs to reference before a 10 a.m. call. By the time she’s done, forty-five minutes have disappeared — not on management, but on navigation. Multiply that by five days a week and fifty weeks a year, and that’s nearly 190 hours annually spent just switching between tools and re-orienting to context. That’s more than four full work weeks, gone. And that estimate doesn’t account for the slower, subtler cost: the mental load of holding eight different community contexts in her head at once, the errors that creep in when information lives in multiple places, or the decisions that get delayed because the data needed to make them is never all in one place at the same time. When community managers say they’re drowning, this is the water. **So, if I want to avoid this mental load and pile of extra work, what features should a multi-association management platform include?** Here are some questions you can ask before committing to a platform. ### What does a centralized dashboard do for community managers? Instead of multiple logins and tabs, a centralized dashboard provides a single view that instantly shows recent activity, pending tasks, and critical information across all communities. If something needs attention, managers know it immediately. ### How do automated workflows improve community management operations? Task routing, reminders, and approval processes move through the system rather than sitting in someone’s inbox. Teams follow clear operational road rules rather than relying on memory or improvisation, ensuring that every action is documented consistently, every time. ### Why does integrated accounting matter for management companies running multiple associations? Each community needs its own books, but managers shouldn’t have to log into five different systems to understand their financial picture. One management platform, separate records, and unified access are what’s needed for efficient portfolio management. ### How do communication tools reduce workload for community managers? Residents can submit requests, pay bills, and get answers without friction through mass messaging and resident portals. That lets management teams spend less time chasing details and more time solving problems that matter. ### What is the best way to manage HOA documents across multiple communities? Records should be organized by association and searchable in seconds — because when something is needed at 2 p.m. on a Friday before a board meeting, there’s no time to hunt it down. ### How should a platform handle scalability and staff permissions? Some staff manage one community, others manage five, and the system should flex to fit that reality. Proper permission structures protect sensitive information while letting teams work efficiently. ## Is All-in-One Community Management Software Better Than Piecemeal Solutions? The temptation to piece together software solutions is understandable — it seems efficient until it isn’t. When separate accounting integrations, different communication platforms, and individual workflow automation tools are stitched together, data doesn’t flow between systems and teams get confused about where information lives. Updates happen in one place but not another, and compliance becomes risky because nothing is connected. All-in-one community management software built specifically for multi-association operations solves this at the root. Everything runs through one platform designed for exactly what management companies do — which means teams stop losing hours to manual work, information flows where it needs to go, and consistency becomes automatic. ## What Are the Real Benefits of a Unified Community Management Platform? Managers get their time back to actually manage communities instead of drowning in administrative switching. Compliance improves because when everything is documented and organized in one system, audits are no longer something to fear. Teams can scale without doubling the chaos, and residents feel the difference. When management teams aren’t buried in logistics, they can focus on caring for the communities they serve. ## What Should Community Managers Look for When Evaluating a Management Platform? Ease of use and strong onboarding matter, because teams need to adopt the platform quickly. Integration capabilities are critical — the right questions to ask are how the platform connects with existing systems and whether data flows automatically between tools. Reporting and visibility features should give managers a clear view across all communities, not just one at a time. Customer support and training shouldn’t be underestimated, because these things matter when restructuring how an entire operation runs. Finally, the platform needs to scale as the portfolio grows. ## Managing Multiple Associations Doesn't Have to Be Chaotic The right technology removes the friction that’s slowing teams down — and there’s no reason to wait. Investing in a platform built specifically for community management, one that treats unified operations as a fundamental design principle rather than an afterthought, makes the difference teams notice. Residents notice it too. **Explore modern platforms designed specifically for multi-association management and see how the right foundation transforms everything.** [SCHEDULE A DEMO](https://frontsteps.com/demo-request) **Categories:** Product Innovation --- ### [The Importance of Customer Service Training for Managers](https://frontsteps.com/blog/training-management-teams-on-customer-service/) **Published:** March 18, 2021 **Author:** FRONTSTEPS **Excerpt:** Customer service shouldn't be an afterthought, especially in the world of community management. **Content:** Customer service shouldn’t be an afterthought, especially in the world of community management. Management teams have a ton to juggle, and being a support representative is one of the many duties that inevitably follow. Building and fostering healthy relationships with homeowners is a critical aspect of a communities’ success. Another reason why management teams should direct their focus to regular customer service training. *What is customer service training?* According to HubSpot, customer service training is the coaching that employees receive to improve support and satisfaction among customers or homeowners! *Why is customer service training necessary?* Happy homeowners in many scenarios equal happy management teams. Homeowners that have had good experiences in the past are sources of new business, and teams should focus on delivering outstanding service to enhance homeowners’ expectations within the communities in which they reside. If you feel like customer service has been lacking on your management team, it’s probably time for a training session. It’s a good idea to implement good customer service practices from the beginning, and you might consider adding this topic to your onboarding practices for new employees. However, everyone needs practice and reminders. Your team should revisit the issue of customer service practices quarterly or yearly, depending on your teams’ size and activity. In some scenarios, time-sensitive training might need to occur, and these meetings might be held if you have some big changes occurring or if there’s a significant problem that requires a lot of communication with homeowners. Skills for Customer Service: - Good Communication - Emotional Intelligence - Resourcefulness - Passion Reviews and suitable recommendations are monumental in any business. Management teams interact with the most critical aspect of communities every day, your homeowners. It’s vital to have training and conversations around good customer service practices to advance your communities and put your business on a path for success. **Categories:** Your Business --- ### [Tips for Managing Community Package Deliveries](https://frontsteps.com/blog/dealing-with-an-influx-of-packages-within-your-community/) **Published:** February 25, 2021 **Author:** FRONTSTEPS **Content:** Homeowners rely on shipping and mail carriers today more than ever. Over the past few years, there has been an influx of consumers turning to online buying, as it’s more streamlined and convenient than ever before. ![](https://frontsteps.com/wp-content/uploads/2021/08/5d24b27aaab4a53155e08894_5ab2b58830c4a0c196fdffd6_box.png) In the United States alone, professionals speculate that there will be [**300 million**](https://optinmonster.com/online-shopping-statistics/) online shoppers in 2023. That’s 91% of the entire country’s population! With most of your community members ordering and receiving these packages there’s an increase of time spent on dealing with these deliveries and less time spent on other essential duties. According to All Property Management, “a typical apartment community receives as many as 100 packages per week a number that can double during the holidays and online shopping shows no signs of slowing. This means that landlords, property managers, and HOAs are going to have to get more creative when it comes to package delivery management.” These community package deliveries might be disrupting your daily workflow. Still, there are a few steps to ensure these critical packages are getting to the correct homeowners while being efficient in your management practices. Strategy 1: Relinquish Responsibility - Unless you have an on-site management office where staff can receive packages for residents, be sure to specify that you’re not responsible for deliveries. Strategy 2: Invest in Package Lockers - Package lockers are convenient and secure options for receiving homeowner packages without having someone physically accept them. Strategy 3: Install an Oversized Mailbox - You might look into installing an oversized mailbox that can accommodate packages. This won’t solve all of your package delivery challenges, but it will at least keep a portion of the deliveries secure for homeowners. Strategy 4: Utilize Smart Locks - If your complex is smaller, you might consider installing a smart lock system on your front door. Carriers could use a unique code to unlock the front door, allowing them to leave packages in the foyer. Hopefully, these strategies can help your management team in the future when dealing with packages! FRONTSTEPS offers package tracking for homeowners once they have entered the community. To learn more about the solutions within our suite, connect with a representative today! **Categories:** Community Resources --- ### [How One Property Management Company Is Using ALLi to Work Smarter Every Day](https://frontsteps.com/blog/how-one-property-management-company-is-using-alli-to-work-smarter-every-day/) **Published:** June 1, 2026 **Author:** FRONTSTEPS **Content:** ![alli apm case study](https://frontsteps.com/wp-content/uploads/2026/06/ALLi-APM-case-study-header.jpg) There’s a version of AI that sounds impressive in a demo, but collects dust by the following quarter. And then there’s what’s happening at APM. Lisa Frisch, Operations Manager, has been using ALLi—FRONTSTEPS’ AI-powered automation tool—in her day-to-day property management operations, and the results aren’t theoretical. They’re showing up in board reports, work orders, violation letters, and the culture of her team. We sat down with Lisa to hear what’s actually changed, what made adoption work, and why she’s encouraging the rest of the industry to stop waiting. ## From "Far-Fetched Idea" to Everyday Tool ### Q: Before working with ALLi, how did your team think about AI? **Lisa:** *“AI was kind of like this far-fetched idea that was never going to come to fruition. It’s out there, we know it’s out there, but nobody’s presenting anything that can actually be used. It was just a dream—a fantasy that someday somebody will get around to adopting something that our industry can use.”* That changed when APM began working more closely with Corey Delaney, AI adoption specialist at FRONTSTEPS, who introduced ALLi not as a concept but as something immediately applicable to real workflows. **Lisa:** *“Corey has been instrumental in opening our eyes to what ALLi can do.”* ## The Board Management Report That Changed Everything ### Q: Can you share an example of something ALLi has made easier or less manual for your team? **Lisa:** *“The biggest thing—and I said it at FRONTSTEPS Forward—is the board management report. Right now, we create our own, so we’re going through creating those for every single association. Every manager has their own way of doing it. ALLi streamlines it. It’s a beautiful product at the end of the day, simple for the boards to read—and the boards are excited to get it.”* The impact went beyond aesthetics. Board reports that once took hours to compile now generate quickly, with a consistent, professional format that reflects well on APM as a company. **Lisa:** *“People think about our industry—they don’t necessarily think that being a management company or property manager is anything to write home about. It is. We’re a professional industry. People need to take it seriously.”* The enthusiasm spread fast. When Lisa’s team saw what ALLi could produce, the conversation shifted from skepticism to curiosity. **Lisa:** *“Their eyes get huge. They’re like, ‘Oh my god.’ And then it’s: what else can she do? What else? They all start talking. Hey, did you see you can do this? That’s our culture here, anyway—we all share. Share the info, share how good this can be, share how easy it makes your life.”* ## Where ALLi Makes the Biggest Difference Day-to-Day ### Q: Where do you see ALLi having the most impact on your team's daily work? For APM, the value lives in the operational rhythm—the work that happens every single day without exception. **Lisa:** *“In our industry we have day-to-day things that get executed every single day, whether it’s emails, whether it’s the actual items from the meetings the night before. It’s taking the item, applying it to whoever it needs to go to as a task, setting up those steps so that it can get executed, and having a tracking system in place so that you know that it was done.”* ![](https://frontsteps.com/wp-content/uploads/2026/06/ALLi-APM-case-study-blog-chart.jpg) Violation letters, work orders, and architectural requests are the bread and butter of community management—and ALLi is making those touchpoints faster and more accountable. **Lisa:** “*When we take them and do them ourselves, it could be seven days before we actually get it completed from start to finish. This can happen instantaneously.”* The visibility component matters just as much as the speed. Anyone on the team can step in, see exactly where a task stands, and understand what’s been done—which is a meaningful shift for a team managing multiple associations simultaneously. ## Why Integration Made the Difference ### Q: What made ALLi feel like something built for APM's needs rather than a generic AI tool? One of the clearest advantages ALLi had over outside AI tools was that it didn’t require APM to build a bridge between platforms. **Lisa:** *“ALLi is already integrated with FRONTSTEPS, so all of our information is already there—it’s executable immediately. Using an outside source, it isn’t. It’s not integrated with my current financials or anything else. So it’s harder, and it’s more work for my managers.”* Beyond integration, the ability to customize ALLi to match APM’s specific processes has been a defining feature. Lisa gave a concrete example: her team wanted current bids awaiting board approval added to the management report, so Corey built that data point in. **Lisa:** “*We can ask, ‘Hey, we want to add this data point.’ And it gets done. Being able to change on a dime—that’s huge. The fact that you can make these changes to better fit your actual process.”* ## The Role of Corey and the FRONTSTEPS Team ### Q: How has having a dedicated guide changed the way your team understands and uses ALLi? Lisa was direct about this: the product matters, but the relationship matters just as much. **Lisa:** *“Corey is incredible. He’s easy to work with, he listens. He also works for a management company, so he understands our day-to-day life. Until you live our life, you don’t know what we need. It’s easy to write software—but understanding what we actually need is something different.”* What sets the FRONTSTEPS team apart, in Lisa’s view, is a willingness to engage honestly—including when the answer is no. **Lisa:** *“He listens, takes what we’re asking for, and says, ‘Yeah, I can do it’ or ‘No, I can’t, and this is why.’ He tries to work through the problem to see if it’s valuable. And he’ll tell us—if it’s not valuable, don’t waste your time with this. You can’t put a price on that.”* ## A Message to the Rest of the Industry At FRONTSTEPS Forward, Lisa didn’t just talk about what ALLi does for APM. She made a case for why every property management company needs to move now. **Lisa:** *“If you’re not getting yourself in a position to have an AI product as your business partner—as part of your team, as an employee within your organization—you’re missing the boat. You’re going to get left behind in this industry. You don’t want to play catch up. You want to be ahead of the game.”* Her point wasn’t just about urgency. It was about opportunity—specifically, the opportunity to shape the tool rather than inherit it. **Lisa:** *“Here, you have the ability to impact what your AI product looks like. Do it now, where you can actually work alongside people like FRONTSTEPS, where they’re willing to say, ‘Hey, what do you think about this?’ Otherwise you’re going to get a standard product. Here you go. Good luck.”* ## What's Next for APM and FRONTSTEPS, powered by ALLi Lisa sees the current state as a strong foundation, with the most impactful automation still ahead. Closing the loop on work orders—so that ALLi can take a task all the way through to vendor notification without a manual step in between—is the capability she’s most focused on. **Lisa:** *“Getting those things completely executable by ALLi—the efficiency is out the door. That is going to be life changing.”* For property management companies weighing whether ALLi is worth the investment, Lisa’s experience offers a straightforward answer. The technology is ready, the integration is already there. And the team at FRONTSTEPS is paying attention to what you really need. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](#) **Categories:** Case Studies --- ### [FRONTSTEPS Announces the Integration of FS Pay to FRONTSTEPS Community for MSI Jenark Users](https://frontsteps.com/blog/frontsteps-announces-the-integration-of-fs-pay-to-frontsteps-community-for-msi-jenark-users/) **Published:** March 2, 2021 **Author:** FRONTSTEPS **Content:** FRONTSTEPS is excited to announce FS Pay’s integration to FRONTSTEPS Community for clients using MSI Jenark Property Management Software. This integration was greatly anticipated and is another step that FRONTSTEPS is taking to connect its highly integrated FRONTSTEPS suite. The company’s ultimate mission to bring all client data, workflows, and technology onto one platform so community managers can focus their time on Community Management versus IT management. With FRONTSTEPS, all data and tools are highly integrated, safe, and accessible to community management staff, board members, and homeowners. FS Pay is the industry’s most sophisticated and integrated online payment service, allowing community managers to increase efficiency, reduce errors, and improve their clients’ overall security. When integrated into the FRONTSTEPS Community portal, community managers are truly offering their boards and homeowners the world’s finest assessment payment experience. The integration includes services for the FRONTSTEPS web applications, mobile apps, and co-branded mobile applications. Homeowners can view their balances, make payments, schedule recurring payments, change payment types, and see payment history. “The integration of FS Pay to FRONTSTEPS Community is a game-changer in this industry,” said Matt DeWolf, Chief Product Officer and President of Payments at FRONTSTEPS. “Instead of linking out to third-party payment services, clients can stay in one ecosystem which delivers convenience, unprecedented accuracy, and security. Our clients understand the high cost and complexity that paper checks represent. And our fastest-growing clients are rapidly moving payments online. This new integration allows a large piece of our market to make that move.” FRONTSTEPS has experienced a 175% increase in online payments through FS Pay, reinforcing the need for secure and convenient online payments in the community management market. [If you’d like to learn more about FS Pay or the entire FRONTSTEPS Suite, connect with a representative today!](https://www.frontsteps.com/demo-request) **Categories:** FRONTSTEPS News --- ### [The Sweet Spot: Why Fast-Growing HOA Management Companies Choose FRONTSTEPS](https://frontsteps.com/blog/fast-growing-hoa-management-software-frontsteps/) **Published:** June 16, 2025 **Author:** FRONTSTEPS **Excerpt:** Built to serve as the operational sweet spot of the Fast-Growing Management Companies **Content:** ![guy with screens graphic](https://frontsteps.com/wp-content/uploads/2025/06/Midsize_Solutions_Blog-3.jpg) ## Why FRONTSTEPS Is the Clear Choice for Fast-Growing Management Companies Start-up HOA management segment is one of the most dynamic and underserved categories in the industry. These companies, managing between 10 to 60 associations, are expanding rapidly, balancing diverse portfolios, and under increasing pressure to deliver exceptional service with lean, efficient teams. This is where FRONTSTEPS thrives. Unlike vendors that cater only to small firms or sprawling enterprises, **FRONTSTEPS was built to serve as the operational sweet spot of Fast-Growing Management Companies.** We’ve become the trusted partner for those management companies who want a platform that’s powerful, practical, and tailored to their reality. ### Understanding the Start-Up MCs: Not Too Big, Not Too Small, Just Right Fast-Growing HOA management companies sit in a unique position. They’re past the point of scrappy improvisation but not yet at the complexity of enterprise-scale bureaucracy. These firms: - Manage 10–60 communities - Need scalable systems to handle growth - Have limited tolerance for inefficiencies or feature bloat - Demand intuitive, integrated solutions that their teams can actually use Unfortunately, many find themselves wedged between underpowered entry-level tools and overengineered enterprise platforms. The result is operational friction, inconsistent service quality, and frustrated staff. ### The Pitfalls of Misfit Software We see it all the time. Fast-Growing companies piecing together spreadsheets, outdated software, and siloed tools in hopes of staying ahead. Meanwhile, enterprise vendors promise big features but deliver: - Overcomplicated workflows that slow teams down - Expensive licensing models that don’t fit mid-market budgets - Unresponsive support that leaves teams on their own **This isn’t just inconvenient. It’s unsustainable.** ### FRONTSTEPS Market Success We’ve designed our platform around the workflows, staffing realities, and service expectations of scaling companies. With FRONTSTEPS, you get the right blend of power and simplicity so you can grow your portfolio without outgrowing your software. Our platform includes: - **Integrated Accounting** – Streamline dues, automate invoices, and manage financials with confidence. - **Communication Tools** – Keep boards, residents, and vendors in sync through automated, multi-channel messaging. - **Security and Access Control** – Protect community assets and enhance safety without adding complexity. - **Mobile-First Design** – Empower staff and residents to manage on the go, from any device. Whether you’re transitioning off outdated legacy systems or scaling to meet new demand, FRONTSTEPS gives you everything you need and nothing you don’t. ### Proof in Performance We don’t just say we’re the best. We prove it. Today, hundreds of mid-market management companies rely on FRONTSTEPS to power their operations. Here’s what they experience: - Thousands of hours saved each year in administrative work - Fewer homeowner complaints thanks to better communication and responsiveness - Happier staff who work with technology, not against it We’re not just a software vendor. We’re a growth partner. ### FRONTSTEPS Delivers More Than Software Our competitors often fall short where it matters most. Post-sale support, real flexibility, and strategic alignment. At FRONTSTEPS, we do things differently: - Innovation-first roadmap tailored to real user needs - Partnership-driven onboarding and support - Transparent pricing without nickel-and-diming for essential features We adapt to your business, not the other way around. When you grow, we grow. That’s the difference. ### The Mid-Market Belongs to FRONTSTEPS No other platform understands mid-sized HOA management companies like FRONTSTEPS. We’ve spent years listening, building, and optimizing for this exact segment, and today we lead it. **So if you’re tired of being overlooked, underserved, or overcharged, stop settling for software that wasn’t built for you.** FRONTSTEPS is the first and final stop for mid-market management companies. **Schedule your demo today and see how we’re setting the standard for the future of HOA management.** [SCHEDULE A DEMO](https://frontsteps.com/lets-talk/) **Categories:** Article --- ### [FRONTSTEPS & Kantech hattrix Extend Partnership](https://frontsteps.com/blog/frontsteps-kantech-hattrix-extend-partnership/) **Published:** March 29, 2022 **Author:** FRONTSTEPS **Content:** FRONTSTEPS and Kantech announce an extended partnership to offer end-to-end security solutions for the association management industry. Management companies and homeowner’s associations can get everything they need to operate safe and convenient communities from a single source. [FRONTSTEPS Dwelling](https://frontsteps.com/products/security) (formerly dwellingLIVE) gives community management professionals web and mobile tools to manage guests, deliveries, and vendors. This cloud-based system also allows Kantech devices to instantly sync all entry and exit data with the FRONTSTEPS software suite. This integration means tighter security and richer audit data for management companies and boards, while also providing peace of mind that enhances the homeowner experience. Homeowner’s associations that select FRONTSTEPS Dwelling benefit from a continual stream of product enhancements and the opportunity to run community management, accounting, a homeowner mobile app, and payment solutions from one provider. To learn more about the extended partnership, [click here](https://www.prnewswire.com/news-releases/frontsteps--kantech-hattrix-extend-partnership-301507128.html). **Categories:** FRONTSTEPS News --- ### [The Community Manager Turnover Paradox](https://frontsteps.com/blog/the-community-manager-turnover-paradox/) **Published:** March 4, 2026 **Author:** FRONTSTEPS **Content:** ![lady on the computer at desk](https://frontsteps.com/wp-content/uploads/2026/03/Building-a-structured-response-1.png) ## Why Demand Is Rising While Careers Are Shortening Community association management is living a paradox: there’s never been such a high demand for the work, but the people doing it are leaving faster than organizations can replace them. But community manager turnover is not a motivation problem; it’s structural. And that makes this a paradox with an answer. The numbers don’t lie– we **know** why CAMs are leaving at record rates, and we know what drives HOA manager burnout. ### What Makes This Shortage Unique The talent shortage is no longer anecdotal. [A CAI Foundation study](https://foundation.caionline.org/wp-content/uploads/2021/07/AttractingTalentReportWEB.pdf) of management-company CEOs and hiring staff, 97% said there is a shortage of community managers, and 63% said they currently have openings– substantially over half. That same report cites about five years of average tenure for CAMs as reported by organizational leadership, while their manager respondents reported an average tenure of seven years. ![shortage graph](https://frontsteps.com/wp-content/uploads/2026/03/What-makes-this-shortage-unique.png) Looking at tenure rates doesn’t define churn, **but it does illuminate what replacement pressure looks like.** In a steady-state organization, an average tenure around five years roughly corresponds to replacing about 20% of the workforce each year, give or take. That is a big annual change, even before you account for community growth and expanding service expectations. It is also worth zooming out to the broader property management conversation. HOA-only turnover data isn’t always clear, so the bigger picture can be extremely useful to look at the state of the industry. It’s a good proxy reference point for understanding what “high churn” looks like in the industry at large. Data from the National Apartment Association points to [33% turnover in apartment/property management](https://www.iremfoundation.org/file%20library/susatainability/job-satisfaction-study-rita-khan.pdf)– that’s a third of the workforce. The HOA management workforce shortage is part of that same churn dynamic, and the workload curve keeps rising as more communities come into being. ### Growth Amplifies Workforce Pressure At the same time, we know that the growth-driven demand is real, too. [78% of newly built homes in the U.S.](https://hoaresources.caionline.org/wp-content/uploads/2024/04/BLDM-2024-Community-Association-Management-Industry-Report.pdf) are located in community associations, and as many 4,000 new community associations are created each year. The pipeline of work is expanding at the same time the pipeline of people is tightening. This demand changes the “normal” baseline and [day-to-day demands](https://frontsteps.com/blog/the-best-way-to-optimize-daily-hoa-operations/) of the job. Even if your management company could magically freeze turnover tomorrow, the system would still be under strain because there are simply more communities entering the market and more residents demanding a concierge experience… which is a *big* part of the problem. ### What Drives Dissatisfaction? Unreasonable demands from homeowners is the number one answer. The CAI Foundation study found that the top driver of job dissatisfaction, cited by 55% of community managers, was homeowner demands. Not board demands (4th on the list, with 50% citing it as a driver) or pay (8th in line at 24%), but the day to day role that homeowners play. It suggests that what residents expect, what boards promise, and what managers can realistically deliver often do not line up; it’s a mismatch problem, not just volume. ![dissatifaction graph](https://frontsteps.com/wp-content/uploads/2026/03/What-drives-dissatisfaction.png) And it’s not *just* resident demands that lead to CAM struggles. Board stressors and other community association management challenges play a role, too. In the same 2024 industry report, board members pointed to maintenance (42%), rule enforcement (38%), finances (30%), and finding or working with a community association manager (27%) among top sources of stress and key drivers for bringing in professional management. These are recurring responsibilities that can become emotionally charged and visible to residents… which makes them feel personal. Put those pieces together and you get the core structural problem: **the manager becomes the default pressure-release valve for the entire community,** while still having to operate inside rigid boundaries. ### Building a Structural Response Now that we understand why managers leave, we can start to solve the problem. It’s a problem worth solving for the good of the whole community, **because high HOA manager turnover shows up fast at the community level.** When you ask how long do HOA managers stay in their roles, what you *really* want to know is how much institutional continuity your system supports. Every transition resets institutional knowledge, slows response times, and forces boards and residents to re-explain issues that a stable manager would already have mapped. Any starting place must be helping residents understand what the CAM can and cannot do. Start with expectations, and write them down in plain language that makes sense to the community. Many unreasonable demands are not malicious; they’re just what happens when people fill in the gaps with assumptions. Ultimately, if you want to reduce churn, you need to **stop thinking about maintenance and start thinking about architecture.** Your organization needs more than effort — it needs infrastructure. That’s where FRONTSTEPS comes in. As the system of record for community management, FRONTSTEPS provides the architecture that aligns boards, residents, and managers inside a single, structured operating environment. Clear workflows, transparent communication, centralized data, and embedded financial tools reduce chaos, set expectations, and create guardrails that protect your CAMs from becoming the default pressure-release valve. When the operating system improves, retention follows. That structural shift is what allows community management companies to scale sustainably. [**Schedule a demo**](https://frontsteps.com/contact-us/?nab=2) **to find out how FRONTSTEPS can support community management.** How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Article --- ### [How HOA Communication Tools Connect Homeowners](https://frontsteps.com/blog/how-hoa-communication-tools-connect-homeowners-with-their-management-company/) **Published:** August 24, 2022 **Author:** FRONTSTEPS **Content:** ## How HOA Communication Tools Connect Homeowners with Their Management Company Communication is at the center of running an effective association management company, but it’s also a potential source of trouble. There’s a constant need for clear lines of communication between management companies, residents and homeowners association board members — but keeping everyone informed can be a massive drain on time and staff attention. Finding a way to simplify communications benefits everyone, and for today’s management companies, there’s one method that stands out above the rest: adopting efficient portal technology. The [automated and streamlined communication](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/) enabled by homeowner web portals and mobile apps creates a win-win situation: residents are able to quickly file requests, reserve facilities and contact their neighbors, while community association managers and other staff recover more time to focus on value-adding work rather than manually responding to inquiries. Technology has simplified countless aspects of daily life, both in and out of the office. Association management companies shouldn’t let this wave pass them by when they have so much to gain from upgrading their HOA communication tools. ## Why Implement Modern HOA Communication Tools? When deciding whether they need to update their HOA communications tools, management company leaders should ask themselves: - When residents need to get in contact, what do they do? - Are there staff members tasked with manually fielding requests for information or facility reservations? - Is the management company’s website hard to use or cumbersome on mobile devices? - Can residents submit requests and pay assessments in a single location, with no extra steps or accounts to create? If there are any such speedbumps stopping residents from having quick and efficient interactions with your company, then there’s room for improvement. In today’s digital age, everything is available online or through mobile devices — finance, fitness tracking, shopping and much more. When communities don’t have effective digital portals, homeowners may not know where to look to stay informed about their requests, events in their community, and the status of their last payment. These run the risk of the management company seeming old-fashioned, inefficient, and tough to deal with. ### Example: Reserving an Athletics Facility A simple, everyday interaction can show the difference between automated communication and an older model. For instance, what is the procedure if a homeowner wants to reserve use of a community athletic field for a certain time? If there’s no automated communication tool in place, the resident may have to call an office or submit an application via email to be reviewed by a member of the management company staff. Processing the application and giving approval takes time, and it might not be clear in the first place whether the field is already reserved at that time, or what channels the resident should go through to make the request. When there’s a digital portal and mobile app in place, the resident can simply take out their smart device, navigate to the community calendar view and see if the facility is free. Upon seeing that it isn’t reserved at the given time, they can file a request, saying how long they need the field for, how many people will be there, and more. If the management company has set an auto-approval, a request that fits rules regarding time and number of participants may be approved without an employee ever having to interact with it. ### HOA App and Web Portal Use: A Matter of Trust Management companies that use mobile apps and web portals can create clear lines of communication between residents and the business. This is especially true when management companies co-brand their HOA app, presenting a consistent appearance online and offline that residents start to know and trust. The seamless, one-stop experience, whether accessed through a mobile device or the web, is convenient and encourages users to keep interacting with it over time. A [communication portal](https://frontsteps.com/products/community-portals) that also manages homeowner payments can provide an especially compelling experience, giving peace of mind by allowing residents to settle their bills without ever leaving the site. ## What Are the Features of HOA Communication Tool Suites? Management companies gain access to a powerful suite of features when using a modern HOA web portal and [mobile ap](https://frontsteps.com/products/mobile-app/) **Categories:** Community Resources --- ### [HOA Security Cameras: Managing Neighborhood Security](https://frontsteps.com/blog/hoa-security-cameras-and-more-managing-community-security/) **Published:** February 7, 2023 **Author:** FRONTSTEPS **Content:** When homeowners move into a neighborhood overseen by a homeowners association, what do they expect? They’re looking for convenient amenities, a clean, orderly environment and, above all, safety for themselves, their family members and their property. The most direct way to make sure residents feel safe is by implementing neighborhood security systems. These include both technologies and policies, encompassing everything from digital security cameras to occupancy and tenancy ledgers that will provide an accurate log of which properties are in use at any time. As living patterns change — driven by massive upheavals such as COVID-19 — homeowners’ needs and [expectations around community security](https://frontsteps.com/blog/association-security-essentials-for-a-new-era/) are also shifting. Even seemingly small changes can lead to new security needs. For instance, increasing use of e-commerce has led to more thefts of packages from front porches. Management companies and homeowners associations that are able to evolve with the times can increase their appeal, providing potential residents with a greater sense of safety and assurance. ## What’s the state of HOA security systems today? Community management systems and their security features are currently undergoing a period of evolution. Technology is making its mark, but not every community has successfully integrated high-tech tools into its overall security posture yet. Making the jump and smoothly integrating new solutions into an overall safety operation could be the mark of a forward-thinking homeowners association or management company. This means not just installing new hardware — such as license plate readers or badge scanners — but also making sure the components will work with the software in place. A failure to build out a compatible system could mean going back to the drawing board. Many management companies maintain approved guest lists and use amenity registration systems to make sure everyone on community property is supposed to be there. The difference between merely adequate neighborhood security and superlative systems comes from the ways in which residents interact with these systems. If security-related functions are managed centrally, through an easy-to-access digital portal, there’s nothing stopping residents from using them in their intended way. This lets them live up to their promise, making sure everyone gets approval to move in the neighborhood and helping personnel notice anything suspicious. If the technology is hard to use, on the other hand, residents may either become annoyed by it, harming their experience, or not use it at all. In these cases, the security systems can’t have their intended impact. Only management companies that can offer a smooth, effective security experience are truly delivering effective neighborhood safety performance. ## How are HOA security cameras and other systems managed? Security cameras installed by homeowners associations and community management companies can provide an extra set of eyes in the common area, helping make residents feel more secure — and helping with investigations if there is an incident such as violence, theft or property damage. Of course, [neighborhood security solutions](https://frontsteps.com/products/security) go beyond the security cameras themselves and include a whole suite of capabilities. ### Live monitoring access Real-time data on who is and isn’t on the property at a given time is valuable for community management personnel overseeing the security of the area. With a modern digital system, it’s possible to track which residents have come in through the gates or gone out and to create logs of this information for future reference. Live access to tools such as a common area video surveillance security camera system allows careful verification. ### Specialized databases Managing these systems in today’s connected and digital age means implementing effective, centralized software tools. Specialized databases can prove especially helpful, allowing the community management company to keep comprehensive records. For instance, cameras at entrance gates can capture information about the license plates of every vehicle that enters or leaves, creating a comprehensive record of who was visiting the community at a specific time. ### Digital tools for staff members Implementing more automation and technology doesn’t necessarily mean phasing out guards and other personnel. Larger communities can employ staff members specifically tasked with keeping the neighborhoods safe and secure, and then use technology to help them do their jobs. For example, an application connected to the community management system can help them check residents and their guests in and out. ### Access control zones Not every part of a community will be held to the same level of oversight and monitoring. Some amenities will be closed during specific hours, or have stringent entrance policies, and digital systems help management companies oversee these zones. Implementing access control and logging databases around these areas is a simple expansion of the overall security system. ### Vendor approval lists Digitally stored and accessed lists aren’t just for residents and their guests. Community management companies can also set up databases of approved vendors and contractors who work in the neighborhood. This allows service personnel to go about their business easily, while maintaining oversight of who is entering the area. ### **Package tracking** Considering the large amount of e-commerce purchases that occur today, it’s valuable for security systems to track those deliveries, guarding against potential theft during the delivery process. A modern digital platform can track a package from arrival in the neighborhood to final delivery, sending alerts to the recipient. ### **Notifications for residents** Package delivery isn’t the only event that can trigger a notification for residents. In fact, dedicated community management platforms allow managers to set up custom alerts and notifications. The messages can be sent via email or text, allowing homeowners to know immediately if there is activity around their property. ## **What’s the impact of neighborhood security solutions?** As with many other technology tools, creating a better community security system is a way for a management company to improve life for residents in the neighborhoods it oversees, while also benefiting HOA board members and the management company’s own employees. Every group stands to gain from using modern technology to enhance security: - - **Residents:** A digitally enabled security system gives homeowners a sense of safety, coupled with convenience. The combination of modern security cameras and digital systems allows residents to make sure only approved guests and contractors enter the community while also safeguarding their property. The system is also simple to use, which means less wasted time and frustration interacting with those security features. - **HOA board members:** The members of a homeowners association board need to create a feeling of security and well-being for the residents of the community — ideally in a way that will also be easy and hands-off to oversee and manage. Working with a community management company that offers effective, digitally enabled security systems is a way to deliver this balance and satisfy homeowners. - **Management companies:** Automation and digitization help management companies get the most out of their employees, lowering the amount of manual activities and interactions needed to deliver a positive experience for residents in the neighborhoods they’re tasked with overseeing. Having these effective and work-saving digital systems in place can also improve a management company’s appeal to HOA boards, helping the organization win new business. While community management companies that are still using largely disconnected, manual or analog methods to manage their security systems may struggle to keep up with modern security demands. Making the upgrade is a natural decision today, as the benefits reach everyone from office workers behind the scenes and security guards on the premises to HOA board members and the residents themselves. ## **How does community management software impact HOA security?** The ideal way to deploy safety-focused tech tools such as HOA security camera system controls isn’t as separate, disconnected systems but as parts of an overarching [community management software platform](https://frontsteps.com/solutions/hoa-management-software/). Some features, including amenity reservations, straddle the line between security tools and everyday resident conveniences. Keeping a careful list of who is using a pool or other communal resource is important from a security and access control perspective — but also as a simple matter of calendar management and organization. Using a comprehensive platform ensures all these matters are handled in a streamlined, effective way. The ideal solution will also give residents a convenient way to access digital information, including guest registration, delivery alerts and more, alongside other features such as architectural requests and work orders. In today’s mobile-dominated world, it also pays to offer a mobile app that gives the same functionality as the web portal. Community management software creates a digital set of tools that everyone can use to interact and complete daily tasks more effectively, residents, HOA board members and management company employees alike. ## **How can your management company optimize security offerings?** Working with FRONTSTEPS is the ideal way to deliver a fully digitized, convenient and comprehensive community management approach. The platform is simple to integrate with communities’ security systems. Because the FRONTSTEPS platform is compatible with security and access control devices from numerous manufacturers, there is less need for costly and time-consuming reconfigurations. Alongside security features, FRONTSTEPS offers a smooth experience for residents and your own employees. Mobile functionality, simplified online portals, an integrated billing experience and more deliver a high level of performance that can impress residents and help your organization win contracts with HOA boards. [Get started with FRONTSTEPS](https://frontsteps.com/get-started/) to discover how the right platform can modernize and elevate your security approach. **Categories:** Community Resources --- ### [Worried About the “HOA Killer Bill”? Don’t Be.](https://frontsteps.com/blog/hoa-killer-bill/) **Published:** March 25, 2026 **Author:** FRONTSTEPS **Content:** ![hoa killer bill](https://frontsteps.com/wp-content/uploads/2026/03/HOA-Killer-blog-image-header.jpg) Most new housing in the United States is built inside managed communities. That trend is not slowing down. What *is* changing is the level of scrutiny around how these communities are governed. Florida’s HB 658 has generated a lot of attention because it introduces a legal pathway that could allow homeowners to pursue termination of their HOA and shifts more disputes toward formal court processes. Whether the bill passes in its current form or evolves during session, the real signal is clear: expectations for governance inside community associations are rising. That is not a threat to the industry. It is a wake-up call to operate at a higher standard. I am not approaching this as an attorney. I am approaching it as an operator. When I read about legislation like this, I do not start with politics or panic. I start with a simple question: ## If someone audited your community tomorrow, would you be proud of what they see? - Your decisions. - Your records. - Your communications. - Your processes. If the answer is yes, you have nothing to worry about. If the answer is anything else, the opportunity is obvious: **tighten the system.** Bills like this gain traction because they tap into homeowner frustration. When enforcement feels inconsistent, records are difficult to access, or communication breaks down, owners start looking for ways out. The solution is not defensive messaging, it’s is **operational excellence.** Communities that operate with transparency, discipline, and consistency earn trust. And trusted associations are strong associations. ## Take a Systemic Approach to Governance High performing boards and management teams treat governance like a system, not a series of isolated decisions. HB 658 outlines a legal process for dissolving an HOA. Instead of reacting to that scenario, the smarter move is strengthening the operational foundation that makes communities work well in the first place. Here are ten disciplines that every association should implement. ### 1. Enforce Rules Consistently Selective enforcement is the fastest way to create conflict. When rules are applied consistently, disputes drop dramatically. Clear standards protect the board, the manager, and the community. ### 2. Professionalize Communication Every letter and email should read like a professional document that could be reviewed years later. Clear language, consistent tone, and organized records create credibility. ### 3. Make Board Minutes Clear and Useful Minutes should document decisions, motions, and votes in a way that anyone can understand. Good minutes create a reliable historical record and eliminate confusion later. ### 4. Maintain Strong Records Discipline Many disputes start because records are delayed, incomplete, or difficult to locate. Organized records and clear request processes build trust and reduce friction. ### 5. Deliver Clear Financial Reporting Financials should be easy for any homeowner to understand. What changed? Why did it change? What is the board doing about it? Clarity strengthens confidence in the community. ### 6. Standardize Collections Processes Fair and consistent collections protect community finances and ensure that costs are not shifted unfairly to other homeowners. ### 7. Strengthen Vendor and Contract Oversight Every vendor relationship should include a clear scope, performance expectations, and proper insurance verification. Strong contracts protect the association and its residents. ### 8. Communicate Early and Often Silence creates speculation. Transparent updates keep residents informed and prevent small issues from becoming major conflicts. ### 9. Plan Reserve Projects Transparently Deferred maintenance and unclear reserve planning quickly erode trust. Communities that communicate openly about capital projects maintain stronger resident support. ### 10. Treat Governance Like a System The best communities operate through predictable processes. Clear systems remove ambiguity and allow managers and boards to execute with confidence. None of these principles are controversial. The challenge is executing them consistently across dozens of communities and thousands of homeowners. That is where technology becomes a force multiplier. ## Where Technology Makes the Difference Technology should not mask broken workflows. It should strengthen good ones. FRONTSTEPS Manager was built to unify the operational backbone of community management. It connects back-office accounting, field operations, communication, and records into a single operating environment. At the center of that system is **ALLi**, the AI assistant designed specifically for community management. ALLi is not about replacing human judgment. Its value is operational. It helps managers retrieve the right records instantly, draft professional communications, surface relevant documents, and generate clear reporting without hours of manual work. It brings discipline and consistency to the daily workflows that keep communities running smoothly. And that consistency is exactly what eliminates the fear behind so called “killer bills.” ## Turning Policy into Repeatable Action The real power of ALLi is its ability to convert policies into structured workflows. Inside the platform, teams can create **Steps**: repeatable processes that guide managers through common tasks like records requests, violation notices, project updates, and board communications. Instead of relying on memory or improvisation, managers follow clear operational road rules that ensure every action is documented, consistent, and aligned with policy. The result is fewer surprises, stronger documentation, and a better experience for both managers and homeowners. ## The Real Opportunity Legislation like HB 658 is not something to fear. It is a reminder of where the industry is heading. Communities that operate with discipline, transparency, and strong systems will thrive in this environment. My advice is simple: do not wait for regulation to force operational excellence. **Build it now.** When governance runs through consistent systems, communities function better, managers work more efficiently, and homeowners gain confidence in the association that serves them. And that is exactly the future this industry deserves. If you want to see how these governance disciplines translate into real operational workflows inside FRONTSTEPS and ALLi, we would be glad to show you. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Article --- ### [AvidXchange + FRONTSTEPS: 2026 AP Automation Trends and What They Mean for You](https://frontsteps.com/blog/avidxchange-frontsteps/) **Published:** February 24, 2026 **Author:** FRONTSTEPS **Content:** ![what automation trends mean for you](https://frontsteps.com/wp-content/uploads/2026/02/Automation-Trends-and-What-they-mean-for-you.png) In community management, accounts payable sits right at the intersection of service expectations and operational reality. Boards want clean, on-demand reporting, and your vendors want accurate, on-time payments. Meanwhile, finance teams are being asked to carry more volume without a matching increase in headcount, a pressure our verified ambassador [AvidXchange](https://www.avidxchange.com/solutions/avidsuite-for-community-association-management/) has been tracking across its 2026 trends research. Fortunately, there’s a clear solution. AP automation is showing up in all of the important 2026 conversations as a practical lever for resilience. It’s not a “nice-to-have” anymore; it’s a major part of our plans (and hopefully, your plans) going forward. Ready to see what’s coming next? ## Trend 1: Do More With Less “Do more with less” is becoming an operating assumption, not a seasonal crunch. [AvidXchange’s 2026 Trends Survey ](https://www.avidxchange.com/resources/2026-finance-trends-report/)findings highlight a broad reality: a large share of finance professionals say they’re being asked to “do more with less,” and finance leaders are responding by expanding automation and technology investments to close the gap between capacity and demand… not by expanding teams with hiring. More hands on deck are not coming, which means the tools you use are going to be even more important. For community management companies, that pressure compounds as portfolios grow, invoices multiply, and approvals stretch across offices, regions, and workflows. Work still has to move when someone is out of office, and as teams operate on leaner staff margins, PTO can quickly turn into backlog when you’re operating with manual AP processes. This means that teams must keep prioritizing systems that reduce manual invoice handling, shorten cycle times, and create continuity even when staffing is tight. ## Trend 2: Integrated Workflows We’re looking forward to this one, because making your work easier and more streamlined is [what FRONTSTEPS does best](https://frontsteps.com/blog/frontsteps-your-partner-for-the-long-run/). In 2026, **AP won’t be about having more tools in your toolbox; developers are working on making more *connected* tools.** Teams are expanding tech stacks strategically, with emphasis on integrated systems that create visibility across accounting, payments, and analytics. You can expect to see more focus on reducing handoffs, eliminating re-keying, and keeping AP connected to the broader operating system finance teams already rely on. In other words: AP automation isn’t just about digitizing invoices. It’s about making the invoice-to-pay process easier to manage end-to-end, from intake and data capture to routing, approval, and payment, without losing context or control. And that’s just what we’re doing with our [Caliber integration](https://frontsteps.com/back-office-management-accounting/), which is designed to streamline every step of the process. ![ai with purpose](https://frontsteps.com/wp-content/uploads/2026/02/AI-with-purpose.png) ## Trend 3: AI With A Purpose Anyone who remembers the initial launch of ChatGPT recalls how everyone immediately scrambled to invest and build in AI that often struggled to fulfill its promises. In 2026, that won’t be the case. AI investment is rising, but the bar to clear is *practical* ROI, not a system that will maybe work someday. Organizations are planning increased investment in machine learning. Combined with automation and robust security/compliance, AI for AP is part of targeted, ROI-driven tech expansion. **AI matters most when it supports real throughput.** It needs to produce cleaner data capture, fewer exceptions, faster routing, and better visibility. When it works, it means reduced friction and fewer surprises. You’ll understand what this means when you work with [ALLi](https://frontsteps.com/alli/). As we unify your day-to-day operations under [FRONTSTEPS Manager](https://frontsteps.com/frontsteps-manager/), our AI assistant will unify your workflows. With ALLi, you’ll have improved search and access to information that lets you guide work more proactively. It’s artificial intelligence where it counts, which is exactly what finance teams demand from their systems. You’ll see AI-enabled AP capabilities being evaluated on outcomes. If they can’t offer speed, accuracy, and visibility, they’ll be left behind for a more useful tool. ## Trend 4: Centering Security and Compliance Another area with increased investment is operational protection. Increased spending on data security and compliance protects all levels of an organization, as well as their customers. AvidXchange’s 2026 trends content points to heightened emphasis on data security and compliance as an area where organizations plan to increase spending. For [community management teams](https://www.avidxchange.com/blog/2026-community-manager-trends/), AP touches sensitive vendor information, payment details, approvals, and financial records that boards expect to be traceable and defensible. As expectations around oversight keep rising, questions like “Where is this invoice?” and “Who approved this?” can’t require a scavenger hunt. Expect a greater demand for clear audit trails and role-based controls that serve the greater need for centralized visibility. ![visibility](https://frontsteps.com/wp-content/uploads/2026/02/Visibility.png) ## Trend 5: Visibility As A Service Standard Finance demands visibility. But the baseline expectation is shifting towards always-available status. Teams demand fewer blind spots and faster answers, and for property management teams, the scrutiny only increases as you juggle more properties and vendor relationships. AvidXchange and FRONTSTEPS work together to make this kind of visibility easier. Our partnership offers 24/7 visibility on outstanding invoices and payments, so that you can meet your process reduction goals. We move AP automation from internal efficiency to operational reliability. When the finance function has real-time visibility, it’s easier to respond quickly to boards, vendors, and internal stakeholders without delaying decisions or guessing status. ### Where FRONTSTEPS + AvidXchange Fits In Keeping up with the changes to AP means choosing the right tools *and* the right partners. FRONTSTEPS and AvidXchange are already aligned in the direction the market is moving: toward simpler workflows, fewer manual steps, and stronger visibility across the AP lifecycle. We’ve partnered to deliver a fully integrated accounts payable solution to simplify payments and increase productivity. And integration **matters**. In 2026, it’s time to abandon patchwork methods stitched together from too many systems, logins, and handoffs. Let your team spend less time on administrative busywork and more time delivering value. Ready to stop losing time to overly-complex workflows? Join us on March 26, 2026 at noon MST for a free webinar (link and email invites coming soon!) to talk through what these trends look like in real community management workflows and how AP automation can help teams stay responsive as expectations rise. If you’re ready now for a closer look at how FRONTSTEPS AP automation powered by AvidXchange supports visibility, efficiency, and a more streamlined invoice-to-pay process, explore our partnership [by booking a demo today.](https://automate.avidxchange.com/Frontsteps-2025.html?utm_source=Partner&utm_medium=Website&utm_campaign=701Uq00000Q8YqOIAV&utm_content=CAM) **Categories:** Product Innovation --- ### [Welcoming Webster Bank to Caliber Integrations ](https://frontsteps.com/blog/welcoming-webster-bank-to-caliber-integrations/) **Published:** May 13, 2022 **Author:** FRONTSTEPS **Content:** [FRONTSTEPS Caliber](https://frontsteps.com/products/back-office-management-accounting) works as a management company’s operating system for their entire portfolio, bringing everything into one place. Integrations with a growing number of prominent banks empower property management companies across the country to work seamlessly within Caliber while handling their bank-related tasks within the product. Ultimately, these integrations enable our clients to work more efficiently and scale with their growth, which is why we’re pleased to announce a new banking partner integration with [Webster Bank](https://www.websterbank.com/). This partnership will give management companies and HOA boards access to perform additional banking tasks directly within FRONTSTEPS Caliber, including auto-reconciliation processes and the use of positive pay functionality. FRONTSTEPS joins with partners like Webster Bank to empower clients to complete the necessary banking tasks, which provides a much smoother experience for the end-user. [Learn more about the banking integration partnership with Webster Bank.](https://www.prnewswire.com/news-releases/frontsteps-and-webster-bank-announce-integrated-banking-relationship-301544420.html?tc=eml_cleartime) **Categories:** FRONTSTEPS News --- ### [What's New in FRONTSTEPS ALLi - And Why It Matters](https://frontsteps.com/blog/whats-new-in-frontsteps-alli/) **Published:** April 6, 2026 **Author:** FRONTSTEPS **Content:** ![alli header](https://frontsteps.com/wp-content/uploads/2026/04/Alli-update-blog-4.2.26.png) ## FRONTSTEPS ALLi Just Got Smarter: Here’s What’s New AI in community management is evolving quickly. FRONTSTEPS has just launched a suite of new features that is sure to make your day-to-day work easier, faster, and more effective. Keep reading to learn about all the new developments. ### What’s New and Why You Should Care FRONTSTEPS ALLi just got significantly more powerful and more embedded into how work actually happens. Here’s a quick glance at what’s new: - **ALLi now works wherever you do**: including a new Chrome extension that understands context and takes action. - **AI is now embedded inside FRONTSTEPS Caliber**: bringing intelligence directly into your accounting and operational workflows. Now, the most comprehensive community management accounting platform is even more robust with native AI. - **Meetings, calls, and voice notes are now actionable**: Your notes can be automatically transcribed, summarized, and turned into follow-ups. - **Email management is now automated and customizable:** with AI-powered categorization and actions, ALLi can reference your emails. - **Users have more control over AI memory:** Now, you can improve the personalization and transparency of your instance of ALLi. #### What it all adds up to: Less manual work. Faster decisions. Better visibility. And a more intelligent system that works with you and your communities, not just around you. ### What’s New: A Deeper Look One of the biggest shifts in this release is where ALLi shows up. Instead of switching between tools, ALLi is now available directly in your browser, understanding what you’re looking at and helping you act on it. Whether you’re reviewing a homeowner communication, an invoice, or a document, ALLi can: - Summarize key information - Draft responses - Recommend next steps - Execute actions directly in the browser #### Why it matters: Community managers spend a huge amount of time navigating between systems and repeating tasks. By bringing AI into the workflow itself, ALLi reduces context switching and helps you move faster with fewer manual steps. ### ALLi in FRONTSTEPS Caliber on desktop: Smarter Accounting and Operations This one is *really* exciting! **ALLi is now available into FRONTSTEPS Caliber,** bringing AI into one of the most critical areas of community management. Inside FRONTSTEPS Caliber, ALLi can: - Explain financial reports - Surface anomalies - Provide contextual help - Assist with search and workflows - And much more. Anything you can think of in reference to invoices, AP, and more, ALLi can work with. #### Why it matters: Accounting and financial oversight are often where complexity—and risk—live. By making this data easier to understand and act on, ALLi helps teams improve accuracy, confidence, and speed in decision-making. ### Voice, Meetings, and Screen Recordings Capturing information doesn’t have to slow you down. With new voice and recording capabilities in the Chrome extension, users can: - Record meetings, board sessions, or quick voice notes - Automatically generate transcripts - Turn conversations into summaries and action items #### Why it matters: Important decisions often get lost in conversations. This update ensures that nothing falls through the cracks—and that every meeting becomes actionable. ### AI-Powered Email Categorization: A Smarter Inbox High email volume is one of the biggest operational challenges in community management. Now, ALLi allows you to: - Create custom email categories - Define how each category is handled (tagging, prioritization, routing) - Automate inbox organization using natural language rules #### Why it matters: Instead of manually sorting and responding, your inbox becomes structured, prioritized, and easier to manage, freeing up time for higher-value work. ### Individual Memory Management: More Control and Better Personalization ALLi is designed to get smarter over time, and now users have more visibility into how that works. With new memory management tools, users can: - View what ALLi remembers - Edit or delete stored context - Maintain accurate, personalized interactions #### Why it matters: Trust and control are critical when working with AI. This update gives users transparency while improving the relevance of future interactions. ### The Bigger Picture These updates represent a shift in how work gets done in your communities, and ALLi is no longer just a tool you go to for help. It’s becoming: - An **assistant** that understands context - An **action layer** that moves work forward - A **system of intelligence** across the FRONTSTEPS ecosystem For current customers, this means more value from the tools you already use. For prospective customers, it means a platform built not just to manage operations, but to improve them. If you want to see how these updates can impact your team [click here to book a demo!](/contact-us/) **Categories:** Product Innovation --- ### [How a Simple QR Code Enhancement Transformed HOA Payments](https://frontsteps.com/blog/payments-using-qr-codes/) **Published:** February 11, 2025 **Author:** FRONTSTEPS **Content:** ![](https://frontsteps.com/wp-content/uploads/2025/02/QR-Codes.png) For HOA management professionals, balancing your daily operations and delivering a great homeowner experience is a constant challenge. Between handling homeowner requests, ensuring timely payments, and maintaining financial stability for communities, property management companies have their hands full. At FRONTSTEPS, we see these challenges as opportunities to innovate. Our goal is to simplify processes, reduce friction, and create real value for both homeowners and management companies. One of the ways we’ve achieved this is through the launch of QR codes on **Caliber Statements and Coupons** in June 2023. A seemingly small change, QR code payments have greatly affected how homeowners pay. They have made payments faster, more accurate, and easier to use. ## QR Codes: A Game-Changer for HOA Payments In today’s fast-paced, digital-first world, convenience is key. Homeowners expect simple, intuitive ways to manage their payments, just like they do with other everyday transactions. **QR code payments provide an easy solution—eliminating unnecessary steps and streamlining the process for everyone involved.** Fast forward to 2024, and the impact of this enhancement is undeniable. Adoption has grown significantly, proving that homeowners are not only open to new technology but actively seeking out more convenient ways to pay their HOA fees. ### **By the Numbers: How QR Code Payments Have Taken Off** The response to QR codes has been overwhelmingly positive, with adoption rates skyrocketing: 📊 **2023**: 15,166 scans 📊 **2024**: 83,240 scans (a **5.5x increase!**) This fast growth is not just about numbers. It shows a strong story of how homeowners are choosing ease and simplicity. Residents can now pay quickly by scanning a QR code on their statement. This saves time and avoids complicated payment portals. The benefits extend beyond convenience. By removing barriers to payments, QR codes help: ✔️ **Reduce late payments** – Making the process easier encourages homeowners to pay on time. ✔️ **Minimize manual errors** – No need to re-enter account numbers or amounts incorrectly. ✔️ **Lower administrative workload** – Fewer calls and emails about payment issues mean management companies can focus on higher-value tasks. ## From Convenience to Profitability What started as a simple convenience feature has evolved into a strategic advantage for HOAs and management companies. In December 2024—one of the busiest months for payments—we saw a **40% rise in QR Code transactions** compared to December 2023. ### **How does this impact community associations?** 1️⃣ **More on-time payments = Stronger financial stability** Late fees and unpaid balances can create financial strain for HOAs. When payments arrive on time, communities can better budget for maintenance, reserve funds, and operational expenses. 2️⃣ **Less follow-up = Increased operational efficiency** Property managers spend significant time chasing down unpaid balances. With a seamless payment process, there’s less need for manual reminders and follow-ups. 3️⃣ **Higher adoption of digital payments = More revenue opportunities** As digital transactions grow, management companies can find new ways to improve payment processing. This can lower costs and boost cash flow. ![Drive profitability with PayHOA graphic](https://frontsteps.com/wp-content/uploads/2025/02/7.png) **As digital transactions grow, management companies can find new ways to improve payment processing. This can lower costs and boost cash flow.** **What was once** seen **as just a payment method is now a growth strategy**. It helps improve efficiency and financial stability. **Redefining Payments as a Growth Strategy** Traditionally, payment collection has been viewed as a **cost center**. It’s necessary but took a lot of time. This process needed constant monitoring and follow-up. But with innovations like QR codes, **HOAs and management companies can rethink payments as a strategic asset.** **Every QR scan represents:** **✔️ A seamless payment experience** – Frictionless payments increase homeowner satisfaction. ✔️ **More on-time transactions** – Homeowners are more likely to pay quickly when the process is easy. ✔️ **Increased trust and engagement** – Offering modern, tech-friendly solutions enhances community relationships. This change in thinking is important for modernizing community management. Instead of seeing payments as a **burden**, we should view them as an **opportunity**. ## Why Homeowners Love QR Code Payments For many homeowners, paying HOA fees has traditionally been a frustrating process. **Paper statements, login credentials, and complicated payment portals** can create unnecessary hurdles, leading to late payments and frustration. QR code payments change the game by offering: ✅ **Simplicity** – Scan, pay, and move on—no more complicated forms. ✅ **Speed** – The system posts payments instantly, reducing the risk of late fees. ✅ **Security** – Encrypted transactions keep homeowner information safe. ✅ **Mobile-friendliness** – As more homeowners rely on mobile devices for financial transactions, QR codes provide an ideal solution. This modern approach meets what homeowners expect. It helps them pay their HOA dues easily and reduces frustration. ## The Role of Digital Transformation in HOA Management The success of QR code payments is part of a larger **digital transformation** happening across the HOA industry. Homeowners and management companies are using **cloud-based solutions, mobile apps, and automation**. The industry is changing to meet modern needs. At FRONTSTEPS, we believe that even small enhancements—like QR code payments—can drive **massive results.** By investing in innovation, we help: 🚀 **Improve homeowner satisfaction** – Tech-friendly solutions create happier communities. 📈 **Boost operational efficiency** – Automated processes free up time for everyone. 💰 **Enhance financial stability** – More on-time payments mean fewer budgetary concerns. **Are You Ready to Modernize Your Community’s Payment Experience?** The numbers indicate that QR code payments are changing how people pay HOA fees. This makes the process **faster, easier, and more profitable.** **If your community is still relying on outdated payment methods, now is the time to make the switch** and embrace a **smarter, more efficient** way to collect dues. At FRONTSTEPS, we’re committed to helping you **transform payment challenges into opportunities.** Let’s modernize your community’s payment experience—starting today. [FRONTSTEPS Online Payment Portal for HOA Residents](https://frontsteps.com/products/payments-automations) "\*" indicates required fields Δ URL This field is for validation purposes and should be left unchanged. First Name\* Last Name\* Company Name\* Email\* Phone SIGN UP **Categories:** Product Innovation --- ### [Company Culture & Engagement Drives Award Recognition](https://frontsteps.com/blog/company-culture-engagement-drives-award-recognition/) **Published:** January 20, 2022 **Author:** FRONTSTEPS **Content:** Employee engagement takes the cake as we embark on a new year. Putting our employees above all else and having an engaged workforce is what will allow us to achieve our goals. And we are thrilled and honored to be once again listed among [Built In’s Best Places to Work Awards,](https://www.builtincolorado.com/companies/best-midsize-places-to-work-colorado-2022) for the fourth consecutive year. The annual awards program includes companies of all sizes, from startups to organizations with more than 500 employees, and honors both remote-first employers as well as companies in the largest tech markets across the U.S. We’ve tapped Rob Phillips, Director of Training and Organization Excellence, to provide a bit more insight on the heart and science of our engagement programs. Here are excerpts from that conversation: **Q: What are some highlights about the FRONTSTEPS culture?** A: “Per our fourth-quarter employee engagement pulse survey, 8 in 10 of our team members believe that FRONTSTEPS has a strong and positive organizational culture. One thing that strongly resonates throughout our culture is the collective desire to help our teammates be successful and achieve their full potential. We celebrate this mindset through three Cultural Pillars: Caring, Empowering, & Pioneering. - Caring is a display of kindness, concern, and compassion for others. - Empowerment is achieved when we teach, coach, trust, and provide our teammates with the support they need to be successful. - A pioneer pushes boundaries to advance a cause or idea or break a record. Pioneering means proactively looking for opportunities to improve, creatively overcoming obstacles, failing forward, and taking great pride in successes.” **Q: How do you keep a pulse on what employees need to thrive?** A: “Our People Operations Team conducts Quarterly Engagement pulse surveys with a focus on alignment to our organizational culture, employee wellbeing, and the ability to learn and grow in our roles. The anonymous feedback we receive every quarter provides invaluable insight into the day-to-day lives of our employees. We also conduct employee micro-surveys following each monthly All-Hands meeting to solicit feedback on business performance updates and organizational communication. Additionally, every monthly All-Hands includes an employee favorite: ‘Questions for the CEO’. These are questions that are anonymously submitted from across the business that seek further explanation or clarification around business initiatives. Last, but certainly not least, is the foundational work of our Employee Experience Committee. This committee is made up of employees, managers, and executives from across the company that have a desire to lead initiatives and cultivate an environment that allows our team members to thrive.” **Q: Why is this recognition meaningful to you?** A: “This recognition is incredibly meaningful to us as it shows our long-standing commitment to our people. We want to surround ourselves with the best, brightest, and most driven people out there to fulfill our vision to reimagine and transform the way communities live, engage, and prosper. To do that, we need to create an environment where talented people enjoy coming to work each day. Viewed through that lens, our culture is a competitive edge.” Interested in joining the FRONTSTEPS family? We are growing and looking for people with the creativity and drive to reimagine community support. To view our current openings, [click here](https://frontsteps.com/careers). **Categories:** FRONTSTEPS News --- ### [How to Choose the Right AI for HOA Property Management](https://frontsteps.com/blog/ai-in-hoa-management-questions-to-ask/) **Published:** June 16, 2025 **Author:** FRONTSTEPS **Excerpt:** Not all AI is created equal. Learn what to look for in HOA management AI and how to avoid costly mistakes. **Content:** ![robot on phone image](https://frontsteps.com/wp-content/uploads/2025/07/NavigatingAI_Blog.jpg) ## Questioning AI: Navigating the Evolving Landscape of Artificial Intelligence for HOA Management Artificial Intelligence (AI) is one of the hottest topics in technology today. Whether you’re using it to respond to emails, help generate blog content (yes, even this one), or redesign your living room with just a prompt, AI is embedding itself in our daily routines at lightning speed. Tools like ChatGPT have transformed once time-consuming tasks into quick, seamless checkboxes on an ever-growing to-do list. In the HOA management space, this technological wave is hitting just as hard. New platforms and services boasting AI capabilities are surfacing rapidly. From AI customer service chatbots to virtual assistants answering resident inquiries about maintenance, amenity reservations, and account details, AI is promising to save time, increase operational efficiency, and give your staff (and your sanity) a much-needed break. But amid all this excitement, a word of caution: it is important to be critical. ## Not All AI Is Created Equal The allure of a platform that “does it all” is strong. Many vendors tout their AI’s ability to revolutionize your entire business, offering lightning-fast automation, staffing solutions without actual hires, and a competitive edge all in one shiny package. But here’s the truth: a platform that claims to do everything with unmatched speed and precision should trigger hesitation, not instant buy-in. Why? Because effective AI is rarely universal. Instead, the most successful platforms tend to focus on solving very specific problems with depth, reliability, and accuracy. In HOA management, consider the everyday pain points: - Repetitive resident inquiries - High call volumes and long wait times - Delays in amenity scheduling and maintenance requests - Manual data entry and document processing Look for AI solutions that directly address these problems with real, repeatable success, not just flashy promises. ## What to Look for When Choosing AI Before jumping on the AI bandwagon, here are a few critical factors to keep in mind: **1. Specificity Over Generalization** Focus on platforms that specialize in the exact tasks you need support with. Ask vendors what problems their AI was specifically designed to solve. If their answer is vague or overly broad, dig deeper. **2. Scalability** Can the AI scale with your organization as your portfolio grows? Or will you be forced to switch platforms once you outgrow their capabilities? **3. Integration** Does it work well with your existing software? Some AI platforms require you to use a specific management system, which can be a deal-breaker if you’re already heavily invested elsewhere. **4. Transparency** Ask to see real demos, not just high-production videos. A fancy marketing reel, like those created with ChatGPT Sonar that can be indistinguishable from a Hollywood trailer, is not a substitute for a hands-on walkthrough of how the product actually works. **5. Proof of Performance** Ask for customer references. What do real clients say about it? Better yet, ask if you can take it for a trial run in your environment. ## Be Your Own AI Detective AI is here to stay, and it is evolving fast. But in this rapidly shifting landscape, choosing the right platform is less about following trends and more about making strategic decisions. Be skeptical. Be thorough. Demand transparency. When evaluating supplemental AI, ask yourself: - Does this solve a real problem I face every day? - Can I see it working in action, not just in a demo? - Will it evolve with my team and our needs over time? At FRONTSTEPS, we believe in staying agile in the face of this rapid evolution. That’s why we **strongly recommend avoiding long-term contracts** unless they come with **clear, measurable performance guarantees**. The pace of AI innovation means that the market leader today might not hold that spot six months from now. This is why we support a **BYOAI (Bring Your Own AI)** philosophy. Flexibility is key. Every serious platform uses AI behind the scenes for deep and unique use cases, and some are far better at certain tasks than others. You already know which use cases are most painful in your day-to-day operations, so find tools that solve those specific problems and give you **optionality** as the industry continues to shift. Making smart, short-term bets will let your company stay on the leading edge without getting locked into outdated solutions. ## Final Thoughts: AI has the power to transform the way HOA management companies operate, offering efficiency, cost savings, and happier residents. But only if it’s the right AI. So be intentional, ask questions, and choose a partner, not just a product. **Categories:** Article --- ### [FRONTSTEPS Appoints Brad Kohlmeyer as Vice President of Finance](https://frontsteps.com/blog/brad-kolhmeyer-appointed-vp-of-finance/) **Published:** July 22, 2025 **Author:** FRONTSTEPS **Excerpt:** “The momentum at FRONTSTEPS is palpable,” said Kohlmeyer. “I’m excited to be part of what’s ahead.” **Content:** ![brad kohlmeyer headshot](https://frontsteps.com/wp-content/uploads/2025/07/image-7-scaled.jpeg) **Denver, CO** – FRONTSTEPS, the leading provider of community management and real estate technology solutions, is pleased to announce the appointment of [Brad Kohlmeyer](https://www.linkedin.com/in/bradkohlmeyer "Brad Kohlmeyer") as its new Vice President of Finance. With over 10 years of financial leadership experience in high-growth companies, Kohlmeyer brings a strategic vision and operational discipline that will support FRONTSTEPS’ continued growth and innovation. Prior to joining FRONTSTEPS, Kohlmeyer served in financial leadership at PopSockets and Chipotle, where he played a pivotal role in scaling the finance function and driving long-term strategic initiatives. His experience consistently delivered results by aligning financial strategy with organizational goals. “We’re excited to welcome Brad Kohlmeyer as our new Vice President of Finance,” said Matt DeWolf, CEO of FRONTSTEPS. “With a distinguished background leading financial strategy at high-growth brands such as Chipotle, PopSockets, and Sunday, Brad brings the vision, discipline, and data-driven rigor to help FRONTSTEPS accelerate our market leadership, create value and scale with even greater velocity.” Kohlmeyer’s appointment underscores FRONTSTEPS’ commitment to playing offense by strategically investing in innovation, customer experience, and operational excellence. With a strong foundation and a growing customer base, the company is doubling down on its mission to transform community association management. “I couldn’t be more excited to be joining FRONTSTEPS at such a pivotal time in its growth,” said Kohlmeyer. “Matt and the entire team are building something special, and I’m thrilled to get the chance to work alongside them. The vision is clear, the team’s focus on the customer is absolute, and the desire to make our customers’ lives easier is evident. The momentum at FRONTSTEPS is palpable, and I feel privileged to be part of what’s ahead.” ### About FRONTSTEPS FRONTSTEPS is the leading provider of software solutions for community association management, revolutionizing how communities operate and connect. Our powerful, all-in-one platform enhances homeowner experiences and streamlines operations for management companies and association boards. With intuitive portals, robust accounting integrations, mobile apps, and industry-leading security, FRONTSTEPS empowers property managers, board members, and residents with the tools they need for seamless communication, effective collaboration, and efficient management. We are committed to delivering innovative technology and exceptional service to help communities thrive. To learn more, visit [www.FRONTSTEPS.com](http://www.frontsteps.com/) [Click here to read the full press release](https://www.24-7pressrelease.com/press-release/525189/frontsteps-appoints-brad-kohlmeyer-as-vice-president-of-finance) **Media Contact:** **Emily Wigdale Director of Marketing** (414) 801-1474 How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** FRONTSTEPS News --- ### [FRONTSTEPS: Your Partner For The Long Run](https://frontsteps.com/blog/frontsteps-your-partner-for-the-long-run/) **Published:** February 3, 2026 **Author:** FRONTSTEPS **Content:** ![partner for long term sucess](https://frontsteps.com/wp-content/uploads/2026/02/Partner-invested-in-long-term-success.png) Community management has never been simple. Every day, community managers balance people, policy, property, and patience in a demanding dance that never really ends. But you already know this– that’s why you’re here. As a community manager, you have your finger on the pulse of quality of life within the community. When you have the tools that you need to truly support your work, your board and your residents feel it. At FRONTSTEPS, we’ve always believed that the **quality of community management software affects the whole community.** We build our products for the communities you serve *and* for the people who serve them. We believe that the right tools can help an entire organization run with more confidence and clarity– and that belief continues to guide who FRONTSTEPS is today and where we’re headed next. Come with us! ![Enhancing the resident experience by Supporting managers first](https://frontsteps.com/wp-content/uploads/2026/02/Enhancing-the-resident-experience-by-Supporting-managers-first.png) ## Enhancing the Resident Experience by Supporting Managers First You can’t have strong resident experiences without strong community managers. FRONTSTEPS builds all of our software with the understanding that **you** are the beating heart and connective tissue of every organization. When you’re supported, communities function better. And that support starts with understanding what actually happens in a community. When we build anything at FRONTSTEPS, we start by looking at real community interactions, not abstract transactions. From handling requests and communications to managing records and compliance, FRONTSTEPS focuses on reducing friction in the day-to-day work that managers already do. Our goal is to honor intricacy without adding complexity. We don’t gloss over anything or try to streamline processes by skipping steps. We recognize that empowering managers is the most direct way to improve outcomes for everyone involved. After all, resident-first does **not** mean resident-only. Sounds great, right? But how do we actually do that? FRONTSTEPS is not generic software adapted to fit community associations. It is purpose-built for this industry, with workflows designed to reflect how community management actually operates at scale. As a system of record, FRONTSTEPS brings structure and reliability to complex organizations managing multiple communities. This consistency across communities supports the on-the-ground teams and managers who need a stable process they can rely on. However, don’t mistake consistency for rigidity; customization allows our offerings to remain flexible enough to handle the unique needs of individual communities. Smart innovation is also important. FRONTSTEPS doesn’t chase trends. Instead, we focus on getting the fundamentals right: stability, clarity, and workflows that make sense. That common-sense foundation is partnered with emerging technology to allow community managers to operate confidently today and be ready for what’s around the corner. That means leveraging technology for specific solutions– like [ALLi](https://frontsteps.com/alli/), our AI assistant that empowers community management by streamlining communication and information requests. ## A Partner Invested in Long-Term Success Technology should never feel like something you’re managing *on top* of everything else. At its best, it works quietly in the background, reinforcing good decisions and supporting long-term goals. FRONTSTEPS approaches community management software as a **partnership.** We work alongside our customers, learning from how communities evolve and how management organizations scale. The platform grows with you, supporting changing needs without losing sight of the core realities of the work. This partnership mindset shows up in every part of our process, from the initial builds to the feedback we receive from you. The goal is to remain present for the long haul. We work alongside our customers, learning from **you** how communities evolve and how management organizations scale. The platform grows with you, supporting changing needs without losing sight of the core realities of the work. FRONTSTEPS Manager, Community, and our broader ecosystem of tools exist to support growth without disruption. Whether organizations are refining internal processes, expanding portfolios, or navigating new expectations from residents and boards, the platform is designed to provide continuity and confidence through every stage. And as we continue to evolve, our focus is sharper than ever. There is clarity in our purpose and momentum behind where we’re going. Every step forward reflects a commitment to building responsibly by refining what matters most and remaining a steady, long-term partner for the community management professionals who rely on FRONTSTEPS every day. **It’s not about change for the sake of change; our process is all about progress rooted in experience.** FRONTSTEPS today reflects a thoughtful approach and a deep respect for the professionals who rely on us. ![community at a picnic](https://frontsteps.com/wp-content/uploads/2026/02/Built-for-what-community-management-is.png) ## Built for What Community Management Really Is At the end of the day, FRONTSTEPS never loses sight of the idea that community management is about *people*. We want to support the connections between managers, boards, residents, and everybody who touches your community. If you’re a community leader looking for a long-term technology partner, FRONTSTEPS is built to meet you in that moment. We’re here to support the work that keeps communities running—and to keep building alongside the people who do it. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** FRONTSTEPS News --- ### [The Value of Better HOA Violation Software for Your Management Company](https://frontsteps.com/blog/the-value-of-better-hoa-violation-processing-for-your-management-company/) **Published:** March 8, 2023 **Author:** FRONTSTEPS **Content:** Being an effective management company in the homeowner’s association space means finding better ways to handle the everyday issues that come up between residents and HOA board members. The more streamlining and automation you can introduce into systems, the better the everyday resident experience will become — and the more effective you’ll become as a partner for HOA boards. One of these everyday experiences ripe for revision is HOA violation management. Every element of the violation process, from listing HOA rules and making governing documents to actually collecting payment, can be made more streamlined and effective with the addition of digital community management technology. If you can offer a digitized and automated HOA violation management system, you can build your own brand as a community management company, all while creating a better experience for your office staff. ## HOA Violations: An Overview Any given community with a homeowners association will have rules in its books — along with a list of related HOA fines. The exact nature of common HOA violations will change with the times, with Realtor.com noting that some of the [top issues penalized in recent months](https://www.realtor.com/advice/buy/common-hoa-rule-violations/) include the presence of unauthorized pets, unapproved architectural changes to homes and the illegal use of properties as rental units. If homeowners keep inadvertently triggering HOA violations and incurring the resulting HOA fines, they aren’t likely to be very happy with the way the community is being managed. That means it’s up to HOA boards and their chosen management companies to provide a simple, easily comprehensible list of HOA violations and potential penalties. When a community has a clear set of HOA rules and bylaws that help each homeowner stay out of trouble, the benefit of resident happiness will outweigh any money the HOA board collects through fines over the long run. As a management company, you can offer an effective way to manage and organize HOA violations, provided you’re using a capable [community management software platform](https://frontsteps.com/solutions/hoa-management-software/). ## How Management Companies Manage HOA Violations The process of managing HOA violations will differ depending on how much technology a management company brings to the table. If an HOA board is not working with an organization equipped with digital community management tools, it might keep its rule and regulation community documents on an outdated website or mostly maintain paper records. Systems in which this data isn’t easily accessible don’t really benefit homeowners, who may end up wasting time trying to see if a planned architectural change is against the rules, for instance. When data is hard to find, they could also end up unaware of the bylaws, stumbling into violations. Methods of paying violations will also differ based on how much technological integration an HOA board and its management company have. Requiring residents to pay in person via check or on a less sophisticated system can add difficulty and worsen the experience. It’s ideal to find a way to process payments that’s as quick, effective and seamless as possible. If your management company can offer a simplified online payment portal, that is a definite advantage. Consumers today are used to [easy, user-friendly billing processes](https://frontsteps.com/blog/next-generation-of-homeowners/), and they may become unhappy if the homeowners association and its management company partner can’t offer such an experience. At its best, HOA violation management is one more part of a management company’s full suite of offerings for HOA boards and residents. When HOA fines, residents’ codes and community bylaws are managed through the same portals, websites and apps that handle other functions such as facility reservations and work orders, all the processes become part of a simple, contiguous suite. ## Benefits of Effective HOA Violation Management Using a more streamlined and technologically sophisticated HOA violation management approach isn’t just progress for its own sake. The presence of this seemingly innocuous new process can provide a positive experience for every group involved in the community management process, from your company to each HOA board member and the residents themselves. The following are a few of the advantages that each of these parties can expect to experience: - **Residents:** When residents have an easier way to read up on potential violations, and to pay HOA fines in case they slip up, this potentially irritating part of everyday life becomes easier to handle. No property owner wants to receive an HOA violation notice, which makes it essential to have access to every rule and restriction.A centrally accessible knowledge base listing code violations is an indispensable resource that improves the resident experience by helping individuals avoid fines in the first place. Furthermore, a simplified payment experience that allows mobile access and doesn’t require use of a third-party site builds confidence and makes paying an HOA violation as painless as possible. - **HOA board members:** The members of a given homeowners association are looking for ways to make the resident experience as pleasant and convenient as possible while not giving themselves excess work. Easy, digitally enabled ways to look up and pay violations deliver on these goals.When an HOA board works with a management company that offers easy HOA violation payments, the whole process becomes more secure and hands-off. The digital system simply works, giving residents a positive, self-service experience and reducing issues that could cause dissatisfaction. - **Your management company:** Every digital convenience you offer to residents in communities that you manage makes life easier for your employees. When bylaws and violation information are easy to access, residents will make fewer calls seeking information, which helps them get on with their day — and lets your employees get more done. A simple, automated payment processing method can have a similar effect.Being able to offer this smooth, seamless and digitized experience is also a good selling point that can help your management company win contracts with more homeowners associations. HOA board members are aware that their residents want convenient and tech-enabled amenities, and are interested in simplified, highly professional processes. While day-to-day systems like HOA violation management can seem like small elements of the overall community management experience, getting them right is one way to secure your position in the management company landscape. ## Technology and HOA Violation Management There are numerous benefits to providing a digitally enabled HOA violation catalog and payment system, but what does such a setup look like in practice? When your community management company has HOA violation management tools as part of its overall technology platform, you can access features such as: - **A connected knowledgebase:** A comprehensive community rule, regulation and bylaw knowledge base and essential digital resource for residents. By setting up automatic connections between regulations and violation items, management companies can make it absolutely clear what residents need to do to comply, and what the penalties are for noncompliance. - **Mobile access to information:** Offering access to the knowledge base and other related systems through a community mobile app ensures that the facts about code items and HOA violations are easy to find. Many homeowners today reach for their smart devices first when looking up information on the internet, so a good mobile interface is an essential consideration for convenience. - **Easy, mobile violation issuance:** Residents aren’t the only ones who benefit from mobile access to community management technology. Inspectors looking for unauthorized, noncompliant architectural changes or other HOA violation items can log these issues from a mobile interface, connected by Wi-Fi. This ability to enter data from the field saves time and reduces the chance that information will be lost in the shuffle. - **Integrated payments:** Paying an HOA violation is not a happy occasion for a homeowner, but at least it can be quick and efficient. By using a digital technology platform that has an integrated, mobile-friendly payment portal, management companies can give residents the ability to make quick online payments on the go, without ever leaving the website or app. This increases confidence and convenience and saves time for everyone. One of the most exciting parts of adding these capabilities is that you don’t have to purchase an HOA violation management system as a separate piece of software. If you select the right community management software platform, these tools will be included, integrated with the rest of the solution. ## Transforming Your Management Company’s HOA Violation Approach By [using the FRONTSTEPS platform](https://frontsteps.com/products/community-management/) as your community management platform, you gain access to a suite of digital capabilities with benefits for your own employees, HOA board members and residents alike. These convenience-building options include HOA violation capabilities. Best of all, the FRONTSTEPS platform features connectivity between every essential module, from a bespoke digital app and branded community website to accounting features, work order management, governing document access, community security oversight and more. When you integrate HOA violation management smoothly into a suite of digital options, you build out your management company’s capabilities in a way that will impress potential community partners and streamline processes for everyone. [Schedule a demo now](https://frontsteps.com/demo-request) to see just what this could mean for your business or [reach out to get started](https://frontsteps.com/get-started/). **Categories:** Article --- ### [Feature Release : Detailed View of Architectural Requests, HOA Work Orders and Violations](https://frontsteps.com/blog/feature-release-detailed-view-of-architectural-requests-work-orders-and-violations/) **Published:** June 24, 2021 **Author:** FRONTSTEPS **Content:** You asked, and we listened! FRONTSTEPS is constantly working to improve the functionality of all products within our suite. We’re working on building out the director experience as part of our best-in-class integration between the FRONTSTEPS web portal and Caliber Desktop. To help stay informed and on top of all community issues, we’re introducing board members/directors to view the same level of detail about maintenance items submitted by homeowners. Maintenance items include architectural requests, work orders, and violations. The feature is now available to all users integrated with the Caliber Desktop system and has the following functionality; - **Board Members/Directors:** Board Members/Director Permissions do not have to be enabled. It only requires the homeowner to be designated as a Board Member/Director from the Directory. Board Members/Directors can view all Architectural Requests, Work Orders, and Violations for their community. - **Managers:** Managers also can view all Architectural Requests, Work Orders, and Violations. - **Homeowners:** Homeowners will continue to have the ability to view their Architectural Requests, Work Orders, and Violations. - **Web portal and Mobile view:** This update allows for items to be viewed either in the FSC web portal or a mobile device. Some specific feature enhancements within this update include; - **View:** This feature will allow Board Members to view Architectural Requests, Work Orders, and Violations for the entire community. - **New Menu Option:** A new link has been added to the menu options – *Board Member/Approvals*. - **Director Designation:** Users must have the Director designation in the Directory to access this feature. - **Data Display:** Data for the past 6 months will display, with the newest data at the top of the list. - **Filters:** Filters will sort by Status and Type for Work Orders. For Violations = Status for ACR = Status. - **Search:** Search is available by number, description, or type for Work Orders. For Violations, search is available by number, type, or description. For Architectural Requests, search capability is available by the number or project name. - **Action Dropdown to View Details:** This feature is only available with Caliber integration. Learn more about this update and specific feature enhancements connected with a representative today at ![request a demo](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/60d4f65c77724e18d503c229_email-banner_new.jpg "request a demo") **Categories:** Product Innovation --- ### [Feature Release - Mobile App Documents](https://frontsteps.com/blog/feature-release-mobile-app-documents/) **Published:** April 27, 2021 **Author:** FRONTSTEPS **Content:** You asked, and we listened! FRONTSTEPS is constantly working to improve the functionality of all products within our suite. Accessing critical information about your community has never been easier with the use of the FRONTSTEPS Mobile Application. CC&Rs and other essential community documents can be accessed with the tap of a finger. Now the FRONTSTEPS Mobile App also pulls documents directly from FRONTSTEPS Accounting, meaning Community Managers only need to upload and update documents in one place! To access these documents, users will go to the “Documentstab inside the mobile app and select the folder directly correlated to the document they’d like to view. This advancement is just one minor feature update among the entire Suite of FRONTSTEPS products. [If you have questions or would like to explore more features with the FRONTSTEPS Suite, connect with us today! ](https://frontsteps.com/demo-request) ![request a demo](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/609ed644f7f6e659e3c14954_One-Platform%2C-Endless-Possibilities%202.jpg "request a demo") **Categories:** Product Innovation --- ### [Feature Enhancement License Plate Recognition](https://frontsteps.com/blog/feature-enhancement-license-plate-recognition/) **Published:** April 12, 2021 **Author:** FRONTSTEPS **Content:** You asked, and we listened! FRONTSTEPS is constantly working to improve the functionality of all products within our suite. We’re excited to share a new update within our visitor management system, which improves the recognition rate of license plates captured by our security software. This update was published back on March 9th and directly impacted clients who utilize FRONTSTEPS Security, more specifically those who use license plate recognition. This software captures license plates coming into the community and then transfers the information to our gatehouse app station. Our teams worked on updating the backend coding files to improved transfer speeds from 2-3 minutes down to 2-5 seconds. Our license plate recognition software is designed to transfer plates as instantly as possible from the computer to our stations. This provides security staff the ability to add license plate data to a guest record automatically. Having plates transfer more quickly allows the data to be ready for security staff within a moment’s notice. This feature provides our clients with a working LPR system to improve security and increase processing speed for guest entry. Are you interested in learning more about securing your community and our license plate recognition functionality? [Schedule a demo today and explore all the feature created by the FRONTSTEPS Suite.](https://frontsteps.com/demo-request) ![request a demo ](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/609ed644f7f6e659e3c14954_One-Platform%2C-Endless-Possibilities%202.jpg "request a demo ") **Categories:** Board Resources --- ### [Essential Monthly Financial Reports](https://frontsteps.com/blog/essential-monthly-financial-reports/) **Published:** February 4, 2021 **Author:** FRONTSTEPS **Content:** Accounting within the Community Management Industry includes tracking and recording financial activity. Staying on top of the monthly financial reports is a critical aspect of maintaining a healthy community or association. There are several aspects of accounting that have to be taken care of by management each month. The processes these accounting teams possess can have a tremendous effect when looking at the community’s success as a whole. ***What are the financial reports an HOA must generate each month?*** Depending on the specific needs of the individual association, the reports required will change. In general, the most popular monthly reports are; 1. Balance Sheet 2. General Ledger 3. Statement of Income & Expenses 4. Accounts Payable Report 5. Account Delinquency Report 6. Cash Disbursements Ledger ![Accounting Software Community Management](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/601c70b89091fc193e834121_2.png) Maintaining accurate records and financial reports is imperative when keeping your communities on track. Without these tools, the community could very well fall apart or run into financial struggles. Since communities acknowledge the importance of accounting, every management company must have a piece of accounting software. Your financials are only as reliable as the practices and procedures that define them. Therefore, having a reliable accounting platform is incredibly important. These days, many accounting platforms help management teams generate their monthly reports. These essential reports are something to keep in mind when researching or looking for software providers. Accounting can seem like a taxing and intricate process, mostly invisible to homeowners, but it’s a fundamental pillar of success within communities across the United States. [Are you interested in learning more about Accounting Software? Connect with a FRONTSTEPS representative today!](https://frontsteps.com/demo-request) ![Accounting Banner CTA](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/5fa1bafea91490a5450e18f3_blog_banner_accounting.png) **Categories:** Your Business --- ### [Driving Homeowner Engagement with HOA Assessment Online Payment Options](https://frontsteps.com/blog/driving-homeowner-engagement-with-payments/) **Published:** January 19, 2021 **Author:** FRONTSTEPS **Content:** Increasing and managing homeowner engagement is an important component of building a strong community. As engagement amongst homeowners increases, communities gain a better perspective of current issues, as well as a greater sense of belonging and happiness. Paying community assessments and fees is also something every community can relate to. Often times collecting these dues can be difficult but by employing the correct software your homeowners and teams can thrive. ***Did you know that allowing homeowners to pay assessments online can increase engagement all together?*** We’ve created an easy to use tool that enables homeowners to access their community at their convenience from any location. FRONTSTEPS offers management companies and associations a seamless platform to accept all dues, fees and payments, while providing homeowners with information they need most. Homeowners can login and access these features via the homeowner portal, or within our new co-branded mobile application. While in the community portal homeowners can pay those assessments, explore community discussions, make amenity reservations, submit work orders, and more. Thus, bridging the gap between management and homeowners, all while facilitating higher community engagement. ![homeowners working together in the community](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6007477aac26614bbab3f22c_homeowner-engagement.png) 67% of residents pay dues and fees with paper checks, not only is this method is not secure, but you’re not brining your homeowners to a place where they can check up on the community. Community portals allow easy access to community events, discussions welcoming new homeowners, and much more. By making assessments online your privacy is ensured, and you’re allowing a safer, more fun experience for all. By enabling your homeowners to easily access community information your facilitating; - Connections with New Homeowners - More Opportunities for Participation - Seamless Communication - Easily Survey and Gain Homeowner Feedback - The Ability to Show Appreciation - And More! If you’re ready to learn more about FRONTSTEPS payments and promoting homeowner engagement within your communities, [connect with a representative today! ](https://frontsteps.com/demo-request) **Categories:** Board Resources --- ### [Dog Safe Ice Melt Options: Keeping Pets Safe in Snow Covered Communities](https://frontsteps.com/blog/dog-safe-ice-melt-options-for-snow-covered-communities/) **Published:** February 9, 2021 **Author:** FRONTSTEPS **Content:** ![frenchy in the snow](https://frontsteps.com/wp-content/uploads/2021/08/601dd297b259873406f06990_Community-Ice-Melt-Dog-Safe-2.png) The winter season can bring beauty, skiing, sledding, and fun, but it can also include snow covered sidewalks, icy roads, and chilly mornings with your furry friends. Many communities try to get ahead of the snowfall and treat the sidewalks within our communities. Treating these surfaces helps avoid accidents and falls but can harm your pet while out on your morning stroll. Unfortunately, these snowy winter conditions can hurt your pet. A jagged piece of ice and sharply formed areas of snow can damage our furry friends’ paws, and many commonly used deicers, such as calcium chloride and sodium chloride, can hurt their feet, and some are toxic if licked. But don’t worry, snow doesn’t mean that our friends can’t take a quick bathroom break, a short walk, or that playdates shouldn’t occur… ***How can I protect my dog’s feet?*** Owners might attempt to watch their pet during these months closely. They might also be cleaver and get special snow booties. Rather than living with these toxic materials on the sidewalks and streets, many communities opt to use a safer solution. ![dog on snowy sidewalk](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/601dd2a43e0010fb5ab7cd5f_Community-Ice-Melt-Dog-Safe.png "dog on snowy sidewalk") Communities should look to adopt a quick, easy, and safe solution for deicing that is gentle on your dog’s paws, without toxic chemicals, like [Morton Pet Salt. ](https://www.mortonsalt.com/home-product/morton-safe-t-pet-pet-care-ice-melt/)While this salt can be more expensive than normal deicers, it is a safe solution if you have many homeowners with pets in the community. If your communities don’t adopt dog-safe ice melt options, homeowners must clean their pets’ paws when coming in from outside. Many dog experts recommend dipping their paws into warm water and toweling them off immediately after coming inside. Another recommendation is to apply paw protectant to your dog’s paws before being out in-climate weather. There are many DIY options on the internet; if you’re interested in making some protectant for your pet, check out this video by [McCann Dog Training!](https://www.youtube.com/watch?v=6ugKBxemBdo) Check out the video below with a few pet safety tips to keep in mind during the winter seasons! **Categories:** Community Resources --- ### [Community Management Strategies to Reduce Inefficiences](https://frontsteps.com/blog/inefficiencies-damaging-community-management/) **Published:** January 12, 2021 **Author:** FRONTSTEPS **Content:** Inefficient processes within community management can waste up to 523 working hours a month. That’s equivalent to wasting $11,819 or 3 employees. Communities provide homeowners with feelings of inclusion, belonging, and connectivity. It may seem like an easy task to keep these communities flourishing, but there are several inefficiencies that can cause disruption and stress behind the scenes. Management companies are on a mission to maintain and improve property values, as well as to make homeowners happy. Taking care of homeowners can be one of the most demanding tasks, luckily for management teams today software helps sustain and support day to day activities that keep these communities functioning. Therefore, teams can pivot their focus to homeowners and foster important relationships that keep everyone happy. One piece of this disorganization is managing too many tools. Most management companies use between 4-6 pieces of software on a daily basis. This includes community management software, accounts payable software, email software, accounting software, accounts receivable software, as well as maintenance software. Wouldn’t it be so much easier if you only had one piece of software? Well FRONTSTEPS provides an all-in-one solution that can save teams time and energy in the long run. ![Homeowners Looking At Home](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/5ffde26035545b3fc9e24fd5_Untitled%20design%20(8)%20(1).png) One huge part of managing a community is staying up to date with violations. Walking around your communities to issue these warnings can take on average 3 hours. The manager has to drive to the community, walk the properties and take notes by hand, take pictures, enter all the information into the software system when they get back to the office, and then drive to the next community. Talk about a huge waste of time! Not only does this take too much time, but there is an increased room for human error by manually transcribing notes. Fortunately, there is an easy fix, employ one [community association management solution](https://frontsteps.com/products/community-association-management) with FRONTSTEPS. Our integrated platforms allow you to issue these violations while on the go, take picture and attach them to the individual violation, and save your team a tremendous amount of work. Not only do these inefficiencies harm your community management process they are impacting your finances, communication, and security within your communities. Stop waiting time and inconveniencing your teams, get an all-in-one solution today with FRONTSTEPS. [Ready to connect with a representative? Schedule a demo today!](https://frontsteps.com/demo-request) **Categories:** Community Resources --- ### [Boosting HOA Community Communication and Engagement](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/) **Published:** July 1, 2021 **Author:** FRONTSTEPS **Content:** You’ll find communication at the core of every successful conversation, transaction, and business opportunity. There isn’t anything new when thinking about the concept of communication, but technology is allowing us to advance and streamline how we communicate. The FRONTSTEPS Co-Branded Mobile Application is an incredible resource when it comes to communicating with your homeowners. Providing mobile applications within communities is a proven way to increase homeowner engagement. These apps accommodate homeowners and give them the power to access their communities at any time. Many organizations see an increase in healthy communication. The app allows homeowners to check in, read discussions, pay assessments, and reserve community amenities when it’s convenient for them. Higher homeowner engagement leads to; - An Increased Number of Volunteers - A Decrease In Late Payments - Greater Knowledge About The Association - An Increase In Community Involvement - And More! FRONTSTEPS Portals offer simplified communication. Having an informed, educated community is a happy community. By utilizing community portals, you can show homeowners the actual value you bring by keeping them up-to-date on all news, events, and things they need to know about their community. One of the most important relationships is between management and homeowners. Constant communication helps facilitate that evolving relationship. When individuals move into a community, one of their first steps is inserting themselves and finding their place within the association. Community apps and portals are an excellent resource for new homeowners. They can serve as a place to get answers to common questions, due dates, details on rules, and connect with neighbors via communication discussions! How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Your Business --- ### [Boost Employee Retention within the Property Management Space](https://frontsteps.com/blog/boost-employee-retention-within-the-property-management-space/) **Published:** January 21, 2021 **Author:** FRONTSTEPS **Content:** Did you know the career turnover rate within our industry is approximately 33%?! Nearly 10,000 baby boomers retire every day, leaving many positions unfilled within the property management space. Back in October, we created a post surrounding the topic of [finding a profession in the industry of Community Management.](https://www.frontsteps.com/blog/an-introduction-to-a-profession-in-community-management) We spoke about how these careers are valuable and needed today more than ever. Due to an increase in population and homes being built every year; we need community managers to serve properties and homeowners across the U.S. more than ever. CAI has created an educational component for college graduates to get some experience in the industry and facilitate more interest. But there’s another aspect to this equation, we need to retain this talent. Today’s workforce grew up with technology, and they want to work day in and day out with solutions that are easy to navigate and promote efficiency for all. Another reason why employing a seamless software experience is so essential to overall success. [Employees are more likely to stick around if; ](https://wheniwork.com/blog/10-ways-to-keep-top-talent-from-leaving-as-your-business-grows-and-changes) - They feel valued & a part of a bigger picture - Your company pays competitively - You promote a flexible work atmosphere - Pair them with good supervisors A few traits of a high-quality team member include, - Dedicated - Detail Oriented - Responsive - Technologically Advanced - Committed Retaining talent is a big concern, a study by [Gartner ](https://www.gartner.com/en/newsroom/press-releases/2018-12-05-fewer-employees-intend-to-stay-at-their-current-emplo)found that high potential employees are at greater risk of leaving. But by giving them a bit more freedom, allowing them to leverage technology, and keeping communication open, you can help increase retention. We wish each and every management company the best of luck when working to attract new talent this year, [to learn more about CAI’s program visit their website today! ](https://www.caionline.org) **Categories:** Community Resources --- ### [Benefits of Offering Mobile Applications](https://frontsteps.com/blog/benefits-of-offering-mobile-applications/) **Published:** March 11, 2021 **Author:** FRONTSTEPS **Content:** ![a number of studies by oracle and mobile smith have proven that over 60% of users prefer mobile apps over mobile sites](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/604aa714def5eb831b741fc2_Mobile-App-Stat.png)In general, having a mobile app can help several types of businesses. Many business owners get stuck in the old way of doing things and believe that their loyal customers will return even if they don’t adopt technology. A lack of technology might have been okay for businesses in the past, but in order to prepare for the future, adoption is essential. No matter what type of business you’re affiliated with, mobile applications can help with the following; - Providing Value to Customers - Connecting with Customers - Building A Strong Brand - Boosting Profits Providing mobile applications within communities is a proven way to increase homeowner engagement. These apps accommodate homeowners and give them the power to access their communities at any time. Many organizations see an increase in healthy communication. This also allows homeowners to check-in, read discussions, pay assessments, and reserve community amenities when it’s convenient for them. Higher homeowner engagement leads to; - An Increased Number of Volunteers - A Decrease In Late Payments - Greater Knowledge About The Association - An Increase In Community Involvement - And More! FRONTSTEPS recently launched a co-branded mobile application to assist communities in providing state-of-the-art communication to homeowners. To learn more about this app and the other products within the suite, connect with a representative today! **Categories:** Community Resources --- ### [FRONTSTEPS Manager: The Best Way to Optimize Daily HOA Operations](https://frontsteps.com/blog/the-best-way-to-optimize-daily-hoa-operations/) **Published:** January 12, 2026 **Author:** FRONTSTEPS **Content:** Community association management is no easy task. At times, it feels more like you’re a ringmaster of a three-ring circus, juggling the requirements of your day-to-day, your residents’ needs, vendor issues, and the demands of the board. But there’s a way to control that chaos: **the right HOA management software.** A property management platform that’s built for you, with **the best suite of tools to meet every need.** When you open the door with [FRONTSTEPS Manager](https://frontsteps.com/frontsteps-manager/), you’re getting more than just task management and a way to track community inspections and violations; for HOAs, FRONTSTEPS Manager does it *all*. Powered by ALLi, our AI assistant, FRONTSTEPS Manager is a single, [unified ecosystem](https://frontsteps.com/blog/introducing-frontsteps-manager/) that allows you to work anywhere. ![person doing work on a computer](https://frontsteps.com/wp-content/uploads/2026/01/The-power-of-property-management-platform-innovation.png) ## The Power of Property Management Platform Innovation Whether you’re at your desk or walking through communities and working from your phone, FRONTSTEPS Manager keeps things seamless and streamlined. You can easily jump between platforms when duty demands you to move. FRONTSTEPS Manager is designed to streamline and centralize the core functions CAMs handle every day by providing an integrated platform that optimizes your daily operations within a unified interface. Within a single ecosystem, you can **access community information, coordinate maintenance and inspections, track and process work orders, and generate files for board member reporting and insights.** Even complex tasks with many moving parts, like your architectural review workflow, can be streamlined through Manager’s communication hub and organization features and ALLi’s powerful search capabilities. FRONTSTEPS Manager’s tools reduce manual tasks by automating routine workflows and offering real-time visibility into community activities, like managing invoices and work requests. This lets managers stay organized and focus less on administrative overhead. FRONTSTEPS Manager gives you the freedom to spend more time on strategic community management and performing the service delivery that makes your community a better place to live. ![community ariel shot](https://frontsteps.com/wp-content/uploads/2026/01/Future-ready-HOA-mgmt-software.png) ## Future-Ready HOA Management Software HOAs are more popular now than almost ever before; the [National Association of Home Builders](https://www.nahb.org/blog/2025/12/community-builds-are-on-the-rise-again) notes that “in 2024, 65.7% of homes, which is the second-highest percentage in the survey’s history, were built in a community or homeowner’s association.” This means that more residents are moving into HOAs, and that increases a CAM’s workload. There are always challenges with growth, and FRONTSTEPS Manager is here to help ease the growing pains as a single, reliable system for managing communications, requests, and records as [your communities scale](https://frontsteps.com/blog/fast-growing-hoa-management-software-frontsteps). ### **FRONTSTEPS Manager’s ecosystem is the best platform to:** - Manage violations, architecture requests, and work orders (including from a mobile device) - Review reports and track tasks while on the go - Approve requests, review budgets, and monitor tasks in real time - Communicate with homeowners regarding violations, architecture requests, and work orders, and create notes to homeowners and boards regardless of location Both desktop and mobile apps are built with growth and scale in mind, offering a seamless experience with report synchronization so that you can just pick up the phone and go while continuing to work. Then, [ALLi](https://frontsteps.com/blog/meet-alli-frontsteps-ai-assistant/) makes search and report generation feel intuitive and natural. ![CAM working on the computer](https://frontsteps.com/wp-content/uploads/2026/01/Building-the-best-CAM-experience.png) ## Building the Best CAM Experience, One Community at a Time The constant context switching that CAMs experience carries an enormous cognitive load. For example… A violation question interrupts budget work. A homeowner following up on an architectural request while a vendor invoice is being reconciled. And then, a board member asks for documentation that lives somewhere across email threads, shared drives, and personal notes. Individually, these tasks are manageable, and there’s no question about whether or not you can do them– you can. But as they pile up, they create an always-on workload. CAMs can’t get their work done when their attention is fragmented and when every interruption carries such a high cognitive cost. What makes it worse is that *residents* experience this strain as friction and uncertainty. When requests move slowly or updates are inconsistent, homeowners assume the process is disorganized or unfair, even when decisions are being made thoughtfully. **Trust erodes because the path from request to resolution feels invisible.** This is where a centralized platform like FRONTSTEPS Manager **changes the dynamic.** When you use *one unified platform* for your day-to-day management, CAMs no longer have to feel like they’re struggling to juggle every last detail. Instead, requests, records, and updates live in one place, letting you focus without constantly resetting your attention. ![residents on bikes](https://frontsteps.com/wp-content/uploads/2026/01/Your-residents-will-love-it-too.png) ## Your Residents will Love it Too For residents, **clarity and structure feel like safety.** With the assistance of [FRONTSTEPS Community](https://frontsteps.com/community-association-management/), they can receive consistent automatic status requests and insight into how decisions are made. That clarity creates a healthier relationship between CAMs and their communities, on top of the benefits from increased operational efficiency, reduced mental workload, improved workflows, and optimized day-to-day tasks. Want to see what FRONTSTEPS Manager can bring to your organization? Reach out and [schedule a demo today](https://frontsteps.com/contact-us/?utm_source=FS_organic_social&utm_medium=blog&utm_campaign=manager) with the best HOA software in the game. **Categories:** Article --- ### [Hiring and Keeping your Best Community Association Managers](https://frontsteps.com/blog/hiring-and-keeping-your-best-community-association-managers/) **Published:** December 23, 2021 **Author:** FRONTSTEPS **Content:** Make your HOA community associations stand out to top job candidates. Employee retention is critical to sustained success, especially in a competitive job market. And competitive it is: [nearly two thirds of management companies](https://www.globenewswire.com/en/news-release/2021/09/10/2295251/0/en/NEW-REPORT-EXAMINES-HIRING-TRENDS-AND-LABOR-SHORTAGE-OF-CONDOMINIUM-AND-HOMEOWNERS-ASSOCIATION-MANAGERS.html) are hiring for open positions. Long-term business success can be attributed to employees who feel like their efforts are acknowledged and appreciated. Prioritizing employee retention can foster a winning culture and free you up to growing the number of communities you serve. Here are 5 strategies for hiring the right talent and limiting turnover: **1) Prioritize Onboarding** Set your employees up for success from the start with a thorough onboarding and orientation process. When you invest time in developing onboarding materials, you’ll empower your new employees to get up to speed faster. They’ll quickly adapt to their new environment, know who to go to for what and will have the tools they need to get started. Facilitating introductions with co-workers is a simple way to make them feel part of the team and build their network. **2) Set Them Up for Success** Give your association managers the tools they need to field homeowner questions online, respond on the go, and provide outstanding service to demanding boards and homeowners. Build stronger relationships with homeowners by equipping your team with a [fully integrated association management platform](https://frontsteps.com/products/community-management/) for greater productivity. With dated community management tools, your team can feel left out to dry. Consider a platform manages accounting, payments, workflows, communications, security, and more under one roof. All while delighting homeowners with [a branded app](https://frontsteps.com/products/mobile-app/) that puts community perks at their fingertips. **3) Provide a Path for Advancement** Employees want to develop over time in their role, either in responsibilities or influence, in the company that they work for. Without these growth opportunities, an employee can feel limited in their development. Offer your team a roadmap for promotions and what may qualify them for a merit increase over time. Be honest about their strengths and weaknesses, so they can work to fill any gaps. Mentorship opportunities for new staff members can develop new leaders, while also ingraining good procedural habits for your latest hires. Additional career advancement opportunities are provided through the [Community Association Institute](https://www.caionline.org/Events/Pages/default.aspx), [CACM](https://cacm.org/), and a number of other regional membership groups. Conferences are offered nationally and through local chapters, including educational opportunities and new perspectives on serving communities. **4) Recognize Employee Performance** Employees do their best work when they feel appreciated for their efforts. Acknowledgement of their accomplishments makes an impact and drives future performance. This is especially the case when it comes from leaders in your organization. Develop ways for your team to give and get recognition from their peers with shout outs by celebrating successes in a group setting. The recognition doesn’t always need to come from their leader. There are inexpensive methods to celebrate successes amongst the team on a regular basis that can be implemented to lift employee satisfaction. **5) Encourage Open Communication** Open communication is integral to building effective and lasting working relationships. Give your employees a voice that can lead to positive changes in your operation. New employees bring an outside perspective with new ideas that may impact the business in significant ways. Conduct recurring employee engagement surveys amongst your staff to receive feedback on office culture, role satisfaction, career development and pain points. Anonymous surveys give employees the opportunity to share more transparent feedback that they may not have felt comfortable sharing directly with their manager. This can lead to improvements across your company. **Categories:** Your Business --- ### [FRONTSTEPS Co-Branded Mobile App](https://frontsteps.com/blog/frontsteps-co-branded-mobile-app/) **Published:** February 2, 2021 **Author:** FRONTSTEPS **Content:** [FRONTSTEPS](https://c212.net/c/link/?t=0&l=en&o=3052259-1&h=3780822117&u=http%3A%2F%2Fwww.frontstepsdev.wpenginepowered.com%2F&a=FRONTSTEPS) is excited to announce the launch of our new co-branded mobile app, part of our integrated suite for owners’ associations. With this new offering, property management companies and homeowner associations can offer a feature-rich homeowner mobile app that reflects their own branding without the expense of developing their own technology. All co-branded mobile apps will include the same industry-leading functionality that is available in the FRONTSTEPS homeowner mobile app. Management companies and HOAs choose a name and icon for the iOS Store and Google Play Store, as well as colors and images in the app to match their unique brand. Using the mobile app, homeowners have 24/7 access to view community announcements, access their balance, make payments, download community documents, communicate with other homeowners, view CC&R violation information, and submit maintenance requests. “The mobile app has all the self-serve features homeowners are looking for, and co-branding allows our customers to offer this functionality under their own unique brand”, said Anke Heckhoff, FRONTSTEPS Community Product Manager. “Plus, we are adding new time-saving features for homeowners every month. All updates will automatically be made to all co-branded apps as well.” As smartphone usage has skyrocketed, homeowners expect to communicate with their management company or HOA conveniently from their phone wherever they are. “As a leader in this space, it is critical that we not only offer a feature-rich mobile experience but do so under our own brand, which customers have come to trust and respect. FRONTSTEPS is a proven technology partner who makes this easy for us and helps us extend our technology leadership,” said Domingo Sanchez, Chief Executive Officer at Artemis Lifestyles. The co-branded mobile app also integrates with the FRONTSTEPS Accounting (Caliber). Managers will see homeowner profile data, documents, and maintenance data flow directly from FRONTSTEPS Accounting into the co-branded mobile app, creating a seamless connection between Management and homeowners. ![mobile app dashboard](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/60198b4eac0b31405ba8ef2b_Mobile-App-Screens.png "mobile app dashboard") **Categories:** FRONTSTEPS News --- ### [Why Management Companies Are Pouring Money Into Homeowner Portals](https://frontsteps.com/blog/why-management-companies-are-pouring-money-into-homeowner-portals/) **Published:** September 22, 2022 **Author:** FRONTSTEPS **Content:** ## Benefits of Homeowner Portals for Management Companies What if, as a property management company, you were already behind the times? Like many management companies, you may use five or more different software products to help deliver a smooth [customer service experience](https://www.realtrends.com/articles/milestones-ceo-says-agents-must-move-away-from-transactional-mindset-to-a-relational-one/). However, change is in the air. More management companies are beginning to invest in new tools, including useful homeowner portals that change their entire approach to customer service. Why are these **homeowner portals** a major game-changer for property management companies like yours? Let’s take a look. ### Getting the Edge Over Your Competition One of the primary reasons management companies invest in homeowner portals is to get an edge over the competition. Homeowner portals provide a decidedly better customer service experience. A portal creates a smooth, uniform online experience for all your customers. This can help you compete for HOA contracts and stand out from your peers. Once HOA boards and customers alike discover how customer-centric you are, you will get the edge and [gain more business](https://frontsteps.com/solutions/property-management). ### Curbing Burnout for Community Association Managers It’s well known that [good community association managers](https://hub.associaonline.com/blog/8-qualities-of-a-good-community-association-manager) are essential to a management company’s reputation and growth. And, if you want to keep CAMs from getting burnt out, modern homeowner portals are key. CAM burnout often comes from fielding a plethora of questions from varying directions. The never-ending flow includes emails, texts, and customers walking in to onsite offices. With a modern homeowner portal, that experience changes fast. CAMs can quickly provide online updates to homeowners. In turn, homeowners will have a convenient way to submit requests, check payment status, and more. This results in fewer headaches for your CAM, and consequently less risk of burnout. ### Winning the Right Clients At the end of the day, who you work with really matters. It’s not enough to get as many clients as possible. You also want to win over the *right* clients. When a management company starts using homeowner portals, you do more than just impress the homeowners. You also show community associations that you are invested in both modern solutions and modernized customer service. There are certainly community associations that are satisfied with “bargain basement” management companies. But if the association doesn’t really care who they work with, do you really want to work with them? By investing in a top-flight homeowner portal, you improve the odds of finding the right fit clients who are equally invested in superior service. ### Get the Best Homeowner Portals Today! FRONTSTEPS Community is one of the association management industry’s most popular and fastest-growing homeowner portals, for a few reasons. It has more communication features for reaching homeowners, richer self-service for empowering residents to complete tasks online, and a highly capable mobile app that puts the convenience of community living in the palm of residents’ hands. Ready to discover the difference that superior homeowner portals can make? [Learn More](https://frontsteps.com/demo-request) **Categories:** Your Business --- ### [Three Tips for Switching HOA Technology Providers & Management Services](https://frontsteps.com/blog/three-tips-for-switching-hoa-technology-providers/) **Published:** January 19, 2024 **Author:** FRONTSTEPS **Content:** Is your current HOA management software falling short of your expectations? Here are three tips to consider when switching HOA technology providers. ### 1. **Focus on the Big Picture** See the forest, not the trees. When deciding between HOA technology providers, it can be easy to get bogged down by minute differences in functional details between one system and another. The fine points and features of a new piece of software are important. However, when switching technology providers, it’s far more beneficial to focus on your overall needs. Every HOA management system will have a learning curve. The determining factor in making a switch is whether the new provider will enable you to work more efficiently overall, even if some features are not as you expect. Additionally, features come and go all the time, especially for web-based applications that are actively being enhanced. Considering this, it’s best to orient this decision around your long-term goals. ### 2. **Assess Your Data** Before you switch HOA management services, it’s beneficial to assess your data and determine its importance. One can’t always assume that this data will get transferred to the new software system automatically. Don’t worry, there are ways of saving important data to an external hard drive or a cloud. Other times, it’s best to start fresh and not worry about the old data. Either way, it’s worth discussing your options with a potential provider once you determine the value of your old data. ### 3. **Knowing the Difference Between Limitations and Adjustments** As you adjust to your new HOA technology provider, you may get the feeling that you’re being asked to limit your management process. It’s important to keep in mind the difference between adjustments and limitations. Of course, you would never want to transfer to a new piece of software that restricts what you can do. However, there are instances in which adjusting your process is desirable. Potential positive outcomes include developing shorter response times and reducing the rate of errors. There are clear advantages that make switching HOA management a worthwhile adjustment. ## Are You Ready to Improve Your Management Software? Now that you’ve learned these tips for switching HOA technology providers, take the time to see what is possible with modern solutions. When it comes to HOA management software, only FRONTSTEPS can offer you solutions for every important role, from accountants and community managers to board members, homeowners, and even gate attendants and guards. Reach out to us to learn more about our highly rated software and [schedule a demo](https://frontsteps.com/demo-request). We look forward to hearing from you! **Categories:** Article --- ### [Relationship Building with Community Association Services Providers](https://frontsteps.com/blog/relationship-building-with-providers/) **Published:** April 6, 2021 **Author:** FRONTSTEPS **Content:** Community managers work day in and day out to ensure that their communities are running smoothly. Not only are they taking care of homeowners, but they are working to maintain the grounds, facilities, and common spaces within the association. With that comes the responsibility of working with different service providers regularly. According to CAI, “Having reliable service providers ensures that property values are sustained, crucial work is completed, and association leaders meet their legal and fiduciary obligations Managers communicate with these providers to get proposals and contracts established for work around communities. It’s vital that through these interactions, management is working to aid the relationship and make a good impression so they’ll continue to show up for your communities when you need it most. So, what should you strive to embody within these business relationships? - Communicate and Stay Involved - Be Authentic - Identify Goals & Values - Develop Mutual Respect Choosing the right service providers and maintaining healthy relationships with them is essential to the success of your association. These connections ensure that important tasks and work get accomplished in a timely manner. Hiring the right folks can keep your community members happy and prospering for years to come! **Categories:** FRONTSTEPS News --- ### [How a New Generation of Homeowners are Rewriting the Community Playbook](https://frontsteps.com/blog/next-generation-of-homeowners/) **Published:** October 26, 2022 **Author:** FRONTSTEPS **Content:** First-time homeownership surged after COVID-19, fueled by pent-up demand and historically low mortgage rates. Many of these homeowners are young and will own homes for decades. Their loyalty is enormously valuable to management companies, but it won’t come easy. Young consumers are tech-savvy, independent, and impatient. Modern tech is increasingly important in creating the community experience that residents crave. In our conversations with management company executives, they increasingly stress the importance of putting tools into homeowners’ hands to manage community living on their schedule and at their convenience. Failing to meet the technological needs that young home buyers are looking for could prompt resident turnover and detached, disengaged homeowners. Here are three first-time home buyer expectations that we see discussed in the marketplace: **Social Connection** – Millennials are the first generation with social media embedded in their personal and professional lives. This generation is motivated to stay connected and updated with news, trends, and viral media. [36% of millennial users say they use social media to get their news](https://www.valuepenguin.com/banking/statistics-and-trends#sources). It’s no surprise they’re looking for the same connectivity when becoming a member of an HOA. These homeowners want information on their community 24/7, they want to self-serve and have the convivence of getting things done on their own time. These types of users take advantage of updating their profiles, viewing and joining events, reserving amenities, submitting work orders, and submitting payments. In turn, all these actions completed by these tech-savvy consumers help and provide value to management companies. Providing consumers this type of important information on a unified platform will set communities apart moving forward. **Simple Payments** – eCommerce and online banking have been on an upward trend for years, and the pandemic accelerated that shift. Today, [71% of banking is completed online, and 43% of transactions are done on mobile devices.](https://www.valuepenguin.com/banking/statistics-and-trends#sources) Consumers expect secure and straightforward options when it comes to paying for goods and services in all aspects of their lives. For communities, this means offering solutions that include instant access to upcoming bills, the ability to pay with a few taps, and a log of historic payments for peace of mind. Association boards also benefit from this shift because it gives them better visibility into their finances and helps track delinquencies. **Secure Communities** – [This past year we saw online shopping grow by 25%](https://www.statista.com/topics/871/online-shopping/#dossier-chapter1). Consumers want their shipments completed quickly. But, perhaps more importantly, they want shipments completed securely. Many software companies offer security options for homeowners so they can track these important packages after they have entered communities. These types of features become essential to homeowners living in condominium or high-rise communities. Homeowners can take security measures while sitting on their phone at home by issuing guest passes to those who need access into the community. All they must do is enter a name and phone number, and that guest is given a QR code to access the community. Offering knowledge, communication, and ease of usability will ultimately give these businesses the competitive advantage they’re craving. Management companies should focus on working with software companies that appeal to the new expectations of young owners. Mobile apps are good for business because they move more transactions online, resulting in less overhead, better reporting, and less effort to scale operations. By adopting and enhancing the software provided to homeowners, they’re increasing their chance of securing loyal, long-term residents. **Categories:** Board Resources --- ### [Revolutionizing HOA Management: Introducing FRONTSTEPS Suite Manager](https://frontsteps.com/blog/introducing-suite-manager/) **Published:** October 9, 2024 **Author:** FRONTSTEPS **Excerpt:** Introducing FRONTSTEPS Suite Manager **Content:** [FRONTSTEPS ](https://frontsteps.com/ "Homeowners Association Management Software")is excited to announce a game-changing enhancement to its already industry-leading suite of HOA and Community Association software. Introducing [FRONTSTEPS Suite Manager](https://frontsteps.com/products/suite-manager "Suite Manager"), a unified web-based association management solution that brings together the power and insight of FRONTSTEPS back-office systems within an easy-to-use and mobile-responsive web-based application. Designed with feedback from real-world Community Association Managers and Management Company employees, this is the first task-management and accounting system designed specifically for the HOA space. FRONTSTEPS Suite Manager is sure to change the industry by allowing Community Association Managers to harness the power of FRONTSTEPS Caliber on-the-go, simplifying workflows, increasing visibility into community finances and operational efficiency and breaking down barriers between collaboration and communication. ## 4 Key Benefits of FRONTSTEPS Suite Manager ### 1. Web-based experience designed for Community Association Managers with Community Association Managers FRONTSTEPS Suite Manager re-imagines the powerful desktop accounting platform, FRONTSTEPS Caliber. An industry leading technology for nearly 25 years, FRONTSTEPS Caliber has become the accounting tool of choice for Community Association Managers thanks to its comprehensive and powerful reporting capabilities. Following conversations with Community Association Managers, FRONTSTEPS understood the need to bring the power of Caliber to the field, allowing them to access the tool from wherever they are working. The mobile-optimized web-based interface grants access to FRONTSTEPS’ entire suite of products with the sign on from a single account. No need to remember passwords or jump between technologies, allowing for better workflows and project management, reporting and communication all in one place. ### 2. The STEP System: HOA Specific Workflow Management Following conversations with a group of “Champion Customers” it became clear that the project management tools used by Management Companies were fragmented and not designed to handle the complexities and uniqueness of needs in the HOA space. FRONTSTEPS designed the STEP System framework, a dynamic task management system that automatically incorporates tasks from the FRONTSTEPS suite and other third-party platforms and websites like Outlook. The STEP System works seamlessly to manage tasks, like work orders, architectural requests and violations, eliminating the need to access FRONTSTPS Caliber and FRONTSTEPS Community. It allows for easy collaboration between back-office employees and provides visibility into the progress of various tasks. Automations notify Community Managers of new work orders, board member approvals, and other critical actions, ensuring that nothing falls through the cracks. This consolidation reduces the need for additional CRMs and work-order ticketing systems helps to save money and time, allowing Community Association Managers to focus on strategic activities that drive value for your organization. ### 3. AI Driven Enhanced Reporting and Visibility At the heart of FRONTSTEPS Suite Manager is a customizable and AI-Driven dashboard that provides Community Association Management Companies with the holistic insights that they need to successfully run and grow their businesses. This dashboard provides Management Companies with a centralized hub where they can access all the tools and information that they need to manage their communities efficiently and effectively. Get insights from individual communities to entire portfolios. Powerful AI allows users to create custom reports—from individual communities to entire portfolios—in important business functions such as profitability benchmarking, projections, and efficiency metrics. This is a game-changer for portfolio managers who need to make informed decisions based on data analysis. ### 4. Enhanced Communication and Collaboration FRONTSTEPS Suite Manager is designed to simplify collaboration between Community Association Managers and other Management Company back-office staff, Board Members and Homeowners. The ability to assign tasks to and communicate between groups ensures transparency in communication and fosters collaboration, leading to timely and efficient resolutions. Additionally, thanks to the STEP system outlined above, communications and automated notifications can be sent directly to Community Association Managers and Board Members, alerting them when action is required to ensure that processes progress for operational continuity. Getting everyone on the same page reduces misunderstandings and improves community satisfaction. ## **Transforming the Future of HOA Management** FRONTSTEPS Suite Manager is not just a new software tool—it’s a transformative platform set to redefine HOA management. By providing a unified, web-based platform that leverages the power of AI, FRONTSTEPS Suite Manager offers a transformative solution that enhances efficiency, communication, and profitability. As the industry continues to evolve, FRONTSTEPS Suite Manager stands out as a forward-thinking tool that empowers Management Companies, Board Members, and Homeowners to thrive. Stay tuned for the official launch and get ready to experience the future of HOA management with FRONTSTEPS Suite Manager. For more information and to learn more about FRONTSTEPS Suite Manager, fill in the form below: Δ URL This field is for validation purposes and should be left unchanged. First Name(Required) Last Name(Required) Work Email(Required) Phone Number Company \*(Required) Select Your Role(Required)Select Your Role \*Management Company EmployeeCommunity Association ManagerBoard MemberHomeownerDealer Region(Required)State or Region \*AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCanadaOther This field is hidden when viewing the form How many communities does your organization manage?(Required) How many communities does your organization manage?(Required) By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message and data rates may apply. Reply STOP to opt out of further messaging. [Privacy Policy.](https://frontsteps.com/privacy-policy/) SUBMIT **Categories:** Article --- ### [HOA Accounting Best Practices: How to Maximize Your financial management](https://frontsteps.com/blog/hoa-accounting-best-practices/) **Published:** June 28, 2022 **Author:** FRONTSTEPS **Content:** Any given homeowners association or community association management company has a primary goal — making sure residents’ day-to-day needs are met. To reach that goal, these groups end up processing payments and performing numerous other functions around HOA finances, and the way they perform these financial duties can set the tone for their overall interactions with their communities. While HOAs can range in size from serving a few residents to representing communities with thousands of homes, every HOA needs a financial solution, whether that means managing accounting functions in-house or working with a financial firm. While many organizations tasked with these HOA finance duties are still taking an old-fashioned approach to record-keeping and management, it’s best to leave spreadsheets and non-industry-specific software behind and move into dedicated [HOA accounting solutions](https://frontsteps.com/products/accounting/). Applying an industry-leading approach to HOA financial management standards means combining the right technology with a resident-friendly mindset. The heart of good accounting is record-keeping, and organizations with accurate, accessible and comprehensive records such as HOA financial statements are better equipped to deal with board member scrutiny, resident requests and everything in between. ## **Why is great HOA accounting so important to communities and management companies?** The volunteers who make up HOA boards are at their best when they can adjust their practices and technology to make their own tasks easier while simultaneously helping their residents get things done. This is the impact of improved accounting processes. Without records and visibility, a board is limited in its effectiveness. Unfortunately, this is often the default, with many HOA boards held back by manual processes and non-industry-specific software. This lack of a single, digitized point of information keeps HOAs from having quick answers when residents ask how their money is being spent, and may even prevent them from noticing misuse of funds until significant damage has been done. Efficient HOA accounting practices designed around purpose-built technology are so helpful because they deliver an efficient approach to financial functions. Funds are accounted for in a centralized location, ensuring that employees can spend less time handling manual accounting functions. A dose of automation enables sound HOA accounting principles to help guard against malfeasance and data entry errors while also giving community managers and accounting staff time back in their day. This combination of efficiency and performance is worth the upgrade, providing a strong incentive for HOA boards to finally move away from their legacy accounting methods. An HOA board member is typically not an accountant by trade. When HOA boards have strong, technologically enabled HOA finance processes on their side, they don’t have to worry about building accounting know-how. ### **How can management companies differentiate through their accounting practices?** Management companies that have effective accounting practices simply have an advantage over those that are still dealing with legacy processes. When residents request information — for example why a fee increased year-over-year or how their money is being spent in the HOA budget — the more digitized, effective HOA management company will be able to answer immediately. Management companies that have adopted modern, digital accounting practices can also integrate their financial systems with other [HOA technology](https://frontsteps.com/blog/). This may mean providing an improved resident portal experience, with homeowners able to log in and verify information about their accounts. Financial information managed by one of these specialized systems forms a tidy, auditable financial report trail. Using a system that does not allow figures to be concealed or changed after the fact adds extra value — this gives residents peace of mind that their money is being managed responsibly. ### **What’s the risk of poor HOA accounting performance?** Just as good accounting can simultaneously make HOA board members’ jobs easier and help their organizations perform better, failures of accounting or financial reporting can prove both time-consuming and damaging. Tracking down a financial error in HOA financial statements based on paper records or offline spreadsheets can take days, frustrating board members and raising questions. The other risk factor that good HOA accounting standards guard against is one no HOA board member likely wants to think about, but a very present threat all the same — intentional financial crime. A malicious person can take advantage of accounting systems that lack technology and best practices to remove funds and doctor records, potentially avoiding detection for a long time. In most states, auditors will check associations’ books at least once a year to make sure all records around HOA finances are being kept honestly and accurately. Not only does purpose-built and audit-friendly accounting software help these regulators sign off on HOA financial management performance, but the digital records can also serve as evidence in court, proving that the board has behaved properly and assembled a comprehensive financial report. ## **How do you apply HOA accounting standards?** When it comes time for an HOA, community association management company or specialized accounting business to update their approach, the actual process is relatively straightforward. These groups simply need to phase out existing systems that are driven by manual activities and outdated technology options. Establishing a new, centralized approach to bookkeeping is the crux of adopting record-keeping and accounting best practices. Having such a system eliminates numerous problems, from the manual labor associated with updating records to the risk of suffering malfeasance through doctored offline records. Choosing which technology platform the organization will use is part of this upgrade process. HOA management is a unique field in many ways, with its own regulatory needs and a defined relationship between the homeowners paying for services and the often-volunteer board members tasked with overseeing their funds. ### **What does an accounting firm dealing with HOA boards need to know?** In some cases, the organization managing accounting and budgeting for an HOA won’t be the board itself, but rather an accounting firm called in for financial assistance. From a best practices standpoint, not much changes — these accounting services firms still need to take tech-forward approaches that are specially tailored to the HOA-resident relationship. These firms can even employ the same types of HOA accounting software used by HOA boards. While they likely won’t need other features of such tech tools, such as community management functions, having comprehensive and auditable accounting systems that are tailored to the HOA sector can deliver efficiency and performance, and show that these businesses are committed to helping boards succeed. ## **What role does technology integration play in HOA accounting?** A fully integrated technology strategy is empowering for HOA boards, as they can communicate more directly with their residents about matters including both collecting payments and providing accurate expense records of how the money is being spent. These organizations no longer have to purchase numerous systems from various software providers and force those tech tools to work together. Instead, they can be confident their [fully integrated platforms](https://frontsteps.com/solutions/hoa-management-software/) will deliver performance and efficiency out of the box, saving them time and providing more seamless workflows that will help them manage their communities. When the system that handles online community portals and resident apps is directly integrated with accounting functions, it’s easy to give residents streamlined ways to pay their bills and then check up-to-date records of their contributions. These all-in-one software platforms allow HOAs to create branded public-facing tools that increase trust in their organizations. Homeowners always know they’re dealing directly with the homeowners association as they make their payments and communicate with the board about the way the money is being used on community services and improvements. ### **How do HOAs connect with their banking providers?** Software that enables a direct link between banks and HOA boards is an important trait to look for, because of the amount of manual work it saves. When HOA board members need to process payments by hand, the actions can be time-consuming, month after month. A large-scale community management organization will feel this need most acutely — processing thousands of individual payments is an arduous process that introduces the risk of human error. In these cases, it’s far more efficient to use HOA accounting software that enables automatic processing to accounts, sending of validation files and alerts regarding lockbox transactions. ## **How do HOA boards find ideal accounting and community management software?** When HOA board members embark on a search for a new accounting solution, they should make sure they’re getting a best-in-class option. This will not just enable them to take their accounting method and financial practices to a new level, it will ensure they can go longer without performing another upgrade. The perfect solution for accounting management in the HOA space will provide: - A centralized record of resident payments and HOA budget spending - Auditability and tamper-proof features to prevent malfeasance - Integration with other HOA management systems, such as community portals - Connections with financial institutions for efficient, secure processing Good record-keeping is a universal value for organizations to adopt, and in this way, an HOA management company is no different from any other type of business. Specialization of tools and practices will help these groups discover the proper way to become better financial managers within their unique property management space, building effective HOA accounting principles into their workflows. The ideal tech option will be designed from the ground up for the HOA space and available as part of a comprehensive community management suite. Empowered with this solution, HOA board members can step up their accounting performance without retraining themselves to become accountants. To discover your organization’s next-generation accounting solution, [request a FRONTSTEPS demo today](https://frontsteps.com/demo-request). **Categories:** Your Business --- ### [Private Neighborhood Security: Navigating Shortages of Hardware](https://frontsteps.com/blog/gated-neighborhood-security/) **Published:** October 3, 2022 **Author:** FRONTSTEPS **Content:** **Supply Chain Shortage of Security Hardware** During the months of [December 2021 through March 2022](https://libertystreeteconomics.newyorkfed.org/2022/05/global-supply-chain-pressure-index-may-2022-update/), there was a glimmer of hope. Global supply chain pressures showed signs of easing. Unfortunately, in April 2022, as renewed strains came about, conditions worsened. A gated neighborhood protects the people who live in their community. However, what happens when the gated neighborhood security hardware is not functioning, and due to supply chain issues, cannot be fixed right away? Then what? Here are some tips for making the best of a difficult situation. **Balancing Safety With Convenience** Homeowners rely on their gated neighborhoods for safety, but they also want it to be convenient, particularly when they come and go. And they want that convenience extended to the vendors and guests who arrive to visit them. Anyone who frequently enters and leaves the community will be frustrated if the gate is not working as planned. [Global supply chain challenges](https://www.pwc.com/us/en/services/consulting/business-transformation/digital-supply-chain-survey.html) and back orders make an uncomfortable situation almost unbearable. When access control devices, parking control, telephone entry systems, and vehicle gate operators are not performing their tasks and you cannot get a replacement for them, the headaches start. Here is what you can do to prevent or minimize this pain. **Invest in Flexible Software** Security software is the hidden backbone to your visitor management system. It is important to [invest in flexible software](https://frontsteps.com/products/community-management/) so that you can keep your options open. Some security products only work with a specific set of hardware models. This can mean you may need to toss the software in addition to the new hardware implementation. You can prevent such challenges when you purchase flexible software from the beginning. **Choose a Well-Connected Installer** There is a popular old saying, “It’s not what you know, but who you know.” For a gated neighborhood, it is no different. When challenges arise, you want to have a relationship with an installer that has experience with your neighborhood layout, devices, and visitor expectations. This is critical and will ensure you can get [up and running fast](https://frontsteps.com/blog/how-community-managers-can-make-gated-communities-run-smoother/) should something break. Additionally, check your installer’s ability to source devices. Many experienced installers are tightly connected with hardware manufacturers and resellers and may help you snag equipment that is difficult to procure on your own. **Plan Ahead** The world is not out of the clear with supply chain issues. When replacing or upgrading your hardware, assume that replacement hardware can take longer than expected to arrive. Pad your calendar a bit to accommodate for the delays that supply chain hiccups can cause. **Endless Possibilities for a Gated Neighborhood** FRONTSTEPS Dwelling (formerly dwellingLIVE) offers your gated neighborhood the visitor management and credentialed access features it needs and interoperates with a wide range of leading hardware devices – giving you more options in an uncertain environment. See it for yourself: [Schedule a personalized demo](https://frontsteps.com/demo-request) now! **Categories:** Board Resources --- ### [Changing of the guard: how a new generation of HOA residents is rewriting the community playbook](https://frontsteps.com/blog/changing-of-the-guard-how-a-new-generation-of-homeowners-is-rewriting-the-community-playbook/) **Published:** October 28, 2021 **Author:** FRONTSTEPS **Content:** First-time homeownership is rebounding, fueled by pent-up demand and historically low mortgage rates. Many of these homeowners are young and will own homes for decades. Their loyalty is enormously valuable to management companies, but it won’t come easy. Young consumers are tech-savvy, independent, and impatient. Modern tech is increasingly important in creating the community experience that residents crave. In our conversations with management company executives, they increasingly stress the importance of putting self-service tools into homeowners’ hands. Failing to meet these expectations can be costly. Here are three homeowner expectations that we see discussed in the marketplace: **Social Connection** Millennials are the first generation with social media woven into their personal and professional lives. The lines between social media and ‘traditional media’ often blur for younger consumers. [36% of millennials get news from social media](https://www.valuepenguin.com/banking/statistics-and-trends#sources), in part because of how quickly news can spread. It’s no surprise they’re looking for the same timeliness within their HOA. Homeowners want updates on events and maintenance from anywhere, as well as the ability to submit requests and comments on actions specific to their home (such as architectural change requests). Mobile access helps management companies meet this increased appetite for transparent, timely information. **Simple Payments** eCommerce and online banking have been on an upward trend for years, and the pandemic accelerated that shift. Today, [71% of banking is completed online, and 43% of transactions are done on mobile devices.](https://www.valuepenguin.com/banking/statistics-and-trends#sources) Consumers expect secure and straightforward options when it comes to paying for goods and services, including housing and association expenses. For communities, this means offering solutions that include instant access to upcoming bills, the ability to pay with a few taps, and a log of historic payments for peace of mind. Association boards also benefit from this shift, because it gives them better visibility into finances, provides reoccurring payment options for consistent cash flow, and helps track delinquencies. **Secure Communities** [Online shopping grow by 25%](https://www.statista.com/topics/871/online-shopping/#dossier-chapter1) last year, and continues to climb. Consumers want their shipments quickly, but more importantly secure. HOA technology must offer parcel tracking features that keep homeowners, boards, and security guards (where applicable) alerted and informed. These features are especially critical in high-rise condominiums. Mobile-first security features can also provide convenience, in addition to peace of mind. For example, homeowners can create guest passes from their smartphone without leaving the kitchen table for communities using our [security solution](https://frontsteps.com/products/security). All they have to do is enter a name and phone number, and that guest receives a QR code to access the community. [Well-designed mobile apps](https://frontsteps.com/products/mobile-app/) are a win-win. Homeowners like the instant access to their community’s features, whether that means booking a tee time or making a payment. And management companies can deliver higher customer satisfaction while lowering their operating costs by putting more tools and information in homeowners’ hands. Our research shows strong interest in mobile apps across age ranges, in fact. So it’s not a matter of greater interest among younger homebuyers… it’s a matter of higher expectations. **Categories:** Community Resources --- ### [UserVoice Ideas Are Live!](https://frontsteps.com/blog/uservoice-ideas-are-live/) **Published:** June 10, 2021 **Author:** FRONTSTEPS **Content:** You voted, and we listened! In the first half of 2021, we launched the following ideas for Caliber directly from [UserVoice](https://go2.frontsteps.com/NTM5LVlISi0yNzMAAAF9i3fG8vT3Wtt-XMtUAW4vYpKmDtSs-gUBDUvUxQqJiOZQkO_YTWDGZq3rJnqBP_FlkSIs70s=), our community feature request platform. Collectively, these ideas gathered nearly 150 votes from our users! We look forward to continuing this momentum for Caliber as part of the FRONTSTEPS Suite. **Check/Uncheck All Option Added to Owner Mail Matrix** This Check/Uncheck All option will save you time assigning or updating Mail Matrix settings on a per-Homeowner basis. **Expired Vendor Insurance Warning Displayed on Maintenance Items** Similar to our Violations module, when assigning a Vendor to a Maintenance item with missing or expired insurance in Vendor Management, a text warning is displayed immediately on-screen. **AutoResize and Date/Time Stamp Added for Pictures Uploaded to Caliber Anywhere** To optimize upload speeds during property inspections, picture files are now automatically resized to a standard resolution when attached to an item in Caliber Anywhere. Once uploaded, a Date and Time Stamp is now visible for each picture. **Payment Type Column Added to Invoice Viewer** The Payment Type column is now available on the Invoice Viewer. To open the Invoice Viewer from the Top Ribbon, click View > Toolboxes > Invoice Viewer. **AutoComplete Text Added to Vendor in AP Invoice Entry** Similar to the Client field within the Invoice Entry window, once in the Vendor field, simply start typing the name of the Vendor and watch Caliber immediately suggest Vendor names as you begin typing! **ACH Definition Last Modified By Tracking Added on Owner Account** The Last Modified By column is now available on the ACH Definition Toolbox and ACH Definition window on the Account Dashboard. Users can see if a definition was last edited by a team member in Caliber Desktop or by a Homeowner in Caliber Portal. **Drag and Drop Added to Pictures Tab of Violations and Maintenance Items** From the Pictures tab of a Violation or Maintenance item, simply click and drag a picture file (.bmp, .jpg, .jpeg, or .gif) from your computer and drop them onto the file area. Once the picture is uploaded, you can then edit the Caption and Save your item. **Mutual of Omaha to CIT Bank Rebranding** All instances of Mutual of Omaha appearing in Caliber have been updated to CIT Bank. NOTE: Bank Names added to the Master Bank List will need to be updated manually. **Account Number, Hearing Date, and Next Fine Amount Columns Added to Violation Viewer** In order to more quickly process your community’s Violations, we have made the Homeowner’s Account Number, next upcoming Hearing Date, and Next Fine Amount from your Notification Process available for display in the Violation Viewer. To add these new columns, you must right-click on any column header, select Column Chooser, and drag-and-drop the columns into the Viewer. UserVoice Ideas Coming Soon… - **Select Recipients When Creating Statements** - **Copy Text from Dashboards** Stay tuned for more idea updates to come and check out our Product Roadmap on the [Support Site](https://support.calibersoftware.com/) for our latest news. We encourage you and your team members to continue voting and posting ideas to make Caliber even greater! **Categories:** Board Resources --- ### [Three Non-Negotiables with Association Accounting Software](https://frontsteps.com/blog/three-nonnegotiable-with-accounting-software/) **Published:** January 22, 2024 **Author:** FRONTSTEPS **Content:** We know thinking about community financials can be stressful. It’s probably the most essential element when determining your association’s success. By employing an all-inclusive accounting software solution, your management team can transform these stressful situations into simple daily tasks. All while pushing your management company to grow, streamline processes, and get on track for greater profitability. There is so much that goes into creating a successful accounting process, it can be overwhelming. Today, we’ve categorized three crucial aspects you should put at the top of your list when looking for these pieces of technology. ### *1. Transition* You’ll need a team to assist with importing your association’s data. These individuals will ensure a smooth migration to your new platform*.* Often enough, transitioning yourself to a new platform can cause frustration and mistakes. These stressors can both be eliminated if your new provider has professionals helping with the process. ### *2. Training* If you select a comprehensive platform for your accounting, chances are they’ll provide training. With this training, you should receive personalized messages tailored to your association. Training is a great way to ensure that you’re getting the most out of your new platform and utilizing all the available features. ### *3. Ongoing Support* Support is one of the most significant concerns management has when working with an accounting provider. Things happen, questions arise, and you want to get answers as soon as possible. Making sure your new platform has educated, and helpful individuals waiting for you is essential. Accounting is important in the development and growth of your community association. You should also be asking these questions: - Can your residents pay online? - Does this software provider offer banking integrations? - How many associations are you managing? - How large are these associations? - Are you overlooking any community spaces? - Can your management team process work orders online? Make the day-to-day simpler for your management team, stay organized, and enable your communities to prosper. To learn more about all the features within the FRONTSTEPS Suite, connect with a sales representative today and [schedule a demo!](https://frontsteps.com/demo-request) **Categories:** Product Innovation --- ### [New Feature Release Privacy Settings ](https://frontsteps.com/blog/new-feature-release-privacy-settings/) **Published:** April 2, 2021 **Author:** FRONTSTEPS **Content:** You asked, and we listened! FRONTSTEPS is constantly working to improve the functionality of all products within our suite. Today, we’re sharing an advancement within our privacy settings in our mobile application. Privacy settings are becoming more critical to users across the IT space. According to [DataProt](https://dataprot.net/statistics/internet-privacy-statistics/), as many as 79% of Americans on the web worry about their online privacy. Users want to make sure their information is staying private, and companies need to add this usability and convenience for customers. FRONTSTEPS knows this privacy is important to homeowners and why we’re excited to announce users can adjust their privacy settings on their mobile devices. If the manager has enabled the community’s directory, owners get to choose whether to show or hide information to neighbors. This setting has always been available via the web but is now available within our mobile app. User will enter their profile, select “Privacy Settings,” and toggle on or off “Information Shown on Directory.” This feature puts power into the hands of the homeowner and allows them to select if their personal information is displayed to other members of the community. Are you interested in learning more about this functionality and other features within our suite? [Schedule a demo today!](https://frontsteps.com/request-demo/ "Request a Demo") ![Demo-CTA](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6064ecdb525924590346863e_cta_suite.jpg) **Categories:** Product Innovation --- ### [Managing HOA Parking Violations](https://frontsteps.com/blog/managing-parking-violations/) **Published:** February 11, 2021 **Author:** FRONTSTEPS **Excerpt:** This registration helps keep everyone accountable and track down those who are violating procedures. **Content:** ![](https://frontsteps.com/wp-content/uploads/2023/06/CAM-App-Web-1.jpg) Dealing with community violations is a task that many management offices take seriously. Keeping up the community for all homeowners is a daily task, and having a workflow to keep you organized and efficient with this duty can streamline your management processes. One tedious piece of issuing violations is correcting parking infringements. Keeping track of warnings and knowing when to call a tow company is essential for correcting this type of infraction. ***What’s the suggested process?*** Many management companies’ violation workflows are different according to communities’ rules and their individual parking situations. However, typically for parking infringements, the first step is to issue a warning if this is the homeowner’s first occurrence. After that notice has been given and there is another HOA parking violation, you can tow the vehicle. Another typical workflow after issuing the first violation is to schedule a homeowner hearing after the second offense. After these two notices, many management companies may suspend parking privileges from the homeowner. Management companies have also found it helpful to attach fines to these violations. However, if this fine process isn’t correcting these behaviors, many suggest towing. The word gets out among community members, and offenses become rare after that. ***What are other solutions?*** Many associations also require a mandatory vehicle registration upon becoming members of the community. This registration helps keep everyone accountable and track down those who are violating procedures. This registration will include; - Make of Vehicle - Model of Vehicle - Color of Vehicle - License Plate Number FRONTSTEPS has an “Anywhere” product specifically designed to help management teams issue these types of violations while out and about within the communities they serve. This enables management to pull up the software directly from a tablet and give the violation. This software also allows management to capture the correct information and attach photos to the individual violation. Another thing that your community might benefit from is security solutions. FRONTSTEPS offers license plate recognition software for communities to capture and read plate images of the vehicles entering their communities. Security Features and Benefits Include: - Increased gatehouse efficiency with reduced vehicle backups - Up to 4 adjacent traffic lanes on a single DwellingLive LPR System - Optional integrated CCTV overview camera - Search of full or partial plate history with, time & date ranges, - Analysis of traffic patterns over set periods - The Community Watchlist automated alert system To learn more about the FRONTSTEPS Suite and how it can help manage parking violations within your community, connect with us today! **Categories:** Community Resources --- ### [Get to Know FRONTSTEPS: Emily Wigdale](https://frontsteps.com/blog/get-to-know-frontsteps-emily-wigdale/) **Published:** July 11, 2024 **Author:** FRONTSTEPS **Excerpt:** We’re going to do big things. People better watch out. **Content:** ![emily sitting on swing](https://frontsteps.com/wp-content/uploads/2024/07/Wigdale_Photo-1-1.jpg) [FRONTSTEPS](http://www.frontsteps.com) is delighted to introduce Emily Wigdale as the new Director of Marketing. With her extensive background in both agency and tech industries, Emily brings a wealth of experience and a fresh perspective to our team. Her journey is a testament to her adaptability, creativity, and passion for marketing. In this interview, Emily shares insights into her professional journey, her vision for FRONTSTEPS, and what excites her about this new role. **Sam Grabel:** Thanks for taking some time to chat with us, Emily. We are really excited to have you here at FRONTSTEPS! Tell us a little bit about your background, both personal and professional. **Emily Wigdale:** Thanks, Sam! I am super excited to be here. I started off with the agency lifestyle, which was fun and chaotic. I was in beer brats and shocks and struts. It was awesome to work with the Green Bay Packers on a couple of commercials, but quickly found that in the Midwest, if you don’t leave, you never leave. So came out to Colorado to work for the Colorado Avalanche. After some time, I floated my way back into the agency world, but always found the emerging tech space to be a fascinating market. During the pandemic, I ended up going back to school to help boost my chances of being able to transfer from the agency lifestyle to the tech industry. I found myself within product management, which quickly evolved into product marketing. At a startup you wear many, many hats which is so much fun. You gain so many skills. You get to work with so many different departments and people and truly get exposed to so much more than what you were originally hired to do. My role there evolved, and I started wanting to look for other areas of opportunity to take ownership and lead in my own kind of ways. And that’s how I stumbled across FRONTSTEPS. It excited me to be able to start from the ground up again. It was fun chatting with the team and hearing their goals, their dreams and ambitions. It aligned with something that I had always wanted to do in my career, which is to be able to start from the ground and work your way towards something bigger, better and greater. And everybody having that winning attitude was attractive to me. **SG:** That’s so awesome to hear. What are you most excited about accomplishing here at FRONTSTEPS? **EW:** The blank canvas, I think it is so fascinating. So interesting. As cliche as it sounds, the world is our oyster and there’s so much untapped potential and opportunity that it makes it fun to be able to experiment. That’s something that really drew me to FRONTSTEPS was knowing that there was a group of people willing to say, “Go try it. You can’t break it. See what you can do. How can we adapt? How can we be better?” There’s no glass ceiling, which is wonderful. **SG:** What should the industry and our customers be on the lookout for over the next few months? **EW:** The cool thing about FRONTSTEPS is that we listen to our customers. We aren’t afraid to hear the good, the bad, the ugly. We want to build products and services that work for those who championed us and drive home the ability that we are so much more than just a SaaS company. We are an all-encompassing service and I’m super excited to see the direction the company is taking because it takes a lot of guts to do what we’re about to do. FRONTSTEPS is starting to pave the way to make things bigger and better, where competitors are going to have to start catching up to us. **SG:** When you’re not at work, what do you do for fun? **EW:** In my off time I am a big hockey player. My husband and I play in glorified beer leagues. I’m a goaltender and he’s a forward, so it’s a lot of fun when we get to play on the same team. If we’re not at the ice rink, we’re typically in our backyard crafting cocktails on our back porch, enjoying great appetizers and good company. **SG:** What are your top three bucket list items? **EW:** I’ve seen the Northern Lights, but never in full force. I would love to see the Northern Lights in Norway or Finland. I went to Norway this past fall and it was gorgeous, and I would love to go back. But I heard the Northern Lights are incredible up there. I would love to see an Olympic gold medal ice hockey game, particularly between Canada and the US. My husband is from Canada, and I’m born and raised in the US, so being able to see those two teams come together under a golden a gold medal match would be amazing. FinalIy, I would love to go to Patagonia one day. I’ve heard it is breathtaking. The mountain ranges are incredible. **SG:** All of those sound amazing! Emily, thank you for your time! We look forward to seeing what the marketing team will turn out at FRONTSTEPS. **EW:** We’re going to do big things. People better watch out. **Categories:** FRONTSTEPS News --- ### [5 Things Community Managers Actually Want from Software](https://frontsteps.com/blog/what-community-managers-want/) **Published:** August 6, 2025 **Author:** FRONTSTEPS **Content:** ![community pool](https://frontsteps.com/wp-content/uploads/2025/11/brian-zajac-GAkwwvfGNRk-unsplash-scaled.jpg) Let’s be honest. Community managers have seen everything. Emergency roof leaks during monsoon season. Last-minute board meetings that show up out of nowhere. Noise complaints at three in the morning. And resident questions that come with very strong opinions. All of that handled with professionalism and grace, while battling platforms that feel like they were built in the dial-up era and support teams that vanish faster than your leftovers in a shared office fridge. So what do community managers actually want from their software? It is not more tabs. It is not another clunky dashboard. It is real solutions that work when the job gets messy and complicated. Which, let’s be honest, is every single day. Here is what actually matters. ### Automation That Saves Time Without the Headache Nobody is asking for flying robots. Although that would be fun. What managers really want is simple. They need software that takes care of the repetitive, brain-numbing tasks without requiring hours of setup or constant fixing. FRONTSTEPS takes care of the behind-the-scenes work. Think violation tracking, work orders, mass communications, document uploads, and more. All automated. All clean. This kind of smart workflow gives managers their time back. Not to stare at more spreadsheets, but to lead their communities with intention and care. ### Communication That Actually Gets Through You send an email. Silence. No replies. No clicks. Just another round of residents saying, “I never got that.” FRONTSTEPS makes it easy to share information and know it landed. Instantly send out updates, push alerts, community-wide messages, or private responses. The best part? You will know when it was received. No more black hole inboxes or endless resend loops. This is communication that keeps everyone in the loop. No frustration. No confusion. Just clarity. ### Customization Without Coding Nightmares Every community has its own rhythm. Some have strict access schedules. Others have committee meetings that rival city councils. Managers need tools that fit their day-to-day reality. FRONTSTEPS lets you build the setup that works for you. Custom dashboards. Personalized reports. Notification preferences. All without calling IT. It works for you, not the other way around. ### Real Support from Real People Software should not be your second full-time job. When something breaks or you are in the middle of a tricky situation, you need answers right away. Our support team answers the phone. They respond to emails. They know the software. And most importantly, they understand your world. You are not alone. And with us, you never will be. ### Mobile Access Because Emergencies Do Not Happen at Your Desk You are in the field. You are meeting residents. You are taking photos of a damaged fence or following up on a service request in person. You cannot afford to be tethered to a desktop. FRONTSTEPS was built for life outside the office. Log in from anywhere. Snap a photo and submit a ticket. Send a quick update to the board from your phone. Handle approvals while standing in the clubhouse. No booting up. No backtracking. Just access when and where you need it. ### The Bottom Line Community managers are not asking for the moon. They are asking for relief. They want tools that make the job easier. Platforms that understand how unpredictable their day can be. Features that save time, reduce stress, and support better communication. That is exactly what FRONTSTEPS was built to deliver. From automation and mobile access to real support and clear communication, our platform is designed for the people who make communities thrive. You show up for your community every day. It is time your software showed up for you. How can we optimize your business? Talk to sales and learn how we can support your needs. [BOOK A DEMO](/contact-us/) **Categories:** Article --- ### [From Transactions to Trust: Why HOA Platforms Must Evolve](https://frontsteps.com/blog/why-hoa-platforms-must-evolve/) **Published:** August 4, 2025 **Author:** FRONTSTEPS **Excerpt:** Outdated HOA Systems Create Friction. Engagement Solves It. **Content:** ![family biking](https://frontsteps.com/wp-content/uploads/2025/11/pexels-rdne-7982167-scaled.jpg) ## What Makes an HOA Platform a System of Engagement? Most HOA platforms were built for one thing: transactions. Collect dues. Track violations. Log maintenance requests. Rinse and repeat. That might have been enough twenty years ago. But the world — and your community — has changed. Expectations are higher. Communication is faster. Transparency is non-negotiable. And yet, so many platforms are still stuck in the past. #### Homeowners today don’t just want access. They want answers. They want to know when the pool is closed. They want a clear update on that landscaping issue. They want a system that makes it easy to ask a question and actually get a response. #### Community managers don’t want to chase paper trails. They want smart systems that reduce their workload, not increase it. They want tools that help them lead, not just document. #### Board members don’t want another spreadsheet. They want clarity. Insight. A bird’s-eye view of how their community is running. So what does a platform built for engagement actually look like? It looks like this: #### **1. Two-Way Communication That Works** Most platforms focus on one-way notifications and call it a day. But true engagement means dialogue. FRONTSTEPS offers instant messaging tools that allow homeowners, board members, and managers to ask questions, respond quickly, and keep communication flowing without the inbox overload. #### **2. Custom Dashboards That Empower** Everyone needs a different view. Managers want operational insights. Board members want to understand community metrics. Homeowners just want to know what’s going on. Our platform makes it easy to create role-specific dashboards that highlight what matters most. #### **3. Smart Automation That Actually Helps** Automating a late fee is easy. Automating a smart escalation path for a maintenance issue? That’s where the magic is. FRONTSTEPS automates repetitive tasks and common workflows while giving humans the space to lead, problem-solve, and show up for their communities. #### **4. A System That Builds Trust Over Time** Every logged conversation. Every update. Every digital interaction becomes a part of your community’s record. That level of visibility means fewer misunderstandings and more confidence in leadership. It also means new board members or managers can pick up where others left off, without a three-month learning curve. #### **5. A True Sense of Community** When communication is smooth, people feel connected. When transparency is the norm, trust follows. When people can access the information they need without jumping through hoops, engagement becomes the default not the exception. ### The Bottom Line: Transactional Systems Are Out. Engagement Platforms Are In. If your current system was built to enforce rules and collect payments, it’s probably doing its job. But is it helping your community thrive? Is it creating trust, not just tickets? Is it empowering your managers and making homeowners feel seen? **It’s time to expect more from your HOA platform.** We’re not just a software vendor. We’re a growth partner. The future of HOA technology is already here. It’s clear, connected, and community-driven. And it starts with engagement. **Categories:** Article --- ### [Transforming HOA Community Access Control](https://frontsteps.com/blog/app-instant-access/) **Published:** June 5, 2024 **Author:** FRONTSTEPS **Excerpt:** Introducing In-App Instant Access by FRONTSTEPS **Content:** In today’s fast-paced world, the demand for seamless, efficient, and [secure access to restricted areas](https://frontsteps.com/what-we-do/visitor-management-security) of communities and buildings has never been higher. FRONTSTEPS continuously strives to innovate and enhance our offerings to meet the evolving needs of our clients. FRONTSTEPS is excited to introduce its latest innovation, In-App Instant Access. This cutting-edge solution is designed to revolutionize how [homeowners](https://frontsteps.com/who_we_help/homeowners-association-boards) interact with their communities, providing unparalleled convenience and security using a mobile app to open and close any approved door, from anywhere in the world. ## What is In-App Instant Access? https://vimeo.com/949157827?share=copy In-App Instant Access is a revolutionary feature integrated into the FRONTSTEPS Dwelling mobile app. It allows homeowners to gain access to community amenities and secure areas with just a single click on their smartphones. This eliminates the need for physical access devices and reduces the complexity of managing multiple credential formats. The core idea behind In-App Instant Access is to provide a frictionless experience. Homeowners can use their mobile devices to communicate directly with the community’s access control system. Whether it’s entering a gated area, accessing the pool house, or utilizing other amenities, the process is simple, quick, and secure. ## The Evolution of Access Control Traditional credentialed access systems have served us well for decades. These systems require physical access devices such as key fobs or cards. While effective, these methods come with a range of limitations and inconveniences. Homeowners often need to carry multiple devices, and community administrators must manage and maintain these devices, leading to increased back-office work and higher costs. Recognizing these challenges, FRONTSTEPS sought to develop a more streamlined and efficient solution. The result is In-App Instant Access, a tool that leverages modern technology to offer a seamless experience for both homeowners and [community administrators](https://frontsteps.com/who_we_help/community-association-managers). By moving away from traditional credentialed access, we aim to push the industry forward and set a new standard for community access control. ## Key Features and Benefits **1. Ease of Use:** Homeowners can manage their access directly from their smartphones, using the FRONTSTEPS Dwelling app. This user-friendly approach means no more fumbling with key fobs or access cards. With a single click, they can unlock doors, gates, and other secured areas, making their daily routines more convenient. **2. Cost-Effective for Communities:** By reducing the need for physical access devices and readers, In-App Instant Access offers significant cost savings. Community administrators no longer must invest in multiple access devices or spend time managing and maintaining them. This simplified approach reduces back-office work and [allows staff to focus on more critical tasks.](https://frontsteps.com/who_we_help/community-association-management-companies) **3. Scalability and Flexibility:** The system is designed to be easily expandable. Adding new access points is straightforward and does not require complex installations. This flexibility makes it ideal for communities of all sizes, allowing them to grow and adapt as needed without incurring significant costs. **4. Enhanced Security:** While traditional systems rely on physical devices that can be lost or stolen, In-App Instant Access leverages secure mobile technology. Homeowners’ mobile devices are less likely to be misplaced, and the system can be quickly updated to ensure optimal security. The Dwelling app guides homeowners through the access process, ensuring that only authorized individuals can enter secure areas. **5. Seamless Connections:** In-App Instant Access connects effortlessly with existing FRONTSTEPS solutions. This means communities can upgrade their access control systems without disrupting current operations. The seamless connection between the mobile app and the access control hardware ensures a smooth transition and immediate benefits. ## Why In-App Instant Access Matters In-App Instant Access addresses several critical pain points for both homeowners and community administrators. For homeowners, the convenience of using their smartphones for access cannot be overstated. It empowers them to manage their own access without the need to interact with gate attendants or guards, offering a level of independence and privacy that is highly valued. For community administrators, the reduction in back-office work and maintenance is a game-changer. No longer do they need to track and manage physical access devices, nor do they need to worry about the costs associated with installing and maintaining multiple readers. This efficiency translates to cost savings and allows administrators to allocate their resources more effectively. ## Setting FRONTSTEPS Apart In-App Instant Access is not just another feature; it represents a significant leap forward in access control technology. By avoiding the limitations of Bluetooth and other proximity-based solutions, we have developed a tool that offers immediate and reliable access. This innovation sets FRONTSTEPS apart in the market, demonstrating our commitment to providing cutting-edge solutions that enhance community living. As the access control and security hardware industry continues to evolve, we believe that the future lies in reducing the complexity of traditional systems. By leveraging cloud computing and secure mobile technology, we can offer solutions that are both scalable and easy to implement. In-App Instant Access embodies this vision, providing a forward-thinking solution that meets the needs of modern communities. ## Looking Ahead The introduction of In-App Instant Access marks a new chapter for FRONTSTEPS and our clients. We are excited about the possibilities this technology brings and are committed to continuing our efforts to innovate and improve. As we look to the future, we envision a world where access control is seamless, secure, and entirely in the hands of homeowners. In-App Instant Access is just the beginning. We invite our clients and partners to join us on this journey as we redefine what is possible in community access control. Together, we can create communities that are not only secure but also more connected and convenient for everyone. Fill in the form below to get started today with In-App Instant Access. **Categories:** Product Innovation --- ### [FRONTSTEPS Gives - Meals on Wheels](https://frontsteps.com/blog/frontsteps-gives-meals-on-wheels/) **Published:** April 29, 2021 **Author:** FRONTSTEPS **Content:** Today we’re showcasing a recent FRONTSTEPS initiative, FRONTSTEPS Gives. Through this program, FRONTSTEPS supports organizations that help people live safely, thrive within their communities, and prosper equitably in society. The first charity we’d like to introduce is Meals on Wheels. Meals on Wheels operates in virtually every community in America through its network of more than 5,000 independently-run local programs. While the diversity of each program’s services and operations may vary based on the needs and resources of their communities, they are all committed to supporting their senior neighbors to live healthier and more nourished lives in their own homes. Together, they galvanize the resources of local community organizations, businesses, donors, sponsors, and more than two million volunteers bolstered by supplemental funding from the Older Americans Act into a national safety net for seniors. At the core of the Meals on Wheels, service is a nutritious meal, companionship, and a watchful eye on the health and safety of our seniors. Many of the communities that use the FRONTSTEPS family of products cater specifically to seniors. In those communities, as in all the communities we serve, our goals of transforming the way they live, engage, and prosper aligns with those of Meals on Wheels to help seniors live healthier and more nourished lives in their own homes. Meals on Wheels takes care of customers by utilizing local leadership to curate programs based on the needs and resources of the local community. The FRONTSTEPS Gives program allows individual employees to contribute to Meals on Wheels through convenient payroll deductions and FRONTSTEPS matches each employee contribution to extend the impact! The FRONTSTEPS Family is dedicated to addressing some of the most critical issues facing our society today, and we believe it starts with generosity through giving. **Categories:** FRONTSTEPS News --- ### [New Feature Release - Maintenance/Violations Drag & Drop](https://frontsteps.com/blog/new-feature-release-maintenance-violations-drag-drop/) **Published:** March 30, 2021 **Author:** FRONTSTEPS **Content:** You asked, and we listened! FRONTSTEPS is constantly working to improve the functionality of all products within our suite. Today, we’re excited to showcase a feature that streamlines the processing of Violations and Maintenance items – drag and drop for pictures within our accounting platform, Caliber! Users now can drag and drop pictures to both maintenance and compliance/violation items within Caliber. If you’re on the “Pictures Tabof a Maintenance or Violation item in Caliber Desktop, you can simply click and drag picture files from your computer and drop them onto the file area. You will see a progress bar appear as your pictures upload to the item. If you attempt to upload a file type that is not supported, Caliber will display a message to try again with one of the accepted file formats: .bmp, .jpg, .jpeg, or .gif. Once the photo is uploaded, you can then edit the caption field and save your item. Our drag and drop functionality within other areas of Caliber have always been popular with users, so we were happy to implement this idea when it was posted to UserVoice, our new community feature request platform! This update brings convenience to homeowners saves you time and allows management to have a trail of images surrounding violations and community infringements. Are you interested in learning more about this functionality and other features within our suite? [Schedule a demo today!](https://frontsteps.com/demo-request) ![](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/60a452fa9d656ce5ac062fa9_Banner_one-platform.jpg) **Categories:** FRONTSTEPS News --- ### [Women's History Month 2021](https://frontsteps.com/blog/womens-history-month-2021/) **Published:** March 9, 2021 **Author:** FRONTSTEPS **Content:** “From the first settlers who came to our shores, from the first American Indian families who befriended them, men and women have worked together to build this nation. Too often, the women were unsung, and sometimes their contributions went unnoticed. But the achievements, leadership, courage, strength, and love of the women who built America was as vital as that of the men whose names we know so well.” -Jimmy Carter In 1980 President Jimmy Carter declared March 2nd-8th National Women’s History Week’, and since then, the U.S. has declared the entire month of March to Women’s History. Each year the National Women’s History Alliance selects a theme to be communicated and embodied throughout the month. This year is the theme encompassed the spirit of challenging times and was titled; Valiant Women of the Vote: Refusing to Be Silenced. In honor of the month, here are a few quotes by famous women in our history: ![Inspirational WHM Quote](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6047a7c3d1140944394876be_WH.png) ![Inspirational WHM Quote](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6047a7cb12c9cc5f01576921_WH2.png) ![Inspirational WHM Quote](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6047a7d1141a5f52537c58ba_WH3.png) ![Inspirational WHM Quote](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6047a7d93784a4ea1e2342fb_WH4.png) ![Inspirational WHM Quote](https://uploads-ssl.webflow.com/5c7976f68c3508bb769f89ae/6047a7de3ebed50ba3db9e5d_WH5.png) To learn a bit more about the foundation of Women’s History Month, check out this video with Susan Scanlan. ![]() **Categories:** Community Resources --- ### [HOA Community Management Solutions ](https://frontsteps.com/blog/community-management-solutions/) **Published:** May 3, 2023 **Author:** FRONTSTEPS **Content:** Management companies are at their best when common day-to-day processes are streamlined and automated, creating a more efficient way to run communities, and simultaneously keeping homeowners happy. In today’s digital workplace, the best way to achieve this level of performance is by choosing the right software tool for the job. That tool is a community management software suite specifically designed for the association space, ensuring it has all the features management companies need, and none they don’t. **What is HOA community management?** Today’s management companies need ways to interact with their homeowners digitally, while also overseeing all their back-office practices, from accounting to processing management service requests and dealing with vendors. The [FRONTSTEPS](https://frontsteps.com/blog/) HOA community management platform puts all these features in an easy-to-use package, combining the office functionality of FRONTSTEPS Caliber with the powerful homeowner and HOA board member experience of FRONTSTEPS Community. **A streamlined experience for management company personnel** Executives and staff at management companies trust FRONTSTEPS Caliber to manage all their accounting community oversight functions through an easy-to-comprehend dashboard. The data is synced with FRONTSTEPS Community through the FRONTSTEPS Cloud, ensuring everyone, from internal staff to HOA board members and homeowners, are working with the same information. Even when management companies deal with numerous different communities, the process doesn’t have to be complicated. This is because the FRONTSTEPS platform offers a simple dropdown menu, so personnel can oversee data, tickets, requests and more management services for each of the associations they’re responsible for. FRONTSTEPS Caliber allows users to craft their own architectural processes, with any combination of forms and limitations based on what is allowed in that community. Homeowners can be prompted to upload forms such as plans for their design and paint colors, requiring less back-and-forth during the process. Today’s technology platforms even enable mobile access to features such as property inspections, allowing managers to get work done on site. From issuing a regulatory violation to checking an item off of a maintenance request punch list, there are plenty of functions performable from the field. **A wealth of information for homeowners** The FRONTSTEPS HOA community management solution provides value by making more information accessible to homeowners at the touch of a button, ensuring they don’t have to make calls to the HOA management company offices to have their questions answered. Homeowners can immediately access information about any violations affecting their accounts, as well as all community rules and regulations. They can also use FRONTSTEPS Community to file new architectural requests, amenity reservations in common areas, maintenance requests or work orders of any kind. The FRONSTEPS Community platform always contains informational features such as the bulletin board, the community dashboard and community member request submission. Management companies can enable more functionality at will, including amenity reservations and local knowledge databases. **What’s the value of HOA community management technology?** Using a unified community management platform delivers value to management personnel and homeowners alike. - - **Management company personnel** get hours back in their days, with quick and efficient ways to handle their day-to-day work and less need to speak directly with homeowners. One office can easily oversee multiple communities with ease. - **Homeowners and HOA board members** gain a streamlined way to retrieve information and communicate with the HOA management company. They can spend less time dealing with the business, leading to increased satisfaction. **Features of FRONTSTEPS’ HOA community management solution** **Association management** - - Manage multiple communities and homeowner associations from a simple navigation bar. - - Oversee relationships with all vendors from one centralized information storage area. **Communication** - - Easily send out mass emails to groups such as homeowners, occupants, board members, vendors and third parties. - - Offer the Community mobile app to homeowners, so they can directly access community information and use self-service features. **Knowledge base creation** - - Generate knowledge bases for each community’s rules and violations, so each community member has all the information they need about regulations, fines and follow-ups. **Mobile functionality** - - Allow personnel to upload information related to inspections, architectural requests, maintenance requests, violations and more from mobile devices. - Enable connectivity without a constant mobile signal, allowing managers to work on-site, whatever the connectivity situation may be. **Homeowner portals** - - Offer [community portals](https://frontsteps.com/products/community-portals) through which homeowners can submit an architectural request or work order, easily and 100% online. - Customize portals with a specific community’s branding to create an appealing user experience and enhance customer service. **Internal customization** - - Generate customized architectural request processes, ensuring a comprehensive process. **HOA community management as part of an HOA technology platform** The FRONTSTEPS family of interconnected products enables management companies to offer a wide variety of benefits to their own employees and homeowners, no matter how many communities they are responsible for. The suite comprises: - - [Accounting](https://frontsteps.com/products/accounting/) - [Payments](https://frontsteps.com/products/payments) - [Security](https://frontsteps.com/products/security) To learn more about the all-in-one FRONTSTEPS [HOA management software](https://frontsteps.com/solutions/hoa-management-software/) platform and see it in action, request a demo with our experts. [Schedule a demo now](https://frontsteps.com/demo-request). **Categories:** Article --- ### [HOA Newsletter Ideas](https://frontsteps.com/blog/newsletter-ideas/) **Published:** June 7, 2023 **Author:** FRONTSTEPS **Excerpt:** HOA communities are different from living in any other kind of neighborhood **Content:** ## **Use technology to create an HOA newsletter homeowners will love** How is living in an HOA community different from living in any other kind of neighborhood? This is an important question for any board member to ask, because the answer to this question is key to attracting homeowners. One potential answer is that the HOA community is defined by its sense of internal identity. From shared, well-maintained amenities to community events in common areas, some elements of the neighborhood are specially curated for homeowners. Emphasizing these perks can boost the appeal of living in an HOA area. Promoting these aspects of HOA community living is valuable as a way to attract new homeowners. Once homeowners move in, it’s a good practice to keep them in the loop about the happenings going on around them. This can help them feel deeply engaged with their neighbors and the HOA board members. An HOA newsletter is the perfect medium to deliver updates and [keep in touch with community members](https://frontsteps.com/blog/how-hoa-communication-tools-connect-homeowners-with-their-management-company/). With that said, this newsletter can’t have its maximum impact if it’s simply printed on paper. A digital newsletter is the ideal medium to reach each and every homeowner. ## **What’s the impact of an HOA newsletter?** A community newsletter represents a direct line between the HOA and homeowners in a community. Rather than forcing homeowners to keep in touch with the community association on various social media platforms, the HOA can directly send out its most important and timely updates to homeowners, keeping them in the loop. When there are community events coming up, it’s worth promoting these gatherings in the newsletter. This makes sure homeowners don’t miss out on opportunities to have fun and connect with their neighbors, while also giving them a heads-up if a common area is going to be in use during a specific time. Newsletters can also spread important information about essential pieces of community business. For instance, these publications can give updates about work being done in the neighborhood, such as construction or seasonal landscaping and clean-up work. The community newsletter can even have an impact when it’s time to get people directly involved in the HOA. An upcoming event such as an HOA board member election or other vote in the community can receive attention in the newsletter. Perhaps more than delivering any one kind of message, a newsletter may prove most useful as a way to make readers feel connected to the HOA. When each homeowner can see running updates on programs and services offered by the HOA, it’s easier to see the benefits of continuing to live in an HOA community and pay HOA dues. To have the maximum impact in this regard, a newsletter should carry branding. This means that rather than a generic document, the newsletter should show off the visual identity of the community and its management company. This allows the HOA to be less anonymous and step up its presence in homeowners’ lives. Launching an HOA newsletter doesn’t have to be a difficult undertaking, and the rewards in terms of improved communication are worth it. When HOA board members and their management company are equipped with up-to-date technology, it’s especially easy to get started with a newsletter — the same [community management platform](https://frontsteps.com/products/community-management/) can act as a host for the new mailing. ## **Why release an HOA newsletter on a digital platform?** What makes issuing an HOA newsletter on a community management platform so much more effective than simply mailing a printed newsletter, or posting announcements directly on conventional social media accounts such as Facebook? There are a few advantages, all of which add up to [ideal homeowner communication](https://frontsteps.com/blog/boosting-communication-with-your-homeowners/): - - **A direct line to all homeowners:** HOAs and management companies using a community management platform can use a direct inbox system to connect with all homeowners. They can also dispatch reminders via email or text message, just to make sure everyone gets each message. - **Branded templates and design elements:** Working with HOA software purpose-built for community management means gaining access to purpose-built features such as branded templates. These enable visually appealing communication without time-consuming extra work. - **Mobile support and anywhere access:** Community management software platforms allow HOAs to connect with their homeowners through both web portals and mobile applications. This easy access to information, newsletters included, enables homeowners to keep in touch with the HOA, even if they’re on the go. - **Easy links to other resources:** Releasing a newsletter through an online homeowner communication portal means when readers access the information, they’re just one click away from other important resources. It’s simple to check the community calendar, file a maintenance request or reserve an amenity, all in the same system. Today’s homeowners are increasingly millennials. This means they’ve grown up with the internet, and are used to companies making information highly accessible and available through digital means. HOAs and management companies that release their HOA newsletters digitally are simply meeting the expectations of today’s homeowners. ## **How do community management platforms connect HOAs and homeowners?** A newsletter is just one of the many important resources that HOA board memberes and their management companies can share with homeowners and each other through a community management software platform. Having this technological framework at the center of an HOA community enables positive, easy experiences for homeowners, HOA board members, community managers and anyone else who needs timely access to information. Governing documents, a real-time calendar, a homeowner and services directory and much more are all in one place. Communities powered by advanced software platforms can also offer functionality such as accounting and bill payment, all on a branded site and app, and never requiring users to visit any other web page. This modern, interconnected approach to homeowner communication is a sign that an HOA is ready to deal with homeowners in an ideally convenient format — and management companies that want to attract more HOA clients can tout their technological prowess as a selling point. If you’re ready to unlock a new and more effective way to send HOA newsletters and other communications, [request a demo](https://frontsteps.com/get-started/) of FRONTSTEPS’ fully featured HOA community management software platform. **Categories:** Article --- ### [Cut Costs and Boost Resident Satisfaction](https://frontsteps.com/blog/resident-support-satisfaction/) **Published:** May 8, 2025 **Author:** FRONTSTEPS **Excerpt:** Resident Support That Have Faster and Smarter Communities **Content:** ![](https://frontsteps.com/wp-content/uploads/2025/05/photo-1576208861541-335784ba66c9-900x604.jpg) ## Take Back Your Time If you’re in community management, you already know how packed your days can get. It can be tough to find time for planning or growing your management company. **You have to handle homeowner requests and answer many emails and phone calls.** **But what if you could hand off the routine stuff**—like password resets or online payment help—to a trusted team without hiring more staff? What if your team didn’t have to answer the same homeowner questions over and over again? **That’s exactly what FRONTSTEPS Resident Support does!** It’s a free service that helps manage the daily support needs of homeowners, giving you time back to focus on what really matters— like scaling your communities and driving long-term success. ### What Is Resident Support? Resident Support offers professional customer support to homeowners, 7 days a week. From portal access issues to questions about online payments, our dedicated team helps homeowners get answers quickly—without pulling your staff away from core tasks. **And yes, it’s included in your plan. There’s no additional cost to you. That’s what being a valued partner is all about.** Whether homeowners need help registering in the mobile app, making an online payment, or submitting a work order, we’re here to handle it—so your team doesn’t have to. ### Why Management Companies Love It ⏰ **Save Time and Stay on Top of What Matters** With Resident Support, **community managers save up to 7 hours per week**. That’s a full day you can spend streamlining operations, improving the customer experience, or using communication tools to better connect with board members and homeowners. Less time on homeowner requests means more time for strategic planning. **💸 Cut Costs and Increase Efficiency** By reclaiming hours of staff time, **management companies using FRONTSTEPS Resident Support save approximately $16,500 per year per CAM**. That’s real return on investment, especially when it comes with no added expense. Whether you’re using our accounting software or payments platform, freeing up your team allows you to grow without growing your overhead. **⭐ Deliver Better Service and Build Trust** This year, our support team earned a **93% Customer Satisfaction Score— proof that homeowners appreciate fast, helpful, and friendly service.** Good customer support isn’t just about answering questions— it’s about building relationships and making every homeowner feel heard. And with weekend and evening coverage, we help you stay organized and responsive around the clock. ### Key Features at a Glance Here’s what you get when you activate Resident Support: **Key Features** **7-Day Support Access** **High CSAT Ratings** **Included in Your Plan** **Communication Tools** **Support for Mobile & Web Users** **Saves You 7-Hours Weekly** **Benefits** Your residents get help, even on weekends 93% Customer Satisfaction No extra cost for customers Email or call to reach our Support Team Help for every user, wherever they log in Focus more on growth, less on tech support ### How It Works 1. Homeowners reach out via email or phone with a question. 2. Our Support Team responds, guiding them through the issue quickly and kindly. 3. If needed, the issue is escalated to your team—but most are resolved without you. It’s a simple flow designed to reduce ticket volume and improve the homeowner experience while giving your internal team more breathing room. **Make an Informed Decision About Your Support Strategy** When you’re comparing platforms or looking for ways to streamline tasks, don’t underestimate the value of strong customer service. **While other software vendors don’t offer homeowner support, FRONTSTEPS is different—we believe in true partnership. When you succeed, we succeed.** That means less back-and-forth with homeowners, fewer distractions for your staff, and more time for you to focus on growing your business. **Ready to Work Smarter?** If you’re tired of repetitive homeowner questions, buried inboxes, and staff burnout, FRONTSTEPS Resident Support is your solution. It’s powerful, cost-saving, and it makes an immediate difference—both for your team and your homeowners. **FRONTSTEPS Resident Support gives you the tools to reclaim your time, reduce costs, and focus on long-term growth**— all while improving the day-to-day homeowner experience for the communities you serve. Let us handle the homeowner inquiries. You handle growing your management company. ##### **👉 Schedule a demo today** and see how FRONTSTEPS Resident Support fits into your operations. [REQUEST A DEMO](https://frontsteps.com/demo-request) **Categories:** Article --- ### [FRONTSTEPS Combines AI and Partnerships to Empower HOA Managers](https://frontsteps.com/blog/hoa-management-ai-verified-ambassador-program/) **Published:** June 16, 2025 **Author:** FRONTSTEPS **Excerpt:** Combine AI, partner integrations, and marketplace flexibility for more control and better technology **Content:** ![robot on phone](https://frontsteps.com/wp-content/uploads/2025/06/VerifiedAmbassador_AI_Blog-2.svg) ## FRONTSTEPS Verified Ambassador Program + AI: Power of Choice, Power of Innovation At FRONTSTEPS, we believe that empowering management companies means giving them choices, not constraints. We understand that no two communities or management companies are the same. From the tools they use to the services they need; each organization has its own operating rhythm and requirements. That is why we’ve reimagined how partnerships work in our ecosystem through the FRONTSTEPS Verified Ambassador Program, especially as we step into the future with AI. ### What is the Verified Ambassador Program? The FRONTSTEPS Verified Ambassador Program is a curated network of trusted partners who share our commitment to innovation, customer success, and operational excellence. We have done the work to vet and collaborate with these partners to ensure they meet our high standards in service and support. These ambassadors, including [ AvidXChange](https://automate.avidxchange.com/Frontsteps-2025.html?utm_source=Partner&utm_medium=Website&utm_campaign=701Uq00000Q8YqOIAV&utm_content=CAM), [Edenred](https://edenredpay.com/property-management/), [ReadyRESALE](https://www.associationready.com/readyresale-and-frontsteps.asp), [VIVE](https://www.getvived.com/demo), [TechCollect](https://techcollect.ai/), [GetQuorum](https://www.getquorum.com/), [Stan AI](https://www.stan.ai/), and others, are aligned with our mission to simplify property management and build stronger communities. This program is more than a list of integrations. It is a collaborative ecosystem where each Verified Ambassador is not only trusted but also deeply aligned with our operational philosophies. We work closely with these partners to ensure seamless interoperability, quality assurance, and unified support for our customers. ### AI Meets Flexibility: Bring Your Own AI (BYOAI) One of the most exciting areas where this partnership model shines is artificial intelligence. Instead of confining our customers to a one-size-fits-all solution, we offer flexibility through our marketplace concept. This means customers can bring their own AI tools and integrate with the partners that best meet their operational needs. Whether it involves automating resident communications, streamlining maintenance workflows, or enhancing data insights, our approach ensures AI adapts to how each customer prefers to work. Through our Verified Ambassadors, we provide integrations that are reliable, scalable, and well-supported. This allows management companies to operate effectively across platforms without being locked into a rigid system. ### Why is FRONTSTEPS Unique? This approach sets FRONTSTEPS apart in a significant way. Many platforms force customers to use proprietary tools or operate within closed ecosystems. We have chosen a different path. By adopting a marketplace model and supporting BYOAI, we return control to our customers We believe management companies should never be limited by a single platform. They should have the freedom to build a technology stack that supports their specific workflows and goals. The Verified Ambassador Program ensures those choices are both trusted and supported. ### Why This is a Better Option Than Our Competitors Other solutions often claim to support integrations, but in practice, they limit flexibility and force users to adapt to rigid systems. FRONTSTEPS takes a fundamentally different approach. We recognize the diversity of needs in property management and support through a wide range of thoroughly vetted partners. Instead of locking customers in, we offer a secure and scalable ecosystem that evolves with them. Our Verified Ambassadors are more than just compatible vendors. They are partners who are tested, proven, and committed to delivering excellence alongside us. This approach benefits property managers and associations who need both flexibility and dependable service. ### Conclusion: The Future is Open, Connected, and Collaborative FRONTSTEPS is building more than just software. We are building a future where management companies can choose their path, supported by a network of trusted partners and innovative technology. With the Verified Ambassador Program and the freedom to bring your own AI, our customers enjoy a powerful combination of freedom and support, innovation and trust. We are not boxing you into a system. We are inviting you into a marketplace of opportunity. Stronger communities start with smarter choices. Schedule your demo today and explore how AI-powered flexibility and trusted partnerships are shaping the future of HOA management. [SCHEDULE A DEMO](https://frontsteps.com/demo-request) **Categories:** Product Innovation --- ### [FRONTSTEPS: A Decade of Leadership in Community Management](https://frontsteps.com/blog/frontsteps-leading-community-management/) **Published:** February 3, 2025 **Author:** FRONTSTEPS **Content:** ## While the Competition Rushes to Catch Up, FRONTSTEPS Has Led from Day One In an industry where change is constant, many companies are scrambling to piece together capabilities through acquisitions, hoping to create a seamless experience for management teams, HOA boards, and homeowners. But at FRONTSTEPS, we took a different path—one built on innovation, experience, and leadership from the very beginning. For over a decade, FRONTSTEPS has been the trusted partner in community management, helping businesses transform cost centers into profit centers with our [comprehensive, all-in-one platform.](https://frontsteps.com/products/our-software/) While others are working to fill gaps in their offerings, we’ve spent years perfecting an integrated solution that empowers community management teams to work smarter, not harder. ## A Proven Leader in Community Management Unlike competitors trying to merge disparate systems, FRONTSTEPS has long provided a [robust back-office management and accounting solution](https://frontsteps.com/products/back-office-management-accounting) that streamlines operations, enhances financial transparency, and drives efficiency. We understand the challenges faced by management companies, and we’ve built our platform to address them—eliminating inefficiencies and maximizing revenue opportunities. And we didn’t stop there. We also recognized early on that boards members and homeowners needed an [intuitive, powerful front-end experience](https://frontsteps.com/products/community-association-management) to stay engaged with their communities. That’s why we developed the #1 homeowner and board member app, ensuring seamless communication, streamlined workflows, and a better overall experience for all stakeholders. While others are just now realizing the importance of a unified front-end solution, FRONTSTEPS has been delivering it since day one. ![](https://frontsteps.com/wp-content/uploads/2025/02/Why-Wait-Blog-Images-1024x538.jpg) We don’t believe in playing catch-up. We believe in leading. Our customers don’t have to wait for newly acquired solutions to integrate or hope that a patchwork system will deliver results. With FRONTSTEPS, they get a fully connected, end-to-end platform that has been evolving and improving alongside the industry for years. When you partner with FRONTSTEPS, you’re not just choosing software—you’re choosing a business partner, an ally that has consistently set the standard for innovation in community management. You’re choosing a partner who understands your business, your challenges, and your goals—and who has the expertise and technology to help you succeed. While others are figuring out how to fit the pieces together, we’ve already built the complete puzzle. The question is—why wait for tomorrow’s promises when you can have industry-leading results today? **Join the thousands of communities thriving with FRONTSTEPS. Let’s build a stronger future together.** [ SCHEDULE A DEMO ](https://frontsteps.com/demo-request) **Categories:** FRONTSTEPS News --- ### [Behind the FRONTSTEPS Door: Meet Sarah Blechta](https://frontsteps.com/blog/meet-sarah-blechta/) **Published:** May 8, 2025 **Author:** FRONTSTEPS **Excerpt:** Shining a light on the incredible management companies **Content:** ![](https://frontsteps.com/wp-content/uploads/2025/05/Board-of-Directors-and-Staff-Resort-Tax.png) ## Empowering Communities: How Lone Mountain Management Leads the Way At FRONTSTEPS, we love shining a light on the incredible management companies that help create thriving neighborhoods. This month, we’re excited to introduce [Sarah Blechta](https://www.linkedin.com/in/sarah-blechta-6607646b/ "Sarah Blechta"), Vice President of Property Owners Associations at [Lone Mountain Management](https://www.lonemountainland.com/). Sarah’s journey in community management is one of dedication, growth, and passion for creating exceptional experiences for homeowners. ![Sarah Blechta Headshot](https://frontsteps.com/wp-content/uploads/2025/05/SarahFullRes-6-scaled.jpg) ### Sarah’s Journey: A Career Built on Community Sarah didn’t always envision a career in community management, but once she stepped into the industry, she knew she had found her calling. As the **Vice President of Property Owners Associations** at **Lone Mountain Management**, she plays a vital role in ensuring smooth operations and strong relationships between homeowners and board members. Sarah’s favorite part of the job? The variety. “No two days are ever the same,” she shares. “One day, I’m working through financial planning, and the next, I’m helping resolve community concerns. It keeps me on my toes, and I love that.” ### Leveraging FRONTSTEPS & the Power of Connection When asked about the biggest challenges in community management, Sarah emphasized the importance of **clear communication**. “Making sure homeowners feel heard and informed is key,” she says. “Technology has made a big difference in how we connect with homeowners, and having tools that streamline communication is a game changer.” That’s one reason Sarah and her team have embraced FRONTSTEPS. “FRONTSTEPS helps us align our processes and keep everything organized in one place. It’s been a huge help in keeping our communities engaged and informed.” ### Key Benefits of FRONTSTEPS for Lone Mountain Management - **Streamlined Communication** – Ensures homeowners feel informed and heard, making it easier to manage community concerns. - **Organized Processes** – Provides a centralized platform to align workflows and keep everything in one place. - **Improved Homeowner Engagement** – Enhances the way Lone Mountain Management interacts with homeowners, fostering a stronger sense of community. - **Efficiency in Community Management** – Supports day-to-day operations, allowing Sarah and her team to focus on both financial planning and resolving homeowner needs. - **Technology-Driven Solutions** – Helps Lone Mountain Management adapt to the evolving needs of community management with innovative tools. ### Looking Ahead: The Future of Community Management Sarah is excited about the future of community management and the innovations that continue to shape the industry. “The way we interact with homeowners is evolving,” she says. “We’re always looking for ways to enhance their experience, and it’s exciting to see how technology can help us do that.” Outside of work, Sarah enjoys spending time with her daughter, Ella, and embracing all the adventures that come with being a mom. ![](https://frontsteps.com/wp-content/uploads/2025/05/Making-it-in-Big-Sky_-Ryan-Blechta-500x500.png) ![](https://frontsteps.com/wp-content/uploads/2025/05/Resort-Tax-approves-fact-finding-study-about-incorporation-500x500.png) ### Final Thoughts We’re honored to spotlight Sarah Blechta and her work at Lone Mountain Management. Her dedication to fostering strong, connected communities aligns perfectly with our mission at FRONTSTEPS. Thank you, Sarah, for everything you do! ##### Feeling inspired by Sarah Blechta’s story? See how FRONTSTEPS can work for you—schedule a demo today! [LET'S TALK](https://frontsteps.com/demo-request) **Categories:** Customer Spotlight --- ### [Behind the FRONTSTEPS Door: Meet Jason Stephenson](https://frontsteps.com/blog/frontsteps-spotlight-meet-jason-stephenson/) **Published:** May 8, 2025 **Author:** FRONTSTEPS **Excerpt:** Growing a community association management company **Content:** ![](https://frontsteps.com/wp-content/uploads/2025/05/IMG_1101-900x604.jpeg) ## The Growth of Indygo and How FRONTSTEPS Supports Management Companies of Any Size Growing a community association management company from the ground up is no small feat. Jason Stephenson, founder of Indygo, took his experience in HOA management and turned it into a thriving business. His journey—one of resilience, adaptability, and innovation—demonstrates how the right tools and mindset can transform a vision into reality. Through strategic technology adoption, Indygo has been able to scale efficiently while maintaining exceptional service. ![](https://frontsteps.com/wp-content/uploads/2025/05/IMG_1102.jpeg) ### Jason’s Journey: From HOA Manager to Business Owner Jason’s career in community association management began unexpectedly. After working in emergency response, he was introduced to the HOA industry by a friend at Hammersmith, where he quickly excelled from Customer Support Representative to Large Scale Management. His interpersonal skills and ability to think on his feet allowed him to secure major clients, like Stetson Hills, within weeks of joining. Over time, he moved up the ranks, taking on Directorial roles at RowCal and eventually overseeing statewide operations. Despite his success, Jason realized that traditional management companies were often bogged down by inefficiencies and outdated processes. As RowCal expanded, Jason missed the family-oriented culture that initially attracted him to space. Determined to build something different, he left to start Indygo, a company founded on modern solutions and a fresh approach to community management. ### Challenges in Scaling a New Management Company With industry relationships and a clear vision, Indygo began gaining traction, landing its first major client, Saddleback. From there, growth accelerated, with Stetson Hills—his first major community—returning as a client, a full circle moment. As Indygo rapidly expanded, Jason faced the common struggles of scaling: managing increasing workloads, maintaining efficiency, and delivering top-tier service without overburdening staff. This is where technology played a crucial role in ensuring sustainable growth. ### Leveraging FRONTSTEPS for Scalable Success To maintain efficiency and streamline operations, Jason turned to FRONTSTEPS, a platform designed to support management companies of any size. By integrating FRONTSTEPS into Indygo’s operations, he optimized communication, automated processes, and empowered his team to focus on strategic growth rather than administrative burdens. ### Key Benefits of FRONTSTEPS for Indygo: - **Relationship-Based Management: Instead** of traditional community management models, Indygo implemented a hybrid approach where dedicated relationship managers handle board interactions while VAs manage administrative work. FRONTSTEPS’ task automation and document management features enable seamless collaboration between both roles. - **Scalability Without Added Overhead:** By utilizing FRONTSTEPS, Indygo could expand into new markets, such as Denver and Castle Rock, without the need for a large in-house team. The platform’s efficiency tools ensure that growth does not come at the cost-of-service quality. - **AI and Future-Proofing:** Jason envisions further integrating AI into Indygo’s operations, enhancing the software’s capabilities to automate tasks and improve response times. FRONTSTEPS’ forward-thinking technology makes this transition smooth and achievable. ### The Future of Indygo and Modern Community Management Indygo’s rapid growth exemplifies how innovation, technology, and industry expertise can transform an HOA management company. Jason’s ability to embrace modern solutions, and partner with all-encompassing platforms like FRONTSTEPS, has allowed him to build a company that not only competes with established firms but also sets a new standard for efficiency and customer service in the industry. Looking ahead, Jason is focused on refining Indygo’s model by further developing the relationship manager role, ensuring that each community receives a personalized, high-touch experience while leveraging technology for efficiency. Additionally, he has ambitious plans to expand beyond Colorado, targeting new markets in Arizona, Northern California, and Nevada. With the right combination of technology and relationship-driven service, Indygo is well-positioned to redefine community management in these regions. With plans to further optimize Indygo’s model through AI and virtual assistant expansion, Jason is paving the way for a new era of community management. His story serves as proof that with the right technology, any management company—regardless of size—can scale, succeed, and redefine industry norms. ### Final Thoughts Jason’s journey from HOA manager to business owner illustrates the importance of adaptability and leveraging the right tools. FRONTSTEPS has been instrumental in Indygo’s growth, proving that even new and rapidly scaling companies can operate with the same efficiency and professionalism as larger, more established firms. For any management company looking to modernize, optimize, and grow, FRONTSTEPS is the partner that can make it happen. ![](https://frontsteps.com/wp-content/uploads/2025/05/IMG_1100.jpeg) ##### Feeling inspired by Jason Stephenson’s story? See how FRONTSTEPS can work for you—schedule a demo today! [LET'S TALK](https://frontsteps.com/demo-request) **Categories:** Customer Spotlight --- ### [How Community Managers Can Make Gated Communities Run Smoother](https://frontsteps.com/blog/how-community-managers-can-make-gated-communities-run-smoother/) **Published:** September 2, 2022 **Author:** FRONTSTEPS **Content:** According to recent reports, homes that are in gated communities are significantly safer than in non-gated communities. In fact, non-gated communities endure [33% more burglaries](https://crimeandjusticeresearchalliance.org/rsrch/burglary-in-gated-and-non-gated-communities/) than gated communities do. While gated communities have significant benefits, they can still be challenging to oversee for Community Managers, particularly regarding visitor management systems. Residents expect that the gate security system will keep bad actors out, while also letting the right people come in quickly. Often, front gate maintenance is relegated to a security systems installer, rather than the management company serving the comminity’s other needs. However, the community’s reputation and quality of life depends on the visitor management system working just as designed. Community association managers (CAMs) who know this area can provide a higher level of service to the valuable gated communities in their portfolio. Keep reading to discover how to keep residents happy in your smooth-running community! ## Know Your Security Installer Just like a home appliance or your personal vehicle can have problems and break from time to time, so will the hardware for the front gate. Like any piece of equipment, you need a professional to help you. A member of the HOA board may be the first person to contact the installer if anything goes wrong, but the community manager should be in the loop. A fast response is imperative because the longer the repairs take, the more unhappy the residents will be. Be sure to keep their contact information in a safe place to be pulled up quickly when challenges arise. Remember, too, that just like when you find an excellent mechanic for your car, you stick with them versus vetting one out every time. You don’t want to search on Google for help when something goes array. Establish a working relationship with an installer you can trust. ## Know the Visitor Management System for Your Gated Community Residents rely on the housing community management to know what they are doing with the tools they are given. Community Managers should know how to navigate the visitor management software and what its capabilities are. Work with the software provider to gain detailed knowledge of how [guest lists](https://frontsteps.com/blog/association-security-essentials-for-a-new-era/) work. Learn what separates the best visitor management software from the pack, and verify that your commnuities are getting what they deserve. If not, encourage them to find something that is a better fit. When you help them find the best visitor management software, it translates to a more reliable, convenient experience for residents. And your board will be thankful you stepped in! ## Know the Schedule Occasionally, you will have a resident that wishes to [host an event](https://njeventspace.com/5-ways-to-make-your-guests-feel-welcome-at-your-event/), like an anniversary or birthday party. A line of cars can pile up to enter through the gate. The board should know such events are soon, and so should the CAM. Also, prior to the event, it is a good practice to communicate with the homeowners. Let them know what the guests should expect upon arrival. When there is an established process and there has been enough notification of that process ahead of time, you will notice a much smoother outcome. (This is a great reason to connect your homeowner portal with your visitor management software so everything is in one place.) ## Gated Communities and Community Managers At FRONTSTEPS, we know that happy residents leads to happy community association managers and thriving neighborhoods. That is why we build visitor management, credentialed access, and homeowner portal solutions with every stakeholder in mind – from residents and boards to CAMs and security installers. Streamline and simplify your front gate experience. [Get started with FRONTSTEPS](https://frontsteps.com/get-started/) today! **Categories:** Board Resources --- ### [Key Insight #1: Rising Homeowner Expectations](https://frontsteps.com/blog/key-insight-1-rising-homeowner-expectations/) **Published:** May 31, 2022 **Author:** FRONTSTEPS **Content:** **This post is part of a series examining takeaways from the 2022 Community Pulse survey. The survey uncovered top challenges and business growth strategies among HOA management companies.** The association management industry is undergoing rapid change, with new obstacles coming from multiple directions. Hence the need for [an industry-wide survey](https://frontsteps.com/insights-from-the-community-pulse-survey/) to help property management owners and professionals take stock of the challenges facing association management and the strategies peers are employing to navigate these obstacles. The good news: The industry is growing. 83% of respondents reported that their firms added more community associations last year. The bad news: That growth is accompanied by new and heightened challenges. And topping that list is widespread concern about keeping up with rising homeowner demands. Residents want more, and they want it faster than ever before. They want to see action being taken regarding their requests and visibility into that progress. Homeowners want to feel heard. They want requests, tasks, and payments to feel easy and be accomplished without friction. They want to remain informed and want HOA communication software tools that provide convenience and keep them in the know. The data also pinpoints the areas that homeowners feel need the most attention: – 85% expect faster response times – 57% expect more convenient ways to pay – 56% expect more transparency into requests We shared these findings with several association management veterans, and none were surprised. Frank Pelot of Leland Property Management pointed to technology as a critical component of the management company’s response. As he put it, *“\[homeowners are\] asking for technology to allow instant gate access for their family and friends. They want a community app to reserve rooms, pay their assessments, generate work orders, notify the manager, and receive community news.”* In summary, community managers overwhelmingly ranked “homeowner communications” as their most time-consuming task, and the onus is on their leadership to alleviate the burden. That message is getting heard, and a growing number of management companies are prioritizing the homeowner-facing components of their technology stack, upgrading key HOA communication tools such as [community portals](https://frontsteps.com/products/community-portals) and HOA [mobile apps](https://frontsteps.com/products/mobile-app/). Download the full report to learn about other pressing challenges. [![](https://frontsteps.com/wp-content/uploads/2022/05/Blog-Image_Download.jpg)](https://frontsteps.com/insights-from-the-community-pulse-survey/) **Categories:** Your Business --- ### [Key Insight #2: HOA Staffing Shortages](https://frontsteps.com/blog/key-insight-2-staffing-shortages/) **Published:** June 15, 2022 **Author:** FRONTSTEPS **Content:** The second trend from the Community Pulse survey emerged loud and clear. HOA staffing shortages of a historic nature are wreaking havoc for growing management companies. How can you take on new communities and scale without the community managers in place to handle the day-to-day necessities? Serving more communities with fewer staff is a tall order, no matter how efficiently you run. Multiple external factors are contributing to the talent scarcity, from rising inflation to fluid decisions around hybrid and remote work, which complicates efforts to find and retain qualified association managers. These new dynamics are compounding a long-standing issue, which is a shortage of candidates with previous experience in community management. The industry is starved for new talent. Two thirds of respondents (65%) identified filling open roles as one of their top three challenges. We shared this finding with several association management veterans, and none were surprised. Cat Carmichael, former CAI National President, and current CEO/Founder of Strategy 123 had this to offer: *“The HOA staffing shortages* *are real, and it must extend beyond your HR staff. Every employee in your company should be able to name at least one person who would be a great fit for the team. Think about hiring in terms of culture and values, not just who can get the tasks done.”* In summary, recruiting community managers was difficult before the pandemic, before surging inflation, and before the talent crunch. Current economic conditions have worsened the challenge. Management companies must focus on operational efficiency to continue growing successfully. The right [HOA management technology](https://frontsteps.com/solutions/property-management) can reduce the volume of [homeowner demands](https://frontsteps.com/blog/key-insight-1-rising-homeowner-expectations/) and automate more tasks to help your lean team provide better service with burnout. Download the full report to learn about other pressing challenges. [![](https://frontsteps.com/wp-content/uploads/2022/05/Whitepaper-Download-Email-Hero_Community-Pulse-Survey.jpg)](https://frontsteps.com/insights-from-the-community-pulse-survey/) **Categories:** Your Business --- ### [Key Insight #3: Software Consolidation  ](https://frontsteps.com/blog/key-insight-3-software-consolidation/) **Published:** June 22, 2022 **Author:** FRONTSTEPS **Excerpt:** The third key insight from the Community Pulse survey **Content:** The third key insight from the Community Pulse survey confirmed and added color to a widely held belief. Specifically, property management companies have been snatching up software to manage more aspects of their business. Last year alone, most organizations invested in at least one new technology solution in their search for the best HOA software. Those areas of focus: - - 53% invested in new technology for homeowners and boards - 45% invested in new technology for CAMs and office staff At a task level, these independent products can save time, but at an organizational level, the software sprawl can have the opposite effect. And the products are adding up quickly. **One in three management companies are using five or more software products to manage their communities**. This presents a lot of complexity for new employees to learn, and creates ‘islands’ of information sitting in separate systems that hampers organizational efficiency. One possible fix? Software consolidation. Matt DeWolf, our Chief Product Officer, had this to offer: *“The industry is seeing the importance of partnering with a single provider that connects all parties – community association managers, board members, homeowners, and vendors. The last thing that you need is a poor user experience for your community managers. It’s never easy working with double-entry on homeowner data or with unintegrated systems that don’t cooperate.”* Community managers can move faster with a tech stack that is tightly connected under a single platform. Software consolidation frees up time to focus on building relationships with residents in your communities. Experience the best HOA management software. [Schedule a personalized demo](https://frontsteps.com/demo-request) today. Download the full report to learn about other pressing challenges in the industry. [![](https://frontsteps.com/wp-content/uploads/2022/05/Blog-Image_Download.jpg)](https://frontsteps.com/insights-from-the-community-pulse-survey/) **Categories:** Your Business --- ### [What Management Companies Need to Know](https://frontsteps.com/blog/hoa-payments-compliance/) **Published:** February 28, 2022 **Author:** FRONTSTEPS **Excerpt:** Q&A with Product Manager, Jenny Yang **Content:** ## What Management Companies Need to Know About Changes to Online Payments Compliance New, more stringent requirements for managing ACH payments take effect in March 2022. These requirements may cause some disruption for unsuspecting homeowners’ associations and property management companies because a growing share of homeowner assessments are paid online. To get a deeper understanding of the payments compliance rules change going into effect, and how association management companies should respond, we had a conversation with [FRONTSTEPS Payments](https://frontsteps.com/products/payments) Product Manager, Jenny Yang. Here is what we learned. **Q: What changes are taking effect, and why?** The rule change expands the requirements for all merchants who accept ACH payments online (via the internet or mobile device) to have “commercially reasonable” processes to screen for fraud. The change specifically pertains to consumer ACH payments and does not cover ACH payments by businesses or government entities. The increased security will come by way of enhanced account validation. Account validations must happen prior to the first ACH payment transaction, meaning, businesses must make sure a consumer’s bank account is valid before submitting the first payment. The methods of validation required by the new rule can include, but are not limited to: - The use of third-party databases to verify if the bank account details are accurate - Micro-deposits or pre-notification of a small or zero-dollar transaction into the bank account, intended to verify the account - The use of account aggregators to verify the bank account using a homeowner’s financial institution account credentials **Q: Where do these changes originate?** A: ACH payments in the United States must comply with operating rules set forth by the [National Automated Clearinghouse Association](https://www.nacha.org/) (NACHA). These new requirements were initially set to take effect on March 19, 2021, but were delayed until March 19, 2022 due to the COVID-19 pandemic. **Q: Do you anticipate any changes for FRONTSTEPS Payments homeowner behavior because of these new compliance requirements?** No. There are many factors prompting more homeowners to manage their assessment payments online, including the freedom to pay from anywhere, the convenience of recurring payments, and the instant nature of online ACH. Homeowners using FRONTSTEPS Payments will continue to have a seamless payment experience, with no additional cost to the management company, HOA, or homeowners. Account validation will happen behind the scenes and won’t be noticed by homeowners. **Q: What questions should management companies be asking of their assessment payments software provider?** A: The important questions to ask are: - What is being done to meet the expanded NACHA requirements for ACH transactions? - How will the upcoming NACHA regulations impact ACH transactions for me or my homeowners? - Are there any additional costs to me or my homeowners to meet these new NACHA requirements? Payment providers can implement different solutions to meet the expanded account validation requirements. Some approaches may impact the workflow for you and your homeowners, and it might be at an additional cost. **Q: What actions should we consider if our existing homeowner portal cannot support these new compliance requirements?** A: It may be time to evaluate a provider that specializes in payments technology, such as FRONTSTEPS. It will become increasingly difficult for general purpose HOA software providers to keep up with tightening financial payments compliance requirements. **Q: How should we communicate these changes with our boards and homeowners?** A: It is important for board members and homeowners to understand the changes for online ACH payments and how it will impact them. If you discover that one or more existing payment methods no longer complies with the requirements, communicate the discontinuance of that payment option widely to affected community associations and homeowners, and ensure that you have another reliable online payment optional available for their use. Interested in learning more about FRONTSTEPS Payments? [REQUEST A DEMO](https://frontsteps.com/demo-request) **Categories:** Your Business --- ### [What Causes High Community Association Manager Turnover Rates?](https://frontsteps.com/blog/what-causes-high-community-association-manager-turnover-rates/) **Published:** August 31, 2022 **Author:** FRONTSTEPS **Content:** Many property management companies know there’s a high turnover rate with a community association manager. Here’s what they can do without cutting profits. A report from the U.S. Bureau of Labor Statistics suggests a stark outlook for the role of a Community Association Manager. BLS predicts that approximately 29,100 job openings will be available on average annually, with many of these openings stemming from a need to replace existing workers who leave their jobs. Why are turnover rates for community management [so challenging](https://frontsteps.com/blog/key-insight-2-staffing-shortages/)? Here are some of the root causes and the ways management companies can adderss them. ## Several Risk Factors Community managers are busy. They handle a plethora of day-to-day tasks and are constantly managing pressure, deadlines, and communications that need to go out. Additionally, they are the face of the management company to an association, and often receive critical and outright rude comments from the small number of residents who are sqeaky wheels. (And even the most pleasant residents will have a complaint from time to time.) And they handle all of this often at a relatively modest wage. Payscale.com reports an average base salary for a Community Association Manager (CAM) [is $54,337 annually](https://www.payscale.com/research/US/Job=Community_Association_Manager/Salary). Community Manager salary can vary widely based on region of the country, the types of communities in their portfolio, and a community manager’s credentials. However, when you consider the number of CAMs accepting calls and emails in the evenings or needing to work weekends, you can see why there is some strain. Meanwhile, health insurance premiums are increasing alongside massive inflation. It is difficult for Community Managers not to consider an alternative career path. ## Addressing CAM Turnover First, it helps to make the right hire. While it sounds easier said than done, a good way to vet out potential job applicants is with assessments. There are certain character traits and skill sets that make a good Community Association Manager, and those are the applicants that you want to put at the top of your list. Next, remember that a Community Manager is a career, and should be treated like one. There are ways to [make employees happy](https://frontsteps.com/blog/hiring-and-keeping-your-best-community-association-managers/). One way is through employee recognition programs. It could be as simple as an award for their achievements, a poster that recognizes their accomplishments, or a gift to say thank you for all you do. Further, consider work-life balance. Burnout is a real and immedaiate concern. Their personal life is important, and you want your Community Manager to know that you respect that. ## Ready to support happier CAMs? At FRONTSTEPS, we love to make life easier for your Community Association Managers. We know how challenging the day-to-day grind is, which is why our portal, accounting, and operations solutions are design to help simplify their tasks. Ready to explore how better technology can help you improve job satisfaction and retention for your all-star CAMs? [Schedule your personalized demo](https://frontsteps.com/demo-request) today! **Categories:** Your Business --- ### [Your HOA Accounts Payable Process Could Be Costing You](https://frontsteps.com/blog/your-hoa-accounts-payable-process-could-be-costing-you/) **Published:** October 22, 2021 **Author:** FRONTSTEPS **Excerpt:** The extra hours required by manual accounts payable processes quickly add up and heighten the risk of burnout for community managers **Content:** ![Business man using Frontsteps app](https://frontsteps.com/wp-content/uploads/2022/08/Business-man-using-frontsteps-app.jpg) ## 4 Common AP Headaches (And How to Fix Them) The advantages of selecting the right technology have never been more apparent. As a result, high-performing management companies and HOAs are analyzing their operations and looking for weak links – areas ripe for automation. Year after year, demand for HOA accounting solutions like [FRONTSTEPS Accounting (aka Caliber)](https://frontsteps.com/products/accounting/) grows as management companies invest in software to streamline daily tasks so they can focus on serving their communities. ***Yet, many community associations still wrestle with HOA vendor payments***. The extra hours required by manual accounts payable processes quickly add up and heighten the risk of burnout for community managers – already pulled in many directions. Is accounts payable a weak link in your HOA accounting process? Here are four signs your organization is ready for a smarter approach to AP, courtesy of our partners at [AvidXchange](https://www.avidxchange.com/integrations/caliber-software/?utm_source=Caliber&utm_medium=Partner&utm_campaign=7013b000001f1dz): - You’re still processing paper invoices – perhaps the single greatest time savings comes from moving invoices online. Clients report a 10x time savings in the invoice-to-pay process by moving the full process to the cloud. - Approvals are a long and windy road – do invoices quickly get to the right approvers, every time? If invoices are getting circulated around the business, you are creating work for multiple people that could be solved through automation with a solution like AvidStrongroom. - Your audit trails are incomplete – do you have a complete record of payments to each vendor at your fingertips? Are period over period comparisons a snap? How about finding the history for a disputed payment? If any of your details get lost to history, and you can’t follow the money, your accounts payable process needs an upgrade. - Your vendor payments processes aren’t remote-friendly – it has become difficult to call ‘work from home’ a trend. It appears to be a reality. Yet many organizations are not equipped yet to empower their staff to work from anywhere. If processes such as accounts payable can only be completed at the office, that is both inefficient and a drawback for talented staff who value the flexibility of remote work. Housing growth is roaring back after a downturn, with new starts up roughly 17% year over year in [the latest Census data.](https://www.census.gov/construction/nrc/pdf/newresconst.pdf) With demand for services projected to rise and staffing shortages still rampant, this is a crucial time to identify weak links and invest in the tools needed for growth. FRONTSTEPS and AvidXchange provide a complete solution for HOA accounting, accounts receivable, and accounts payable that meet these growth opportunities head on. [Learn More](https://frontsteps.com/caliber-avidxchange-demo-request) **Categories:** Your Business --- ### [HOA Code of Ethics for Board Members to Remember](https://frontsteps.com/blog/ethics-for-board-member-to-remember/) **Published:** May 25, 2021 **Author:** FRONTSTEPS **Content:** Board members of Homeowners Associations don’t have an easy job. They’re responsible for many different duties, and they want to serve their communities to the best of their ability, all while being ethical and fair. Board members must adhere to ethical standards while fulfilling their duties to the community. While it can be challenging to find connection and guidance on every issue that might arise, CAI does have a Model Code of Ethics that can serve as a basic framework for Community Associations. If you’re interested in learning more about CAI’s framework, [check it out here! ](https://blog.caionline.org/13-ethical-standards-for-board-leadership/) Here’s a brief overview of what type of guidelines are included within the framework; - Serve the best interests of the association as a whole regardless of their interests. - Use sound judgment to make the best possible business decisions for the association, considering all available information, circumstances, and resources. - Act within the boundaries of their authority as defined by law and the association governing documents. - Provide opportunities for residents to comment on decisions facing the association. - Perform their duties without bias for or against any individual or group of owners or non-owner residents. - Disclose personal or professional relationships with any company or individual who has or is seeking a business relationship with the association. - Conduct open, fair, and well-publicized elections that allow residents to exercise their right to vote. - Always speak with one voice, supporting all duly adopted board decisions even if the board member was in the minority regarding actions that may not have obtained unanimous consent. - Keep confidential any owner, resident, or other third-party discussions, decisions, and comments made at any meeting of the board adequately closed or held in executive session unless specifically authorized by the board. - Refrain from making unauthorized promises to a contractor or bidder. - Decline gifts directly or indirectly from owners, residents, contractors, or suppliers. - Represent only known facts in any issue involving association business. - Refrain from personal attacks, harassment, or threats with colleagues, staff, or residents. Remaining ethical and professional is an essential duty for all professionals within the association management space. We hope this code can help you when making decisions in the future. **Categories:** Your Business --- ### [HOA Security System Essentials for a New Era](https://frontsteps.com/blog/association-security-essentials-for-a-new-era/) **Published:** May 11, 2022 **Author:** FRONTSTEPS **Content:** ## **Q&A with FRONTSTEPS CEO, Jamie Clymer** Homeowners Association and Condo Association board members weigh options and determine trade-offs daily. Some aspects of community living are simply non-negotiable, however. One prime example? Association security. We receive a lot of questions about what is changing in security and what to look for in a security solution. Enter Jamie Clymer, CEO of FRONTSTEPS, to bridge the gap on the latest trends in association security for a new era. Here is what we learned. **Q:** What’s changing with association security demands and why is security becoming more complex? **A:** “There are a couple reasons that come to mind. First, work from home has gone mainstream, and with it more flexible schedules. One study found that 87% of employers plan to offer more flexibility in when and where their employees work, even after the pandemic.1 This shift will alter traffic patterns in and out of neighborhoods in significant ways. As a result, the stakes have been raised for boards in guarded community associations to collect more detailed tracking for residents, guests, and vendors. Second, millions more Americans are shopping from home. Year-over-year increases in parcel delivery are ‘staggering’,2 according to industry sources. Parcel volumes jumped 37% in 20203 and continue to climb as online shopping habits have soared. While convenient for homeowners, ‘porch pirate’ activity has surged and 40% of online shoppers reported losing a package to theft last year.4” **Q:** With a shift to remote work, how else will associations be impacted? **A:** “If remote work is here to stay, homeowners in expensive regions of the country may look to relocate. Data reported by CNBC5 suggests that millions of Americans will relocate if they can take their jobs with them. For community managers and board members, this so-called ‘migration’ may increase move-ins and move-outs, and the administrative steps that accompany them.” **Q:** How should HOAs think of security differently in the year ahead? **A:** “Great question. As we turn the page on 2021, it’s critical to realize that security is a significant part of the resident experience. Homeowners should have a simple way to manage their guest list, reserve amenities, and complete other security-related tasks. Ideally, those tasks should be accessible from the same portal or mobile app that they use for all other community needs – from paying assessments to submitting architectural requests.” **Q:** What should associations look for in their security software provider? **A:** “It’s most helpful to identify a technology solution provider that keeps your options open. Some security software only works with a small set of hardware manufacturers for devices such as badge readers and license plate recognition. These rigid designs can force boards into costly decisions – such as replacing their entire security system if one component no longer fits their needs. Choosing a provider with open designs can maintain your flexibility and preserve your budget.” **Q:** You often talk about the value of a single resident directory. Does managing resident and guest data in one system help safeguard communities? **A:** “You hit the nail on the head. Accurate, current, and complete data is your best defense against theft, unauthorized entry, and other security risks. Unfortunately, many software products do not ‘talk’ with on another, forcing community managers to enter resident information, guest lists, and other data into multiple systems. We all know how time-consuming and error-prone manual data entry can be. You run the risk of errors that can endanger your community.” Community operations are more complex today than in years past. A strategic approach to **HOA security system** design is vital for balancing homeowner convenience with the safety we all crave. Interested in learning more? Request a demo today or [click here](https://frontsteps.com/products/security) to get started. **Categories:** Community Resources ---