PorchlightHOA on autopilot

Let's set up your community

About 12 minutes. Skip anything you don't know — we cover it on the kickoff call. Your answers save as a draft you can come back to.

1 · Your community

Community name

Type

City

State

Total platted lots / units

Built / occupied vs. developer-held

Do developer-held lots pay dues?

Fiscal year

When does board control transfer from the developer to homeowners?

Any lots with tenants, LLC owners, or second homes we should know about?

2 · Board members

President · name

President · email

President · mobile

Treasurer · name

Treasurer · email

Treasurer · mobile

Secretary / other · name

Secretary / other · email

Who approves bills? Who should get the "needs a second signature" text?

3 · Dues & rules

Annual dues per lot ($)

Due date

Late fee ($)

Late fee applies after (days)

Interest on past-due balances (% per month)

Where do these rules come from?

Homeowners carrying balances from prior years? (who and how much, roughly)

How do people pay today, and who deposits it?

Offer a 2-installment payment plan Prorate dues for mid-year closings Pause amenity access at 60 days past due Homeowner pays the card fee if they choose a card (bank transfer is free)

4 · Amenities & access

Pool house rental fee ($)

Refundable deposit ($)

Pool hours & season

Key card / gate system (brand, how many cards issued)

5 · Accounts, vendors & documents

Accounting

Reply-to email for announcements

Bank for dues deposits (name only — details go into Stripe later)

Insurance carrier & renewal month

Current vendors (landscaping, pool, weed/fert/pest, tree, utilities, gate, attorney, CPA…)

Upcoming events already planned (garage sale, block party, meetings)

Community logo (PNG, JPG or SVG)Shows on the homeowner app, emails and the board portal. Optional — a neighborhood sign or letterhead works.

Governing documents (CC&Rs, bylaws, handbook, pool rules, budget, minutes) — PDFsUp to 20 MB each

Homeowner list (Excel/CSV) or paste rows belowLot, name, address, email, phone in any order

Or paste homeowner rows here

6 · Plan & go-live

Plan

Target go-live

Add Concierge (+$149/mo) — AI agents handle homeowner support I agree to the subscription terms · card entered at kickoff

Anything else we should know?

Your draft link: https://porchlightpoa.com/start/p6bWz_KHlullsCC1w4HLHw — bookmark it to come back.