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Company Portfolio
Communities managed this year
Company-wide · January–December · Managed totals at the first of each month. Future + counts show scheduled onboarding; December − counts flag contracts ending 12/31, not confirmed departures. Inactive-association history is awaiting verification.
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My tasks and assigned communities
Onboarding/Training
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01Portfolio Statistics
Communities managed this year
Company-wide · January–December · Managed totals at the first of each month. Future + counts show scheduled onboarding; December − counts flag contracts ending 12/31, not confirmed departures. Inactive-association history is awaiting verification.
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New Assoc YTD
Terminated Assoc YTD
Confirmed records are listed below. Complete coverage of inactive associations is awaiting verification.
Contracts Expiring this year
Company-wide
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Portfolio by manager
02Task Management
My Open Tasks
All employees - Open task counts
03Meeting Management
Meeting checks cover the current calendar year. Minutes are checked seven days after the meeting.
Unbilled meeting exceptions (—)
Missing Egnyte Meeting Minutes (—)
Upcoming Board Meetings (—) Next 45 days
Upcoming Annual Meetings (—) Next 90 days
Meetings needing review (—)
04Work Order Management
Coming soon!
05Architectural Services
06Violation Management
07Accounts Payable Review
08Wufoo Form Dashboard
Open this section to check recent submissions.
09Financial Reporting
Awaiting financial check.
10Closing Dept
Awaiting ownership check.
11Onboarding/Training
HOA Onboarding Form Center
Manager Setup Forms
- VMS SetupLink pending
- Bank Setup Request (opens in a new tab)
- Request Work Order Module Setup (opens in a new tab)
- API: Smartwebs Setup (opens in a new tab)
- API: Homewise Setup -HOA (opens in a new tab)
- API: Southdata/OSG (opens in a new tab)
- Property Web Page (opens in a new tab)
- Office Resource Setup (opens in a new tab)
- Wufoo Setup (opens in a new tab)
Forms open in a new tab. Use your assigned company account if a sign-in is required.
Showing events in the next 60 days with registrations. Registrations sync every 15 minutes and again two hours after each meeting ends. Repeated registrations by the same person are counted once.
Exceptions · Casey resolution tasks
Checking training exceptions...
Casey resolves requests that could not be matched to the requested seminar and date. A completed task remains unresolved here until the correct invitation and registration note are verified.
12Website & API Operations
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Quicklinks
HOA Governing Documents
HOA Governing Document Gemini Notebook.
Open Gemini Notebook (opens in a new tab)Portfolio Google Map
Open the map of our association portfolio.
Open portfolio map (opens in a new tab)VMS Server
Connect to the VMS remote server.
Open VMS Server (opens in a new tab)Smartwebs Office Login
Open Smartwebs for office work.
Office login (opens in a new tab)Smartwebs Mobile Login
Open the Smartwebs mobile login.
Mobile login (opens in a new tab)E-Work Orders
Open the work order system.
Open E-Work Orders (opens in a new tab)HomeWiseDocs
Manager access for closing-document work.
Manager login (opens in a new tab)Zoom Login
Open Zoom for meetings and calls.
Open Zoom (opens in a new tab)Wufoo Forms Login
Sign in to manage company forms.
Open Wufoo (opens in a new tab)Egnyte Online File Repository
Open company files and shared documents.
Open Egnyte (opens in a new tab)Branding Guide
Company artwork & standards
Branding Guide
Choose Logo #1 or Logo #2, with downloads for large print, everyday printing, websites and Apple site icons. Find brand colors, fonts, usage tips and CSS in the same place.
Release Notes
A matching filename suggests that minutes exist; it does not verify their content or approval. An association and date match alone does not confirm a meeting was billed.
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