Confirm your role
Learn the responsibilities attached to your office, the board’s decision rules, and which actions require a formal vote.
Choose a different role
Start Here · New board director
A clear first path for new board directors.
Start with the essentials of your new role, learn where board information lives, and establish the communication habits that keep association decisions moving.
Your most useful next steps
What do you need to do?
These links are selected specifically for new board director.
Start board onboarding
Review board roles, meetings, financial oversight, projects, and governance resources.
Begin onboardingFind my association
Open your community page for contacts, public documents, news, and resident-facing resources.
Choose your communityOpen association account
Access association documents, forms, messages, and account information.
Open HOA loginLearn the accounting structure
Understand reports, assessments, payables, reconciliations, budgets, and audit support.
Review accountingReview architectural control
See the resident request process your board oversees.
View the processMeet your management contact
Ask how your board communicates, approves work, and prepares for meetings.
Contact myHomeSpotRole-specific guidance
Your first 30 days
You do not need to learn everything at once. Begin with authority, information, and the board’s regular operating rhythm.
Important: A director acts as part of the board. Confirm your association’s governing documents and legal requirements before treating an individual instruction as a board decision.
Review the operating picture
Read recent meeting minutes, current financial reports, the approved budget, active contracts, and open projects.
Establish the board workflow
Confirm meeting cadence, agenda deadlines, approval channels, and how requests are assigned to management.
Answers for your role
Common questions
What should I review first?
Begin with recent minutes, current financials, the approved budget, active contracts, governing documents, and the list of open board decisions.
How do I know what I can authorize?
Review your governing documents and board policies, then confirm with the board and manager which actions require a vote, an officer approval, or management execution.
Where should I ask onboarding questions?
Use the management contact path and identify yourself as a new director, your association, your board role, and the topic you need help understanding.
Not the right page? Return to Start Here and select the role that best matches today’s task.
Choose a different roleBuild a strong start with your manager.
Introduce yourself, confirm your role, and ask for the association’s current board workflow and priority materials.