FOR MANAGEMENT COMPANIES
One Operational Home Base for Every Community You Manage.
Manage multiple communities through one login while each association’s records remain organized within its own community workspace.
Create Free Portfolio AccountFor management companies
Portfolio Tools for the Way Management Companies Work.
Bring office-level visibility, community switching, team workflows, and association release into one portfolio—while keeping each association’s records organized within its own workspace.
- See the whole portfolio — dates and follow-ups in one place
- Work inside each HOA — documents stay per community
- Release records cleanly — provide the HOA’s uploaded record history when management ends
What Portfolio adds beyond a single community login
These are office-level tools—you get them with a free Portfolio account even before every community is on a paid subscription.
Office dashboard
See upcoming dates and attention items across all active communities from one home screen.
One login, many communities
Switch between association workspaces without juggling separate tools or credentials.
Association Release
When management ends, release the HOA’s uploaded record history through a documented process while retaining the office archive.
Office Team Access
Add executives and staff who help manage communities across your portfolio.
Portfolio calendar view
Track key dates across communities while records stay in each association’s own workspace.
Former Communities Archive
Retain read-only access to documents and history after a community returns to self-management.
Community Manager vs Portfolio Management
Not the same role. Inviting a Community Manager does not give your firm Portfolio features.
Community Manager
You help one community without Portfolio office tools.
Portfolio Management
Office dashboard, association release, and multi-community operations.
How a managed community works
- 1
Step 1
Create Your Portfolio
Set up your management company’s Portfolio account.
- 2
Step 2
Add Your Communities
Add the HOAs your company currently manages to the Portfolio account.
- 3
Step 3
Manage Through One Login
Use the office dashboard and individual community workspaces to manage your communities.
- 4
Step 4
Complete the Transition When Management Ends
When the management relationship ends, use the built-in Handoff process to release the association from your portfolio. With just a few clicks, the HOA keeps its AssocRecords history and your management company retains its own copy of the documents from the management period.
New client already using AssocRecords? The HOA can first invite your firm as Community Manager. Its community can be added to your Portfolio when its current subscription term permits.
Free Portfolio Access — Pay Only for Managed Associations
There is no Portfolio platform fee. Each managed association is billed separately at the standard AssocRecords community rate based on its size.
Village Plan
Up to 50 homes/units
$29/month
Neighborhood Plan
51 to 150 homes/units
$59/month
Estate Plan
151 to 300 homes/units
$99/month
Each community is billed at the standard HOA rate by size—Village Plan $29/mo, Neighborhood Plan $59/mo, Estate Plan $99/mo. No portfolio volume discount. No minimum number of communities.
Why teams choose AssocRecords
- One login, many communities.Stop switching between tools that weren't built for portfolio work.
- A Separate Workspace for Each AssociationEach community’s records remain organized in its own workspace while your office manages them through one Portfolio account.
- Built for real HOA operations.Documents, dates, and workflows that match how associations actually run.
- Not a replacement for your billing stack.AssocRecords does not invoice owners or process dues—only your subscription for using the product.