Now onboarding HOA boards, management companies, and builders. Talk to sales for a custom proposal.
AI-agentic platform for HOA management companies

Your portfolio,
managed well.

Dwella automates dues, violations, service requests, governance, and vendor ops across every community your firm manages. Built for HOA management companies — with builder handover, board governance, and homeowner self-service in the same shared system.

See how it works
✓
Automated dues collection
DwellaHOA Agent
Smart triage
Incoming ·Roof leak near stairwell B — Unit 4A
⚡
Agent triages requests in real time
User flow diagrams

Every persona,
clearly mapped

Dwella is strongest when each actor has a clean path — HOA management companies, boards, vendors, homeowners, builders, and the AI workflow layer that ties them together.

🏢 HOA CompanyOperational control

Management companies need a structured operating layer to onboard communities, manage residents and vendors, maintain financial records, and coordinate with boards without scattered systems.

Step 1
Take over operations
Import units, documents, residents, contacts, vendors, and financial setup from the community.
→
Step 2
Manage workflows
Run homeowner registration, payment setup, service routing, reporting, and contract records.
→
Step 3
Coordinate with board
Surface approvals, financial reports, compliance items, and resident communications for sign-off.
→
Step 4
Maintain the record
Leave behind a searchable, auditable operating system instead of ad hoc files and spreadsheets.
Everything you need

Core workflows,
one platform

Built for builders handing communities over, HOA companies taking over operations, boards running governance, vendors servicing requests, and homeowners using one clear portal. Each workflow shares the same unit record, resident history, documents, and audit trail.

⚖️
Violations & enforcement
Photo-documented violation logs with full unit history. AI-drafted notices drawn from your CC&Rs, automatic cure-period tracking, and a complete paper trail from first warning to hearing.
Auto-escalation ladder
💳
Dues & payments
Card and free ACH payments via Stripe, automatic reminders, configurable late fees, and a clean per-unit ledger. A self-serve homeowner portal with downloadable statements and receipts.
Payment portal
🔧
Service requests
Duplicate detection surfaces similar open requests before a new one is filed. Affected residents are linked, jobs are routed to approved vendors, and everyone shares a live status timeline.
Real-time timeline
📅
Meetings & voting
Meeting scheduling with auto-generated agendas built from open issues, digital ballots with quorum tracking, and published minutes delivered to the resident portal.
Quorum tracking
📄
Document management
A single repository for CC&Rs, bylaws, budgets, meeting minutes, statements, handover packets, and vendor contracts — with scan-and-upload support for physical documents.
Scan + upload
📢
Resident communications
Multi-channel messaging across email, SMS, push, and Slack with per-resident, per-unit delivery history. Residents receive updates through whichever channel they already use.
Email · SMS · Push · Slack
🏗️
Builder handover & launch
A structured workflow for transferring documents, rules, contacts, vendors, units, and responsibilities from builder to HOA company to board — turning a chaotic handover into an auditable process.
Builder to board
🏘️
Residents & units
Unit registry with CSV import, magic-link resident invites, and role-based access for board members, managers, and homeowners — all tied to one shared community record.
CSV import
📊
Budgets & finances
Chart of accounts, budget drafts, distribution analysis, and board-ready financial summaries — connected to dues, assessments, and vendor payables in one place.
Chart of accounts
📋
Board packets
Assemble monthly board packages from open requests, financials, violations, and documents. AI-assisted drafting helps boards review faster with a complete audit trail.
AI-assisted packets
🤝
Bids & vendor portal
Structured RFP workflows, vendor scope comparison tables, AI proposal review, and a vendor-facing portal for quotes — without forcing vendors into a heavy dashboard.
Scope comparison
💡
AI insights
Regulatory compliance alerts and prioritized action items surfaced from your documents, requests, and community activity — so boards know what needs attention next.
Compliance + actions
🤖
AI agent
Works autonomously on routine tasks, drafts consequential actions for board approval, and answers resident questions from your actual CC&Rs, statements, and request history.
Autonomous · Approve · Q&A
⚡
Open MCP access
Dwella exposes its data through MCP, so communities can connect approved workflows to Claude, ChatGPT, and other AI clients. Records are queryable and safe actions are triggerable from any tool.
Claude · ChatGPT · MCP
AI agent

Your community's
intelligent backbone

Dwella's AI agent works in three modes — acting autonomously on routine tasks, suggesting actions for board approval, and answering questions on demand. Built for governance-safe automation, financial clarity, and resident transparency.

01
Fully autonomous
Handles routine, low-risk tasks without interrupting the board — reminders, status nudges, duplicate request matching, and vendor follow-up.
e.g. Sends dues reminder on day 15, links a new leak report to an existing open issue
02
Suggest + approve
Drafts consequential actions, financial notices, and governance paperwork, then waits for board sign-off before anything binding is sent.
e.g. Drafts violation notice, posts approval request to Slack, then sends after board sign-off
03
Q&A on demand
Answers resident and board questions by reading your actual community documents, statements, and current request history.
e.g. "Can I download my latest statement?" or "Can I have a trampoline?"
Vendor experience

No portal.
Just a text message.

Vendors don't need an account, a dashboard, or an app. Every interaction comes via SMS and one-tap magic links, while the board and residents still get a complete shared timeline, invoice trail, and proof of work inside Dwella.

1
Request logged
Resident sees outstanding requests first, then submits with category, photo, and location if truly new
2
Vendor matched
Agent checks for duplicates, groups affected units, then picks from the approved registry by category
3
SMS sent
Job details + magic link. Reply 1 to accept, 2 to decline
No login needed
4
Job accepted
Timeline starts. Affected residents, board members, and staff notified instantly
5
Status updates
Vendor taps link to update progress, upload invoice, and attach before/after photos
One-tap form
Onboarding

Live in
days, not months

A guided 6-step wizard gets your community fully set up — units, residents, dues, documents, and vendors. Go live quickly with enough structure for governance workflows and AI-native automations to work on day one.

✓
Community profile
Name, legal entity, location, total units
Required
✓
Import units
CSV upload or add manually — maps columns for you
✓
Invite residents
Magic-link welcome emails — no passwords needed
✓
Dues & payments
Assessment amounts, grace periods, late fees, statement templates, and payment methods
5
Upload documents
CC&Rs, bylaws, rules, budgets, and prior statements — feeds the AI Q&A
Optional
6
Add vendors
Approved vendor registry by category
Optional
Built to cover every gap

Nothing falls through
the cracks

Every edge case that breaks other HOA platforms — ownership changes, duplicate requests, statement access, board process, compliance workflows, and external AI connectivity — is designed into the system from day one.

Ownership transfersCritical gap
When a unit sells, old owner access revokes automatically. New owner gets onboarded, dues balance transfers, violations follow the unit.
✓ Automated transfer workflow with board confirmation step
Tenants vs ownersCritical gap
Rented units have two people: the owner (pays dues, owns violations) and the tenant (submits requests). Different permissions, different notifications.
✓ Dual-role unit model with separate permission sets
Pet & vehicle registryNew
Residents register pets against CC&R breed/count limits. Vehicles registered by plate for violation lookup and guest parking.
✓ Built into resident profile, auto-flagged if over limits
Emergency contactsGap
Per-unit emergency contacts visible to board during incidents.
✓ Required field during resident onboarding
Duplicate request preventionNew
Before residents file a new issue, they see existing open requests that may already cover it.
✓ Outstanding-request search with similarity matching and join-existing flow
Ready to get started?

Your community deserves
better than spreadsheets.

Talk to our team about your community — units, portfolio size, and rollout timeline. Your dedicated community manager is with you from day one.

FAQ

Common questions

Quick answers about plans, onboarding, and how Dwella works.

Pricing is billed per unit per month and tailored to the size of your portfolio. Talk to our team for a custom proposal.