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All About: uManage

Posted by Sarah Sukta on May 30, 2018 8:00:00 AM

All About uManage
Designed specifically for HOA property management, uManage leverages the latest technologies to support the core property management features such as violations, work order, architectural requests, board tasks and more. In today’s wired world, managers need software tools with online access and homeowners need 24/7 access to their personal account and community information. Our cloud-based solution provides anytime, anywhere access along with the tools and features to support you and your client associations.

HOA VIOLATIONS

  • Capture + track HOA Violations while onsite with photos/notes
  • Mobile app has “Offline Mode” (no need for data connection)!
  • Create customized violation processes for each association
  • Generate professional violations letters
  • Display routes for inspectors with GPS
  • Auto-post fines to built-in ledger or export to integrated accounting
  • Send Violations via USPS or email

WORK ORDERS

  • Create new HOA work orders while onsite
  • Capture a picture of the work to be performed
  • Assign vendor while on property
  • Automatically email work order to assigned vendor
  • Assess and track fines by account
  • Gather Metrics on outstanding and completed work orders

ARCHITECTURALS

  • Create and manage customized workflows with approvals
  • Notification to managers and boards of critical events
  • Homeowners can submit ARC requests online
  • Track progress of architectural changes
  • ARC Committee collaboration and voting
  • Full reporting keeps you in control of outstanding ARC requests

REPORTING

  • Run real-time reports on all activities
  • Automated report subscriptions to email activity reports to clients and staff
  • Create online and interactive Client Activity Reports to help with board meetings
  • The Board Portal allows members to view and run live, real-time reports
  • Customize and brand reports with your colors and logo

ACCOUNTING

  • New in 2018, uManage includes an optional built-in accounting system!
  • Full AR/AP/GL functions, banking integration, statements, and delinquency processing
  • All-in-one system option for accounting, management tools, and portals

VENDOR MANAGEMENT

  • Maintain a database of vendors and related documents
  • Issue 1099’s to vendors with built-in accounting functions
  • Assign work orders to vendors and send automated work order emails
  • Create Requests for Proposal for association projects and manage bid responses
  • Import vendor lists from external systems

E-VOTING

  • Create and manage association elections in uManage
  • Set up custom ballot items for candidates and measures
  • Set quorum and proxy votes
  • Meet legal requirements with ability for members to change votes at the annual meeting
  • Reporting of results

PORTAL ACCESS

  • Provide homeowners and residents account access to view and pay balances
  • Make important announcements and documents readily accessible
  • Use the “Resident Request” feature as a ticketing system to channel and track resident communication
  • Take the architectural review process entirely online with committee review and voting in the portal
  • Keep Board Members in the know with custom reporting packages
  • Allow homeowners to update contact information and maintain visitor, vehicle, and pet lists

 

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Topics: Software, Property Management, Mobile App, uManage, HOA Violations

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