All About: uManage

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