Simple, Structured, Stress-Free

Our onboarding process is built to minimize disruption while maximizing efficiency. Most
communities are fully operational within 7-14 days.

7-14 Days

Average onboarding timeline

White-Glove Support

Dedicated onboarding specialist

Zero Disruption

Seamless transition for residents

The Model Adapts With You

Start small. Scale seamlessly. No disruption to your community.

Your Onboarding Journey

A clear roadmap from consultation to full activation.

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Day 1 • 30-45 Minutes

Initial Consultation

We start with a discovery call to understand your
community's needs, current structure, and goals.

  • Assess community size and complexity
  • Review current management structure
  • Identify pain points and priorities
  • Recommend service level and CAM match
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Days 2-3 • Virtual Meeting

CAM Assignment & Introduction

Meet your licensed CAM and establish communication protocols.

  • Introductory call with assigned CAM
  • Review board expectations and preferences
  • Establish communication channels
  • Define service hours and availability
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Days 3-7 • Secure Upload Portal

Document Collection & Setup

We gather essential documents and configure your
community profile.

  • Governing documents (CCRs, Bylaws, Rules)
  • Vendor contracts and contact information
  • Financial records and budgets
  • Unit owner roster and contact details
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Days 7-10 • Automated Process

AI Agent Training & Configuration

Our AI agents learn your community's rules, policies,
and procedures.

  • Document indexing and AI training
  • Custom response templates
  • Escalation protocols configuration
  • Testing and quality assurance
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Days 10-12 • Live Training Session

Platform Access & Training

Board members receive platform access and
comprehensive training.

  • Board portal walkthrough
  • AI agent interaction demonstration
  • Document management training
  • Q&A and best practices
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Days 12-14 • Community Announcement

Resident Communication

We help you announce the transition to your residents.

  • Pre-written announcement templates
  • CAM introduction letter
  • New contact information distribution
  • FAQ preparation for common questions
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Day 14+ • Full Activation

Go Live & Ongoing Support

Your community is now fully operational with CAM + AI support.

  • AI agents begin responding to residents
  • CAM begins scheduled oversight
  • 30-day check-in and optimization
  • Continuous support and refinement

What You'll Need to Provide

We make document collection simple with a secure portal and clear checklists.

Governing Documents
  • Declaration of CCRs
  • Bylaws and Articles of Incorporation
  • Rules and Regulations
  • Architectural guidelines
Financial Information
  • Current budget and reserve studies
  • Recent financial statements
  • Bank account information
  • Outstanding dues/assessments
Community Information
  • Unit owner roster with contact info
  • Board member information
  • Property layout and amenities
  • Common area details
Vendor Relationships
  • Current vendor contracts
  • Vendor contact information
  • Service agreements and schedules
  • Warranty information

Secure Document Upload Portal

All documents are uploaded through our encrypted, HIPAA-compliant portal with bank-level security.

Our Onboarding Commitment

We're with you every step of the way.

Dedicated Specialist

A single point of contact guides you through the entire process.

Flexible Scheduling

We work around your board's availability and timeline.

30-Day Follow-Up

Transition to comprehensive management when ready

Onboarding FAQs

Most communities complete onboarding in 7-14 days. Complex communities with extensive documentation may take slightly longer, but we'll provide a
clear timeline during your initial consultation.

No. But if you decide to have a drink on us, introduce yourself to a vendor and they will provide you a drink token.

We plan for a group size, please ask them to register to secure a spot at our event.

No worries, we appreciate an email letting us know that you can’t make it so we can plan for food and drink.

We hold events in different Cities each month, check the calendar and subscribe to our mailing list to see when the next event will be held in your area.

Ready to Get Started?

Begin your onboarding journey today and experience professional
CAM support enhanced by AI.

Most communities are fully operational within 7-14 days.

Start your Onboarding Schedule a Comsultation