Services

Every service below solves a problem I've handled as a community manager — not a capability looking for a use case.

Everything here can be built. Pricing covers the three stages: finding out what to build, building it, and keeping it defensible.

Flagship Offerings

Two production systems, built from the manager's chair.

These aren't demos. They're the two systems I build and deploy for associations today, designed around governing documents, legal deadlines, and compliance exposure.

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Architectural Intake Agent

End-to-end architectural application intake — the process most likely to expose an association to selective-enforcement claims. It verifies completeness, validates neighbor signatures against the membership directory, sends specific deficiency notices, and tracks review deadlines. It never approves or denies; committees keep that authority.

  • Completeness & signature validation
  • Deficiency notices that name exactly what's missing
  • Deadline tracking with a defensible trail
  • Delivered as a production agent under Implementation Partner
Ask About the Architectural Intake Agent
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Resident Support Assistant

A support page I build on a sub-domain and link from your community website. It answers homeowner questions from your governing documents, not generic HOA advice, around the clock, and hands off to a human when the question needs judgment. Website page only: if you want residents to text their questions, choose Community Concierge instead.

  • Built on your actual governing documents
  • Handles the repeat questions that fill a manager's inbox
  • Nothing for homeowners to sign up for — it's a link from your website
  • Delivered as a production agent under Implementation Partner
Ask About Resident Support
A separate company I co-founded

Community Concierge

Community Concierge, from Zavilio, an AI operations platform, is a resident support assistant that answers from your governing documents on a website page and by text message. Text is what sets it apart: if you want homeowners to ask questions from their phones, this is the choice. It replaces the Resident Support Assistant rather than adding to it — an association picks one. It is a different product from mine, run by a different company.

On the web and by text. Residents can ask questions on your association's website or by text message, and get immediate answers 24/7. Homeowners enroll once to use the text service.

Answers draw on your governing documents plus local and state information, so management spends less time on repeat questions and more on the issues that need a person.

I point you to Zavilio to get started. Your association contracts with Community Concierge directly and is billed by it directly. It is not part of a consulting engagement, never appears on an Association Pilot invoice, and is never inside a consulting total.

A disclosure you're entitled to. Community Concierge is a separate company I co-founded and hold an interest in. If your board would rather look at other options, I'll help you evaluate them on the merits. If it isn't a problem you have, I'll tell you that too.

Services by problem area

Most engagements combine areas. The free paired assessment shows which will move the needle for your association — and which would be technology for its own sake.

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Resident Support & Communication

The problem: the same twenty questions consume staff hours, and residents wait days for answers.

  • Resident support pages grounded in your governing documents
  • Automated notice & reminder workflows
  • Request intake, routing & after-hours coverage with human escalation
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Architectural Review & Compliance

The problem: inconsistent ARC intake and missed deadlines create selective-enforcement and deemed-approval exposure.

  • Architectural Intake Agent: completeness & neighbor-signature checks
  • Deficiency, follow-up & closing notices
  • Committee review-deadline tracking
⚙️

Board & Management Operations

The problem: managers spend their day on repetitive administration instead of judgment calls.

  • AI agents for recurring daily tasks & workflows
  • Meeting scheduling, agenda prep & board packets
  • Spreadsheet, vendor & work-order tracking automation
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Financial Planning Tools

The problem: budget season and capital planning run on fragile spreadsheets and one person's memory.

  • AI-assisted budget modeling & forecasting
  • Capital planning & dues scenarios ("what would this cost per door?")
  • Board-ready summaries in plain language
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Homeowner Education & Content

The problem: nobody reads the CC&Rs — then everybody argues about them.

  • Videos & podcast-style audio explaining rules and processes
  • New-homeowner onboarding content
  • Board & staff training on using AI responsibly
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Systems Integration & AI Infrastructure

The problem: your management software, email, spreadsheets, and portals don't talk to each other.

  • Connect existing management apps with AI platforms
  • Data workflows that eliminate double entry
  • Independent vendor & tool evaluation — I take no vendor commissions and hold none of your accounts

A note on financial planning: these are AI-assisted modeling and forecasting tools that support your board, CPA, and reserve specialist. They are decision-support tools — not financial, accounting, or reserve-study advice, and not a substitute for those professionals.

Built differently for who you are

A 200-unit self-managed association and a company managing forty communities have different problems. Each gets scoped differently, and what it costs depends on scope, not on how many doors you have.

Boards & Self-Managed HOAs

You're volunteers doing a professional's job. Start with the workload eaters: resident support, education content, and financial planning tools.

Usually starts with: the free assessment, then a Preflight Engagement or a Training Workshop.

Community Managers

You know which tasks eat your day: architectural intake, board packets, and the inbox. Agents and automation buy back hours per week — without taking judgment calls away from you.

Usually starts with: Implementation Partner on one painful workflow.

Management Company Executives

Your leverage is portfolio-wide: one well-built agent deployed across every association you manage, configured for each community's governing documents.

Usually starts with: a portfolio-wide assessment; ask about portfolio pricing.

Not sure where to start?

A 20-minute call will tell you which of these makes sense for your association right now — and which don't. If AI isn't a fit yet, I'll say so.

Book a Free Consultation See Pricing