Services

Every service below solves a problem I've handled as a community manager — not a capability looking for a use case. Organized by the problems associations actually have.

Everything here is something that can be built. Pricing covers the three stages of getting there — finding out what to build, building it, and keeping it defensible afterward.

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 the compliance exposure most vendors have never had to own.

💬

Resident Support Assistant

A support page on your community website that answers homeowner questions from your governing documents — CC&Rs, rules, architectural guidelines — not generic HOA advice. Available around the clock, consistent every time, and it hands off to a human when the question needs judgment.

  • Trained on your association's actual governing documents
  • Handles the repeat questions that fill a manager's inbox
  • Nothing for homeowners to sign up for — it's a page on your site
  • Built as a production agent under Implementation Partner
Ask About Resident Support
📋

ARCH Agent

End-to-end architectural application intake — the process most likely to expose an association to selective-enforcement claims. ARCH Agent 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.

  • Document completeness & signature validation
  • Deficiency notices that name exactly what's missing
  • Deadline tracking with a documented, defensible trail
  • Built as a production agent under Implementation Partner
Ask About ARCH Agent
A separate service, not one of mine

Community Concierge

Some associations need more than a page on a website. Community Concierge is a text-message service homeowners enroll in and use from their phones — a different product, run by a different company.

Homeowners sign up, then ask questions by text and get answers drawn from their association's own governing documents. It is not a page on your site and it is not something I build for you as part of a consulting engagement.

Your association contracts with Community Concierge directly and is billed by it directly. It 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 in which I hold an interest. I'm telling you because a recommendation should be weighed differently when the person making it has a stake in what he's recommending.

If your board would rather look at other options, say so and I'll help you evaluate them on the merits. If resident texting isn't a problem you actually have, I'll tell you that too.

Services by problem area

Most engagements combine services from more than one area. The free paired assessment identifies which of these will actually move the needle for your association — and which would just be technology for its own sake.

🕍

Resident Support & Communication

The problem: the same twenty questions consume staff hours, and residents wait days for answers that live in documents they'll never read.

  • Resident support pages for community websites, grounded in your governing documents
  • Automated notice & reminder workflows
  • Automated intake & routing of resident requests
  • After-hours coverage with human escalation rules
🏗️

Architectural Review & Compliance

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

  • ARCH Agent deployment for application intake
  • Document completeness & neighbor-signature validation
  • Automated deficiency, follow-up & closing notices
  • Committee review-deadline tracking
⚙️

Board & Management Operations

The problem: managers spend their day on repetitive administration instead of the judgment calls only a human can make.

  • AI agents for recurring daily tasks & workflows
  • Meeting scheduling, agenda prep & board-packet assembly
  • Spreadsheet management, cleanup & reporting automation
  • Vendor & work-order tracking workflows
📊

Financial Planning Tools

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

  • AI-assisted annual budget modeling & forecasting
  • Capital planning & multi-year expenditure scenarios
  • Dues & assessment scenario analysis ("what would this cost per door?")
  • Board-ready financial summaries in plain language
🎥

Homeowner Education & Content

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

  • Videos explaining association rules & processes
  • Podcast-style audio versions of governing documents & policies
  • New-homeowner onboarding content
  • Board & staff training on using AI responsibly
🔗

Systems Integration & AI Infrastructure

The problem: your management software, email, spreadsheets, and portals don't talk to each other — so staff re-enter the same data everywhere.

  • Integration of existing management apps with AI platforms
  • Connectors between email, documents, trackers & review systems
  • 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. The services above get scoped differently for each — though what they cost 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 chatbots, education content, and financial planning tools that turn budget season from a fight into a conversation.

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

Community Managers

You know exactly which tasks eat your day. ARCH intake, compliance letters, board packets, and the inbox. Agents and automation here 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. Integration, standardization, and defensibility at scale — with per-association configuration 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 is enough to tell you which of these services 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