PORTFOLIO TRACKING

Manage Your Community Portfolio with Ease

Get a comprehensive overview of all your managed HOAs with our intuitive Portfolio Dashboard.

Manage all communities in one place

The Portfolio Dashboard provides a unified view of all the HOAs you manage. Easily monitor financial statuses, renewal dates, and primary contacts for each community from a single screen.

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Improve oversight and efficiency

Quickly access key metrics and information for each HOA, including reserve fund balances and percent funded. This helps you stay on top of each community’s financial health and plan accordingly.

Simplify reporting processes

Generate and request reports with ease. The Portfolio Dashboard simplifies the reporting process, making it easy to provide detailed updates to boards and stakeholders.

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Start Managing Reserves Better

Book a call with our team to see how you can make smarter financial decisions with PropFusion.

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