Automate routine questions, make community knowledge instantly accessible, and route every request with the right context — so managers can focus on residents and communities.
Residents get timely help with parking, trash, architectural rules, and community policies — even after hours.
Managers can quickly find answers across CC&Rs, bylaws, rules, and meeting minutes — and prepare for board meetings with less effort.
Complex requests reach the right team member with the full conversation attached, creating a clear record from question to resolution.
She handles high-volume inquiries by chat or voice and escalates unresolved issues with the full conversation attached.
Answers questions on CC&Rs, bylaws, rules, ARC guidelines, and board minutes — citing the exact section and document date every time.
Homeowners check the status of maintenance requests and submit new ones through a secure session, pulled straight from your records.
Answers from the architectural guidelines instantly and walks homeowners through the process step by step.
A chat widget on your portal and an inbound voice line answer 24/7 — callers get the same cited answers, spoken aloud.
Teri gives managers instant, cited answers from each community's documents — across every community they manage.
Surfaces cited minutes, bylaws, and amendment history, answers procedural questions, and drafts a starting packet — prep in 30 minutes, not hours.
Find the exact rule, policy, or precedent across every governing document in seconds, with the section and date cited — no flipping through PDFs.
When a manager takes on a community, they get instant cited answers on its rules and history — up to speed without a handoff binder.
One account for your whole company, with each HOA fully separate — its own documents, branding, and homeowner data, cross-community access blocked by default.
Add a community, manage its documents, and see per-HOA results and activity at a glance.
Review every homeowner exchange and access record with citations and full context, scoped to each community.
Track the share of inquiries resolved without staff over 30/60/90 days, plus a common-questions report.
Adjust tone by audience and set voice persona and branding without an engineering ticket.

Deflection rate — inquiries resolved without a staff handoff — is the metric your savings map to.
