Now with voice — Introducing the AI Voice Agent
HOA & Community Management

Your AI concierge Teri answers homeowners 24/7

Agent Teri
TOakwood HOA · Teri24/7 voice
What's the fence height limit in the back yard?
Rear-yard fences may not exceed 6 feet.📄 CC&Rs §5.3
When is the pool open on weekends?
The pool is open 6am–10pm on weekends.📄 Amenity Rules §2.1
Can I repaint my front door navy?
Navy is on the approved palette — submit an ARC request to confirm.📄 ARC Guidelines §4
When are HOA dues due each month?
Dues are due on the 1st of each month.📄 Bylaws §7.2
More time for what matters

Give managers more time for what matters

Automate routine questions, make community knowledge instantly accessible, and route every request with the right context — so managers can focus on residents and communities.

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Instant answers to everyday questions

Residents get timely help with parking, trash, architectural rules, and community policies — even after hours.

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Community knowledge at your fingertips

Managers can quickly find answers across CC&Rs, bylaws, rules, and meeting minutes — and prepare for board meetings with less effort.

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Smarter, smoother handoffs

Complex requests reach the right team member with the full conversation attached, creating a clear record from question to resolution.

Meet Teri · your HOA agent

Teri handles every routine homeowner request

She handles high-volume inquiries by chat or voice and escalates unresolved issues with the full conversation attached.

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Governing-document Q&A

Answers questions on CC&Rs, bylaws, rules, ARC guidelines, and board minutes — citing the exact section and document date every time.

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Maintenance & work orders

Homeowners check the status of maintenance requests and submit new ones through a secure session, pulled straight from your records.

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ARC applications

Answers from the architectural guidelines instantly and walks homeowners through the process step by step.

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Always-on voice + chat

A chat widget on your portal and an inbound voice line answer 24/7 — callers get the same cited answers, spoken aloud.

Beyond homeowner questions

More than homeowner support — built for managers, too

Teri gives managers instant, cited answers from each community's documents — across every community they manage.

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Board-meeting prep

Surfaces cited minutes, bylaws, and amendment history, answers procedural questions, and drafts a starting packet — prep in 30 minutes, not hours.

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Document & policy lookups

Find the exact rule, policy, or precedent across every governing document in seconds, with the section and date cited — no flipping through PDFs.

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Manager onboarding & transitions

When a manager takes on a community, they get instant cited answers on its rules and history — up to speed without a handoff binder.

Defensible answers, less dispute risk

Every answer is grounded, cited, and logged

Every answer cites the specific section — traceable and defensible
Works from even your oldest, hardest documents
A full record of what was asked and answered
Privacy-first and CCPA-ready, with consent built in
One account, every community

Run your whole portfolio from one console

One account for your whole company, with each HOA fully separate — its own documents, branding, and homeowner data, cross-community access blocked by default.

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Communities

Add a community, manage its documents, and see per-HOA results and activity at a glance.

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Conversations & audit

Review every homeowner exchange and access record with citations and full context, scoped to each community.

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Deflection analytics

Track the share of inquiries resolved without staff over 30/60/90 days, plus a common-questions report.

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Per-community settings

Adjust tone by audience and set voice persona and branding without an engineering ticket.

Orchard Trace HOA analytics console — resident questions, AI auto-resolved rate, questions by category, and weekly volume
ROI you can defend

Deflection you can measure

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

AI Employee insights and reporting — total questions, deflection rate, manager time saved, resident satisfaction, and question volume

See Teri answer your community's questions