Book a walkthrough
A focused walkthrough, not a bloated feature parade.
We will focus on the parts your community actually needs first: dues, homeowner access, documents, onboarding, and the board copilot that helps volunteer leaders stay on top of responsibilities.
Pricing
Public and transparent before you ever book the call.
Scope
Only the workflows your board actually needs to review.
Onboarding
A straightforward rollout plan instead of enterprise theater.
Schedule a walkthrough
Tell us a bit about your community.
We will follow up with scheduling options and tailor the walkthrough around the jobs your board needs help with first.
What happens next
What we usually cover
A walkthrough built around the work your board actually has to do.
The conversation is usually anchored in the systems the board needs to trust every month, without getting lost in features your community will never use.
Dues and financial workflows
See assessments, balances, collections, and board reporting handled in a format that fits smaller, self-managed communities.
Homeowner portal and documents
Review the resident experience for payments, notices, and the folders and documents you choose to share.
Fast onboarding
Talk through how owner rosters, balances, and documents can move over without a long enterprise-style rollout.
Board copilot
See how HOA Base helps board members understand what to do, when to do it, and how current work connects to prior decisions.
Good use of the call
Bring the people carrying the real work today.
The best demo usually includes whoever is closest to the operational friction today: the treasurer, board president, secretary, or whoever is currently holding together finances, records, and homeowner communication.
- Finance questions: dues collection, delinquencies, reporting, and owner balances.
- Portal questions: homeowner communication, document visibility, notices, and self-service access.
- Board questions: onboarding speed, workflow simplicity, and how the copilot helps members stay on track.
Typical agenda
Current operating model
A quick review of how your board currently handles dues, records, homeowner communication, and recurring responsibilities.
Mapped walkthrough
We show the product in the order your association would use it, focusing on the essential workflows instead of feature dumping.
Implementation discussion
We cover rollout timing, migration, pricing, and what adoption would look like for your specific setup.
Frequently asked questions
Practical questions before scheduling.
Most demos take about 30 minutes. If your board wants a deeper working session around onboarding or finance, that can be arranged as well.
Yes. Pricing is public. The walkthrough is for evaluating fit and seeing the workflow, not for unlocking basic pricing information.
Nothing formal is required. It helps if you know your approximate unit count, whether you are self-managed, and which operating issues you want to solve first.
Yes. The walkthrough is usually more useful when the treasurer, president, secretary, or whoever owns the day-to-day work can review the workflow together.
No. The purpose of the demo is to determine fit, review the workflows you actually need, and show how onboarding would map to your current setup.
Direct contact
Need to coordinate with the board first?
Email us directly if you want to talk through pricing, onboarding timing, or whether HOA Base is the right fit before booking the walkthrough.