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The complete checklist for transitioning your HOA from a property manager or legacy software. 14 categories, 100+ line items — everything your board needs to ensure nothing falls through the cracks.
PDF · 5 pages · Instant download
Whether you're moving from a property management company to self-managed, or switching between software platforms, the risks are real.
Incomplete ledgers, missing bank reconciliations, and unaccounted receivables can leave your board financially blind.
CC&Rs, bylaws, meeting minutes, and insurance policies scattered across email, drives, and filing cabinets.
Property managers dragging their feet on data transfers, leaving your board without access to critical records.
Missing contact information, outdated mailing addresses, and no record of communication preferences.
Fund transfers, signer changes, and payment processor migrations that get stuck or overlooked.
Vendor contacts, contracts, and service schedules lost during the handoff — leaving operations disrupted.
A structured, category-by-category checklist covering every piece of data, every document, and every operational handoff your board needs to manage.
Complete roster including contact info, board history, committee members, and communication preferences.
Unit assignments, lot numbers, parking, storage, common areas, and community maps.
Balance sheets, ledgers, bank accounts, budgets, receivables, payables, and billing configuration.
Open violations, architectural requests, enforcement policies, fine schedules, and compliance records.
CC&Rs, bylaws, amendments, meeting minutes, board resolutions, and election records.
Insurance policies, certificates, claims history, legal correspondence, and pending matters.
Vendor contacts, active contracts, service schedules, maintenance tasks, and work orders.
Banking credentials, payment processors, digital assets, system access, and transition tracking.
Your board has decided to self-manage and needs a structured plan to collect every record, credential, and financial asset from the outgoing firm.
Moving from legacy tools or spreadsheets to a modern platform and want to make sure all your data migrates cleanly.
Recently joined the board and need to understand what data and records your HOA should have — and what might be missing.
We don't just give you a checklist — we actively help your board through the transition. Vlge provides a dedicated account manager to guide you from day one.
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