Services That We Provide

Service

Our Best Service

Owners Portal

Access balances, pay dues, submit requests, track status, and update contact info—24/7 from any device. 

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Accounting

End to end AP/AR for HOAs: assessments, invoices, receipts, late fees, vendor bills, and approvals with full audit trail.

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Document Repository

Centralize bylaws, board minutes, contracts, insurance, and architectural files with permissions and version history.

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Notifications

Reach owners by email, SMS, and portal alerts. Templates, segments, and delivery tracking included.          

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Surveys

Gather resident feedback in minutes—anonymous voting, response limits, and instant results for the board.

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Virtual Meetings

Schedule, RSVP, and join securely. Recordings, attendance logs, and e-minutes packaged for board use.  

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Requests

Unified ticketing for maintenance, ARC, and inquiries—SLA timers, attachments, and real-time status for residents.

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Financial Reports

Real-time KPIs and board-ready packets in PDF/CSV.                                                                                          

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What We Do

We Are Providing Some Special Services

Budget Planning

Build, compare, and track budgets with clear variance insights.

Ledger

Smart reminders, payment plans, late fees, and metrics to reduce delinquencies.

Compliance & Violations

Track violations with photos, letters, fines, and timelines.

Bank Reconciliation

Connect bank feeds and reconcile fast with rules and exceptions control.

Built for Every Role. Powerful for Every Community.

Caswise is designed for every stakeholder—owners, board members, property managers, and accountants—so you can manage payments, requests, documents, and finances in one place.

Owners
  • Online payments (ACH/card) with instant receipts.
  • Requests & incidents with status tracking.
  • Account balance & statements always up to date.
  • Documents & notices organized by building/association.                                               


Board of Directors
  • Centralized communication with managers and owners.
  • Approval workflows for invoices, budgets, and decisions.
  • Transparent dashboards and audit-ready reports.
  • Board-only documents with permission controls.
  • Agenda & minutes with e-signature support.    
Property Managers
  • AP/AR automation with bank feeds and reminders.
  • Violations, service requests, work orders in one queue.
  • Vendor bids & contracts to streamline procurement.
  • Broadcast messaging and conversation history.
  • Secure document repository for the association.​
Who We Are

Why Choose Caswise for Your Association?

We streamline HOA, condo, and co-op management with standardized processes, real-time insights, and a modern owner/board experience.

  • Fast, guided onboarding
  • AP/AR, bank reconciliation & full audit trail
  • Real-time KPIs & board-ready PDF/CSV packets
  • 24/7 owner portal for payments, requests & notices
  • Centralized bidding & vendor management
  • Document repository with permissions & versioning
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