OurHOA

Plan your records transfer

Already using something else? Plan your move.

Compare your current workflow with OurHOA, identify the records you need to move, and confirm support and timing before switching.

Plan your move

Moving from another platform? Plan the handover.

Check which records can be transferred, how balances will be verified, and who will handle the work before setting a changeover date.

Keep a complete export from your current service. Confirm migration scope, costs, and timing before cancelling it.

  1. 1

    Inventory your records

    List your homes, member records, balances, documents, and website pages. Check what your current provider can export.

  2. 2

    Confirm the transfer plan

    Agree on supported formats, responsibilities, costs, and timing. Automated import and a fixed turnaround are not currently available.

  3. 3

    Verify before switching

    Reconcile balances and compare record counts and sample documents. Keep your original exports and confirm access before retiring the old service.

Try your community’s everyday tasks

Create an account to explore OurHOA. Confirm migration support and timing before moving your community records.