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Q2 Feature Deep Dive

Aerial View of a Houses

Folder Manager

Still updating financials one association at a time?
 

That’s hours of work every month… doing something that should take minutes.

 

We built Folder Manager for one reason: to eliminate the manual grind and mistakes of replacing recurring documents like financials and balance sheets. On the new platform, it’s faster and easier than ever to update documents across ALL associations in seconds.

 

With Folder Manager, you can:

  • Replace documents for every association at once

  • Upload via Drag & Drop or Browse

  • Complete updates in seconds instead of hours

The alternative? Manually deleting and re-uploading documents, one association at a time, every month.

If You’re Not Using Folder Manager, You’re Wasting Time.

 

Most teams use Folder Manager for:

  • Financials / Balance Sheets

  • BOD Meeting Minutes

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Folder Manager is fully controlled by your team and ensures:

  • Time savings every month

  • Greater accuracy

  • Only current documents are ever delivered

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You can keep doing it the old way… or you can finish the job in seconds.

Start using Folder Manager today.

Q1 Feature Deep Dive

Aerial View of a Houses

This update gives your team a dedicated checkpoint before anything leaves your office. All documents tied to that portion of the order are visible in one place, making it easy to confirm they are current, complete, and appropriate for release. If something is outdated or no longer applies, it can be removed or replaced immediately—without backing out of the workflow.
The result: fewer downstream corrections, less buyer confusion, and greater confidence that what you deliver reflects the association’s most accurate records. 

Document Review

 Managing orders that involve multiple associations has always increased the risk of editing the wrong documents. This enhancement allows you to target changes precisely, selecting which association’s documents you want to update directly from the review screen. You can replace or remove files in a master, sub-association, or assessment group without affecting other groups. This reduces rework, prevents cross-association errors, and gives your team better control in more complex order scenarios. 

Edit Documents from the Review Screen

This update puts document release firmly back in your control. Association documents are no longer visible to the buyer while an order is still in progress, eliminating the risk of unreviewed or incomplete information being accessed early. Documents are released only after your final review and submission is complete. That added safeguard protects accuracy, reduces follow-up questions, and supports a cleaner, more defensible document delivery process. 

Release on Submit 

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