Onboarding & migration

Switch without the switching pain.

A staged rollout, not a big-bang cutover. We import your data, keep your templates, train your team, launch a focused first group — then expand on a schedule you set.

How it works

Five steps. One controlled rollout.

1

Scope & import

We map what you have today and import your data — owners, units, balances, documents, and templates — so you start on your real records, not an empty shell.

2

Focused first group

You go live with a small group of associations first, not your whole book. Switching feels like a controlled test, not a leap.

3

Train & validate

We train your team and validate the workflows against your actual processes — dues, violations, approvals, accounting — before anything is live.

4

Launch

The first group goes live on OnlyHOA, with your templates, fee schedules, and permissions in place from day one.

5

Expand

Roll out across the rest of the portfolio on a schedule you set — one controlled wave at a time.

We bring it over

Start on your real records — not an empty shell.

We import your existing data during onboarding and keep your templates, so day one looks like your associations, not a blank slate.

Owners & units Balances & ledgers Documents & CC&Rs Fee schedules Vendors & COIs Templates & notices
Low-risk by design

Weeks, not quarters.

Because you start with a focused group and expand in waves, switching is a controlled test you can prove — not an all-at-once gamble. Your data stays yours; you remain the controller of every record.

Migration questions

The switching-cost questions, answered.

How long does migration take?

Focused rollouts typically move in weeks, not quarters. We scope the exact timeline with you in the demo based on how many associations you start with and the state of your current data.

Do we have to switch everything at once?

No. Most companies start with a focused first group of communities, prove the workflow with their team, and expand across the portfolio on a controlled schedule — so it never feels like a big-bang cutover.

What data do you import?

Owners and units, balances and ledgers, documents and governing docs, fee schedules, vendors and COIs, and your notice templates. We map your existing data during onboarding and keep your templates.

Who does the work?

We do the heavy lifting on import and setup, and train your team on the workflows. You validate against your real processes before launch — you're never handed an empty system and left to figure it out.

Let's scope your migration.

Tell us about your portfolio and current systems, and we'll map a staged rollout and a realistic timeline.

Request a demo