Board members: UpperBee software - Sound management made easy
In addition to owner tools, board members and managers have access to the tools they need to effectively and efficiently manage all aspects of a condominium association or HOA.
Always be aware of owner's insurance coverage. Keep a digital file of each policy and its details (i.e.: periode, types and amount of coverages). Be notified of missing or expired policies, send reminders and approve or reject online their submitted policy based on your specific requirements.
Keep your condominium association's or HOA's original, amended and new by-laws in an easily accessible registry that allows for the incorporation of these by-laws into various communications using UpperBee's powerful mail merge features - It has never been so easy to make your by-laws accessible to the various stakeholders who require them (e.g., brokers, owners, notaries, etc.).
Accessing UpperBee management software from any computer, tablet or cell phone connected to the Internet, makes it easy for owners to inquire about the affaires of their condominium association or HOA.
UpperBee make it easy to prepare, generate and distribute your board and general meeting documents, and obtain owners' electronic proxies or attendance confirmation to facilitate achieving a quorum. UpperBee, automates this process and keeps track of who has received and opened your documents. Our companion software allows for the compilation of quorum and votes or large meeting - Have the confidence that you will know as soon as the last owner is registered if you have reached quorum. Don't lose time determining the results of a vote - The time when the results of a vote were only communicated weeks after a meeting are now a thing of the past.
UpperBee includes traditional accounting features such as journal entries, bank reconciliations, accounts payable and receivable, financial statements, complete with a balance sheet and statement of earnings and accompanying notes. However, where UpperBee really shines is its specifically designed features for HOA and condominium management such as:
Create your budget and invoice cowners of your condominium association or HOA automatically at the specified frequency (e.g., monthly, quarterly, semi-annually or annually, etc.). Allocate your budgeted expenses automatically based on historical results, and bill association fees - it's that simple. UpperBee will automatically take into account fractions and distribution keys. No other operation is required to record your income, UpperBee does it for you.
Board members have access to the detailed statement of account of each owner. Each owner can also access their statement of account. UpperBee can accommodate multiple sources of income other than standard fees - Finally, keep track of all your condominium association or HOA revenues using simple and intuitive tools.