Steps for Onboarding with HOA Management in West LA

Onboarding with a new HOA management company should be simple and streamlined—especially when the management company has a solid system like Keybox. Here’s a step-by-step guide to what onboarding with a great HOA manager looks like in West LA:

• Start with an onboarding questionnaire. This collects all the key information in one go—contacts, rules, vendors, and current processes—so the manager doesn’t have to ask the same questions twice.
• Collect and organize contact information for board members, homeowners, and key service providers. This ensures smooth communication from day one.
• Prepare a spreadsheet of recurring vendors and services—landscaping, janitorial, maintenance—to re-establish autopay and ongoing services seamlessly.
• Set up the HOA’s account in management software. This involves entering property data, resident information, and creating user accounts for the board and homeowners, giving them access to financials and documents.
• Transfer funds and financial records to the new management’s account to keep operations uninterrupted. This includes bank accounts, reserve funds, and current balances.

Quick Checklist for HOA Management Onboarding

• Complete the onboarding questionnaire to avoid repetitive requests
• Collect and organize all contact information
• Prepare a spreadsheet of recurring vendors and services
• Set up the HOA account in management software (data entry, portals)
• Transfer funds and financial records smoothly

Keybox makes onboarding simple and stress-free for HOAs in West LA. Fill out our quick online form to get an instant, customized proposal and see how we can streamline your HOA management.