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Can my property manager be added to my HOA account?

Learn how to authorize a property manager or third party to access your HOA account information.

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Written by Jennifer Booth
Updated over 2 weeks ago

Yes — property managers or other third parties can be added to your HOA account, but we require written authorization from the owner before making any changes.

This helps protect owner information and ensures we are only sharing account details with authorized individuals.

How to add a property manager:

  1. The unit owner must contact us directly

  2. The request must be submitted in writing (email is sufficient)

  3. The owner should include:

    • The property manager’s name

    • Company name (if applicable)

    • Email address and phone number

    • Confirmation that we are authorized to communicate with them regarding the unit (please specify whether they are authorized for billing, maintenance, HOA notices, general issues, or all of the above)

Important Notes:

  • We are not able to add or communicate with a property manager based solely on a request from the manager

  • Authorization must come directly from the owner on file

  • Once added, the property manager may receive communications and coordinate on behalf of the owner as authorized

This process is in place to protect your account and ensure your information is only shared with authorized parties.

If you have any questions or need help adding a contact, please reach out to our team.

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