Entity Explorer

Core information for homeowner associations including identifying data, contact information, and contract terms. Operational configuration (billing, accounting setup, etc.) is managed separately.

Core information for unit type classifications including identifying data and assessment details. Units can reference types by any unique identifier (ID, name, or composite).

Core information for individual properties or units within the community. Units are the physical properties (homes, condos, lots) that have accounts and are associated with owners/tenants.

Core information for billing accounts for units or properties. Accounts are where charges are applied, payments are received, and balances are tracked. THIS DATA IS REQUIRED for migration.

Core information for people associated with accounts in specific roles. Each member has an account-level role (owner, tenant, or occupant) and optionally one or more association-level roles (board member, CAM). This represents the minimum data needed to identify people and their relationships to billing accounts and the HOA.

Charge/assessment type codes that categorize different types of charges billed to homeowners.

Delinquency status codes that track collections workflow stages for accounts with overdue balances.

Billable item codes for charges the management company bills back to the Association (postage, copies, professional services, accounting fees, etc.).

Core information for association's operating bank accounts including identifying data, routing information, and contact details. Operational configuration (check layout, GL codes, ACH settings, lockbox) is managed separately.

Core information for recurring assessments or fees applied automatically to accounts based on unit type and schedule. This is how regular HOA dues, maintenance fees, and other periodic charges are defined.

Core information for additional mailing addresses for accounts. Use when correspondence should be sent to an address other than the property address (e.g., owner's home address, property manager's office, power of attorney).

Core information for notes and annotations associated with accounts, providing additional context and historical record of account-related information.

Physical items tracked by the HOA and issued to homeowners, requiring deposits, tracking, or return management (gate remotes, pool passes, parking permits, keys, etc.).

Core information for service providers and contractors including identifying data and contact information. Operational configuration (payment methods, tax processing, work orders) is managed separately.