The operating gaps

Named in operator language. One paragraph each.

1. 01

   Resident communication follow-up that was on the plan

   Violation notices, ARC submissions, and resident inquiries depend on multi-touch sequences inconsistently executed across communities. Resident churn and board frustration follow. Follow-Up Automation installs the cadence.

2. 02

   Violation documentation across photographic and written evidence

   Each violation cycle generates photos, notices, board approvals, and ledger entries. The community manager assembles by hand. Document Processing pre-stages the packets and writes structured data into the community-management system.

3. 03

   AR aging on assessments and special-assessment cycles

   Past-due assessment chase is inconsistent across communities. Cash flow lags and board meetings turn into collection reviews. Revenue Recovery against AR produces collectible recovery without changing the legal process.

4. 04

   Inbound resident inquiries that go unanswered after hours

   Saturday-morning maintenance request, holiday-week ARC question. The portal sits idle and the resident calls the board chair. Speed-to-Lead routing closes the gap.

5. 05

   Board reporting compiled by hand for monthly meetings

   Financials, delinquency, open work orders, ARC pipeline, and violation status are stitched at month end across the community-management system, accounting, and email. Internal Reporting consolidates.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for HOA and community management firms is a fifteen-minute working session against a community-management export and a recent month of resident-inquiry data. We calculate recoverable revenue across AR collections, violation processing cycle time, and resident-inquiry response time. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in hoa and community management and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for HOA and Community Management

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Revenue Recovery

   AR-aging recovery against assessment and special-assessment balances is the fastest operational lift.

2. Layer 1

   Speed-to-Lead

   Inbound resident-inquiry response pairs with Revenue Recovery.

3. Layer 2

   Document Processing

   Violation packets, ARC submissions, and vendor invoices create portfolio depth.

4. Layer 3

   Follow-Up Automation

   Violation cadence, ARC follow-up, and assessment reminders install on top of the platform.

5. Layer 3

   Internal Reporting

   Cross-community AR, violations, ARC pipeline, and board-ready financials in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.