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HOA Tech INSIDER


Here is Part III of our New Year, New Software series. As a recap, eUnify operates on a model of continual deployment, which means we never stop developing, and we never consider our products to be “finished”. Once or twice every month, a raft of new features, enhancements, and bug fixes is floated to our client base. Our constant commitment to improvement makes us the perfect partner to help you set and achieve important goals. The following is just a sampling of the enhancements we released on efficiency for our users.


Part III: Efficiency Virtual Meeting Check-in The Manage Association Meeting page is a useful tool for performing meeting check-in and establishing quorum. This new enhancement provides a QR code that you can either display at a physical meeting or provide to homeowners logged in to a virtual meeting to accomplish a completely touchless check-in process that records attendance and provides evidence of quorum being met. appLega Integration uManage integrates with appLega, a case management system provider for law firms serving community associations in collections and covenant enforcement work. Ask your attorney if they use appLega to see if enabling integration and keeping ledgers synced is an option. AvidXchange Strongroom Integration eUnify proudly partners with AvidXchange Strongroom to help you outsource and efficiently process all accounts payable functions, including invoice capture and approvals, and payments. HomeWiseDocs and CondoCerts Integration We are also happy to announce strategic integration partnerships with both HomeWiseDocs and CondoCerts to outsource the production of transfer documents.

Don’t make the same old mistake of hoping for change and letting time slip by. Make us a strategic vendor to help you accomplish your resolutions and goals this year!


Welcome back to our New Year, New Software series. To recap from last week, eUnify operates on a model of continual deployment, which means we never stop developing, and we never consider our products to be “finished”. Once or twice every month, a raft of new features, enhancements, and bug fixes is floated to our client base. Our constant commitment to improvement makes us the perfect partner to help you set and achieve important goals. The following is just a sampling of the enhancements we released in the past few months alone towards transparency. Here is Part II.


Part II: Transparency

Inspectors Online (Live GPS Tracking of Inspectors) The uManage mobile app for Apple and Android devices provides up-to-the-minute GPS data for anyone logged into the app. While the “Inspector Route” was already available to show the path taken by inspectors in the field, this new Inspectors Online page provides a live map view of the current location of all users logged into the mobile app, fed by the GPS data gathered every minute from each device.


Communications Tracking We have built in tracking for all types of communications in uManage, including mass mailings, eBlasts, and logging of emails sent to homeowners. For email and eBlast communications, we now support monitoring of open rates of messages; you can see which homeowners opened which messages sent from uManage. Also, we have always provided online tracking of certified mailings sent from the system.


Reporting on Discussions A growing number of our clients has expressed goals of moving all communications with homeowners away from email and into our systems to prevent important messages from languishing in someone’s inbox. In uManage, we allow for discussions between managers and architectural committees related to application review, and between managers and homeowners for responses to violations and through our Resident Request ticketing and custom form function. This new enhancement provides an easy way to compile these discussion threads into an easy-to-read report format so you can keep tabs on ongoing discussions without actually opening all those tabs.


ARC Disclosures Not only does uManage support producing disclosure letters to adjacent properties for architectural plans (some communities require this), but now an email with a feedback link is part of this process. Neighbors in receipt of a disclosure email need only click on the link to mark one of three options: “approve”, “disapprove”, or “no opinion”, and optionally fill in the comments section.


Come back next week for the final Part III: Efficiency.


Each year, New Year’s resolutions mark our hope for the future, and for most of us, represent a degree of magical thinking, as if the mere act of setting a resolution will produce the results we desire. The transition from 2022 to 2023 itself isn’t enough to fix problems, that the start of the new year is not a magical line in the sands of fate. The problems of yesteryear, especially when plentiful, tend to spill over that line between calendars. This reality check may be a bit exhausting to experience, and tedious to see in writing, I apologize, but the good news is some simple changes can bring about massive improvements this year. Both in our personal lives and in the workplace, some of the same guiding principles apply when. These are accountability, transparency, and efficiency. Another bit of good news is that you don’t bear the entire burden of making your life and business better alone. Take advantage of synergistic gains in your personal life by surrounding yourself with people who are actively working toward something bigger and better, and in your work life by partnering with the right vendors who can help with the heavy lifting when it comes to clearing the obstacles in your path.


eUnify operates on a model of continual deployment, which means we never stop developing, and we never consider our products to be “finished”. Once or twice every month, a raft of new features, enhancements, and bug fixes is floated to our client base. Our constant commitment to improvement makes us the perfect partner to help you set and achieve important goals. The following is just a sampling of the enhancements we released in the past few months alone towards 3 goals- accountability, transparency, and efficiency for our users. With that in mind, here is Part I of the series:


Part I: Accountability


Association Profitability Report We added a new field to the edit window for each association on the Manage Associations page for you to input the “Management Fee” as a dollar amount. Each user now has a “Billing Rate” field, as well. This new report compiles time spent by user in all the various activities performed in uManage for each association, tallies the total time spent by users in the previous month and compares the total in time and billing for users with the management fee to calculate profitability. The report should help make you and your staff more accountable for the time spent on each association client’s activities, and highlight areas for improvement.


Activity Analyzer This new page generates results of activities performed for association clients, including notes entered, violations captured, mass mailings sent, eBlasts sent, and ARC Plans added. The page includes filtering parameters for activity type, association, and user, so you can see who did what, and for which associations within a specified date range.


Time Analyzer Similar to the Activity Analyzer, this is a new page in uManage that generates results for time entries by users with filtering parameters of time, association, user, and type of time entry (types are categories you get to customize). Use of the time tracking feature is required for this page to be useful. As long as users are making time entries for the tasks they perform, this page will help keep everyone accountable for the time spent on various activities.


Come back next week for Part II: Transparency.

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