Onboarding & Setup
Getting your association live on HOAfy.
How long does it take to launch?
Most associations are operational within a week. The onboarding wizard walks you through community setup, roster import, accounts configuration, and inviting board members and homeowners. We optimize for getting you to your first invoice run as fast as possible.
Can I migrate from PayHOA, QuickBooks, or another system?
Yes. HOAfy supports CSV-based import for the unit roster, owners, opening account balances, and historical invoices. We also accept spreadsheet paste for quick edits during onboarding. The importer validates the data, lets you preview before commit, and produces an error CSV for any rows that need fixing.
How do homeowners get access to the portal?
You can invite homeowners individually, in bulk from the roster, or via a public sign-up link tied to your community. Invitations are sent by email and carry a one-click magic-link login option for owners who don't want to remember a password.
Can a unit have multiple owners?
Yes. HOAfy supports multi-owner units (joint ownership, trusts, LLCs) as a first-class concept — every owner sees the unit in their portal, can pay dues, vote, and receive communications according to their role.
Do tenants and renters get access too?
Yes. Non-owner residents can be added with a Resident role — they see community announcements, public documents, the directory, and can submit requests, but they don't see financial information or cast votes.
Still have questions?
Our team is happy to walk you through HOAfy and answer anything we missed.