How BoardRecord
fits your stack
Board + capital-project only — not community management. No dues, violations, or resident portal. Not a vendor login. A project governance layer that works alongside Yardi, MDS, BuildingLink, and the rest of your managing agent's systems.
| BoardRecord | HOA software | CapEx portals | |
|---|---|---|---|
| Primary use | Capital projects | Daily community ops | CapEx project mgmt |
| Vendor interface | Email only | Portal / resident app | Vendor portal login |
| AI cites | Bids, contracts, specs | CC&Rs, violations | Varies |
| Replaces dues/violations | No | Yes | No |
| Vendor payments | ACH + board approvals | Resident/dues payments | Varies / portal billing |
Keep your property-management or HOA software for accounting and residents. Add BoardRecord when the roof project starts — email in, defensible record out.
Compare by tool
See how BoardRecord fits alongside the platform your building already uses.
Common questions
How is BoardRecord different from AI HOA tools like HomeHerald?
HomeHerald and similar platforms automate daily community operations — dues, violations, resident chat, and CC&R Q&A. BoardRecord is built for capital projects: roof replacements, facade restorations, and special assessments. It captures vendor email, board decisions, and cited answers from bids and contracts — the work that happens between major renovations, not the work that happens every Tuesday.
Does BoardRecord work with our managing agent?
Yes. Managing agents can run capital-project records across the buildings they manage, and boards see the same timeline without chasing status emails. The record belongs to the building, so it stays intact through board and staff turnover.
How does this compare to portal-based CapEx project tools?
Portal-based CapEx tools require vendors, board members, and sometimes residents to log in. BoardRecord meets vendors where they already work — email. The structuring happens on the board side automatically. No portal adoption problem, no training your GC on another dashboard.
Ready to add a project layer to your stack?
Free 30-day guided pilot on your live project — no credit card required.