Dynamic Online Reporting

Alexis Smith's picture

Equity Experts was founded, to a degree, by a dissatisfaction with traditional HOA collection reporting. Detailed reports are crucial for community managers and board members to keep association finances in order. It's important that these reports be accessible when necessary, easy to understand, and provide the most up-to-date information.

We've already improved the reporting experience for our customers a great deal. Each client may reach out to their designated client liaison any time, and they are glad to provide a report. Clients have also had 24/7 access to bi-weekly updated reports through our secure web portal. 

We asked for feedback and we listened!

Equity Experts is proud to present our new Dynamic Online Reporting! With the new online reports, you will have 24/7 access to reports with daily updates! Other benefits include:

  • Notes from the liaison AND collectors. So managers and board members can see how many calls were made and when!
  • See historical reports from up to TWO years ago!
  • The total amount collected for the community is in plain sight and updates daily!
  • Columns can be sorted by debtor name, judgement date, balance, and more! See the information you need in the way you need to see it.

 

We are excited to add our new Dynamic Reporting system to the many benefits our customers experience working with Equity Experts. If you'd like to know more about the value EE can bring your community, please contact us! We look forward to hearing from you.

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