HOA management workflow software that brings clarity, control, and compliance

Q: How does Process Street help with HOA operations?

We turn your recurring responsibilities into trackable workflows, so nothing gets missed and every action is documented.

Q: Can I manage maintenance, violations, and board meetings in one place?

Yes. You can build workflows for every core HOA process, assign roles, and track completion across teams.

Q: Is Process Street secure for homeowner and financial data?

Yes. We're SOC 2 Type II and ISO 27001 certified. All data is encrypted, access-controlled, and audit-ready.

Q: Does this help with vendor and contractor coordination?

Absolutely. You can automate onboarding, compliance checks, and performance tracking across vendors and service providers.

Q: Can this scale across multiple communities or associations?

Yes. Process Street supports multi-site workflows, filtered reporting, and role-based access for managers and board members.

Q: Is it easy for HOA teams to use and manage?

Yes. Process Street is fully no-code, your HOA or property management team can build, launch, and adjust workflows without IT help.

Process Street helps HOA managers standardize community operations, automate homeowner communications, and stay organized, without juggling spreadsheets, inboxes, or paper files.

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Trusted by more than 3000 companies

Compliant collaboration on a single platform

From maintenance coordination and violation tracking to board meeting prep and dues management, Process Street turns your HOA responsibilities into repeatable, automated workflows, trackable by default and easy to prove.

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Maintenance request intake & task tracking

Route homeowner requests, assign vendors, and track completion with fully logged service workflows.

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Maintenance request intake & task tracking

Violation notice & enforcement workflows

Standardize how your team records, reviews, and communicates by-law violations with residents.

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Board meeting preparation & follow-up

Create agenda templates, automate document distribution, track attendance, and assign post-meeting action items.

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New resident onboarding & welcome workflows

Automate delivery of welcome materials, contact updates, and key documentation with no manual follow-up.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

Dues collection & financial reporting prep

Assign finance tasks, prepare quarterly or annual reports, and track board sign-off workflows for every financial cycle.

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Dues collection & financial reporting prep

Vendor management & contractor documentation

Collect insurance, licenses, and contracts in a centralized workflow with automated expiration tracking.

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Community-wide announcements & resident engagement

Standardize communication workflows for updates, alerts, and notices, ensuring consistency across platforms.

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Community-wide announcements & resident engagement

Policy distribution & annual acknowledgment

Distribute governing documents, track homeowner acknowledgment, and schedule annual policy refresh cycles.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help with HOA operations?

Can I manage maintenance, violations, and board meetings in one place?

Is Process Street secure for homeowner and financial data?

Does this help with vendor and contractor coordination?

Can this scale across multiple communities or associations?

Is it easy for HOA teams to use and manage?

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results