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HOA Setup Explained

Updated over 2 weeks ago

Member Splash is used by HOAs to manage resident access to community amenities, track compliance with rules (such as waivers or architectural approvals), and maintain accurate member records. Member Splash provides tools to manage resident accounts, monitor activity, and communicate important updates efficiently.

General Account Management

Most HOAs do not collect monthly dues or assessments through Member Splash. Instead, HOA admins manage accounts using Member Splash features to control access to community amenities. Admins typically review the monthly delinquency report, architectural violations, and other relevant data, then update accounts using payment status and check-in notes:

  • Paid Accounts: Mark as PAID if the resident is current on HOA fees. Staff should allow entry for these accounts.

  • Unpaid/Delinquent Accounts: Mark as UNPAID if residents are behind on fees or have unresolved architectural violations. Staff should deny entry for these accounts.

Best Practices Note: When moving an account to delinquent, the HOA admin should

  • add a check-in note instructing staff: “Please have the resident call the property management office at [phone number] regarding their account.” This ensures staff do not handle sensitive payment or account information.

  • email the primary contact for the account notifying them of the issue with their account.

Tracking Resident Engagement

Because most HOAs do not collect monthly dues through Member Splash, login activity and registration progress are tracked differently. HOA admins can use the Logins Report to see which accounts have logged in during the year, providing a clear view of who is actively accessing their account.

Additionally, if a waiver is required, the system can be configured to automatically add or remove an account tag when a resident completes the waiver. This allows admins to track completion of waivers or other compliance tasks.

This setup enables HOAs to monitor which residents have completed necessary steps and helps with planning pool usage or other amenity access based on resident engagement.

Recommended Workflow for Managing Accounts

To maintain consistency and clarity, HOA admins should follow this workflow each month:

  1. Review delinquency and architectural violation reports.

  2. Update account status in Member Splash (Paid / Unpaid).

  3. Add check-in notes for delinquent accounts.

  4. Email residents when their status changes to Unpaid/Delinquent.

  5. Monitor login activity and compliance using the Logins Report and waiver/compliance tags.

  6. Communicate any additional instructions or updates to residents via Member Splash messages or email.

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