Association Governance Intelligence

Give your board a seasoned community manager — on demand.

BoardPath puts the institutional knowledge of a veteran community manager at your board’s fingertips: every answer and document built from within your community’s own governing documents, with drafted correspondence, tracked deadlines, and compliant decisions. It absorbs the routine work that overwhelms volunteer boards — without the cost of hiring a management company.

Launching Fall 2026 Founding boards get founding-partner terms

BoardPath — The Boardroom
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What it is

What is governance intelligence?

Governance intelligence is software that understands your community’s specific governing documents — and turns that understanding into the work of running an association.

Every HOA and condo is governed by its own stack of documents: a declaration or CC&Rs, bylaws, rules, and a decade of amendments — read in a strict order of authority, and overlaid with state law. Governance intelligence reads that exact stack the way a seasoned manager would, and uses it to answer questions, draft documents, and keep a board on the right side of its own rules.

It is not a generic chatbot, which has never read your documents and can’t cite them. It is not a document folder, which stores files but can’t reason over them. Governance intelligence does both — and shows its sources every time.

It understands your documents

Declaration, bylaws, rules, amendments — mapped in order of authority, so it knows which one controls when they disagree.

It answers and it acts

Cited answers, yes — but also drafting, deadline tracking, conflict flags, and meeting tools. The thinking and the doing, in one place.

It governs safely

Every claim is cited and scored for confidence, and it flags when a question needs your attorney. It never guesses, and your documents stay private.

A standalone product

Closings, without the headaches.

Early access · free & buyer-funded
Closing Desk by BoardPath

Estoppel and resale certificates, transfer packages, and lender questionnaires — auto-drafted from the association’s own documents and certified by a person, then delivered on a firm deadline. Free to associations and management companies; the title company or lender who orders it pays.

  • Transparent, upfront pricing — no surprise fees
  • Firm deadlines — the fee is waived if we’re late
  • Cited, accurate, and human-certified — never a black box
  • Free for associations & management companies — the requester funds it
  • You still earn — keep the fees you already charge; BoardPath only takes its own processing fee

Coming 2026 · design-partner early access · a dedicated Closing Desk page is on the way.

Closing order#CD-2048
14 Maple Street, Unit 4B
Maplewood, OH 44094 · Cuyahoga County
Maple Ridge Owners Association
Requested bySummit Title & Escrow
Order placedJun 16, 2026
Closing dateJun 30, 2026
Documents
Estoppel certificateCertified
Resale packageCertified
Lender questionnaire (1076)Certified
Fee · paid by requester
Total due$285
Statutory deadline Jun 23Fee waived if late
Certified by Dana M., Board President · Jun 18, 2026 · every field cited

Illustrative sample · not a quote or rate card

Why it matters

You volunteered for the board. You didn’t sign up to be a lawyer, an archivist, and an accountant.

Volunteer boards carry hundreds of pages of governing documents, a calendar of legal deadlines, and decisions that carry real liability — usually on top of full-time jobs, and often leaning on the one member who’s read everything.

Never miss a legal deadline

Instead of a binder no one opens, Steward tracks every governing-document and state-law obligation — disclosures, insurance renewals, election notices — and warns the board 60, 30, and 7 days out. No more finding a deadline after it has passed.

Steward · Governance calendar

Never print, fold, or stamp again

Instead of an evening at the kitchen table, draft a violation notice, owner letter, or statement from your own documents — then send it by US Mail in one click, certified when the law requires it. The whole mailroom, gone.

Drafting · One-click mail

Run the annual meeting on autopilot

Instead of days of scramble, Steward back-calculates the notice timeline, assembles the agenda and packet, tracks quorum and proxies live, and can even run the ballot. Days of prep become an afternoon.

Meetings · Elections

Keep the knowledge when the board turns over

Instead of expertise that leaves with one volunteer, Chronicle logs every decision and the documents behind it, and hands each new member an orientation brief on day one — so institutional memory never walks out the door.

Chronicle · Memory

BoardPath is the manager your board can turn to — guidance on demand, and the busywork off your plate.

What it does

Answers are just the front door.

Asking your documents is the front door — not the house. Here is the full range of what BoardPath does for your board, every piece of it built from within your community’s own governing documents.

01 · The Boardroom

Ask anything, get a cited answer

Plain-English questions answered from your document hierarchy, with a confidence score and a counsel-review flag when it matters.

Exact section citationsConfidence scoringDocument-hierarchy reasoningCounsel-review flags
02 · Correspondence

Draft it, then mail it in one click

Turn any answer into a grounded notice, letter, or motion on your letterhead — then send it by US Mail without printing a thing.

Violation & owner noticesMotions & resolutionsYour letterheadUS Mail + certified tracking
03 · Governance calendar

Stay ahead of every deadline

Steward turns your documents and state law into a living calendar and warns the board long before anything is due.

Annual governance calendar60 / 30 / 7-day alertsElection & meeting timelinesContract-renewal windows
04 · Meetings & elections

Run the meeting end to end

From the notice timeline to the gavel — agendas, packets, quorum, proxies, and balloting, all in one place.

Agenda auto-builderAnnual-meeting packetQuorum & proxy trackerElectronic ballotingPost-meeting checklist
05 · Compliance intelligence

Catch what is out of compliance

BoardPath flags documents that contradict each other or have fallen behind current state law — before they become a liability.

Cross-document conflict detectionCC&R age & risk scoringModern-use gap auditBoard-member liability briefings
06 · Documents & filings

Generate the paperwork a sale demands

Estoppel and resale packages, certificates, and state-validated notices — auto-populated from your corpus and registry.

Estoppel & resale packagesResale certificatesState-validated noticesRecords-retention schedule
07 · Financial & vendor registry

Keep the governance books current

The governance side of the money — assessments, budget, reserves, and vendors — kept current by Steward, with alerts when something is off.

Assessment roll & budgetReserve trackingVendor insurance (COI)1099 prep worksheet
08 · Chronicle & reserves

Remember everything, across every board

Every decision and the documents behind it, preserved through turnover — plus reserve-study tracking and day-one orientation for new members.

Searchable decision logPoint-in-time answersNew-member orientationReserve-study portalBoardPath Certified™
Answers on demand

Steward goes wherever your board does.

Open the app for the full workspace — or just text or email Steward and get an immediate, cited answer built from within your community’s own governing documents. Your board, and your homeowners, get answers on their own — the moment they need them.

Ask by text SMS

Text Steward a question from anywhere and get a cited answer back in seconds — no app, no login.

Ask by email

Every association gets its own BoardPath address. Email a question; the full cited answer comes right back.

Homeowner portal

Owners get cited answers from your documents themselves — fewer repeat questions in the board’s inbox.

One-click mail

Send any notice or letter by US Mail in one click — printed, stamped, and posted for you, certified when required.

The platform BoardPath is building for self-managed boards — rolling out through and beyond the Fall 2026 launch. Founding boards help shape the order.

Steward
Your governance advisor
Meet Steward

Not a chatbot you have to prompt. An advisor who works ahead of you.

Steward is the keystone of BoardPath — the advisor that holds your board together. He reads your documents, watches your deadlines and your data, and reaches out before something becomes a problem. You don’t have to know the right question to ask. Steward already does.

Put Steward on your board →
Maple Ridge — your reserve balance hasn’t been confirmed in 90 days. Reply with the current figure and I’ll update the registry.
✉ Reply by email
Your annual meeting is six weeks out. I’ve built the notice timeline — first deadline, owner notice, lands March 3.
▤ Review timeline
Heads up — your CC&Rs predate your state’s solar-access law. Section 8.2 may no longer be enforceable.
§ See the conflict
Sunrise Landscaping’s insurance certificate expires in 30 days. Want me to request a renewal before it lapses?
✎ Draft request
And, for many boards

It can help cover its own cost.

This is a side benefit, not the pitch. While BoardPath helps you govern, it also makes sure the routine charges your documents and state law already authorize don’t quietly slip by.

Resale & transfer fees

When a home sells, BoardPath flags the transfer or capital-contribution fee your declaration authorizes, so it’s applied consistently — not forgotten in the closing rush.

Estoppel & resale certificates

Required on most sales. BoardPath prepares the document — and the fee that goes with it — instead of leaving it to a scramble before closing.

Fines & late fees you authorize

Applied correctly and correctly noticed — so enforcement is consistent and defensible, the way your documents intend.

BoardPath identifies charges authorized by your governing documents or applicable state law and helps you administer them consistently. It is not legal advice.

Why boards trust it

Built for a job where being wrong has consequences.

Governance decisions carry real liability. BoardPath is designed around that — grounded in your documents, honest about its limits, and private by default.

Every answer is cited
BoardPath never guesses. Each answer points to the exact sections it came from, so you can verify it against your own documents in one click — no black box.
It knows when to defer
A confidence score on every answer, and a clear “counsel review recommended” flag when a question crosses from governance into legal judgment.
Your documents stay yours
Each association’s corpus is private to that association. Your documents are never shared, never sold, and never used to answer another community’s questions.
Who it’s for

Built for everyone who governs — and especially for volunteers.

Self-Managed Communities
Volunteer boards get the institutional knowledge of a seasoned manager and the same professional tools CAMs use — without the licensing fees, and without contracting a management company. Your documents become searchable the day you upload them.
A manager’s knowledge, on demand
CAM-grade tools, no CAM contract
Knowledge outlasts turnover
HOA & Condo Boards
Clearer answers during meetings and consistent enforcement between them — without leaning on the one member who knows the documents.
Live meeting support
Clear authority references
Consistent, defensible enforcement
Managers & Management Cos.
Support every board in your portfolio with faster research, clearer cited answers, and grounded follow-up drafting — from one workspace.
Portfolio-wide support
Faster board responses
Grounded draft output
Boards on board

Built with the boards who needed it most.

Early design-partner associations Maple Ridge OA Harbor Point Condos Stonebrook HOA Las Palmas COA Cedar Commons
“We stopped tabling decisions. Someone asks ‘can we do this?’ and we have the section on screen before the motion.”
DDana M.
President · 212-home HOA, AZ
“It’s like having a manager on call without the retainer. Half of what used to eat my weekends, it just handles.”
RRaymond T.
Treasurer · 88-unit condo, FL
“Our longtime secretary retired and took the bylaws with her. BoardPath gave that knowledge back to the whole board.”
PPriya N.
Secretary · 140-home HOA, CO
“We stopped tabling decisions. Someone asks ‘can we do this?’ and we have the section on screen before the motion.”
Dana M., President · 212-home HOA, Arizona
“It’s like having a manager on call without the retainer. Half of what used to eat my weekends, it just handles.”
Raymond T., Treasurer · 88-unit condo, Florida
“Our longtime secretary retired and took the bylaws with her. BoardPath gave that knowledge back to the whole board.”
Priya N., Secretary · 140-home HOA, Colorado
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of governing documents read per association — in seconds
0
of answers carry the exact sections behind them
0
associations of hands-on management behind the product

Founding-partner quotes are illustrative of pre-launch design-partner feedback and will be replaced with attributed testimonials at launch.

BWhy we built BoardPath

After fourteen years managing thirty-four community associations — and roughly $15 million in reserves — I kept watching the same thing: the answer was already in the documents, but finding it took an afternoon, and when a board turned over, the reasoning walked out the door. BoardPath is the tool I wish I’d had in every one of those meetings.

Eric TetzlaffFounder, BoardPath · CMCA-certified community association manager
Questions boards ask us

Before you join the list.

Governance intelligence is software that understands a specific community’s governing documents — declaration, bylaws, rules, amendments — and the state law around them, then turns that understanding into action: cited answers, drafted correspondence, tracked deadlines, conflict flags, and compliant board decisions. It is not generic AI and not just document storage; it reasons over your documents in their order of authority and shows its sources.

No. Answering questions is the front door. From the same workspace BoardPath drafts notices and correspondence, tracks deadlines and obligations, flags conflicts between documents, runs board meetings and elections, prepares estoppel and resale packages, tracks vendor insurance, and preserves institutional memory across board turnover — automating the work that normally falls on volunteer board members.

Steward is BoardPath’s governance advisor — a proactive agent that reads your governing documents, watches your deadlines and data, and reaches out before something becomes a problem: confirming a stale reserve balance, building an annual-meeting timeline, flagging a provision that conflicts with current law, or requesting a vendor’s expiring insurance certificate. Steward is what makes BoardPath proactive, rather than a tool you have to remember to use.

No. BoardPath provides information grounded in your governing documents and applicable state law, with citations you can verify, and flags when a question needs a licensed attorney. For legal advice, consult your association’s attorney.

Any HOA or condo board. It’s built especially for self-managed and volunteer boards who carry the work without a management company, and it also helps manager-supported boards and management companies answer faster and govern consistently.

Closing Desk is a standalone, free product that produces the documents a home sale needs — estoppel and resale certificates, transfer packages, and lender questionnaires — auto-drafted from your governing documents and certified by a person, with transparent pricing and firm deadlines (the fee is waived if we’re late). It’s free to associations and management companies because the title company or lender who orders it pays — a transparent alternative to services like HomeWiseDocs.

BoardPath is in pre-launch. We’re selecting a small group of design-partner associations for our summer cohort, who get early access and founding-partner terms. Public pricing will be set with input from those founding boards and shared at launch. Closing Desk by BoardPath is designed to be free to associations and management companies — the title company or lender who orders pays. Apply to be considered.

Founding boards

Be a founding board.

We’re onboarding a small group of HOA and condo boards before public launch. Join the list for early access and locked founding pricing.

  • Early access before public launch
  • Founding-partner terms, honored at launch
  • Hands-on help getting your documents in
  • Your governance edge cases shape the roadmap

Ready to tell us about your community? Apply as a design partner →

Limited founding-board spots for the summer cohort

No spam. One launch email, maybe a short update or two.