1
Units and owners
Units with their % interest and the owners of each — several owners per unit are fine.
For hoa or condo associations
Association dues and assessments, matched to every unit
Homeowner and condo associations: units and owners, dues, special assessments by share or % interest, late fees and estoppel balances. Upload your bank's payment history and your list of owners; ePayRecon tells you which payment belongs to whom.
Payments like thesematched
Zelle from CHRIS SAMPLE · "HA-1042 Q4 dues"
ACH from M EXAMPLE · "Unit 12 HOA"
Zelle from J OWNER · "special assessment roof"
Owner accountHA-1042in the memo
Built for hoa or condo associations
2
Special assessments
A total shared by equal shares or by each unit's % interest, in one payment or in instalments.
3
Ownership changes
A unit is sold: the seller keeps their balance, the new owner is billed from the transfer date.
4
Late fees and payment plans
Late fees after the grace period; a different schedule for an owner on a payment plan.
5
Owner ledger and aging
Every owner's ledger, and the aging of what is owed: current, 30, 60, 90+.
6
Unit balance statements
An estoppel-style balance statement per unit for a sale — clearly informational.
How it works
1
Add your owners
Upload a spreadsheet — our template has the columns for hoa or condo associations — or paste a list. Each gets an account number.
2
Set up dues and assessments
Apply a ready-made schedule in one click, then adjust amounts and dates.
3
Upload the bank file
CSV, Excel or PDF from your bank. Account numbers, names and memos are matched; AI helps with the rest.
4
Review and report
Accept the matches, then see balances, statements and the reports below.
Reports included
- Owner statement
- Balances and aging
- Assessment collection
- Unit balance statement (estoppel-style)
- Payments by owner
- Upcoming dues and assessments
- Income by association and month
- Monthly summary
- Payments by payer
Private by design
- We never sell, rent or share your data.
- No advertising, no tracking pixels, no data brokers.
- Your payment and owner data is never used to train AI models.
- Only you and the people you invite can see your organization's data.
Questions
Can an assessment follow % interest?
Yes — enter the total; each unit's share comes from its % interest.
What happens at a sale?
Record the transfer date; the new owner gets a new account number from that day on.
Is the balance statement a legal estoppel?
No. It is an informational statement from your records; confirm before closing.