Home / Switching to Hoamly
We load your data, you check the numbers, then you invite homeowners.
Moving a portfolio is the part everyone dreads, so we do not hand you an upload button and wish you luck. The Hoamly team loads your associations, properties, owners, vendors and opening balances from the exports your current system gives you.
Step by step, one association at a time if you prefer
- Together
Scope
Which associations, which bank accounts, which opening balances, and the go-live order.
- You
Export
Owner, property, vendor and balance exports from your current system, plus your chart of accounts.
- Hoamly
Assisted load
The Hoamly team loads the data into your workspace.
- You
Check
Your accountant checks balances and the trial balance against the old system before anyone outside the office sees it.
- Together
Connect
Bank accounts through Plaid, online payments through Stripe, the invoice inbox, and vendor hub links.
- You
Invite
Staff first, then board members, then homeowners and renters by email, community by community.
What comes across
- People and places
- Associations, properties and homeowners, with board members and renters.
- Vendors
- With insurance certificates and W-9s uploaded by the vendors themselves through the hub link.
- The books
- Chart of accounts and opening balances per association.
- Billing rules
- Recurring assessment schedules and late-fee rules.
Start with the association that hurts most.
Bring its exports to the demo and we will show what the loaded workspace looks like.