Setting up Your New Condo Ally Site

Once your association’s Condo Ally site is created, you can use it however you’d like. In case you want guidance, below are our suggestions for getting started. You can also watch our video covering this.

1. Upload your most important documents

Do you have your rules and regs, declaration, by-laws, or meeting minutes handy? Upload them now and
feel good knowing they’re securely backed-up on Amazon’s servers. That’s right, Amazon, so you know
they’re not going anywhere.

2. Add a brief history of your building and vital information to the info section

If your building has timed lights, how do you set them? How do you update the callbox? What company provides
garbage service and when do they pick up? This is general information residents occasionally need. By adding info like this to your site
you provide a central location for all your useful info for today’s and all future residents.

3. Add you most recent major maintenance to the log book

How old is your roof? When was the last time your exterior brick was tuckpointed? What year were your windows replaced? What was the last plumbing issue your association encountered? The answers to questions like these will give a quick idea to future residents to the health of their association and buildings. It also can provide invaluable information to problems that may be forming and could become serious. For example, one association had a few instances of slow water drainage and it turned out the current board was not aware that they needed annual cleaning of their grease trap.

4. Add all of your association’s residents and launch the site

Go to Manage -> Residents and make sure all of your residents are listed. Fill in as many of their e-mail addresses as possible because an e-mail address is required to log-in to Condo Ally. Once all their information is entered, click the “Launch Site” button near the bottom of the page. This will send an e-mail to all of your residents containing instructions on how to log-in and use the site.

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