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Pillar Guide

Choose the right HOA vendor, once.

Evaluation criteria, pricing breakdowns, contract terms, and migration plans — everything an operations leader needs to select, negotiate with, and switch HOA vendors confidently.

Evaluation and selection

Scorecards and criteria that separate vendors on substance.

Pricing comparisons

What vendors charge and what the numbers mean.

Contracts and SLAs

Terms that protect title companies after signing.

Build vs buy vs switch

Operating-model decisions for owners and ops leaders.

Frequently asked questions.

What should title companies look for in an HOA vendor?

Turnaround commitments with remedies, all-50-state coverage including self-managed boards, accuracy guarantees, production-software integration, and transparent all-in pricing.

How much do HOA retrieval services cost?

Full-service retrieval typically runs $125 to $250 per order before association pass-through fees. Compare fully loaded per-file cost in a live pilot, not rate cards.

Should we use portals or a retrieval service?

Both: portals for enrolled associations with responsive managers, retrieval for exceptions, silence, self-managed boards, and rush files.

How do we switch vendors without losing files?

Pilot finalists on live files including difficult associations, score delivery and escalation, then migrate open files with a documented handoff and overlapping service windows.

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