HOA Document Management Services

From governing documents to meeting minutes, your HOA generates a lot of paperwork and keeping everything secure, organized, and accessible is critical. At First & Main Property Management Property Management, we combine professional accreditation with modern systems to ensure your association's records are always compliant, accurate, and easy to find.

Why Document Management Matters

HOAs are legally required to maintain detailed records, including bylaws, budgets, financials, and more. Poor record-keeping can expose your board to legal risk and frustrate residents. Our CACM-certified managers understand California's specific requirements and make sure your documents are handled properly.

What We Provide

Our document management service includes:

• Secure Storage – Digital and physical record-keeping with strict confidentiality.
• Compliance Assurance – Meeting California HOA laws and CACM/CAI best practices.
• Easy Access – Organized filing systems and resident/board access where appropriate.
• Timely Updates – Uploading new minutes, reports, and notices quickly after board meetings.
• Continuity – Seamless transition of documents during management changes.

Accreditation in Action

Our team's ongoing CACM and CAI training includes updates on HOA records and compliance. That means your documents are not only stored, they're stored legally, ethically, and transparently.

Result: Your board has peace of mind knowing records are accurate, compliant, and always accessible.

Benefits to Your Community

• Protects your association against legal and compliance risks
• Builds trust with residents through transparency
• Saves board members time and stress
• Creates a smooth history for future boards and audits