Financial templates
HOA Budget Template
An Excel budget with income, expenses, and reserves that totals itself.
Get the free template →HOA Reserve Study Template
List components and costs to see percent funded and the contribution you need.
Get the free template →HOA Treasurer Report Template
Balances, budget vs. actual, and delinquencies in one board-ready report.
Get the free template →HOA Dues Letter Template
Announce the new assessment, explain any increase, and show how to pay.
Get the free template →HOA Dues Invoice & Statement Template
An owner statement with charges, payments, and a running balance.
Get the free template →Meetings & voting templates
HOA Late Payment Notice Template
A firm but friendly past-due notice with the balance, late fee, and how to pay.
Get the free template →HOA Board Meeting Agenda Template
A standard order of business that keeps board meetings on time and on topic.
Get the free template →HOA Meeting Minutes Generator
Enter attendance, motions, and votes. It checks quorum and formats board minutes as a PDF or Word file.
Generate minutes →HOA Meeting Minutes Template
Record attendance, motions, votes, and decisions in a clean format the board can approve.
Get the free template →HOA Voting Ballot Template
A ballot for board elections, absentee votes, and owner approvals.
Get the free template →HOA Annual Meeting Agenda & Notice Template
A meeting notice for owners plus a full annual meeting agenda.
Get the free template →Letters & notices templates
HOA Violation Letter Template
A clear first-notice letter that cites the rule, sets a deadline, and explains next steps.
Get the free template →HOA Welcome Packet Builder
Build a branded new homeowner packet with your logo and colors, then download it as a PDF or Word file.
Build your packet →HOA Welcome Letter Template
Greet new owners and cover dues, the portal, rules, amenities, and who to contact.
Get the free template →HOA Newsletter Template
Ready-made sections for board updates, finances, events, and reminders.
Get the free template →HOA Demand Letter Template
A final written demand for payment before an account goes to collections.
Get the free template →HOA Architectural Approval Letter Template
Approve, conditionally approve, or deny an ARC request in writing.
Get the free template →HOA Estoppel Letter Template
A sample estoppel showing balances, assessments, and pending charges for a sale.
Get the free template →Governance & records templates
HOA Architectural Request Form Template
Collect project details, materials, and attachments, with a committee decision section.
Get the free template →HOA Bylaws Template
A complete outline: meetings, voting, the board, officers, finances, and amendments.
Get the free template →HOA Committee Charter Template
Define a committee’s purpose, authority, members, meetings, and reporting.
Get the free template →HOA Homeowner Directory Template
One sortable list of units, owners, contacts, tenants, vehicles, and pets.
Get the free template →HOA Project Proposal Template
Present a project’s cost, funding, timeline, and the decision you need.
Get the free template →HOA Survey Template
Ask owners to rate services, rank priorities, and volunteer.
Get the free template →HOA Petition Template
Collect owner signatures to call a special meeting or request action.
Get the free template →HOA Board Resolution Template
Formally record a board decision, policy, or rule with the vote.
Get the free template →HOA Rules and Regulations Template
Common rules for parking, trash, pets, noise, amenities, and enforcement.
Get the free template →HOA Landscaping RFP Template
Request comparable landscaping bids with a clear scope and pricing format.
Get the free template →HOA Maintenance Schedule Template
Plan recurring tasks by area, month, vendor, and cost.
Get the free template →HOA Resale Certificate Template
A sample resale disclosure with the information and documents buyers get.
Get the free template →HOA CC&Rs Template
A sample declaration outline: assessments, restrictions, maintenance, amendments.
Get the free template →HOA Management Agreement Template
A sample contract between an HOA and a management company.
Get the free template →Perfect HOA® does the rest
Every template here is something Perfect HOA® can handle for you, with your community’s details filled in and a record kept automatically.
Violation and late-payment notices go out by email or printed mail on your schedule.
Learn more →Record the meeting and get organized minutes with motions and votes.
Learn more →Compare actual spending to your budget in real time with bank sync.
Learn more →This template is a starting point, not legal advice. Check your governing documents and your state’s HOA laws before using it, and have an attorney review notices that involve fines or collections.