Question 1

Connecting Your Bank Account

Accepted Answer

Link your HOA's bank account through Plaid to automatically import transactions.

Question 2

I Just Took Over My HOA Board — Now What?

Accepted Answer

You just inherited a role you didn't plan for — a binder full of budgets, a pile of documents, and no system in sight. Here's how to get organized and start running your building with confidence.

Question 3

Managing Owner Requests

Accepted Answer

Handle maintenance requests, complaints, and questions from homeowners through the ticket system.

Question 4

Scheduling & Running Board Meetings

Accepted Answer

Create board meetings, set agendas, and record minutes all in one place.

Question 5

Tracking Building Systems

Accepted Answer

Catalog your building's major systems and track their service history and maintenance schedules.

Question 6

Understanding Your Reserve Fund

Accepted Answer

Learn what reserve funds are, why they matter, and how Nestingbird calculates your reserve health score.

Question 7

Uploading Bylaws & Governing Documents

Accepted Answer

Store your HOA's bylaws, CC&Rs, and other governing documents in one central location.

Question 8

Categorizing Transactions

Accepted Answer

Organize your HOA's transactions into categories for accurate financial reporting.

Question 9

Creating Your Annual Budget

Accepted Answer

Walk through the budget wizard to build a complete annual budget for your HOA.

Question 10

Managing Your Insurance Policy

Accepted Answer

Track your HOA's insurance coverage, set expiration reminders, and stay compliant.

Question 11

Setting Up Board Elections

Accepted Answer

Run fair, transparent board elections with nominations, voting periods, and results.

Question 12

Understanding Your Building Health Score

Accepted Answer

Learn how Nestingbird evaluates your building across six dimensions, what the grades mean, and how to use your recommendations to improve.

Question 13

Uploading Inspection Reports

Accepted Answer

Upload building inspection reports and let Nestingbird extract key findings automatically.

Question 14

Using Comments & Discussions

Accepted Answer

Keep conversations going on tickets and other activity through comments and email replies.

Question 15

Creating a Recurring Meeting Schedule

Accepted Answer

Set up a regular meeting cadence so your board stays on track throughout the year.

Question 16

Enabling 22.1 Resale Disclosures

Accepted Answer

Set up your association's 22.1 disclosure data so owners can generate, approve, and distribute compliant resale packages.

Question 17

Financial Reporting

Accepted Answer

Generate spending breakdowns, trend analysis, and income vs. expense reports.

Question 18

Planning Capital Improvements

Accepted Answer

Create a long-term maintenance plan with cost estimates and budget integration.

Question 19

Planning Capital Projects

Accepted Answer

Use capital projects to plan and budget for major building expenses over time.

Question 20

Switching Languages

Accepted Answer

Nestingbird is available in six languages — switch any time from the sidebar and your preference is saved across sessions.

Question 21

Hosting Virtual Board Meetings

Accepted Answer

Run board meetings with built-in video conferencing, automatic transcription, and AI-generated minutes — no Zoom or Google Meet required.

Question 22

Managing Member Invoices & Dues

Accepted Answer

Create invoices, track payments, and manage assessment collection for your HOA.

Question 23

Setting Up Your Units

Accepted Answer

Add units manually or upload your declaration to automatically populate unit numbers, ownership percentages, and owner assignments.

Question 24

Setting Up Autopilot Collections

Accepted Answer

Turn on automated invoicing, enable autopay for owners, track delinquent accounts, and let Nestingbird handle reminders — so you can stop chasing payments.

Question 25

Transferring Unit Ownership

Accepted Answer

Transfer a unit to an existing member or invite a new owner — update ownership records, notify both parties, and keep billing seamless.

Knowledge Base

Getting Started

Compliance

Reserve Health

Governance

Financial Transparency

Maintenance Planning

Community Engagement