Shortlist 2024
Front Runners 2024
Category Leaders 2022
Leader Spring 2024
Users Love Us
We meet the highest security standards
WHY A SHARED DRIVE ISN'T ENOUGH
Association Records Outlast Every Board.
Governing documents scattered across personal drives and email threads disappear the moment a board member steps down. Mocha Manage’s HOA document management software keeps CC&Rs, minutes, contracts, and reports in one cloud library that belongs to the association.
As community association software, Mocha Manage publishes owner-facing documents straight to the portal and keeps board-only records permissioned, versioned, and audit-logged.
See the document library in action→1
Cloud library for every association record
24/7
Owner access to governing documents
100%
Uploads versioned and audit-logged
0
Records lost to board turnover
Features of Document Management in Mocha Manage
GOVERNING DOCUMENTS
CC&Rs and Bylaws Owners Can Always Find
The documents that govern the community, published where owners look.
- CC&Rs, bylaws, and rules & regulations
- Architectural and design guidelines
- Published straight to the owner portal
- Amendments tracked with effective dates
BOARD RECORDS
Minutes, Agendas and Board Packets in One Place
Every meeting record filed by date instead of scattered across inboxes.
- Meeting agendas, packets, and minutes
- Board-only visibility where required
- Resolutions and policy decisions archived
- Chronological history across board terms
FINANCIAL & VENDOR FILES
Reports, Contracts and Insurance, Filed Correctly
Financial statements, vendor contracts, and policies attached where they belong.
- Budgets, statements, and audit reports
- Vendor contracts and W-9s
- Insurance policies and certificates
- Reserve studies and inspection reports
PERMISSIONS & SHARING
The Right People See the Right Files
Set access by role so sensitive records never reach the wrong audience.
- Owner, board, and staff access roles
- Per-folder and per-file permissions
- Secure links for auditors and vendors
- Download and view activity logged
SEARCH & VERSIONS
Search the Library, Keep Every Version
Find a clause in seconds and see exactly what changed and when.
- Full-text search across the library
- Folders, tags, and unit-level filing
- Version history on every document
- Retention rules for statutory records
Powerful Built-In Integrations
Keep everything in sync, from filings to screenings, and manage everything in one place.
IRS
Simplified 1099 Filing
TransUnion
Smart Tenant Screening
Sure App
Renter's Insurance. Seamlessly Integrated.
CSG Forte
Secure Online Payments
Cashfree Payments
Seamless Online Payments
Mocha Signature
Optimize digital signing anytime.
IRS
Simplified 1099 Filing
TransUnion
Smart Tenant Screening
Sure App
Renter's Insurance. Seamlessly Integrated.
CSG Forte
Secure Online Payments
Cashfree Payments
Seamless Online Payments
Mocha Signature
Optimize digital signing anytime.
How Document Management Works in Mocha Manage
Upload Once, Filed Properly
Drop in CC&Rs, minutes, contracts, and reports — tagged by type, unit, and date.
Set Who Can See What
Role-based permissions keep board-only records private and owner documents open.
Retrieved in Seconds
Owners, board members, and auditors search the library instead of emailing the office.
Built for Boards, Owners & Management Companies
Mocha Manage's document library isn't a bolt-on — contracts, minutes, and reports attach to the same vendors, meetings, and ledgers your association already tracks.
Role-Based Access
Board-only files stay board-only, while owner documents are open to owners.
Findable in Seconds
Full-text search and folders replace shared drives and email attachments.
Version History
Amended CC&Rs and revised policies keep every prior version on record.
Survives Board Turnover
Records live with the association, not on an outgoing board member's laptop.
Our Trusted Partners
