Streamline Governance with Our HOA Annual Meeting Coordination Services

Annual meetings serve as a vital touchpoint for HOA transparency, board accountability, and member engagement. Clear View HOA Financial supports your association at every step of the way, helping you host effective, compliant meetings without the administrative stress.

Through our partnership with CondoVoter, we offer a full suite of HOA annual meeting coordination services designed to simplify planning, streamline communications, and ensure your community’s voice is heard. From secure voting to meeting documentation, Clear View enables boards to stay focused on leadership—not logistics.

What’s Included in Our HOA Meeting Services

We help boards run efficient, well-organized meetings with the following support:

  • Electronic & Telephone Voting. CondoVoter manages secure, real-time voting with built-in quorum tracking and results reporting.
  • Virtual Meeting Hosting. This includes scheduling, invitations, moderation, and real-time technical support.
  • Automated Meeting Minutes & Transcripts. Complete documentation of meeting proceedings, including summaries and full transcripts.
  • Post-Meeting Surveys & Feedback Collection. Tools to gather homeowner input and improve engagement year over year.
  • Electronic Delivery of Notices. Ensures timely, documented communication to all homeowners in compliance with state statutes and governing documents.

Support Before, During, and After the Meeting

Our team works closely with your board to ensure a smooth process at every stage:

  • Pre-Meeting. We coordinate with the board treasurer to prepare financial materials, assist in agenda development, and ensure that legal requirements are met (such as notice delivery and quorum validation).
  • During the Meeting. We provide virtual support and access to real-time voting dashboards. Professional chairing services are also available for associations that prefer structured facilitation.
  • Post-Meeting. CondoVoter handles official recordkeeping, meeting minutes, survey distribution, and any follow-up required to maintain compliance.

From financial transparency to board elections, your annual meeting plays a critical role in HOA governance. Clear View HOA Financial ensures that role is fulfilled—clearly, confidently, and in full compliance.