Welcome Board President, Marcus Vance 👋

Global Building Administrator & Board Leader | Sunset Heights

Operating Account $45,230.00 Synced 5 mins ago
Reserve Account $185,400.00 94% funded ratio
Outstanding Dues $1,250.00 5 Units Delinquent
Monthly Spend vs Budget $4,820.00
Budget: $5,000.00

⚠️ Action Required

Pending tasks requiring executive board decisions.

🏡
ARC: Balcony Decking (Unit 2B) Submitted by Jenkins • Needs Vote
💸
Approve Elevator Invoice ($850.00) ProFix Contractor • Due in 5 Days
🛠️
Task Overdue: Quiet Hours Patio Sign Assignee: Elena R. • Target: 2026-07-28

📅 Upcoming Events

Community meetings and schedule reminders.

28 Jul
Annual Board Meeting & Budget Vote 7:00 PM • Sunset Lobby / Zoom
30 Jul
Elevator Hydrostatic Safety Testing 9:00 AM – 3:00 PM • Main Building
15 Aug
Pest Control Contract Renewal Vendor: Orkin Inc. • Annual renewal

🛠️ Maintenance Overview

Active contractor jobs and inspections.

Roof Leak Inspections In Progress
Fire Alarm Testing (Annual) Scheduled
Lobby HVAC Maintenance Completed

📢 Community Activity

Recent communications and warnings.

Announced: Trash Chute Maintenance Dispatched to all residents yesterday
Warning Issued: Unit 4A Noise WRN-101 logged on July 22 for loud music

📁 Quick Documents Access

Access core governing files immediately.

📄
Sunset Heights Bylaws (PDF) Version 2022 • Approved
📄
HOA CC&R Declaration (PDF) Parsed & Indexed by AI

🤖 AI Board Assistant

Ask naturally about your governing documents, financials, vendor contracts, or resident directory records.

🧠 Under One Roof AI Copilot (Online)
Welcome, Board President Marcus Vance. Ask me to find document details, summarize compliance items, compare vendor costs, or draft communications.
Hello! I've indexed your CC&R regulations, 2026 budget ledger, current service contracts, and resident rolls. What can I analyze for you today?

Welcome Board Treasurer, Elena Rostova 👋

Financial Custodian & Ledger Manager | Sunset Heights

💳 General Double-Entry Ledger (Accrual History)

Filter community transaction history by statement periods, mappings, users, or search terms.

Transaction Date ▼ Ref ID Account Mapping Description Debit Credit

🏦 Plaid Bank Status

Operating Ledger: $45,210.50
Reserve Balance: $120,400.00
Plaid Live Sync: ● Active

⚡ Zero-Friction ACH Savings

Under One Roof eliminates assessment processing fees entirely ($0.00 / Free) instead of 2.9% credit card leaks.

Total Dues Volume: $12,500/mo
Legacy CC Transaction Fees: -$362.50
Under One Roof ACH cost: $0.00 (Free)
💸 Saves $362.50 / Month!

Welcome Property Manager, Sarah Jenkins 👋

Community Task Supervisor & Contractor Dispatcher | Sunset Heights

🛠️ Maintenance Request dispatch & Contractor Bids

Task ID Issue Category Description Bids Received Priority Dispatch Action
JOB-801 Elevator Control Grinding noises during vertical transit High
JOB-802 Roof Leak Minor drip in stairwell skylight frame Normal

📢 Notice Board Dispatch

Send building-wide messages directly to resident dashboards and SMS lists.

Welcome, Liam Foster 👋

Resident occupant (Unit 4A) | Sunset Heights

🔑 Tenant Rent Portal

Current Monthly Rent Dues
$2,200.00
Unpaid
Linked Payment Source: ✓ Bank Account linked via Plaid (ACH)

🛠️ Submitted Maintenance Requests

Ticket Ref Description Status
TKT-1002 Balcony door locking latch sticking In Review

🛠️ Request Maintenance

📢 Building Announcements

🚗 Fire Lane Blockage Notice Please clear vehicles from parking lane 3 immediately for asphalt paving.

Welcome Expert, David Miller 👋

Owner-Occupant (Unit 3A) & Neighborhood Helper | Sunset Heights

🌻 Community Task Marketplace

Complete simple building maintenance tasks and earn credits applied directly to your monthly HOA dues.

Task Name Required Date Credit Offered Bid Action
Common Area Flowerbed Weeding 2026-07-28 +$60.00 HOA Credit
Stairwell Railing Tightening 2026-07-30 +$120.00 HOA Credit

🗳️ Active Community Decisions (Democracy Hub)

Proposal Title End Date Your Vote Live Consensus Status
Approve Elevator Modernization Budget ($45K) 2026-07-31 12 YES / 4 NO (75% agreement)

🌻 My Dues Credits

Total HOA Credits Applied
+$180.00
Common area weeding: +$60.00 (Pending)
Stair railing job: +$120.00 (Approved)

Welcome, Sylvia Chen 👋

Off-Site Real Estate Investor (Unit 4A Landlord) | Sunset Heights

🟩 Panel A: Tenant Rent Incoming

Track rent collection payments from resident tenant Liam Foster.

Rent Amount (Unit 4A): $2,200/mo
Current Month status: Received ✅

🟪 Panel B: HOA Assessments Outgoing

Pay monthly reserve/operating dues to Board Treasurer Elena Rostova.

HOA Dues Amount: $250.00/mo
Current Month status: Unpaid

📑 Tax Preparation & Schedule E Worksheet

Accrual ledger matching for tax season (Unit 4A Rental Property)

Gross Rental Income
$15,400.00
7 Months Received (Liam Foster)
Total Deductible Expenses
$3,400.00
HOA Dues, Repairs & Taxes
Net Taxable Rental Income
$12,000.00
Accrual Cash Flow Summary

IRS Schedule E (Form 1040) Expense Breakdown

Schedule E Line Item Description Ledger Status Amount
Line 3: Rents Received Monthly Rent from Liam Foster ($2,200/mo) 7 Months Settled $15,400.00
Line 9: Insurance Deeded Condominium Hazard Policy Allocation Escrow Paid $350.00
Line 14: Repairs Common Area structural masonry repair (Stairwell) Settled Invoice $350.00
Line 16: Taxes (Property) SF County segregated property tax assessments Direct Debit $1,200.00
Line 19: HOA Association Dues Monthly HOA Reserve & Operating dues ($250/mo) 6/7 Months Paid $1,500.00

🔗 Property Ledger & Lease details

Asset Profile Tenant Mapping Lease Term Tenant Ledger Status
Unit 4A (Condominium) Liam Foster 2026-01-01 to 2026-12-31 Account in Good Standing

💬 Dispatch Message to Board

Message the Board President or Property Manager regarding Unit 4A.

🔔 Action processed successfully!