Innovation Statement

The First Platform That Connects Realtors Directly to HOAs & COAs

Stop waiting days for estoppel letters and community documents. When you create a transaction, you automatically connect the entire ecosystem—from mortgage to title to the HOA itself.

Instant HOA/COA Connection
Automated Estoppel Requests
Secure Client Portal
Transaction Team Coordination
ID Vault™ for Sensitive Documents
Community-Verified Property Data
Schedule Demo

"The industry's first central hub connecting Realtors, HOAs/COAs, Property Managers, and Transaction Partners in one verified ecosystem"

Easy-MGT Hub

Connecting Everyone

Realtor
HOA/COA
Title
Lender

Every Condo/HOA Transaction Follows the Same Painful Script

The Current Reality

Day 1: Buyer falls in love with a condo

Day 3: You submit an offer, it's accepted

Day 5: You call the property manager for documents

Day 7: Still waiting. You call again.

Day 14: You receive incomplete docs

Day 30: Deal almost dies because of delays

The Real Cost:

  • Deals fall through waiting on HOA/COA responses
  • Clients get frustrated and lose confidence
  • You spend hours chasing people via phone/email
  • Every transaction partner operates in their own silo
  • Sensitive client data sent via unsecured email

The Missing Link

"There's never been a direct connection between Realtors and the HOAs/COAs that govern 30% of U.S. housing stock. Until now."

THE INNOVATION

We Put HOAs/COAs at the Center.
You Drive the Connection.

When you create a transaction in Easy-MGT, you don't just manage your deal—you activate the entire ecosystem.

1

You Create the Transaction

  • Add your client (Buyer/Seller)
  • Add the property address
  • Create secure transaction workspace
2

You Invite Your Team

  • Mortgage officer → secure doc access
  • Title company → automatic updates
  • Appraiser → Accesses property data
3

Here's Where Magic Happens

You send one automated invitation to the HOA/COA.

If they are on Easy-MGT:
  • Documents available instantly
  • Estoppel request auto-generated
If NOT on Easy-MGT yet:
  • We send professional invitation
  • They verify & claim profile (Free)

The Multiplier Effect: Every time you connect a new HOA/COA, you make the next Realtor's transaction in that community instant. You're literally building the infrastructure for the entire industry.

Core Features

FEATURE #1

Transaction Command Center

Replace scattered emails and "What's the status?" texts with a central hub. All parties see real-time progress, document sharing with role-based access, and built-in chat.

  • Central hub for every transaction
  • All parties see real-time progress
  • Role-based document sharing
Your mortgage officer doesn't email asking for the purchase contract—it's already in their folder.
FEATURE #2

HOA/COA Direct Connection

This is what no one else has built. Enter property address, system shows if HOA/COA is on platform, click "Request Estoppel", and automated notifications are sent.

  • Automated notification to verified admin
  • Documents delivered to secure folder
  • Solves the "Wait" problem
If the HOA/COA isn't on platform yet, your invitation helps them claim their profile for FREE.
FEATURE #3

ID Vault™ - Bank-Grade Security

Replace asking clients to email SSN, bank statements, and pay stubs. Encrypted storage meeting banking standards with facial recognition verification.

  • Encrypted storage meeting banking standards
  • Granular permissions (lender sees financials, title doesn't)
  • Automatic deletion post-closing

Property Intelligence

Answer client questions instantly with verified data on fees, rules, pets, and parking directly from the HOA profile.

Partner Coordination

One transaction workspace for Lender, Title, Appraiser, Inspector, Attorney, and HOA Admin. Everyone aligned.

Client Portal (White-Label Ready)

Give clients a real-time timeline. Upgrade in 2025 to custom branding for a premium experience.

Secure Your Market Dominance.
Before Competitors Do.

Territories are exclusive. Once a community is claimed and verified by another agent, it is locked.

100 Agents
10 Communities
$500 /mo
From Ads, Vendor Fees, Doc Fees
Brokerage Revenue Share
10% Split
+$600,000
Time Value Saved
12,000 hours @ $100/hr
+$1,200,000
Total System Value
$1,800,000
Annual Recurring Value

Launch Pricing: Help Us Build the Network

Early Adopter Opportunity

Current Launch Phase

Realtor Early Adopter

FREE

Why Free? We're building the network. Every Realtor who joins makes the platform more valuable.

  • Unlimited transactions
  • Unlimited clients
  • HOA/COA connection system
  • Transaction partner coordination
  • ID Vault for sensitive documents

White-Label Portal

$29.99/month
Launching Feb 2025
  • Your branding (logo, colors)
  • Custom domain
  • 500 automated emails/month
  • Advanced client comms
Comparison: Follow Up Boss ($49+), Dotloop ($49+), DocuSign ($25+). Easy-MGT gives you ecosystem connection + portal for free or low cost.

We're Not Just Another Transaction Tool

Dotloop
Docs Only
Follow Up Boss
CRM Only
SkySlope
Mgmt Only
Easy-MGT
Ecosystem

Other platforms help you manage YOUR side of the transaction. Easy-MGT connects everyone involved—including the HOAs/COAs that have been impossible to reach efficiently.

You're not just adopting software. You're helping build industry infrastructure.

We Work With What You Already Use

Easy-MGT fills the gaps in your current workflow, especially the HOA/COA connection gap that nobody else addresses. We don't ask you to replace your MLS or CRM.

Google Workspace & Outlook

Seamless calendar integration.

Transaction Data Export

Import/Export data to your existing tools.

Your CRM
MLS
Easy-MGT
Calendar
Email
"The Hub that connects them safely"

Your Clients' Data Deserves Banking-Level Protection

Stop emailing SSNs and bank statements. Move to a platform built for security.

End-to-end Encryption

Data is encrypted in transit and at rest.

Identity Verification

Facial recognition & ID matching.

Audit Trails

Every access is logged and tracked.

Role-Based Access

Lenders see what they need, not everything.

GLBA Compliant

Meets financial data handling standards.

Secure Deletion

Automatic cleanup post-transaction.

Why HOAs/COAs Want This Too

Most HOAs are stuck with data controlled by property managers. When you invite them to Easy-MGT, you give them freedom.

  • Data Ownership: They own their data, not the PM company.
  • Revenue Share: They earn 40% of ad revenue.
  • Efficiency: Answer Realtor questions once, automatically.

What happens when you invite them?

1

They see immediate value (Free Platform + Revenue)

2

They claim their verified profile

3

Every future transaction in that community becomes instant

"You become the Realtor who made it happen."

Join the Realtors Building the Future of HOA/Condo Transactions

The question isn't whether this connection will exist. The question is: Will you be part of building it?

See Demo First

Let us show you how the HOA connection works. Schedule 30-Min Call.

FAQ

Is this really free right now?

Yes. We're in growth phase building the network. The core platform is free for Realtors. White-label portal branding will be $29.99/mo when it launches in February 2025.

What if the HOA/COA in my transaction isn't on the platform yet?

Perfect! You send them an invitation. If they claim their profile (which is FREE for them), you've just made every future transaction in that community easier—for yourself and other agents.

Do HOAs/COAs actually want this?

Absolutely. They're tired of data being controlled by PM companies, constant document requests, and having no direct connection to the real estate professionals. Plus, they can earn revenue share.

Can I try it with just one transaction first?

Absolutely. That's the best way. Take your next HOA/Condo transaction and run it through Easy-MGT alongside your normal process. Experience the difference.

Secure Your Market Dominance.
Before Competitors Do.

Territories are exclusive. Once a community is claimed and verified by another agent, it is locked.

KWRE/MAXColdwell BankerCompass