Levy
Levy is a complete finance and governance platform for condominium and homeowner association boards and the small management companies that serve them. It brings reserve funding, ledgers, rule enforcement and board votes into one unified system.
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What's inside
About this template
Overview
Levy is a complete finance and governance platform for condominium and homeowner association boards and the small management companies that serve them. It brings reserve funding, ledgers, rule enforcement and board votes into one unified system.
What you get
- Reserve study: capital table of major building components with install year, useful life, remaining life and inflation-adjusted replacement cost
- 30-year funding projection charting reserve balance against the fully-funded line, with percent-funded headline and scenario switching (flat dues, 4% annual increase, or one-time special assessment)
- Unit ledger with ownership interest, monthly assessments, aging buckets and collections stages
- Special assessment allocation across units with installment tracking
- Operating budget tracking against actual with variance flags
- Rule violation workflow through courtesy, formal, fine and hearing stages
- Architectural review requests with board vote tallies
- Agendas, minutes, roll-call motions and document vault with insurance expiry alerts
- Vendor contract and COI renewal tracking
- Owner portal for unit details, balance, open requests and meetings
The signature screen
The reserve study is the centerpiece: every major building component — roof membrane, elevator modernization, boiler, parking deck, facade repointing — sits in a long-horizon capital table with install year, useful life, remaining life and inflation-adjusted replacement cost. Above it sits the 30-year funding projection, charting reserve balance against the fully-funded line with a percent-funded headline that recolors by health, and instant scenario switching lets boards test holding dues flat, a 4% annual increase or a one-time special assessment.
Who it's for
Condominium and homeowner association boards and the small management companies that serve them.
Frequently asked questions
What is the Levy template?
Reserve funding, ledgers and board votes in one place.
Who is the Levy template for?
Condominium and homeowner association boards and the small management companies that serve them.
How long does it take to build an app with the Levy template?
Timing depends on your changes and setup. Review the generated app, connect any required services, and test the core workflow before sharing it.
Do I need to code to use the Levy template?
You can start with plain-language instructions. Complex behavior, custom integrations, and production troubleshooting may need technical help.
How much does the Levy template cost?
This template has no separate template purchase price. Building and AI edits require builder access and available credits. Hosting and connected services may have their own costs; check current pricing and provider terms.
Can I customize the Levy template?
You can request changes to the design and behavior. Review each change, complete any connection setup, and test forms, permissions, and payments that your app uses.
Review current pricing and the template inspection guide before you start.
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