Association records.Ready when requested.
Are your records current, complete, organized, and easy to send?
If your files are scattered across drives, emails, filing cabinets, and management software, RecordSteward can save you time, money, and trouble.
Demand for Association Records is Steep and Growing.
25+ Units
Triggers website posting requirements
30–50+
Documents required per association
10 Days
Statutory window to respond to records requests
1,000+
Documents to track for a 30-association portfolio
Failure to deliver required documentation can trigger
Lender Delays, Regulatory Penalties, DBPR Discipline, License Suspension, or Litigation.
Without RecordSteward
Financial penalties
- $50/day fines plus the requester's attorney's fees
- Five-figure surprise special assessments
Frozen financing & sales
- Fannie/Freddie ineligibility (1,400+ FL condos)
- Buyers can't get conventional loans; values fall
Insurance & legal exposure
- Premium hikes or declined coverage
- DBPR investigations: fines, probation, license revocation
- Directors personally liable; D&O may not apply
Lost continuity
- When CAMs change, records vanish and boards are exposed
With RecordSteward
Deadlines met
Requests answered inside the 10-day window; reserves and deadlines tracked.
Financing & sales flow
Lenders get complete records; closings proceed.
Covered & review-ready
Renewal docs ready; clean history for any audit or examination.
Continuity through transitions
Through CAM transitions, organized records and board access persist.
How RecordSteward Keeps Your Records Ready.
Document Library
Store key documents and always know what's on file, what's missing, and what needs follow-up — no more digging through emails or shared drives.
Instant Packet Assembly
Assemble indexed document packets in minutes any time a lender, auditor, or board needs them — and track every export automatically.
Audit & Review Ready
Go into every board review, lender request, or audit with organized records and a clear history of what was prepared and when.
Records stay with the association
When CAMs change, your records stay where they belong. New managers inherit complete, organized records, and the Board's access never breaks.
AI Does the Heavy Lifting. You Stay in Control.
RecordSteward's AI helps your team cut hours of tedious tasks:
Auto-classification
Each document is tagged on upload, so your records stay organized and easy to find.
Gap detection
Missing or stale items are flagged before export — recipients get review-ready documents the first time.
Packet summaries
Drafts concise overviews of what’s included in every packet.
AI Suggests. Humans Decide.
Have a records challenge you'd like to solve? Let us know.
