RecordSteward — Records-Ready. Review-Ready.
A CAM manager at her desk reviewing association records on the RecordSteward dashboard

Be the CAM Firm
Boards Recommend.

How RecordSteward Helps CAM Firms Earn Trust.

Records-Ready. Request-Ready. Review-Ready.

STRENGTHEN YOUR LICENSE AND YOUR FIRM

Confident in any DBPR review

The Florida Department of Business and Professional Regulation reviews complaints filed against CAM Firms. Firms with organized records respond fully and quickly, reducing the risk of fines, probation, or license consequences.

Indemnity that holds up

Most management contracts indemnify CAMs and managers when recordkeeping is sound. Documented decisions, postings, and follow-ups give your firm a clear, defensible record that keeps that protection firmly in place.

WIN AND KEEP ASSOCIATIONS

Renewals from steady service

Boards expect managers to consistently meet records request deadlines. Organized records free your team from hunting through email and shared drives, so they can efficiently deliver results that earn renewals.

Stronger RFP responses

Boards’ RFPs ask how CAMs maintain and deliver records on time. Firms with a records management system can answer those questions with confidence — not with files scattered across shared drives, email, and association websites.

A reputation that grows your firm

Florida’s CAM market is connected. Board members talk at CAI meetings, through shared attorneys, and through industry contacts. A reputation for organized, responsive recordkeeping helps you win the next contract.

STAY AHEAD OF REGULATORY DEADLINES

Records requests within 10 days

Florida law (FS 718.111(12) and 720.303(5)) sets a 10-business-day window for written records requests. With RecordSteward, your team delivers complete, indexed packets in a few quick clicks — across the whole portfolio — so every deadline is met with room to spare.

A stronger DBPR track record

Prospective boards often check a firm's DBPR history before hiring. Documented, on-time responses build a clean, public track record you can point to with confidence in your next RFP.

Ready for new posting rules

Florida HB 913 added new requirements for website postings, CAM online accounts, and virtual meeting recordings as official records. Each association needs a system to satisfy all requirements as rules continue to evolve.

HEALTHY MARGINS, STABLE TEAMS

More time on the work the association is paying for

With every document organized and a click away, your onsite managers spend their limited hours where they matter — board meetings, owner conversations, and the service work the association is paying for.

Managers who stay

Boards value working with managers who consistently, efficiently deliver what’s needed. Managers who can avoid time-wasting document hunts tend to stay longer, which keeps the institutional knowledge your firm spent years building.

How RecordSteward Protects Your Margin and Your Team

Two CAM managers reviewing association records together on a RecordSteward dashboard.

Protect your margins

Hunting and sending out documents adds many hours to the work that earns your fee. RecordSteward cuts records work to what it should be — and your margins reflect it.

Add associations, not staff

Records work limits CAMs’ capacity to add associations. RecordSteward minimizes your team’s search, prep, output, and tracking time — so your CAM can competently manage more associations with minimal additional staff.

Happy managers stay employed

Adding the document grind to your managers’ other obligations builds unnecessary frustration. Managers who can focus on the work they should be doing stay happy — and happy managers keep their boards confident and your contracts intact.

Built for Security and Continuity

Your Association’s Data, Secured.

RecordSteward security and continuity: encrypted per-firm data, role-based access, a permanent audit log, and a Counsel-Reviewed Program (coming soon).

See our full Data Security FAQ →

You Already Have Property Management Software.Why Do You Need RecordSteward?

Property management software is great for rent, maintenance, accounting, and operations,
but not for handling heavy documentation compliance requirements.

PMS: Yardi, AppFolio, Buildium
RecordSteward
Limited visibility into what’s on file vs. what’s missing
Clear inventory of every required document, with gaps visible at a glance
Documents typically attached to work orders rather than organized for review
Documents indexed by type, jurisdiction, and review status
Files often scattered across each manager’s shared drive
One record set per association, visible to anyone authorized — survives any staff change
Limited audit trail of what’s been produced, to whom, or when
Full export history, timestamped, for every packet sent out

RecordSteward fills an important gap in Property Management Software:
Servicing Document Demands from Inspectors, Lenders, Boards, Attorneys, and Homeowners.

We Work at Your Pace

Start with one association. See value immediately. Expand when you're ready.

Step
1

Pilot one association

Choose an association (or a few). We help you upload the initial records from shared drives, email, and filing cabinets.

Step
2

Records organized on upload

As documents upload, our AI tags and indexes each one. You’ll see right away what’s on file, what’s stale, and what’s missing.

Step
3

Records requests delivered in minutes

When a records request comes in, you can build a complete, indexed packet in a few clicks. Your audit trail logs every packet sent.

Step
4

Expand at your pace

Add more associations whenever you’re ready. The system scales with your firm.

See How RecordSteward Can Protect
Your License, Your Contracts, and Your Team