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🧭 Portfolio Manager Command Center

See across communities.

"What is happening across my entire portfolio?"

$349 one-time

Includes both the Manual and Connected editions where available.

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Manual + Connected editions includedLicensed to one named individualSave 20% with code MEETGINNYRefund Policy

Comparison, intervention and escalation across communities, with the included manager ecosystem. Use this operating layer when your organization has Portfolio Managers; it is not required between Community and Enterprise.

Portfolio already includes the Daily, Community and Revenue & Billing Collections β€” there's nothing extra to buy separately.

Meetings & Events Β· LIVE Agenda View

Ginny does not stop at meeting preparation.

Run the meeting from the agenda, with the context and decisions you need in one view.

Board, Annual, Special and committee meetings: your actual agenda in order, completed prep, current operational status, relevant verified communications, outstanding questions, decisions needed and concise manager talking points.

  1. Meeting preparation
  2. Meeting-day operation
  3. Live decision capture
  4. Follow-up
  5. Canonical operational reconciliation

See what’s already known, what still needs a Board decision, and what happens next. Capture supplied decisions and follow-up while the meeting is happening; review outcomes before reconciling next steps with the existing tracker records.

A permanent included Meetings & Events enhancement, not a second tracker or a separate product. Quick conversational notes can capture supplied decisions, assignments, deferrals and follow-up, plus documented motions, movers, seconds and results. Ginny never invents decisions, votes, approvals, assignments, deadlines or outcomes. Ambiguity stays NEEDS VERIFICATION. Notes remain evidence until reconciled with the canonical operational records β€” not automatically approved formal or legal minutes.

Command Center

"What needs attention now?"

Actions, overdue work, waiting items, decisions, risks and priorities.

Reporting β€” included

"What happened? What changed?"

Turns supported tracked information into status, period and Board-ready reports. Comparisons and history depend on the information you've tracked.

Your trackers remember the work. Your Command Center shows what needs attention. Your reports show what happened.

Optional Portfolio oversight

Built for your portfolio. Ready to grow with your company.

The Portfolio Manager Command Center works completely on its own for a manager whose responsibilities span communities. You don't need Company Reporting to use it β€” and reporting is off by default.

Both Manual and Connected operating modes include Company Reporting. If your organization later adopts the HOA Enterprise Command Center, your existing Portfolio Manager Command Center can participate in its approved reporting workflow without rebuilding. Portfolio remains optional.

Manual

You can prepare standardized Company Reporting information and share it yourself through your organization's approved process. Nothing is sent to leadership automatically.

Connected

Company Reporting can use supported, authorized company reporting connections where your compatible AI environment supports them. Available connections vary by AI environment, and nothing syncs automatically in the background.

Included trackers

11 trackers, brought together.

Relevant companion tools are included. Manual and Connected Editions where applicable.

Meeting & Event Tracker

The complete meeting lifecycle β€” before, during and after.

Included with this package

Ongoing Projects Tracker

Who you're waiting on, what was approved, what changed and what happens next.

Included with this package

Billable Time Tracker

Organize time spent on work that may be billable.

Included with this package

Additional Monthly Billing Tracker

Keep potential additional billing from slipping through the cracks.

Included with this package

Budget & Financial Tracker

Revisions, approvals, notices, deadlines and what's still outstanding.

Included with this package

Vendor Contract & Procurement Tracker

From current contract to next bid cycle β€” the whole vendor and procurement story together.

Included with this package

Board Action & Decision Tracker

What the Board decided, what's pending and what needs Board input.

Included with this package

Maintenance & Work Orders Tracker

Organize maintenance items and the follow-up around them.

Included with this package

Reserve Study Tracker

Keep reserve study information and follow-up organized.

Included with this package

Compliance & Deadline Tracker

Known deadlines in one place, flagged before they sneak up.

Included with this package

Communications Tracker

Remember what someone asked for last week.

Included with this package

Email & inbox operations

Start with the dashboard. Then clear the inbox with Ginny.

See what needs attention before you open email. Then let Ginny find the messages that matter β€” new operational email, replies, approvals, escalations and commitments tied to active work. Read less. Miss less. Follow through.

  1. 1

    Review

    Review the dashboard.

  2. 2

    Scan

    Scan the connected inbox.

  3. 3

    Reply

    Draft and send the replies that need attention.

  4. 4

    Follow through

    Carry commitments and follow-up back into the work.

From inbox to next move β€” at every level.

Community Manager
Keep homeowner requests, board replies, vendor follow-ups and promises tied to the community work you already track.
Portfolio Manager (optional)
Dashboard first, inbox second. Separate routine traffic from issues needing intervention, surface escalations and commitments across communities, and draft responses in context.
HOA Enterprise
Surface patterns, escalations, unresolved commitments and cross-portfolio risks leadership actually needs to see.

Email help is part of every level. Higher levels add prioritization, intervention and roll-up β€” Enterprise does not copy every manager’s email upward.

Email shouldn’t be a second task system. Inbox scanning and sending work through a supported, authorized email connection, when you ask β€” Ginny does not continuously monitor inboxes or send on its own. Replies are sent from your work email with your direction and approval, where the connection supports sending. Your email platform remains the official record, and an email saying something happened is treated as context: it never silently changes a status such as Requested to Approved or Scheduled to Completed. Manual mode stays fully useful without a connection. How email works with Ginny

Why Portfolio exists

For managers carrying many associations, Portfolio shows where board decisions, deadlines and vendor follow-ups are slipping across your book.

You don’t need Portfolio if

you manage a small number of communities you already see clearly, or no one in your organization oversees other managers’ books. Portfolio is optional β€” HOA Enterprise does not require it.

One purchase β†’ one install file β†’ one paste. Manual or Connected β€” same product, same price. Ginny works alongside your HOA management software; it never replaces your system of record. How Ginny works β†’

Start with one meeting.