The Platform CAM Firms Needto BeOrganized, Aware, Prepared, and Responsive
The Problems CAM Firms Face Every Day
Milestone inspections. Reserve studies. Digital posting requirements.
The documentation burden on CAM firms has grown significantly — and the consequences of falling behind are legal, not just operational.
Records scattered across too many places
Important building documents live across email inboxes, shared drives, prior manager files, board folders, and vendor portals. When a board, lender, or insurer asks for records, your team rebuilds the same file set from scratch — every time.
Packet assembly takes too long
Assembling a packet of required documents should not take hours. But when records are not organized, tagged, and ready, it does. And the next request starts the same process over again.
Turnover puts records at risk
When a manager changes, institutional memory walks out the door. The new team spends weeks reconstructing what the prior manager knew — if the records can be found at all.
How CondoSteward Helps CAM Firms
Purpose-built tools for every part of the CAM records workflow.
Records Vault
One Organized Place for Every Building Document
Upload, tag, and organize every association document in one searchable place. Structured tags — association, year, document type, and workflow category — make records findable instantly. Every record shows whether it is on file, missing, or in review.
Portfolio Overview
See All Your Associations’ Status at a Glance
The portfolio dashboard shows every association in your firm — with document status, missing items, and posting requirements visible at a glance. No more asking your team what is on file. The answer is always one click away.
Packet Builder
Assemble Indexed Packets in Minutes
Build indexed PDF evidence packets from documents already on file — with timestamps, export history, and an AI-powered gap review before every export. Know exactly what was included last time and build the next packet from what is already organized. Reuse prior work instead of rebuilding from scratch every review cycle.
Posting Checklist
Track Required Postings Across All Your Associations
Many associations have digital posting obligations — annual budgets, board minutes, financial reports, and more. CondoSteward tracks what has been posted, what has not, and which items are overdue — across your entire portfolio in one view.
AI Tools
AI That Works With Your Actual Records
When your records are organized, CondoSteward’s AI does something useful: it suggests which documents belong in each packet, flags missing records before they become a problem, and helps your team find the right files faster when building a packet. Before you export, AI reviews your packet for missing or incomplete records. Every week, AI reviews your entire portfolio and informs you of anything that may need attention.
AI assists. Humans decide.
Ingestion Queue — Review, tag, and classify uploaded documents. AI suggests tags automatically.
Jurisdiction Profiles
City, County, and State Requirements — Built In
CondoSteward includes jurisdiction profiles for the cities, counties, and states where your associations operate. Local requirements, submission workflows, and process notes are organized by location — so your team always knows what applies to each building.
Florida-first. Built to scale nationwide. Adding a new state means adding data, not rewriting code.
Get Started — Early Access Pricing Now Available
A limited number of CAM firms are onboarding now. Early access firms work directly with our team and qualify for introductory pricing.
Complete Portfolio Visibility
See every association’s document status at a glance — what’s on file, what’s missing, and what needs attention — across your entire portfolio.
Introductory Pricing
Early access firms qualify for pricing discounts.
Concierge Onboarding
We help you get your portfolio organized and into the system.
Built for Security and Continuity
Your firm’s data is encrypted and never mixed with any other firm’s records.
Role-based access — every team member sees exactly what they should, nothing more.
Every upload, tag, export, and status change is logged — permanently.
Want to reduce your documentation stress and liability exposure?
See how organized records, reusable packets, and portfolio-wide visibility will save you time, money, and headaches.