Free Templates
HOA templates every board actually needs.
Six free, downloadable templates — a budget spreadsheet, bylaws, CC&Rs, meeting minutes, a violation letter, and dues correspondence — written by people who build HOA software, not filler text.
Excel (.xlsx)
HOA Budget Template
An annual operating budget workbook with income, expense categories, reserve fund tracking, and formulas built in.
Word (.docx)
HOA Bylaws Template
A full article-by-article bylaws draft covering membership, the board, officers, meetings, and amendments.
Word (.docx)
HOA CC&R Template
A Declaration of Covenants, Conditions & Restrictions draft covering assessments, architectural control, use restrictions, and enforcement.
Word (.docx)
HOA Meeting Minutes Template
A ready-to-fill-in agenda and minutes format with a roll call table and a motions log.
Word (.docx)
HOA Violation Letter Template
A courteous, professional first-notice letter with a cure period and appeal-rights paragraph built in.
Word (.docx)
HOA Dues Letter Template
Two ready-to-send letters in one file: a past-due payment reminder and a special assessment notice.
Outgrown spreadsheets and Word docs?
HOA Simplify replaces the templates above with a live platform — dues, accounting, documents, and communication in one place.