Client Onboarding Specialist

FRONTSTEPS, a community management platform for homeowner associations and condo associations, has appointed Dan Sullivan to its Board of Directors. Sullivan is an experienced technology investor with expertise in scaling SaaS and proptech companies. The Denver-based company serves community management firms and millions of homeowners through a platform handling accounting, operations, communications and payments. FRONTSTEPS is investing heavily in AI-powered automation and agentic workflows to transform how community management companies operate. "Dan's experience in supporting high-growth software companies makes him a strong addition to our Board as we continue scaling our platform, accelerating innovation, and strengthening our market leadership," said CEO Matt DeWolf. The appointment comes during a period of growth and market expansion for the company.

CheckAlt, a payment processing solutions provider, has partnered with FRONTSTEPS, a community association management software company, to become its exclusive lockbox provider. The integration streamlines payment workflows for property management companies and community associations. CheckAlt now offers three payment solutions through FRONTSTEPS: Traditional Lockbox for digitising mailed cheques, Electronic Lockbox for keeping online bill payments digital, and Remote Deposit Capture for on-site cheque processing. The integration centralises payment intake across mail, online and in-person channels within the FRONTSTEPS platform. The partnership aims to reduce manual reconciliation, improve payment visibility and accelerate access to funds. CheckAlt serves hundreds of financial institutions, fintechs and businesses nationwide, whilst FRONTSTEPS provides software solutions for community association management.

FRONTSTEPS ALLi just got smarter: here's what's new. AI in community management is evolving quickly. FRONTSTEPS has just launched a suite of new features that is sure to make your day-to-day work easier, faster, and more effective. Keep reading to learn about all the new developments. What's new and why you should care. FRONTSTEPS ALLi just got significantly more powerful and more embedded into how work actually happens. Here's a quick glance at what's new: * ALLi now works wherever you do: including a new Chrome extension that understands context and takes action. * AI is now embedded inside FRONTSTEPS Caliber: bringing intelligence directly into your accounting and operational workflows. Now, the most comprehensive community management accounting platform is even more robust with native AI. * Meetings, calls, and voice notes are now actionable: Your notes can be automatically transcribed, summarized, and turned into follow-ups. * Email management is now automated and customizable: with AI-powered categorization and actions, ALLi can reference your emails. * Users have more control over AI memory: Now, you can improve the personalization and transparency of your instance of ALLi. What it all adds up to: Less manual work. Faster decisions. Better visibility. And a more intelligent system that works with you and your communities, not just around you. What's new: A deeper look. One of the biggest shifts in this release is where ALLi shows up. Instead of switching between tools, ALLi is now available directly in your browser, understanding what you're looking at and helping you act on it. Whether you're reviewing a homeowner communication, an invoice, or a document, ALLi can: * Summarize key information * Draft responses * Recommend next steps * Execute actions directly in the browser Why it matters: Community managers spend a huge amount of time navigating between systems and repeating tasks. By bringing AI into the workflow itself, ALLi reduces context switching and helps you move faster with fewer manual steps. ALLi in FRONTSTEPS Caliber on desktop: smarter accounting and operations. This one is really exciting! ALLi is now available into FRONTSTEPS Caliber, bringing AI into one of the most critical areas of community management. Inside FRONTSTEPS Caliber, ALLi can: * Explain financial reports * Surface anomalies * Provide contextual help * Assist with search and workflows * And much more. Anything you can think of in reference to invoices, AP, and more, ALLi can work with. Accounting and financial oversight are often where complexity - and risk - live. By making this data easier to understand and act on, ALLi helps teams improve accuracy, confidence, and speed in decision-making. Voice, meetings, and screen recordings. Capturing information doesn't have to slow you down. With new voice and recording capabilities in the Chrome extension, users can: * Record meetings, board sessions, or quick voice notes * Automatically generate transcripts * Turn conversations into summaries and action items Important decisions often get lost in conversations. This update ensures that nothing falls through the cracks - and that every meeting becomes actionable. AI-Powered email categorization: A smarter inbox. High email volume is one of the biggest operational challenges in community management. Now, ALLi allows you to: Instead of manually sorting and responding, your inbox becomes structured, prioritized, and easier to manage, freeing up time for higher-value work. Individual memory management: more control and better personalization. ALLi is designed to get smarter over time, and now users have more visibility into how that works. With new memory management tools, users can: * View what ALLi remembers * Edit or delete stored context * Maintain accurate, personalized interactions Trust and control are critical when working with AI. This update gives users transparency while improving the relevance of future interactions. The bigger picture. These updates represent a shift in how work gets done in your communities, and ALLi is no longer just a tool you go to for help. It's becoming: * An assistant that understands context * An action layer that moves work forward * A system of intelligence across the FRONTSTEPS ecosystem For current customers, this means more value from the tools you already use. For prospective customers, it means a platform built not just to manage operations, but to improve them. If you want to see how these updates can impact your team