Your methodologies Your standards 5X faster
Assessment software that works to your specifications instead of forcing you into rigid templates
Built for the demands of complex assessments
Platform capabilities that support experts from initial data capture through final delivery
Create, brand and edit reports with ease
Fully customizable reports that reflect your brand and requirements
Change a data point once, and edits automatically populate across all tables, charts and templates
Distinguish between maintenance, replacement and other component activities for more accurate reporting
Expenditures view shows all expenditures grouped by year
Drag and drop pictures and upload multiple images at once
Streamlined workflow to produce reserve study updates from existing assessments
Powerful financial modeling for accurate cost projections
Supports all funding models including threshold, straight line/component methods and more
Compare and analyze multiple funding plans side-by-side
Set thresholds and contribution assumptions to see capital expenditures organized by year
Complete visibility into activities and costs for each year
Centralize component costs so the entire team works from the same data
Store components and associated costs for consistent pricing across all client projects
Build a richer component cost database with each study, making future assessments faster and easier
Stop keeping component costs in your head—everyone accesses current pricing instantly
Model complex components with precision in your assessments
Break component activities into phases with independent schedules for more accurate planning
Manage components independently within the same category to address unique property situations
Adjust component details directly within financial plans without switching between systems
Make bulk updates to multiple components and attributes with one click
Meet regulatory and market requirements without compromising your methodology
Built-in guidance helps you navigate local regulations and industry standards at each step of the reporting process
State-specific baseline calculations and sample reports provide compliant starting points you can customize to market requirements
Comprehensive funding models including component method calculations that meet both regulatory and industry standards
Structure reports to meet varying compliance requirements instead of being locked into a preset framework
Collaborate with team members to build reports faster
Invite and adjust team member access and roles to ensure secure report production
Real-time data updates keep everyone working from current information
Access the platform from any computer with no limits on users or devices
Built-in status tracking shows report progress to the entire team at any time
Edit reports live with clients, while enabling independent access and analysis
Easily share digital studies with clients and track revisions
Make requested edits live in client meetings and finalize changes in real-time
Reports can be accessed anytime, anywhere by customers, property managers and board members
Deliver graphic-based reports with robust financial projections that enable confident long-term decisions
Flexible platform adapts to any association type or size while meeting industry and state standards
Ready to see how it works?
Streamline assessment building with HomeRun IQ
From initial setup to final delivery, the platform guides you through a simple workflow
Set up your study
Select study type, enter property details, add components
Build report
Input financials, select template, data auto-populates
Share and update
Distribute to clients, edit once to update everywhere
Set up your study
Select study type, enter property details, add components
Build report
Input financials, select template, data auto-populates
Share and update
Distribute to clients, edit once to update everywhere
Launch fast with templates built how you want them
We guide your setup in live working sessions, configuring templates and workflows to your specifications
Hands-on training gets your team productive immediately
Templates, branding, and workflows configured to your standards
Data migration support from your current system
Frequently asked questions
Yes. Report templates can be customized to closely match your existing format. We understand that many clients—especially older ones—prefer familiar layouts, and it's often easier for your team as well. Our platform is flexible and designed to reflect the spirit of your design while leveraging our capabilities.
Rather than offering a traditional trial, we host collaborative working sessions to help you evaluate the platform in real-world conditions using your data. These guided sessions allow your team to explore features, ask questions, and see how the software fits your workflow. If you prefer a longer evaluation, we offer streamlined subscription options. You'll be fully onboarded, trained, and set up with your template—providing a complete hands-on experience with minimal commitment.
Support is built into the platform. You can submit issues directly from within the system, which automatically captures relevant context. Most inquiries are addressed within one business day. In rare cases of outages, our team is reachable via a dedicated support email. When needed, we schedule meetings to address specific concerns. The platform is hosted in Microsoft data centers with strong uptime and redundancy.