HOA Technology

ConnectLive

A homeowner association manager accessing their online bank dashboard

With the robust ConnectLive1 API, you can manage association finances efficiently and securely using one intuitive digital tool. The technology works seamlessly and integrates with industry software programs including AppFolio, Buildium, C3, Caliber by Frontsteps, CINC, Enumerate, eUnify, Smartwebs, SPI, Vantaca and VMS.

Powerful ConnectLive Features

To learn more about our ConnectLive integrations and features, contact one of our community association banking experts.

Get in Touch

Real-Time Bank Balances and Transfers

View bank balances and perform bank transfers in real-time between accounts within the same association.

Bank Statements on Demand

View and download PDF copies of your monthly bank statements. The statements will automatically be saved, and easily available to include in your financial reports. 

Auto Lockbox2

The nightly scheduled process automatically retrieves and posts lockbox transactions from the prior banking day directly to your accounting software.

Open New Accounts

Request a new deposit account to be opened. This action will generate the new account number, provide a confirmation to your team and deliver a notice to the bank.

View A/R and A/P Check Images

View the front and back of checks and coupons processed through the bank's lockbox, as well as the front and back of cashed A/P checks.

Automate Fraud Prevention with Positive Pay

Through ConnectLive, the Alliance Association Banking team can receive a list of all checks issued daily, including the check number, payee name, issue date and amount. Our technology compares those details to ensure we only issue payment for legitimate expenses. Any checks that do not match all details provided will be identified for your team to review and either deny or approve for payment.

Issue Stop Payments

Issue an individual or range of stop payments on any accounts payable checks that have not yet cleared the bank and receive information regarding the status.

Auto Reconciliation

Bank transactions from the preview day are matched with corresponding transactions within your software, allowing for quick and accurate bank reconciliation and population of interest and any bank fees.

Receive Deposit Item Return Alerts

When nightly transaction process detects a returned item or deposit item return, an alert will be generated—notifying users to take the necessary action within the homeowner’s account.

Validation File

The bank receives an updated validation file from your software on a daily basis, which eliminates manual processes by automatically posting payments to the appropriate homeowner’s account or directing the payment to the research portal for proper handling.

Integrated Sign-On

Our integrated sign-on (ISO) feature allows homeowners to easily navigate between the association’s online portal and the bank’s online homeowner payment portal — without an additional login.

Integrated Payables Solution3

Save time and reduce fraud with our efficient Integrated Payables solution, which allows you to print and mail vendor payments in a single step directly within your accounting software.

We have over 200 accounts at Western Alliance Bank. Thanks to the efficiencies provided by the bank, we can complete all our reconciliations accurately by the second business day of the month. This allows us to get our financials to our clients much, much sooner, which they love.

Dennis Abbott, CMCA, AMS, PCAM , President, Carolinas FirstService Residential

1. ConnectLive is not affiliated with Western Alliance Bank. The ability to integrate with ConnectLive may depend on the accounting software used. Services and integration tools may differ by software.
2. Funds deposited through the Lockbox will follow Western Alliance Bank’s funds availability policy as outlined in the Deposit Account Agreement Disclosure. 
3. Must have a checking account and be enrolled in Positive Pay. An updated Treasury Management Services agreement is required. Charges apply for the Integrated Payables service.