We handle the whole move. We migrate full history for every association you manage: owner ledgers, assessments, collections status, violations and fund accounting. Your managers keep managing while we do it.
Book a free 20-minute switch planAudio call. Built for management companies moving many associations at once, and for self-managed boards.
A typical import brings over homeowners and an opening balance for each one. The payment history behind that balance, where each account sits in collections, open violations, architectural requests, and the split between operating and reserve funds often stay behind. Multiply that by every association in your portfolio, and switching looks like months of your staff's time. That's why so many management companies stay on software they've outgrown.
We get the data out ourselves, through your software's API where it has one, or its built-in reports. Your part is approving access.
Every association gets a reconciliation report before cutover: owner balances, fund balances and bank balances, old system against new. If anything we migrated doesn't tie out, we keep working at no charge until it does.
20 minutes, audio only.
One or two associations mapped end to end, plus a fixed per-association quote. Credited in full toward your migration.
Volume pricing for portfolios. Self-managed boards usually land between $2,500 and $6,000.
The compliance archive is a small monthly fee for as long as you want it kept.
AppFolio, Buildium, Vantaca, CINC, TOPS, PayHOA, FRONTSTEPS, Enumerate, Condo Control, Rent Manager and spreadsheets. Don't see yours? Ask on the call.
Most convert homeowners and opening balances. We move the history behind those balances and prove they match, association by association.
One person approves access, answers a few questions, and signs off on each association's reconciliation report. We do the extraction, mapping, loading and cleanup.
Yes. Moving in waves lets each association cut over at a clean point, usually a month or year end.
No. We get the data out ourselves, through your software's API where it has one, or its built-in reports. You approve access. That's it.
Getting data out is the easy part. The hard part is getting years of history into the new system for every association, since most imports only accept current owners and opening balances. Then every owner, fund and bank balance has to match the old system to the penny. That reconciliation, and fixing whatever doesn't match, is the work you're paying for.
Encrypted in transit and at rest, access limited to the people doing your migration, and deleted on the schedule you choose. The archive is yours.
Switch & Keep is a small, independent team that does one thing: moving records between property and HOA platforms with the history intact. We don't resell any software.