Professional Review
Human control before professional issuance.
Ballast PlanningClarity · Competence · ConfidenceU.S. ASSOCIATIONS
For HOA and condominium boards
Know where you stand.
Know what comes next.
Find out whether the current study and funding plan support the next decision—or which gaps need attention first.
Versioned Sources
Basis and effective identity stay visible.
Actionable Next Steps
Unknowns remain explicit until resolved.
Ongoing Continuity
Reviewed change stays connected to the baseline.
How it works
A clear path from question to current reserve record.
Customer facts, professional review, issued work, and ongoing reserve management remain distinct and connected.
- 01
Check
Start with the association record or the study already on file.
- 02
Understand
See what is clear, what needs attention, and what is unknown.
- 03
Get a Scope
Accept one exact Order Summary and complete Onboarding.
- 04
Stay Current
Issue the report, preserve the baseline, and carry reviewed change forward.
Reviewer readiness
Required information stays visible.
- Current reserve study Received
- Component walkthrough Ballast review
- Board clarification Open item
Solutions for every need
Start with clarity. Add professional work when supported.
One coherent architecture, from free Checks through the annual reserve workflow.
01Free
Standing Check
See what is clear, needs attention, or remains unknown.
Explore →02FreeStudy Check
Understand whether the study on file supports the next decision.
Explore →03Professional studyFull New Reserve Study
Establish the complete issued reserve baseline.
Explore →04Professional studyReserve Study Update
Reconcile material change from a qualifying prior baseline.
Explore →05Ongoing relationshipLive Reserve Service
Keep the issued baseline connected to reviewed change.
Explore →Live Reserve Service
Your reserve record should keep working after issuance.
Live Reserve Service connects the issued study to annual planning, Ballast-reviewed changes, financing standing, and future professional work—without rewriting history.
Ballast Board is the persistent service surface for that record, not a separate purchasable product.
- Current Position
- Standing
- Reviewed changes
- Issued report history
Financing readiness
See the status, its basis, and the next action together.
Ballast distinguishes what is clear, what needs attention, and what cannot yet be determined. This is informational—not lender approval or a financing guarantee.
Explore readinessCurrent statusNeeds reviewBasis and unknowns shown separately
- Clear Basis shown
- Attention Review needed
- Gap Evidence missing
- Not determined Input needed
Boards and management companies
Less chasing. A clearer record. Better board conversations.
Managers keep the operating relationship. Ballast brings a consistent scope, onboarding record, professional review process, and issued reserve record to each association.
- Required information and open items stay visible.
- Known property facts move forward.
- Customer observations stay separate from professional judgment.
Start the conversation
Know where your association stands.
Request a Scope by sharing the property and the decision in front of the board. Ballast will present one supported quote.
Submitting property information requests a scope. It does not create an account or charge.