Getting Started with Zorex

When you first sign up, you will be prompted to enter your association name and basic details. You can update this anytime from Setup → Community Settings.

Fill in your association name, street address, city, state, ZIP code, and primary contact email. These details appear on invoices and communications sent to residents.

Units are the individual homes or lots in your community. There are two ways to add them:

• Quick-add (one at a time): Go to Setup → Units and use the form to add each unit individually. Best for small communities or adding a few units at a time.
• Bulk import (spreadsheet): Go to Setup → Imports and upload a CSV with all your units. Best for communities with 10+ units. Download the template for the correct column format.

You can always add more units later — this does not need to be complete before inviting residents.

Go to Setup → Residents and send email invitations to each homeowner or tenant. Residents receive a link to create their account and connect to their unit.

Invitation links are valid for 72 hours. If a resident does not receive the email, check the Resident Invitations guide for troubleshooting steps.

Residents do not need an account before you go live — you can invite them before or after launch.

If your HOA collects dues or fees online, go to Setup → Payments to connect your Stripe account. This enables residents to pay invoices directly from the resident portal.

Stripe Connect requires a U.S. bank account and takes approximately 5–10 minutes to complete. Your HOA receives funds directly — Zorex never holds your money.

Go to Setup → Readiness to see your activation score and any outstanding items. A score of 60% or higher is sufficient to launch.

When you are ready, click Launch Community from the dashboard or go to Setup → Overview. Once live, residents can log in, submit requests, and pay dues.