Why this matters
The numbers behind designed annual reports.
12%
median open rate on a generic, text-only annual report packet mailed to homeowners. Most never get read.
Alloy CAM operator survey, 2026
68%
engagement rate (open + scroll) on a designed annual report sent through the homeowner portal. The format moves the needle — not the content.
Alloy benchmark, post-engagement
−41%
reduction in "I don't understand my dues" homeowner inquiries to the manager in the 60 days following annual report distribution.
Apex CMG* case study, 2025
1.7×
lift in board renewal probability when the annual report is designed and narrated vs. compliance-only.
Alloy retention model
What you get
The complete annual report engine.
Data extraction + interview
We pull from your accounting system, work-order log, reserve study, and meeting minutes — then interview your manager and board chair to surface the story behind the numbers.
Editorial structure
Year in review, reserve health, operations performance, capital projects, year-ahead priorities. The structure boards expect, written so homeowners actually read it.
Designed financials
Reserve funding, income vs. budget, capital spend by category, special-assessment risk. Charts that pass a CFO check and a 30-second skim.
Plain-English narrative
Translation of CC&R, reserve study, and audit language into a homeowner-readable story. Boards stop fielding "what does this mean" calls.
Photography + visuals
On-property photography of capital projects, common areas, and community life. The corporate-aerial cliché replaced with imagery that proves the work.
Board chair letter
Ghost-written letter from the board chair — voice-matched, fact-checked, signed off. The piece that humanizes the document.
Print + digital delivery
Print-ready PDF for mail, web-optimized PDF for portal, accessible HTML for the website, social tiles for the highlight reel. One report, every channel.
Compliance review
Legal sign-off on disclosures, reserve language, and forward-looking statements. We work with your counsel; you sign with confidence.
Annual meeting deck
Companion slide deck for the annual meeting — same data, same design system, presentation-ready. Saves your manager the all-nighter.
The honest comparison
Compliance packet vs. retention asset.
How we run it
From data pull to delivered files in 6–8 weeks.
01
Intake
Data pull, accounting export, reserve study, meeting minutes. Manager + board chair interviews. Two weeks.
02
Outline
Editorial structure, narrative arc, key visualizations approved before any design starts. Board chair signs off on outline.
03
Design
Two design directions reviewed; one refined. Photography commissioned where needed. Compliance review with counsel.
04
Deliver
Print-ready PDF, web PDF, accessible HTML, social tiles, annual meeting deck. Distribution playbook included.
Common questions