Mode: live Postgres15,042 target associations1,404,571 units represented100% contact coverage
Sourced contacts15,030Manager, entity, submitter, and owner hints in the acquisition table
Associations covered15,030Have at least one usable contact candidate
Missing filings15,042Still need a packet before the brain becomes useful
Owner leads0Submitter and parcel-owner routes ready for owner follow-up

Operating model

How we get the packets

Each lane exists to find one person with access, consent, or authority to get records into the registry.

Lane 1

Manager and board first

Get one complete packet from the person already holding association records.

Sources
DBPR manager fields, Sunbiz entity matches, association websites, public registered-agent trail.
Acceptance
A building is ready for manager outreach when it has a named contact candidate and no filing on record.
  • Seed manager and entity contacts from DBPR and Sunbiz.
  • Send association-specific upload links for budget, year-end financials, reserve study, insurance, and minutes.
  • Track contact attempts before asking owners to do extra work.

Lane 2

Owner champion fallback

Recruit one verified owner when manager or board outreach stalls.

Sources
Statewide tax roll mailing records, county property appraiser records, submitted owner packets.
Acceptance
A building is owner-ready when at least one owner contact has consent or has submitted a packet.
  • Map unit-owner mailing records to each 25+ condo association.
  • Send direct-mail requests with a condo-specific upload link.
  • Ask owners to upload records or confirm access to the association website/app.

Lane 3

Professional referral network

Use people already around transactions and compliance to find document-capable insiders.

Sources
Resale agents, accountants, engineers, insurance brokers, association attorneys, management firms.
Acceptance
A partner channel is useful when it produces repeatable accepted filings across multiple associations.
  • Invite professionals to submit packets with provenance.
  • Capture submitter role and contact permission.
  • Route every packet into review before it becomes canonical filing data.

Lane 4

Packet to AI-ingestible brain

Turn uploaded documents into structured filings with provenance and review state.

Sources
Owner submissions, manager uploads, county document registries, manual filing intake.
Acceptance
A packet is useful only after the source file, extracted facts, and review decision are tied to an association.
  • Classify each upload by document type and period.
  • Extract text, tables, dates, and dollar fields.
  • Promote reviewed documents into the canonical filings timeline.

Build sequence

What the product needs next

The app should expose the acquisition loop as first-class data, not a spreadsheet bolted onto the side.

Now

Contact candidate registry

Normalize DBPR managers, Sunbiz entities, submitters, and future owner records into one table.

Now

Statewide owner mailing ingest

Load DOR/property-appraiser owner mailing rows, map unit owners back to 25+ condo associations, and seed direct-mail leads.

Next

Outreach attempt logging

Record mail, email, phone, portal, and inbound responses per association and contact.

Next

Submission review and parser

Review uploaded packets, extract structured facts, and promote accepted documents to filings.