Case Study: Kaloop

FINANCIAL: SOFTWARE

Kaloop gives every self-managed HOA its first full-time “employee” — an AI agent powered by raia


Snapshot

Metric

Before raia

After raia (AI Agents)

Home-owner question turnaround

24-48 h via group e-mail

< 60 s on chat/SMS/e-mail (24 / 7)

Tier-1 issues resolved with no board effort

0 %

≈ 65 % auto-handled

Board & committee hours spent on communications

8-10 h / HOA / mo.

↓ 70 % (AI manages FAQs & routing)

Vendor request tracking

Manual spreadsheets

AI logs, categorises & notifies vendors automatically

Equivalent staffing impact

Volunteer only

Capacity equal to ≈ 3 FTEs per HOA

“We use raia internally to work faster, and we give every HOA an AI agent as their first employee to handle day-to-day operations.” Chris Abbott, CEO, Kaloop


1 | Company & Challenge

Kaloop serves 300 k U.S. homeowner associations, of which 100 k are self-managed. Volunteers had to:

  • Answer repetitive by-law and dues questions

  • Track vendor work orders

  • Coordinate board decisions and meeting minutes

The communication load made timely service—and volunteer retention—difficult.


2 | Why Kaloop chose raia

  • Omnichannel out-of-the-box (chat, SMS, e-mail, voice) so residents use any channel they prefer.

  • Bulk document ingestion—CC&Rs, board minutes, newsletters—into a private vector store within hours.

  • CoPilot human-feedback loop to refine accuracy during a safe “shadow” phase.

  • Unified conversation timeline keeps context even when a user switches channels.


3 | Solution Design

AI Agent

Primary Role

Key Integrations

HOA Concierge Agent

Answers rules, parking, pet, dues questions 24 / 7; escalates exceptions to board.

Vector store of governing docs; chat/SMS/e-mail skills

Vendor Liaison Agent

Captures maintenance requests, validates warranties, dispatches work orders, tracks updates.

Webhook to work-order system; e-mail/SMS

Board Secretary Agent

Transcribes and summarises meetings, drafts minutes, posts highlights to resident portal.

File-parser; GPT summarisation


4 | Implementation Timeline

  1. Weeks 1-2 – Upload governing docs & historic tickets

  2. Weeks 3-6 – Shadow mode in CoPilot; thumbs-up/down to fine-tune answers

  3. Week 12 – Live launch to 50 pilot HOAs

  4. Month 6 – Template cloned for rapid rollout to new communities


5 | Outcomes (first 6 months)

  • 65 % of homeowner inquiries fully resolved by AI

  • Remaining 35 % pre-diagnosed, cutting human handle-time 40 %

  • Board “inbox hours” fell from ~10 h → <3 h per month

  • Resident CSAT up +15 points (3.9 → 4.5)

  • Kaloop on-boards 20+ new HOAs each week without adding staff


6 | Key Takeaways

  1. Seed with real conversations—past tickets teach the agent resident language.

  2. Clone, don’t rebuild—swap in each HOA’s docs and launch in <1 hour.

  3. Combine automation & oversight—board members can jump into any conversation via CoPilot.


7 | What’s Next

  • Proactive dues-reminder agent

  • Sentiment monitor to flag rising frustration

  • Financial-report bot answering “Where do our dues go?”


By deploying raia, Kaloop turns AI into a full-time community manager that cuts volunteer workload, delights homeowners and scales effortlessly across thousands of self-managed HOAs.

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