PayHOA

4.5 / 5 118 reviews

Who Uses This Software?

We serve homeowners associations, condo associations, and property managers across the United States.


Average Ratings

118 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $40.00/month
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Legacy Financial
  • legfi.com/
  • Founded 2008
  • United States

About PayHOA

Try it Free for 1 year! (Offer limited to first 1000 clients) Invoice your members, accept payments online, and keep accurate financial records -- it's web based, so you never need an upgrade and can access your account from any computer 24/7. PayHOA makes it simple to build a budget and track your expenses in real-time by linking your bank accounts and credit card to your PayHOA account. You can even use PayHOA to communicate with your members via text, email, calendar events, and surveys.


PayHOA Features

  • Calendar Management
  • Committee Management
  • Document Management
  • Event Management
  • Member Communities
  • Member Directory
  • Online Payment Processing
  • Property Database
  • Website Management
  • Work Order Management

PayHOA Reviews Recently Reviewed!

Legfi simplifies everything.

Feb 28, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Legfi.com totally revamped how my fraternity collects funds. Their easy to use website allows for budget building and their low cost approach made it easy for my small chapter to get on board. We utilized their collections service and has produced amazing results. I couldn't be happier with legfi, I am very glad we switched from omegafi. Legfi was way more affordable for our small chapter.

Legfi Review

Feb 24, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: The ease of tax reporting

Cons: The difficulties in keeping balances up to date along with system glitches and high credit fees.

Overall: Honestly legfi kinda sucked. The only thing it was good for was ease of tax reporting. Otherwise it was a pain to keep balances up to date and often they would go negative for no apparent reason and overall was just a hassle. I would keep track of due payments on my own and moved people away from paying on the website due to high credit card fees while other vendors have lower fees. Even venmo is free for P2P transfers, not sure why this was not an option with legfi.

Recommendations to other buyers: Add P2P transfers

Vendor Response

by Legacy Financial on February 26, 2017

Hi Alex, I'm very sorry to hear that you had a bad experience on LegFi. I would love to hop on a quick call to understand a little more about what was happening with your balances going negative. Unfortunately, we can't offer person to person transfers because your chapter is a nonprofit corporation with an EIN. I would be very careful running the chapter's revenue through a personal account, as it opens you up to tremendous tax and personal liability. If you'd like to discuss further, I would love to continue the conversation via email or phone. Best, Mike Bollinger Founder | LegFi.com Mike@LegFi.com 859-309-3640

Great & easy to use, wonderful customer service

Dec 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, customer service

Cons: Spotty service, sometimes the website was down, but it didn't really create an issue for me as I could just try again later

Overall: I had gotten a free trial of the program as treasurer of a fraternity. It is such an easy system to use that incorporates many different features in regards to collecting dues. My favourite part was the ability to use LegFi to send emails to members who weren't paying dues, acting as a collection agency. Keeping track of dues paid and due dates was very convinient, and they made it so you could see on your homepage what your organization's collections looked like. It was super easy to set up for me and for the members of my organization, and the workers at LegFi were there to help me through the whole way. I cannot stress how wonderful the customer service was. I had an issue and called the phone number and was able to speak directly to the president. He was extremely understanding, courteous, and very helpful. These are really down to earth people who want to help your organization, financials and beyond. If you are an organization looking to utilize a financial collections service, I would have no reservations in recommending LegFi

User friendly for the basic user.

Apr 27, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: Pros: Very easy to navigate, Your account representatives are very responsive, and I've experience minimal technical errors.
Cons: There isn't an automated pay system for fraternity/sorority members parents to make their paying process easier.

It has been extremely user friendly.

Apr 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Makes collecting payments and billing extremely basic. The customer service is great so if something doesnt make sense they clear it up right away and even will do it for you!

pretty good, would be nice to have a mobile app.

Nov 30, 2015
4/5
Overall
5 / 5
Ease of Use
2 / 5
Customer Support

Comments: Great ease of use. it's easy to find everything. I do wish there was a mobile app to make it easier to use on the go. Also, if there was a way to cancel a payment that wasnt intended to go through or went to the wrong charge.

Actually, it would be useful if "load" money onto our account and from there we can select which parts of our dues we would like to apply them too.

Vendor Response

by Legacy Financial on December 01, 2015

Hey Marco Polo, Thanks for taking the time to give us feedback. This really helps us improve the product and user experience. I wanted to point out that you can delete any payments that are recorded locally on the view all payments page, just not credit card or e-check payments. Also, when you make a payment, you can select which charges you want to pay by checking the selection box next to each charge. I hope that helps! Best, Mike Bollinger

satisfactory

Nov 20, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: good ease of use, haven't needed to use customer service as of yet.

Excellent

Nov 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: No problems with the software

Great Customer Service. Not as intuitive.

Nov 20, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Any time I've called, my issue has been resolved. But I had to call because I had issues and I couldn't figure out things on my own.

Vendor Response

by Legacy Financial on November 20, 2015

Joshua, Thanks so much for the feedback. We definitely want to make the system as intuitive as possible. Is there any way you could provide more specific feedback regarding which features were difficult to understand. I really appreciate your time. Your feedback and suggestions help us to continue to improve the user experience on LegFi. Best, Mike Bollinger

useful and easy

Sep 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros/ great account manager, easy navigation on the website, all around not much to complain about because if you have a problem someone will try and help you

Right Product, Right Price, Right Time

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The team at Legacy Financial spent more than the required time to answer all of our questions, went out of their way to set the system up per our requirements as well as provided more patience as should have been required. Although we are brand new to the system this fall we are convinced they will save us time, effort as well as make the bottom line more profitable thereby allow us to provide more to/for the active chapter.

Great software for treasuere

Sep 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Love the ease to assign multiple charges

Kansas State Delta Chi

Jul 07, 2015
3/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love everything about LegFi except the additional charge for paying online and the payment plans. I would like to be able to customize the payment plans (ex. front load the payments) more instead of breaking up a charge evenly over a given period of time.

I am new to the software, but so far the service provided has been great and easily navigated!

Jul 06, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was walked through by a friend and it was an easy explanation. one con would be trying to take off a late charge. It adds a credit to the account instead of just erasing the charge.

It has served the function that I needed it to.

Jul 02, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: It is a great place to organize due payments. No manor drawbacks.

Makes collecting finances easy

Jul 01, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: when opening the profit/loss the commission is not included in the amount. This causes difficulty when filling in my actuals.

good to work with

Jul 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: hard to use bugetting tool

Great product

Jun 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love this software. This is the dream program that our organization has been looking for. It is very user friendly.

Fraternity collections

Jun 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy to use, great customer service.

Fine Tuning

Jun 29, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The very basic point of legfi is dues collection, that works fine. Everything else you are adding onto the service needs improved.

Pros:
Assigning dues & fines, setting up payment plans, manual payment entry all works very well and easily.

Cons:
Budgets need to be able to be viewed by directors and this is not possible in legfi. I would also like to see this section add some expense reporting add-ons such as attaching a digital receipt (pdf).

Your credit card/echeck charges are not competitive at all. We will not even be using them for events. Not allowing us to add the charge onto the purchaser in the basic account is reason enough to use another service. We previously used the event tickets, however there are just better options out there such as square.

Thank you for taking this into consideration.

Overall good experience.

Jun 29, 2015
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: Pros: easy to use, sends emails to remind people, helps in getting payments from people,

Cons: does not send me emails to remind me when people should be paying (i.e. payment plan dates), charges for credit cards, no American express

Makes life easier

Jun 27, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: works great no complaints

Overall great experience

Jun 26, 2015
5/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: Really like how easy it is to assign bills and collect money. The system did lock us out on a few occasions which was not appreciated

easy to use and very accesible

Jun 26, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: pro- easy to use
Con- I don't like spending my money

Makes a Hard Job, Simple

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: LegFi has changed the way my fraternity works when it comes to payments. Not only does it make dues collections simple, but it also makes donations simple as well. Alumni don't always enjoy sending in cash, LegFi simplifies that; by having a charge of $100 (for an alumni event), Legfi makes it easy for alumni to put in their contribution and know exactly where it is going (Straight into our fraternities bank account). In the eyes of my chapter, LegFi has made us feel more advanced, more secure, and more reliable than ever.

It has worked great, I have no compliants at all.

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It is easy to use, simple payment structure and is always reliable. I really enjoy using the Legfi service.

I used to be the treasurer for my colony and this software was very handy in collecting dues.

Jun 26, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: It's not as easy as it should be when setting up an account or finding where to pay a due at.

it's easy to navigate

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: All good no complaints. I have never had a hard time getting the payment made

The soft ware is very easy to work with. Videos are there for instruction.

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: easy to work with. Easy to set up payments. Let's alumni donate to your organization.

Cons: Once a member is deleted from your roster it is hard to add them back. It does not keep track of which officer does adding or deleting transactions.

Very user friendly

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The customer services is really excellent but it isn't needed much with how easy it is to use.

It has made keeping everything organized more easier for our chapter as well as monitoring payments

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Legfi has given our chapter a great organizational tool as we can keep track of all payments and debts in one convenient location. The only con I have is the fee associated with processing credit card payments through Legfi. This is simply a must have for any organization and I highly recommend it.

Good experience

Jun 26, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: LegFi does exactly what we need it to do.

Good

Jun 26, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great service but sending txt messages is horrible it breaks them into seperate messages cutting several letters in the process

Overall, this easy to use software has been a huge help to our chapter as far as bringing money in!

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I like how legfi gives you the freedom to organize it as you wish, as well being able to sell shirts and tickets online.

Our chapter uses LegFi as a fraternity billing and collections service.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Legfi is very convenient for all members of our organization. It is easy to use, and clearly illustrates the chapters collections and billings. I would highly recommend it to other chapters/organizations.

Great Experience

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: I've had a great experience using LegFi. The staff is very professional and make sure that everything runs smoothly and are there to answer any questions one may have. As the former treasurer of my fraternity I was made to feel like an important client who's time was valuable, which is something that you don't experience very often as a college student. The only thing I can really complain about is that I sometimes received too many emails from LegFi that were not very important. Otherwise, great experience, great company. Thanks!

A Definite Improvement

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've been happy with the move to the LegFi system. It provides us with better controls over cash collections; provides the Alumni Volunteer Corp with better visibility into the status of collections within the Chapter and with better internal controls. The only negatives I would have relate to reporting. The standard menu driven reports could be improved; by consulting with an accountant.

Very nice software that helps with managing group billing.

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Overall very positive. We like the service and have had little problems with the company!

Not very user friendly, but very useful for collections.

Jun 25, 2015
3/5
Overall
2 / 5
Ease of Use
5 / 5
Customer Support

Comments: The pros are the billing and collections ease. The cons with the software are all the added features, very hard to use and difficult to figure out. Also, I like the phone calls and emails for collection support. With the emails I wish there was one less strong than the first email to send out, almost like a reminder that they are past due ( a couple day ) or that I can send the week of due or day of due. Also, I wish there were more than just Admin setting and member. Something to include would be acess for other Vice Presidents to use the calendar or tickets or things like that, but not be able to access the charges pages and billings. Lastly, the budget builder is not user friendly. Very difficult to use to I prefer to not use it. I would like to take everything to LegFi but right now I just use excel for those. Maybe changing those and/or adding a projections of profit and expenses for the whole year or a semester by semester versus month by month would be great.

Solid and Reliable, Difficult to Navigate

Jun 25, 2015
4/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support

Comments: LegFi excels at record keeping/account management. Members can easily pay online, and administrators can easily keep track and update profiles accordingly. There is, however, a bit of learning curve when first operating the site. Some functions are complex and a challenge to process at first; for example, creating events and recording payments for those who pay in person is confusing. Also, removing incorrect charges or payments is difficult and usually fixed by adding additional payments to simply balance out a user error. This may result in discrepancies between LegFi online records and actual records.

Great. Very easy to use.

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Incredible customer service

We switched to this software instead of chapterspot. It was a successful decision all around.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software is very professional and useful from the financial side. It's easy to use and greatly meets all the organization's financial needs.
However, an improvement could be made by having a mobile app as it would make mass communications through texts a lot easier than having to go to the website to do so.

very resourceful and easy to use

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used this software for over a year and am so happy with it. I would not be able to do the job I am doing without the software. There are so many different resources within the software and they are easy to use.

Easy to use

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Never had issues, and always have helpful customer service when needed.

Useful, needs to be more streamlined and organized for easier use

Jun 25, 2015
3/5
Overall
2 / 5
Ease of Use
5 / 5
Customer Support

Comments: some weird ways to find things. You guys really need to make assigning charges to event tickets easier, it can be a real tricky headache. Just make it more obvious and better organized and it'll be better.

Vendor Response

by Legacy Financial on June 26, 2015

Hi Nathan, Thanks for the very helpful feedback. We are working hard to improve the interface to make it easier to navigate. We will be launching a new system on Aug 1st that will hopefully address the issues you pointed out. Feel free to look around using the link to a fake test account below. Any feedback on the new site would be much appreciated. http://keeleux.com/dev/legfi/application/dashboard.php Best, Mike

Content with it

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: As the fraternity treasurer, I am the admin on the account. A few things that I would like to see changed would be...

Make editing charges easier and more straightforward. When I have to do this, I am never sure if I did it correctly.

Also, when people pay charges online, it automatically pays the charge that has been on the longest, first, and then works its way down the list of charges. So if someone has two charges, one that was due on feb 25 for $30 and one that was due on march 4 for $500 and they only submit a payment of $500 to pay for the second charge, it comes up that they have paid for the first charge and still owe $30 for the charge due march 4.

LegFi: a necessity for any aspiring fraternity or sorority

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: LegFi is a great system to both organize and accrue income or any organization. The whole program operates very clean and with its new updates is very easy to operate. While LegFi is a great product and operates well its one con is the "Collections" tab, the process of collections works well, however the account manager application needs work and it would be nice if the collections messages allowed more customization options. All in all LegFi is a wonderful tool for all organizations looking to operate clean and efficient, LegFi allows one to make charges, budget, improve collections and much more.

It's great for treasurer position, and to get onto members about paying their fees.

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Everything is online. Every member knows what their charge is for and for how much. Constant reminder to let you know you still have a balance. You can pay with a credit card.

Cons: Credit fee falls on us instead of the credit card user and we don't have a whole lot of people who take advantage of it.

Overall experience has been really good.

Time effective and easy to use.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The pros were it was easy to use and really time effective. There were no cons in my eyes.

Very easy to use and great customer service

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Very easy to use
Great customer service
Not a huge fan of the fees associated with the service

it's k

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Everything works pretty good. Sometimes it's hard to get the view of data that you want, but it's very easy to use.

Used it for fraternal funds.

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Customer service was good/responsive and the interface was an intuitive experience. The fees involved with the transactions, however, were not worth the features provided--too expensive.

Administrator

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Overall it is a great software tool, payment plan options could be improved as well as some interface features.

Kappa Sig Cofzc

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We just switched over from Omega Fi last semester. The transition was very smooth. Just wish the website was phone compatible. An app would be helpful. Other than that, great service and very affordable

This software does a good job at helping keep our chapter's finaces in order and it's easy to use.

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software is easy to use once you figure it out. It may be the responsibility of the chapter to teach a new treasurer how to use legfi. However a tutorial for new users would be very beneficial.

Great Service

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The service is fantastic. The hardest part is learning the different capabilities because there are so many! Love it

Easy to use and reliable

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: I want an easier way to edit member information

It took some time to get use to all that the software had to offer but it helped greatly with theIRS

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Cons was not easy to transfer out excel data over.

Easy and Efficient

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: LegFi is a valuable tool for my fraternity. This software is easy to use and super efficient with minimal downtown or maintenance issues. Significantly better than other competitors software we have used.

Chapter Treasurer

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: The software is very easy to navigate and manage. Makes contacting members/alumni as simple as clicking a button. I am new to the administrative side of LegFi, and have been able to quickly learn the program and how I can use it to help me and my members. The site is well organize and very easy to use.

It has helped manage our chapter better than any other system. Makes my job way easier!

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: easy to use, quick, very well layer out, great customer services. Easy for members to pay and view balances.

Cons: too adjust charges or fees you have to delete and re apply the charge. Wish you could just edit the charge or fee as is.

Vendor Response

by Legacy Financial on June 25, 2015

Hi Andrew, Thanks for the kind words, we appreciate the feedback! Just for future reference, you can edit charges from the "view all charges" page. Just select the charges you want to edit and click on "edit selected charges" at the top of the page. Best, Mike

Treasurer for Fraternity

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: Pros:
Easy to add charges
Easy to modify, remove charges
Easy to create e-sales terminal
Easy to monitor existing balances

Cons:
Slow to load
Budget building and assigning charges to certain "buckets" is somewhat confusing

Unsatisfied

Jun 25, 2015
2/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support

Comments: Too many other soft wares out there that can do the same thing, are more user friendly, and don't cost me anything

This program has made book keeping a breeze through.

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: cons: a bit more expensive than some, a few usability took me a while to get use to.
Pros: customer service is some of the best I've ever delt with, this program has every option imaginable

My fraternity just recently implemented this software and so far it has been great.

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: The pros of having LegFi are that all of he financials are so much more organized and put together however one of the major cons is that it is hard to mass text or communicate with members. Before LegFi, my fraternity used ChapterSpot which had a number that allowed users could text to mass message the rest of the members and that was much easier than going on the internet to mass message. However the internet system for mass messaging also didn't seem to work for us at times so it would be ideal for LegFi to implement some sort of mass texting system somewhat similar to ChapterSpot's.

LegFi has really helped us improve our process of of billing and collecting member payments

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: LegFi has helped us add discipline to our process of assessing chapter dues and housebills. We have more immediate visibility to payments and ability to track who is later or has outstanding balances.

I like the ability to easily add changes, especially late payment fees or interest. We have also engaged their collections services for assistance when we are not able to collect ourselves.

We also use is for alumni contributions and have a link to their site embedded on our chapter website.

Best financial service!

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This website makes everything with our organization run smoothly! Everytime we need any help from our representative, she is quick to respond, and always has an answer. LegFi is awesome!

Legacy Financial (LegFi) Customer Review

Jun 25, 2015
2/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support

Comments: I am the treasurer of me fraternity at Michigan State University and we just wrapped up our first semester using your service. We decided to employ your product for a couple key reasons. We wanted the collection support, the ability to pay charges online, and the tax help the you provide through file990.org.

Bad News first:
You failed to have the proper tax form on your website. I called numerous times between mid March and when our taxes were due in mid May. Time and time again I was assured that the form would be provided prior to tax day, but unfortunately it never was. Luckily, one of the brothers is an had just completed an internship at Grant Thornton, otherwise I would have been helpless. To be blunt, we feel like we wasted money on a service that couldn't deliver. Furthermore, your software doesn't provide enough tools, especially the budget builder. We budget on a semester -by-semester basis and I just don't have enough freedom to build a functional budget based on our needs with the current version.

Now the good news:
For the most part, your customer service was exceptional. Every call was informative and the operators did a fine job assisting me to the best of their abilities.

General tips:
- Get file990.org running more smoothly. This is one of the primary reasons why fraternities employ your service and it needs to be functional if we are to continue to do so.
- Finalize this update that your customer service told me about. He shared his screen to give me a peek at the beta and I was impressed. The earlier you get this out before fall semester begins the better.

In conclusion, our first semester with Legfi wasn't exactly smooth sailing but there is certainly potential for improvement. Hope this review is helpful.

Vendor Response

by Legacy Financial on June 25, 2015

Derek, Thank you for the honest and helpful review. We are working hard to push our new interface live -- we are targeting Aug 1st for the launch. You can take a closer look at the new site by accessing the test account link below. I apologize for your experience with File990. Unfortunately, the 2014 form 990EZ had some major changes that set us back much further than expected. I hope you will stick with LegFi for another semester to try out the new interface. I assure you the 2015 990EZ will be ready before your filing deadline. Please let us know if we can do anything else to improve your experience on LegFi. http://keeleux.com/dev/legfi/application/dashboard.php Best, Mike

LegFi is awesome. The service is great. Our dues payments have increased dramatically.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Payments can be viewed instantly, easy billing, customer service is awesome.
Cons: None.

Great having a system where you can organize every financial aspect of a fraternity

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The ease of use paired with the excellent services provided by the representatives has made my experience with LegFi wishing my fraternity had used it earlier. I also didn't have to worry about the original set up as LegFi did it all for me, leaving me to only notifying the parents/brothers of the convenience in the billing/payment system from in-person to online. It is also very easy for the external users (parents/brothers) to use as well.

Pretty good experience overall

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Pros: Efficient to bill and collect money
Cons: Charges get sent out to people that have paid and have had records logged all the time. Charge descriptions are also not always sent out by account manager to distinguish which payments are for what (rent vs dues for example)

Happy with the service overall but logisitcs could be cleaned up so that people are not charged when they have already paid. I love how my account manager responds timely though. She (Molly) does a great job.

Legfi has been great for my chapter

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I really enjoy the ease with which I can view and create charges. It has helped keep everything organized. At times the servers can be a little slow, but usually it's not a problem. My organization has really benefitted from using Legfi over the past few years.

I have had only good experiences with LegFi. Definitely makes collecting money easy.

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Very easy to collect money, keeps track of who paid and who didn't, very great customer service.

Cons: Take a lot of money out for a service fee for each payment.

Extremely helpful.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This program has been great for use with my chapter, the only improvement I could suggest is a mobile platform.

The software user interface does not allow for easy use.

Jun 25, 2015
2/5
Overall
2 / 5
Ease of Use
2 / 5
Customer Support

Comments: I like all of the features offered within the product because it can be very useful if used to maximum capacity. However, the user interface does not allow for this to occur efficiently. Adding new members is very difficult. Grouping members into separate groups is slightly better. Charging members is difficult. Eliminating or changing charges is difficult. Many tasks require a reload of the page and the reload directs the user to a different page that they must navigate back to. This is very inefficient because you are required to complete tasks for embers over and over as opposed to all at once.

Vendor Response

by Legacy Financial on June 25, 2015

Hi Benjamin, Thank you for the note -- I appreciate your honest feedback. We are working hard to update the interface to solve many of the issues you pointed out. We are launching the new site Aug 1st. Below is a link to a dummy account, feel free to take a look around. I'd love to hear any feedback you may have! http://keeleux.com/dev/legfi/application/dashboard.php Best, Mike

Some design flaws

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: the budgeting application is unfortunate. I wish you could delete the subcategories to make the reports better looking. Also have the ability to charge under different categories so that if you were to view one it would only have dues charges and another would only have t-shirt charges.

Best Value, Powerful Tool

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: LegFi has an updated website with tools for fraternities and sororities to collect dues, fundraise, and manage finances. Customer service is excellence and fees are minimal creating great value!

It has been very easy to deal with the website.

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have experienced amazing customer that has never been matched and the website is easy to work with. I have seen the new website and it looks like it'll be more efficient and easy to use. My biggest issue with the website is when I edit charges the system is hard to accurately change to the new total and it messes up that persons account.

I believe it could be simplier.

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
3 / 5
Customer Support

Comments: I would like to see an additional figure showing credit when guys pay in advance.

Fun to setip

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was responsible for setting up a payment program for our fraternity. After researching multiple platforms to choose from I went with The company that had the most to offer and would save us the most money and that was Legfi. They were very helpful in explaining to me what was available at what price and how much they were willing to help and make sure we were taken care of. This was before I decided to go with this company. Right then and there I knew I was going to be in safe hands. Some cons, which were not many, was it took a little while and a couple times to explain to the other brothers how to use it but after a few times it wasn't a problem at all and has made everything way easier.

Great experience overall. Customer service is fantastic along with the ease of use and the options

Jun 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Website is very easy to use in the first place which makes it easy on both sides. Only con comes from some of the display for late fee, as it is sometimes confusing, and for the deadlines as people struggle to remember if the deadline is at midnight that day or 11:59 pm. Customer service is great which really adds and helps to the use of the website

The software is fine. It often lags quite a bit. Also, there are a few holes in the programming.

Jun 25, 2015
4/5
Overall
2 / 5
Ease of Use
3 / 5
Customer Support

Comments: Software is fine. Few holes and quite glitchy. Also, there is very little training around the entire application of the software.

It's been good overall

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: It'd be nice to be able to have some more functionality - archiving/inactivating users for example, but the C/S team can do it if we call.

Great and very fast

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros easy to use can check out who owes what can see how much and how frequently people pay

Cons none

The software is great. It is easy to use and very helpful when I am lost.

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: collection support ease of use.

Cons: complex way of budgeting

Good experience

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Great software. One thing I don't like is choosing people to bill. Wish it was like type in a name and add individually instead of by group.

Easy to use!

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Could do a better job at arranging the charges

Great program

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Legfi is easy to use. It has made collecting dues every semester a cinch for my chapter here in Texas.

Use it to keep track of amount owed

Jun 25, 2015
3/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Software is conceptually good, however not user friendly. It is difficult to edit members and change balances individually. Creating tickets for events is smart but difficult to do.

Vendor Response

by Legacy Financial on June 25, 2015

Vikesh, Thank you for the comments. We are working hard to update the interface to make the system easier to use. We will be launching the new site on Aug 1st. Below is the link to a dummy site that you can browse around. I'd love to hear any feedback. Check out the new event tickets, I think you'll really like them compared to the current setup! http://keeleux.com/dev/legfi/application/dashboard.php Best, Mike

I've used this software for almost a year and I am satisfied with the overall software.

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The only con I have about it is that some things like the putting in of cash collections through the software is hard to find at first.

I am quite happy with the product however I still think further tweaking is needed in the UI area.

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: The customer service is great. Very timely responses.

Cons: There are great features that I still do not know how to use. I would recommend improving your tutorial session or making a formal tutorial video showing how to access all of the great features instead of having to email your company rep every time I want to learn how to use a new feature.

Also, selecting members to apply specific charges to is very difficult. The UI seems quite outdated and limited. Additionally, adjusting charges and retracting charges seems unnecessarily difficult and there have been times that I have tried to credit people back and it will not let me take off charges since they have already paid off a specific charge.

Overall, it is a big step up from where we were before using LegFi. I just think it can be made with more intuitive features and have a better UI.

Very useful in keeping members accountable for their dues and fines. Exactly what we need.

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very easy to keep everyone accountable. Cons are that its hard to change people's individual charges and it would be easier if the interface was more user friendly.

Great and Easy to use!

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: As treasurer of my fraternity, this is an easy to use system that is great for collecting dues and other payments.

Treasurer for one year

Jun 25, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros are that it is easy to manage and use collections manager. Cons are that the website will occasionally lag and exit out, causing manual payments to not go through.

Use of legfi for fraternity chapter finances

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Love the simple and helpful website. Very easy for members to make payments and track charges, and it is also great to use as an administer. Sending out charges, recording payments, seeing an overview of each semester's finances, looking at past semesters, and easily messaging members are all available tools for chapter officers. Parents can also easily access and use legfi' website. The people at legfi are also very nice and helpful. The only issue we have had is legfi invoicing members. Many times our members do not receive invoices or they show up late.

Very easy to use.

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software has made my organization better stable financially.

Much better than any system we have tried on alumni, student,

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy to use, except for the load times for the systemx

Runs well sometimes I have to search around for different things!

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Always have a wonderful customer service experience when I call!

Very effective

Jun 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Using LegFi has been very easy and reliable. The collection rate is also very high and has improved our chapters collection rate dramatically.

It would be convenient to be able to change the status of multiple members at the same time instead of changing each member status individually.

Works well

Jun 25, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Makes our lives a lot easier, glad we have it!