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Product Descriptions

Resale Certificate
(Includes TREC Form Disclosures). Resale package includes a Resale Certificate, Escrow Instructions, Governing Documents, Budget, Balance Sheet, Homeowner Information, and the Insurance Certification. This product may be ordered as an Update and is available for purchase by the Title Company, Buyer/Buyer Reps, Mortgage Company/Bank, Owner/Seller, Real Estate Professional, or Seller Attorney.

Refinance Only, Statement of Account
To be ordered by the Title Company, Mortgage Company/Bank, Owner/Seller, Real Estate Professional, or Seller Attorney, during a Refinance only. Not for use during resale or first time closing. Includes special (limited) Escrow Instructions.

New Home-Lot / First Closing Statement

To be ordered by the Developer Representative, Owner/Seller, Real Estate Professional, or Title Company, when a NEW HOME is closing for the FIRST TIME to a non-builder, non-developer owner. Includes a First Closing Statement of Account, Escrow Instructions, Budget, Governing Documents, and the Insurance Certification.

Lender / Mortgage Questionnaire
To be ordered by banks, lending institutions, mortgage companies and others desiring information for a loan. Includes a standard lender questionnaire, insurance certification, and the budget. Custom lender form processing is available as an addable option when ordering a lender questionnaire. In addition to the Mortgage Company/Bank, this product is also available to the Buyer/Buyer Reps, Owner/Seller, Seller Attorney, and Title Company.

Purchaser Research Package

Ordered by the Buyer/Buyers Rep, Mortgage Company/Bank, or Real Estate Professional, when researching information on HUD homes or property foreclosures, with consent of the owner. Package includes Realtor Info Report, Budget, and Governing Documents.

Governing Documents
To be ordered by one of the Appraiser, Buyer/Buyer Reps, Mortgage Company/Bank, Other, Owner/Seller, Real Estate Professional, Seller Attorney, or Tenant, when only the Governing Documents are needed, unrelated to a Resale Disclosure Package. Documents include Articles of Incorporation, Association By-Laws, Covenants, Conditions & Restrictions, applicable design standards, and rules & regulations.

Appraisal Report
Provides an overview of amenities, structures, parking and other information desired by the Appraiser. This product may also be ordered by any of the following account types: Buyer/Buyer Reps, Mortgage Company/Bank, Owner/Seller, Real Estate Professional, Seller Attorney, or Tenant.

Realtor Report
Provides the information desired by Real Estate professionals who are listing a property, or desire to have additional information regarding a property owners association. This product is also available to the following account types: Appraiser, Buyer/Buyer Reps, Mortgage Company/Bank, Owner/Seller, Seller Attorney, and Tenant.

Occupancy Report
Provides a current report regarding the percentage of unit/homes in which owners have secondary addresses listed as the primary location. This product is available for ordering by any of the following account types: Appraiser, Buyer/Buyer Reps, Mortgage Company/Bank, Owner/Seller, Real Estate Professional, Seller Attorney, and Tenant.

Loan Estimate
Provides property information required by the Mortgage Company/Bank to perform preliminary lending standards.

UPDATES
Selected products, where indicated, may be updated by simply going to the Requestor's "Order History". Click on the "Detail" of the order to be updated, and click "Update Order" button located at the bottom-left of the Order Detail screen.