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Product Descriptions

Lender Questionnaire

Includes the Budget, Insurance Certificate, standard Lender Questionnaire, and optional add-on documents for an additional fee per document. Add-ons include a Covenants Compliance Inspection (CCI), and/or Custom Lender Form processing. (Note: Instructions for submitting the custom lender form will be displayed during shopping.)

Foreclosure Package (NEW)
To be ordered ONLY for foreclosed properties. (Includes 718.111(12)(e) Disclosures). The package includes the Annual Financial Disclosure, Budget, Governance form, governing  Documents, Insurance Certification, Questions and Answers, Realtor Report, Resale Certificate, and the W-9 Form. This product includes one free update so that the requestor can obtain the package now for listing the property and review by a potential buyer. 


Estoppel

(As required by 718.116.8). Includes a detailed description of all current assessment balances and escrow instructions.

Loan Estimate
This product is intended for creditors preparing the "Loan Estimate" required under RESPA/TILA.
The package includes the standard Loan Estimate.

New Home/First Closing Statement (NEW)
This product is intended for use when a NEW HOME is closing for the First Time to a non-builder, non-developer owner. This statement will only suffice for these types of closing and does not meet the Resale Disclosure requirements under Florida Law. The package includes a statement of account designed for first closings.

Refinance Only Statement of Account
This product is strictly for refinancing and is not for use as a resale or first closing statement. This package includes special (limited) Escrow Instructions on a statement specifically designed for refinance purposes. This package does not meet the Resale Disclosure requirements under Florida law.

Realtor Listing Package (NEW)
(Includes 718.111(12)(e) Disclosures). This package includes the Annual Financial Disclosure, Budget, Governing Documents, Insurance Certification, Questions and Answers, and the Realtor Report.


Covenants Compliance Inspection (CCI)

This service includes an exterior inspection of Home/Unit in regards to covenant compliance. This service is available when verification regarding compliance with covenants is desired.


Other Documents

Individual documents within the product are independently available. These options include an Annual Financial Disclosure, Appraiser Report, Governing Documents, Insurance Certificate Meeting Minutes, Occupancy Report, and Realtor Report. Select desired documents to add to package when shopping.


Letter of Tenancy Processing (NEW)
This product is intended for purchase by owners seeking automated processing for review and approval of a leasing application. This package includes a copy of the association Rules and Regulations with the Board Decision Letter.