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Product Descriptions

     
    1. Pre-Sale Disclosure Package
      To be ordered at resale by Owner/Seller. Package includes a Resale Disclosure Statement, Governing Documents, Budget, Annual Financials, Insurance Declaration, and Owner/Tenant Information Sheet.

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    3. Closing Kit
      To be ordered at resale by Closing Attorney/Title Company. Package includes a Closing Statement, Insurance Declaration, and Owner/Tenant Information Sheet. Power of Attorney is also included for condominium associations. This product may be ordered as an Update (see Updates below).

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    5. Refinance Only, Statement of Account
      To be ordered during a refinance only. Not for use during resale or first time closing. Includes special (limited) Escrow Instructions. This product may be ordered as an Update (see Updates below).

    6. New Home-Lot / First Closing Statement
      To be ordered when NEW HOME is closing for the FIRST TIME to a non-builder, non-developer owner. Includes a New Home Closing Statement with Escrow Instructions, an Owner/Tenant Information Sheet, and other information required for a new-home/first closing. This product may be ordered as an Update (see Updates below).
    7. Lender / Mortgage Questionnaire 
      To be ordered by Mortgage Company/Bank or Owner/Seller when to obtain for a loan. Package includes a Lender Questionnaire, Budget, and Insurance Information. Custom lender form processing available as option when ordering a Lender Questionnaire.

    8. Governing Documents
      Documents include Articles of Incorporation, Association By-Laws, Covenants, Conditions & Restrictions, applicable Design Standards, and Rules & Regulations. (Note: Included in the Seller’s Disclosure Package).

    9. Appraisal Report
      Provides an overview of amenities, structures, parking and other information desired by appraisers.  
       

    10. 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. 

    11. Occupancy Report
      Provides a current report regarding the percentage of unit/homes in which owners have secondary addresses.  

      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" (located at the bottom-left of the Order Detail screen). Only the financial aspects of the order will be updated.