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Product Descriptions

***Important***
Formerly, separate products were offered for "priority service". These similar offerings have been combined into a single offering with all options available as a choice after the product is selected.

Resale Disclosure Package (Rush Service Available)
To be ordered at resale by Sellers/Owners/Owners Agents. Includes: 22.1 Resale Disclosure Statement (includes Closing Paid Assessment Letter), Resale Disclosure Documents, insurance information, budget, and financials. (Update Available) Optional add-ons are available for an additional fee per document. Available Add-Ons: Covenants Compliance Inspection (CCI) aka Property Inspection Report.

Closing Paid Assessment Letter / First Right of Refusal (Rush Service Available)

To be ordered by Sellers/Owners/Owners Agents. Package includes a detailed explanation of all fees/assessments/charges, including a Covenants Compliance Inspection (CCI), and full escrow instructions. (Update Available) Optional add-ons are available for an additional fee per document. Available Add-Ons: Covenants Compliance Inspection (CCI) aka Property Inspection Report.


Refinance Only Paid Assessment Letter (Rush Service Available)
To be ordered by Owners/Lenders for refinance process only. Includes a statement of account.  This product is not intended for Resale transactions. (Update Available)


Lender / Mortgage Questionnaire (Rush Service Available) 

To be ordered by banks, lending institutions, mortgage companies and others desiring information for a loan. Package includes a Lender Questionnaire, Budget and insurance information. Optional add-ons are available for an additional fee per document. Available Add-Ons: Custom Lender Questionnaire and Governing Documents.


Loan Estimate (Rush Service Available)

For purchase by creditors who are preparing the loan estimate required under RESPA/TILA.

Other Documents (Rush Service Available)

Provides a la carte document shopping options that are subject to change without prior notice.
Current Document Options Include: Appraisal Information and Governing Documents.
Appraisal Information--provides overview of amenities, structures, parking and other information desired by appraisers.
Governing Documents--includes Articles of Incorporation, Bylaws, Covenants, Conditions and Restrictions (CC&Rs), Rules & Regulations, applicable Design Standards, etc.


Litigation Letter 
To be ordered by Lenders or Homeowners. Information provides a detailed description of any pending litigation to which the Association is a party to.

Updates Available
Financials aspects of select products are available as a reduced cost update for a limited time.


Rush Service Available
Most products offer one or two levels of rush service. Both the rush options and fees can vary by product and selected add-ons. Therefore, all available options are displayed during shopping and are updated dynamically as selections are made.