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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.


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

To be used when unit or home is closing for the first time to a non-developer, non-builder owner. Provides assessment balances and escrow instructions. Includes: First Closing Paid Assessment / First Right of Refusal Letter and Water Letter (if applicable). This product does not include any optional add-ons. (Update Available)

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 may be updated from the requestor's "Completed Orders" list.

Rush Service Available
Most of the products above include one or more options for rush service. The service levels available and corresponding fees will vary by product and optional add-on document(s). Therefore, all options related to service levels and fees will be displayed dynamically during shopping.