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Product Descriptions

Important: Effective 07/08/2019, we have combined similar products to improve your shopping experience. You will now see more options for add-ons and two levels of expedite service.

Resale Certificate (NEW) (Rush and Prioirty Service Available)
(Includes TREC Form Disclosures.) Available for purchase by any Title Company, Attorney, Buyer, Lender, Realtor, or Seller. The package includes Resale Certificate, Balance Sheet, Budget, Governing Documents, Insurance Declaration, Owner and Tenant Information Sheet and a Welcome Letter. The Covenants Compliance Inspection (CCI) will be optional for any communities that do not have a board resolution mandating CCIs. (See Updates)
 
Statement of Account (NEW) (Rush and Priority Service Available)
A detailed description of all current assessment balances and escrow instructions for a Resale transaction. Available to the following account types: Attorney, Realtor, Seller, or Title Company. Product includes a Statement Of Account, Owner and Tenant Information Sheet and a Welcome Letter. The Covenants Compliance Inspection (CCI) will be optional for any communities that do not have a board resolution mandating CCIs. (See Updates)

Foreclosure Statement of Account (NEW) (Rush and Priority Service Available)
To be ordered for the sale of a foreclosed property only by the Attorney, Lender, Realtor, Seller, or Title Company. This product includes a Statement of Account covering balances owed and escrow instructions, the Insurance Declaration, Owner and Tenant Information Sheet, W-9 Form, and a Welcome Letter. The Covenants Compliance Inspection (CCI) will be optional for any communities that do not have a board resolution mandating CCIs. (See Updates)

Refinance Only, Statement of Account (NEW) (Rush and Priority Service Available)
To be ordered during a refinance only. Not for use during resale or first time closing. Available for purchase by the Title Company, Lender, Realtor, Attorney, or Seller. Includes special (limited) Escrow Instructions. This process will also include information and fees required to execute a release of lien, if applicable. This product may be ordered as an Update (see Updates)

New Home-Lot / First Closing Statement (NEW) (Rush and Priority Service Available)
To be ordered by the Title Company/Developer 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, Owner and Tenant Information Sheet, and a Welcome Letter. Governing Documents are also available for an additional fee. This product may be ordered as an Update (see Updates)

Covenants Compliance Inspection (CCI) (NEW) (Rush and Priority Service Available)
Inspection of Home/Unit in regards to covenant compliance. This service is available to Attorney, Lender, Realtor, and Seller accounts when verification regarding compliance with covenants is desired. (See Updates)
 
Lender / Mortgage Questionnaire (NEW) (Rush and Priority Service Available)
This product may be ordered by an Attorney, Lender, Realtor, or Seller account. It includes a standard Lender Questionnaire, Budget, and Insurance Declaration. Optional add-ons include a Covenants Compliance Inspection (CCI) and a Custom Lender Form.

Loan Estimate (Rush Service Available)
This product is intended as a preliminary source of information for Lenders or Mortgage Companies determining the lending for a property.

Governing Documents (Rush Service Available)
Included in the Resale Certificate packages, but are available to Appraisers, Attorneys, Buyers, Lenders, Others, Realtors, Sellers, and Tenants as an independent product if desired. Documents include Articles of Incorporation, Association Bylaws, Covenants, Conditions & Restrictions, applicable design standards, and rules & regulations. 

Other Documents (NEW) (Rush and Priority Service Available)
An a la carte document offering that allows you to choose one or multiple add-ons that formerly required a separate order per document:
*Realtor Report--Provides the information desired by Real Estate Professionals who are either listing a property, or gathering additional information regarding a property owners association.
*Appraiser Report--Provides an overview of amenities, structures, parking and other information.
*Occupancy Report--Provides a current report regarding the percentage of owner-occupied units/homes, which includes both primary residences and secondary homes not reported as rentals/investor properties.

RUSH and PRIORITY SERVICE
Most products provide two tiers of expedite service. The settings can vary by product and by the add-ons selected. All processing durations and related expedite fees are displayed during shopping.
 

UPDATES
For a limited time, you can order an update for select products. To place an update order, you must locate your original order in your "Completed Orders" list. When you click on the green action button to its left, you will see options called "View" and "Order Update". Note: The system will not display the second option ("Order Update"), if an order is not eligible for an update. Please use your browser's BACK button to return to the shopping login page.
Note: Updates for products do not include a re-inspection of the unit/home regarding covenants compliance, unless it is an update of the standalone "Covenants Compliance Inspection (CCI)" product.