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Product Descriptions

Resale Packages

(Includes all Davis-Stirling Act association related disclosures).This package is to be ordered for resale transactions. Resale packages include Age Restrictions, Annual Budget Report with Reserve Study, Articles of Incorporation, Assessment and Reserve Funding Disclosure Summary, Assessment Enforcement Policy, Builder Defects, Bylaws, CCRs, Financial Statement Review, Form 4528, Insurance Summary, Notices of Violation, Operating Rules, Pending Assessment Increases, Rental Restrictions, Settlement Notice, and a Statement of Account. Optional add-ons include a Change of Ownership Fee Disclosure, Meeting Minutes - Regular, and a Property Inspection Report for an additional fee(s). Financial aspects of this product may be ordered as an Update (see Updates below).

Note: Some communities may not offer CCIs, while others mandate them. When you select the community, you will only be shown the option(s) that are available for that particular community.

Statement of Account

To be ordered in conjunction with the closing or settlement of a resale. The Statement of Account includes an Insurance Declaration and a Statement of Account. Optional add-on documents include a Property Inspection Report for an additional fee. This product may be ordered as an Update (see Updates below).

Note: Some communities may not offer CCIs, while others mandate them. When you select the community, you will only be shown the option(s) that are available for that particular community.

Refinance Statement of Account

This product is to be ordered during a refinance only. Not for use during resale or first time closing. Package includes an Insurance Declaration and a Refinance Statement of Account. This product may be ordered as an Update (see Updates below).

New Home-Lot / First Closing Statement

This product is to be ordered when a NEW HOME is closing for the FIRST TIME to a non-builder / non-developer owner. Package includes a First Closing Statement of Account. This product may be ordered as an Update (see Updates below).


Lender Questionnaire Packages

This product is to be ordered when information is desired for a loan. Package includes a Budget, an Insurance Declaration, and a Lender Questionnaire. Optional add-ons include a Custom Lender Questionnaire for an additional fee. An update is available for this product that allows you to order just the Custom Lender Questionnaire if one was not ordered on the original order (see Updates below).


Covenants Compliance Inspection (CCI)

Inspection of the Home/Unit in regards to covenant compliance. This product includes a Covenants Compliance Inspection (CCI) and any CCI Photos taken in conjunction with the inspection. This product may be ordered as an Update (see Updates below).


Other Documents

This product includes individual documents that can be ordered separately from the above packages. Options within the Other Documents product are an Appraiser Report, the Governing Documents, the Meeting Minutes - Regular, recent Newsletters, an Occupancy Report, and a Realtor Information Report. When ordering check the box next to the document required to add to the order.


UPDATES
Select 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).
Note: Updates do not include a re-inspection of unit/home regarding covenant compliance. If an update of a covenant compliance inspection is desired it may be ordered as a separate menu item (above).