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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 Articles of Incorporation, CC&Rs, Bylaws, Operating Rules, Age Restrictions, Annual Budget Report (or Summary) including Reserve Study, Assessment Reserve Funding Disclosure Summary, Assessment Enforcement Policy, Financial Statement Review, Insurance Summary, Statement of Account, Notice(s) of Violation, Builder Defects, Settlement Notice, Pending Assessment Increases, Rental Restrictions and Form 4528. Optional add-ons include a Covenants Compliance Inspections (CCI), Change of Ownership Fee Disclosure, and Meeting Minutes (Regular) for an additional fee. 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 (Discontinued 02/19/2019 - See Resale Package above)
To be ordered by title companies in conjunction with the closing or settlement of a resale. The Statement of Account includes a detailed description of all current assessment balances, active special assessments, and escrow instructions. Please note that this statement is also included in the resale package above. This product may be ordered as an Update (see Updates below).

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 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, Escrow Instructions, and other information required for a first closing. 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 standard Lender Questionnaire, Insurance Declaration, and Budget . Optional add-ons include a Covenants Compliance Inspection (CCI) and a Custom Lender Form for an additional fee(s). 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).

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.


Covenants Compliance Inspection (CCI)

Inspection of the Home/Unit in regards to covenants compliance. This product includes a Covenants Compliance Inspection (CCI). This product may be ordered as an Update (see Updates below).


Loan Estimate
This product is for purchase by creditors preparing a "Loan Estimate" in accordance with RESPA/TILA requirements.

Other Documents

This product includes individual documents that can be ordered separately from the above packages. Documents available are Appraisal Information, Governing Documents, Meeting Minutes - Annual (from which minutes are available), Occupancy Report, and Realtor Information. When ordering check the box next to the document required to add to the order.


UPDATES
Select products may be updated for a limited time via the requestor's "Completed Orders" list using the "Order Update" option. It only appears as a button at the bottom of the order summary page while the order is eligible for an update.
Note: Re-inspection of the unit/home for covenants compliance requires the purchase of the "Covenants Compliance Inspection (CCI)" product above; it is NOT included in an update of any other products.