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Product Descriptions

Resale Disclosure Package (without Covenants Compliance Inspection)
(1 – 8 Hours Priority Service is available as a separate product)
To be ordered at resale by Owners/Sellers, Realtors and Title Companies, with consent of owner. Package includes RR105c Property Information Form, Governing Documents, Budget, Current & Annual Financials, Regular & Annual Meeting Minutes and Insurance Information. This product may be ordered as an Update (see Updates below).

Statement of Account (aka Demand)
(1–8 Hours Priority Service is available as a separate product)

A detailed description of all current assessment balances and escrow instructions. Typically, this product is ordered when the RR105c has already been ordered by the seller or sellers representatives or when the Title Company desires a current assessment status. This product may be ordered as an Update (see Updates below).


Statement of Account (Lender Statement - Foreclosure)
A detailed description of all current assessment balances and escrow instructions that also includes a W9 required by lenders for foreclosed properties.

Refinance Only / Statement of Account
To be ordered during a refinance only. Not for use during resale or first time closing. Includes special (limited) Escrow Instructions. This product may be ordered as an Update(see Updates below).

Fee Purchase / Statement of Account
(1 – 8 Hours Priority Service is available as a separate product)

To be purchased by Title/Escrow Companies.Includes Statement of Account, Escrow Instructions and other information required for fee purchase. This product may be ordered as an Update (see Updates below).


Covenants Compliance Inspection (CCI)
Inspection of Home/Unit in regards to covenant compliance. This service is available for Mortgage Companies, Banks, Lending Institutions and owner/sellers when verification regarding compliance with covenants is desired. (With consent of owner).


Updated Covenants Compliance Inspection (CCI)
Typically ordered by owner/seller’s when a re-inspect of unit/home is required to ensure previously noted covenant violation has been corrected. (With consent of owner).


Property Information Form RR105c WITH Covenants Compliance Inspection
Includes a Property Inspection Report. Provides the information detailed in RR105c. Typically ordered by Real Estate professionals in conjunction with RR105a disclosure process.


Property Information Form RR105c (without Covenants Compliance Inspection)
(1 – 8 Hours Priority Service is available as a separate product)

Provides the information detailed in RR105c. Typically ordered by Real Estate professionals in conjunction with RR105a disclosure process.


Homeowner Association Questionnaire PLUS Financial and Budget Information
To be ordered (with consent of owner) by Mortgage Companies, Banks and Lending Institutions desiring information for a loan. Package includes Homeowner Association Questionnaire, Current Financials, Annual Financials, Budget Package and Insurance Information. Custom lender form processing is available as option when ordering a homeowner association questionnaire.


Homeowner Association Questionnaire WITH Covenants Compliance Inspection
To be ordered (with consent of owner) by Mortgage Companies, Banks and Lending Institutions desiring information for a loan. Package includes Property Inspection Report, Homeowner Association Questionnaire and Insurance Information. Custom lender form processing available as option when ordering a lender questionnaire.


Homeowner Association Questionnaire (without Covenants Compliance Inspection)

(1 – 8 Hours Priority Service is available as a separate product)
To be ordered (with consent of owner) by Mortgage Companies, Banks and Lending Institutions desiring information for a loan. Package includes Homeowner Association Questionnaire and Insurance Information. Custom lender form processing available as option when ordering a lender questionnaire.


Documents Only Package
To be ordered by authorized parties when “documents only” are desired. Package includes Budget Package, Annual Meeting Minutes, Regular Meeting Minutes, Current Financials, Annual Financials, Public Report (if available), Reserve Reports, Insurance Declaration, and Governing Documents.


Governing Documents
To be ordered when only the Governing Documents are needed, unrelated to a Resale Disclosure Package. Documents include Articles of Incorporation, Association By-Laws, Covenants, Conditions & Restrictions, applicable Design Standards, and Rules & Regulations.


Insurance Certification
To be ordered by owners, the Insurance Certification provides association insurance coverage information. Note: the insurance information is limited to the association policies, not the individual unit/home policies and coverage’s. 


Appraisal Report
Provides an overview of amenities, structures, parking and other information desired by appraisers.


Realtor Listing Information
Provides the information desired by Real Estate professionals who are listing a property, or desire to have additional information regarding a property owners association.


Occupancy Report
Provides a current report regarding the percentage of unit/homes in which owners have secondary addresses.


PRIORITY SERVICE
Select products, where indicated, are also available with priority service (and can be ordered separately) for those who require their documents quicker. Turn-around time is 1-8 business hours.


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 the options "View" and "Order Update" (if the order is still eligible for an update.)  Note: Updates do not include re-inspection of unit/home for covenant compliance. If an update of a covenant compliance inspection is desired, it may be ordered separately.