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Product Descriptions

Resale Disclosure Package (North Carolina)
To be ordered at resale by Closing Agents / Title Companies, Sellers, Owners & Owners Agents (with consent of Owner). Package provides the information for the Owners' Association Disclosure and Addendum, and also includes a Statement of Account with escrow instructions, Budget, Annual Financials and Insurance Certificate. Optional add-ons include a Property Inspection Report for verification of covenants compliance. Financial aspects of this product may be ordered as an Update (see Updates below). Expedite service is also available for this product.

Resale Disclosure Package (South Carolina)
To be ordered at resale by Closing Attorneys / Title Companies, Sellers, Owners & Owners Agents (with consent of Owner). Package includes Statement of Account, Escrow Instructions, Governing Documents, Budget, Annual Financials and Insurance Information. This product may be ordered as an Update (see Updates below).

Owners' Association Disclosure
To be ordered by Sellers, Owners & Owners Agents. Includes information to complete the Owners' Association Disclosure and Addendum required by the North Carolina Association of Realtors. This product may be ordered as an Update (see Updates below).

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

Updated Compliance Inspection (CCI)
To be ordered by owner/seller when a re-inspection of the unit/home to ensure violation previously noted on Covenants Compliance Inspection (CCI) by Associa Carolinas has been corrected.

Statement of Account
Includes a detailed description of all current assessment balances, and escrow instructions. This product should be ordered by Closing Agents / Title Companies when a Resale Disclosure Package has not been ordered, or when the Update permitted under the Resale Disclosure Package has already been used. Typically, this product is ordered when there has been a lengthy period of time since the full Resale Disclosure Package was ordered, and the Closing Agent / Title Company desires a current assessment status. Financial aspects of this product may be ordered as an Update (see Updates below).

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).

First Closing Package
To be ordered when NEW HOME is closing for the FIRST TIME to a non-builder, non-developer owner. Includes New Home Statement of Account, Escrow Instructions and other information required for first closing. This product may be ordered as an Update (see Updates below).

Lender Mortgage Questionnaire
To be ordered by Banks, Lending Institutions, Mortgage Companies and others desiring information for a loan. Includes Lender Questionnaire, Covenants Compliance Inspection (CCI), Insurance certification information, etc. Custom lender form processing available as option when ordering a lender questionnaire.

Other Documents
This product includes individual documents that can be ordered separately from the above packages. Documents available include Governing Documents, Appraisal Information, Realtor Information and Occupancy Report. Watermarked samples are available for preview on the shopping page.

EXPEDITE AND PRIORITY SERVICE
Most products include two levels of expedite service for those who require their documents quicker. The applicable turnaround times and rush fees are shown during shopping.

UPDATES
For a limited time, you can order an update of select products. To place an update order, you must locate your original order in the “Completed Orders” list. If an update is still available, you will see the option to “Order Update” when you click on the green action button. 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).