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Product Descriptions

Resale Disclosure Package
This product includes the Resale Disclosure Certificate, Balance Sheet, Budget, Governing Documents, Insurance Certificate and Homeowner's Information Sheet. An Inspection Report covering Bylaws compliance may be added for an additional fee. Financial portions of this product may be ordered as an Update (see Updates below).
The package is available to all of the following: Owner/Seller, Real Estate Professional, Seller Attorney, or Title/Escrow Company. 


Statement of Account
This product consists of a Statement of Account intended to provide solely the current account standing and escrow instructions to the Title/Escrow Company. It also includes a Homeowner Information Sheet. Financial portions of this product may be ordered as an Update (see Updates below).

Refinance Statement of Account
To be ordered during a refinance only. Not for use during resale or first time closing. Includes special (limited) Escrow Instructions and is available to the Owner/Seller or the Title/Escrow Company.

New Home Statement of Account
To be ordered when a NEW HOME is closing for the FIRST TIME to a non-builder, non-developer owner. This Statement includes a detailed description of all current assessment balances, escrow instructions and other information required for first closing. It also includes a Homeowner Information Sheet. This product may be ordered as an Update (see Updates below). 
This product is available to the Developer Representative or the Title/Escrow Company.


Bylaws Compliance Inspection
This product is a Property Inspection Report designed to confirm that the property is in compliance with the Association bylaws, covenants, rules, and regulations.
This product is available as an add-on for multiple packages, but may be ordered independently by the Owner/Seller or Real Estate Professional. This product may be ordered as an Update (see Updates below).


Lender Mortgage Questionnaire
This product is available to the Mortgage Company/Bank, Owner/Seller, or Seller Attorney and includes the Balance Sheet, Budget, Insurance Certificate, and a Lender/Mortgage Questionnaire. Optional add-ons are available for an additional fee per document. Available Add-ons Include: Custom Lender Questionnaire, Governing Documents and Bylaws Compliance Inspection (BCI).
This product may be ordered as an Update (see Updates below).


Loan Estimate
For purchase by creditors who are preparing the "Loan Estimate" required under RESPA/TILA. Includes the Loan Estimate form.

Other Documents (A La Carte)
This product includes individual documents that can be ordered separately from the above packages:
- Budget
- Governing Documents (includes Articles of Incorporation, Association Bylaws, Covenants, Conditions & Restrictions, applicable Design Standards, and Rules & Regulations)
- Appraiser Report (overview of amenities, structures, parking, and other information desired by appraisers
- Realtor Information Report (information desired by real estate professionals who are listing a property, or who desire to have additional information regarding a property owners association)
- Occupancy Report (a current report regarding the percentage of units/homes that are owner-occupied)

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”. The latter is only available when an order is eligible for an update.