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Product Descriptions


The Dartmouth Group manages communities in several states where the statutory resale disclosure requirements vary. Therefore, product offerings are now divided into three categories based on their availability in each state (i.e. Massachusetts only, Rhode Island Only, All States.)


***MASSACHUSETTS COMMUNITIES ONLY***

Resale Package (MA) (Rush Service Available)
For resale and/or new home sales only. Package meets the resale disclosure requirements for Massachusetts Chapter 183A Section 6(d).
Includes: Notarized hardcopy of the 6(d)/No Lien Certificate (see special handling note), Certificate Processing Instructions, as well as Annual Financials, Annual Meeting Minutes, Phasing Information and Reserve Study, if applicable. Optional add-ons can be purchased for an additional fee per document
Available Add-Ons: Budget, Insurance Declaration Page, Governing Documents and Waste Water Compliance Documentation (Title V).
Requestor Availability: Buyer, Developer, Mortgage Company/Bank/Lender, Owner/Seller, Real Estate Professional, Seller's Attorney and Closing Attorney/Title Company.

Refinance Package (MA) (Rush Service Available)
For refinancing/loan transactions only.
Includes: Notarized hardcopy of the 6(d)/No Lien Certificate (see special handling note), Certificate Processing Instructions, as well as answering questions from approved parties in the transaction and completing necessary procedures related to the transaction. Also includes Annual Financials, Annual Meeting Minutes, Phasing Information and Reserve Study, if applicable. Optional add-ons can be purchased for an additional fee per document.
Available Add-Ons: Budget, Insurance Declaration Page, Governing Documents and Waster Water Compliance Documentation (Title V).
Requestor Availability: Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.

Special Handling Note: Massachusetts law requires the original notarized hardcopy 6(d) Resale Certificate to be provided. Therefore, it is always sent by mail and is not included as an electronic download. The included Certificate Processing Instructions explain this special handling process in more detail.


***RHODE ISLAND COMMUNITIES ONLY***

Premier Resale Package (RI) (Rush Service Available)

To be purchased for new home sales and resale only, when additional documents are also desired. Package exceeds the resale disclosure requirements for Rhode Island (Chapter 34-36.1-4.09).
Includes: Signed hardcopy of Resale Certificate (see special handling note), Certificate Processing Instructions, Annual Financials, Annual Meeting Minutes, Budget and Insurance Declaration Page. Also includes Phasing Information and Reserve Study, if these are available for a community. Optional add-ons are available for an additional fee per document.
Available Add-Ons: Governing Documents and Waste Water Compliance Documentation (Title V).
Requestor Availability: Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.


Limited Resale Package (RI) (Rush Service Available)
To be purchased for new home sales and resale only, when no additional documents are desired. Package meets the resale disclosure requirements for Rhode Island (Chapter 34-36.1-4.09).
Includes: Signed hardcopy of Resale Certificate (see special handling note), Certificate Processing Instructions, Annual Financials, Budget and Insurance Declaration Page.
Available Add-Ons: None
Requestor Availability: Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.

Premier Refinance Package (RI) (Rush Service Available)

To be purchased for refinancing only, when additional documents are also desired. Package exceeds the resale disclosure requirements for Rhode Island (Chapter 34-36.1-4.09).
Includes: Signed hardcopy of Resale Certificate (see special handling note), Certificate Processing Instructions, Annual Financials, Annual Meeting Minutes, Budget and Insurance Declaration Page. Also includes Phasing Information and Reserve Study, if these are available for a community.
Available Add-Ons: Governing Documents and Waste Water Compliance Documentation (Title V).
Requestor Availability: Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.

Limited Refinance Package (RI)
(Rush Service Available)
To be purchased for refinancing only, when no additional documents are desired. Package meets the resale disclosure requirements for Rhode Island (Chapter 34-36.1.-4.09).
Incudes: Signed hardcopy Resale Certificate (see special handling note), Certificate of Processing Instructions, Annual Financials, Budget and Insurance Declaration Page.
Available Add-Ons: None.
Requestor Availability: Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.


Special Handling Note: Rhode Island law requires a signed hardcopy of the Resale Certificate to be provided. Therefore, it is always sent by mail and is not included as an electronic download. The included Certificate Processing Instructions explain this special handling process in more detail.

***ALL COMMUNITIES IN BOTH STATES***

Lender Questionnaire Package (Rush Service Available)
Provides critical information required for financing a home or condo loan.
Includes: Standard Lender Questionnaire, the option to add a Custom Lender Questionnaire, Answering questions from approved parties in the transaction and completing necessary procedures related to the transaction. Also includes Annual Financials, Annual Meeting Minutes, Phasing Information and Reserve Study, if applicable. Optional add-ons are available for an additional fee per document.
Available Add-Ons: Budget, Insurance Declaration Page, Governing Documents, Custom Lender Questionnaire and Waste Water Compliance Documentation (Title V).
Requestor Availability: Appraiser, Attorney, Buyer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company. (Update Available To Add Custom Lender Questionnaire within 30 days)

Loan Estimate (Rush Service Available)
For purchase by creditors who are preparing the loan estimate required under RESPA/TILA.
Includes: Loan Estimate form.
Requestor Availability: Mortgage Company/Bank/Lender.

Governing Documents Package (Rush Service Available)
Includes: Master Deed, Articles of Incorporation, Association Bylaws/Declaration of Trust, CC&Rs, Rules & Regulations and the Community Handbook. Also includes Phasing Information, if applicable. Optional add-ons are available for an additional fee per document.
Aavailable Add-Ons: Budget, Insurance Declaration Page and Waste Water Compliance Documentation (Title V).
Requestor Availability: Appraiser, Attorney, Buyer, Developer, Mortgage Company/Bank/Lender, Real Estate Professional, Owner/Seller and Closing Attorney/Title Company.

Updates
Select products allow an update for a limited time. This option is accessible from the Requestor's Completed Order’s List and Receipt.

Rush Service (Expedite)

Most products offer rush service. All available options and applicable fees are displayed for each product during shopping.