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Product Descriptions

Resale Disclosure Certificate Package for Condos
Package includes Annual Financials, Audit Report, Budget, Current Financials, Governing Documents, Insurance Declaration, the Resale Disclosure Certificate, and the Reserve Study. Includes an optional add-on of Meeting Minutes for an additional fee. The financial portions of the package may be ordered as an update for a set time after the initial resale order. (Update Available)
The requestor types with access to this product are as follows: Title/Escrow Company, Seller Attorney, Real Estate Professional, and the Owner/Seller.

Resale Disclosure Certificate Package for HOAs
Package includes Annual Financials, Audit Report, Budget, Current Financials, Governing Documents, Insurance Declaration, Demand, and the Reserve Study. Includes an optional add-on of the Meeting Minutes for an additional fee. The financial portions of the package may be ordered as an update for a set time after the initial resale order. (Update Available)
The requestor types with access to this product are as follows: Title/Escrow Company, Seller Attorney, Real Estate Professional, and the Owner/Seller.

Statement of Account (aka Demand)
This product includes a detailed description of all current assessment balances and escrow instructions. (Update Available)
The requestor type with access to this product is the Title/Escrow Company.

Refinance Only/Statement of Account
This product is strictly for refinancing (not for use as a resale or first closing statement). This package includes special (limited) Escrow Instructions on a statement specifically designed for refinance purposes.  (Update Available)
The requestor types with access to this product are as follows: Title/Escrow Company and Mortgage Company/Bank.

New Home-Lot/First Closing Statement
This product is intended for purchase by a Developer Representative or the Title/Escrow Company when a NEW HOME is closing for the First Time to a non-builder, non-developer owner. This statement will only suffice for these types of closing and does not meet the Resale Disclosure requirements. The package includes a statement of account designed for first closings. (Update Available)
The requestor types with access to this product are as follows: Title/Escrow Company and Developer Representative.

Lender/Mortgage Questionnaire
Includes the Standard Lender Form and an optional add-on document for an additional fee. The add-on available is Custom Lender Form processing. (Note: Instructions for submitting the custom lender form will be displayed during order placement.)
The requestor types with access to this product are as follows: Seller Attorney, Real Estate Professional, Mortgage Company/Bank and the Owner/Seller.

Loan Estimate

This product is intended for the Mortgage Company/Bank preparing the "Loan Estimate" required under RESPA/TILA.
The package includes the standard Loan Estimate.

Purchaser Research Package 
Typically ordered by lenders, potential buyers or representatives of potential buyers when researching information on HUD homes or property foreclosures, with consent of owner. Package includes Realtor information, Budget, Meeting Minutes (if applicable) and Governing Documents.

Other Documents

Individual documents within the product are independently available. These options include an Appraiser Report, Governing Documents, Meeting Minutes, Occupancy Report, and Realtor Information Report. Select desired documents to add to package when shopping.
All requestor types have access to this product.

Updates
Select products allow update orders for a limited time. The option for ordering an update is accessible from your Completed Orders List. The "Order Update" button is displayed at the bottom of your order receipt as long as it is eligible for an update.


Rush Service
Most products offer expedited service. The available options and applicable fees can vary from one product to another and are subject to change without prior notice. For this reason, all expedite options and applicable fees are displayed during shopping.