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Product Descriptions

Resale Disclosure  Certificate Package
Package includes Budget, Audit, Insurance Certificate, and the Resale Disclosure Statement. The financial portions of the package may be ordered as an update for a set time after the initial resale order.
The requestor types with access to this product are as follows: Title Company/Escrow, Seller's Attorney, Real Estate Professional, and the Owner/Seller.

Statement of Account
This product includes a detailed description of all current assessment balances and escrow instructions. 
The requestor types with access to this product are as follows: Title Company/Escrow, Seller's Attorney, Real Estate Professional, and the Owner/Seller.

Refinance 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. 
The requestor types with access to this product are as follows: Title Company/Escrow, Seller's Attorney, Mortgage Company/Lender and the Owner/Seller.

New Home-Lot/First Closing Statement
This product is intended for purchase by a Developer Representative or the Title Company/Escrow when a NEW HOME is closing for the First Time to a non-builder, non-developer owner. The package includes a statement of account designed for first closings.
The requestor types with access to this product are as follows: Title Company/Escrow and Developer Representative.

Lender/Mortgage Questionnaire

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

Loan Estimate

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

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