Find out the details included in the various HOA product types that can be ordered. Keep in mind, not all products will be available in all states and counties.
HOA Status Letter (Estoppel)
These are generated directly from the HOA Board or management company. In our process, we recommend ordering this about three weeks before closing to ensure the best accuracy. Status letters can take up to two weeks to receive. Typically these include:
- Payment Status
- Working/Reserve Balance
- Transfer Fee(s)
- Dues amount and schedule
- HOA Contacts
HOA CIC (Association) Documents
This set of documents includes current and historical information about the HOA, from formation to current state. This set typically includes the following:
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HOA By Laws
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Annual, Board, and/or Special Meeting Minutes
- Budget
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Covenants
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Insurance Coverage
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Articles of Incorporation
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Lien Searches
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HOA Ledger
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Rules
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Property Information
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Association Contact
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Financials
HOA Contact Report
This simple report identifies any HOA(s) associated with a specific property. The report includes:
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Association name and contact details, where available
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Management company name and contact details, where available
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Process or website details to order HOA Status Letter (Estoppel and CIC Documents)