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)
HOA Lookup Status
As we handle HOA orders, there are various steps involved in looking up information. Since HOAs frequently change their boards and management companies, all HOA orders undergo an automated lookup process followed by manual verification.
Our system scans multiple websites to gather information. Sometimes, this results in accurate details, while other times it may provide very basic or incorrect information. In such cases, our Fulfillment Agents step in to validate the information, rectify addresses, and update contact details.
On the Property Detail page, you can view the HOA lookup status conducted by our system. Here is a brief overview of the process and its status descriptions:
- No HOA Lookup: The HOA automated search hasn't started, due to pending requests or an invalid address. Our agents can step in to trigger the search and/or correct the address to allow it to begin its automated processes.
- Ready: The search is in the queue to be processed.
- Processing Data: The system is compiling data from various sources.
- Research: The search was incomplete and requires manual intervention.
- Quality Control: The search has been flagged for additional Quality Control checks due to new and/or conflicting information with previous searches.
- Released: The automated search has been completed and released. Our agents need to review, clean, and/or reformat the information for presentation.