Because You’re Buying More Than a Home!

Document Submission


  • Required Documents

    Required documents are those items that every HOA should be able to provide if the organization is being operated in a responsible manner.
    • Declaration (CC&Rs)
    • Board Meeting Minutes
    • Bylaws
    • Current or Most Recent Reserve Study
    • Rules & Regulations
    • Current Insurance Certificate
    • Approved Operating Budget
    • Balance Sheet & Income Statement (YTD & Year End)
    • Purchase & Sale Agreement

    Supplemental Documents

    Supplemental Documents include the following items. It is possible that there are other types of documents aside from those listed below.
    • Independent Accountant's Review Report
    • Litigation Documents
    • Independent Auditor's Report
    • Borrowing & Special Assessment Resolution
    • Condition Assessment & Inspection Report
    • Amended or Restated CC&Rs & Bylaws
    • Any additional relevant documents
  • Drop files here or
    Accepted file types: pdf, doc, docx, txt, jpg, jpeg, png, xls, xlsx, csv.