As part of the sale or refinance process, you will likely need to provide certain documents for closing. To help make this process easier, please read below for descriptions of the different types of documents you, your realtor or your title company may need to request as part of the closing process.

Maintenance Fee Quote: This is a document needed for sales and refinances. Maintenance fee quotes provide detailed information on property finances (such as account balances and credits, including breakdowns), as well as detailed information on closing fees and procedures. It’s highly recommended to request a maintenance fee quote to ensure all proper fees are collected and closing documentation is correctly provided to the management company. This ensures a smooth transition on the seller, buyer, and management company’s side.

Resale Certificate: This is a document needed for resales. Resale certificates provide property information (such as account balances and deed restriction compliance activity) and community information (such as community financials). Resale certificates may be required on sales by certain communities or be required by your title company or lender to ensure property and community information is available. Your buyer may also request you provide a resale certificate.

Compliance Inspection Report: This is a document needed for resales. Compliance inspections are on-site inspections to ensure the property (front and rear yards only, no interior access) is in compliance with the governing documents of your community or to note areas that need correction. Compliance inspections may be required on sales by certain communities or be required by your title company or lender. Your buyer may also request you provide a compliance inspection report.

Questionnaires: This is a document needed for sales and refinances. Questionnaires provide varying information on a community and property. What information is on a questionnaire will often vary depending on what the requestor needs. Questionnaires are most often required by a lender to review the community and property status.

You can request all these documents and more at ciaservices.CondoCerts.com. Through CondoCerts, we are able to offer an easy method of placing requests. Document bundles and rush options are also available so you can be sure you get everything you need as soon as you need it. You should work with your title company to ensure you understand what documents will be required for your closing.