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HOA Power Tools

Resale Certificate Builder

Prepare and check a resale certificate package, and see exactly what is missing, stale or contradictory before anyone signs it.

1 · Framework

This decides every requirement, deadline and notice below. Leaving it unresolved is recorded as a blocker rather than guessed.

2 · Transaction
3 · Documents

No records attached yet. Every answer will rest on manual entry.

    4 · Disclosures
    • Transfer and occupancy restrictions

      Are there restrictions on transferring, occupying or renting the unit?

    • Current periodic assessment

      What is the current periodic assessment for this unit, and how often is it due?

    • Unpaid assessments and charges

      What does this owner currently owe the association, as of a stated date?

    • Special assessments

      Are any special assessments levied, approved or currently proposed?

    • Association debts and financial condition

      What are the association's other debts and its current financial condition?

    • Reserve study and reserve balance

      What does the current reserve study say, and what is the reserve balance?

    • Planned repairs and replacements

      What repairs or replacements are planned or approved but not yet funded?

    • Insurance

      What insurance does the association carry, and through what dates?

    • Litigation, claims and judgments

      Is the association party to any litigation, claim or judgment?

    • Unit violations and unapproved alterations

      Are there recorded violations, code issues or unapproved alterations for this unit?

    • Declarant control and common-element transactions

      Is the declarant still in control, and are there related common-element transactions?

    • Leasehold, age restrictions, rentals and EV charging

      Do leasehold terms, age restrictions, rental caps or EV-charging rules apply?

    • Governing records and lender information

      Are the required governing documents, policies, resolutions and minutes available?

    5 · Review

    Before this can be certified

    Prepare and check a resale certificate package, and see exactly what is missing, stale or contradictory before anyone signs it.