Real Estate professionals, are you helping an owner sell their condo? Are you working with a client to buy a condo? If so, CIS will review important HOA documents to give you a clearer top down financial overview of your client’s sale or purchase. For more information, contact us.
To order condo certs, questionnaires, HOA docs or any other Escrow related forms online, visit HOA Data Services:
This page is for use by real estate professionals and escrow companies. Owners should not place an order for a document package unless expressly told to do so by their escrow company.
If you are an owner just looking for documents (CC&R’s, Rules, Budget, etc.) login click here to view/download all available documents.
ESCROW DEPARTMENT CONTACT INFORMATION
MOST ASSOCIATION DOCUMENTS ARE AVAILABLE ONLINE!
Current owners have access to most association documents through their online account (HOA demand and questionnaire not included).
To Order a Document Package:
This will bring you to the account login screen.
If you have already created an account with us from a prior escrow or refinance you will skip the registration step and use the username and password you previously created.
To Register For Access:
Click the “Register Here” link on the login screen.
Fill in all the registration fields and create a username and password that you will use to access the site. (Passwords must be at least 7 characters and contain at least 1 non-alphanumeric character e.g. !@#$%^&* )
Once you have created an account a confirmation email will be sent to the email address you used to register. You must click the link in the confirmation email before your account will be active. Please check your junk email/spam folder if you don’t receive the email.
To Log In and Use The Site:
Enter your username and password and click “Log In”
If you forgot your username or password you can use the links on this page for them to be emailed to you.
Once logged in you will see a history of current orders and a button to create a new order.
To Create a New Order:
Click the “Create New Order Button”
There are 2 search options to find the property. You may search by property address (be sure to include the unit number, if any) or if you have access to a copy of the owners statement you may enter the unit account number along with the 5 digit escrow code printed on the statement.
Once you have found the property click the “Select Unit” link in the search results table.
Select the type of order (Sale, Refinance, etc.)
Fill in the required order information and click the “Create Order” Button. Once created you will be taken to the view order screen.
View Order, Make Payment and Download Documents:
On the view order screen you will see the status of each document in the package. Documents will not be available until payment has been made.
Payment information is shown below the list of package documents. Payment can be made by credit card using the “Pay with Paypal” button or by check using the payment information shown on the page.
Once payment has been made and the documents have been prepared by our escrow department there will be a “Download” button next to each document that is available. Click this button to download the document. The documents will be in PDF format. You will receive communication from the escrow department as documents are available.
If there are any optional or additional order items available you may add them to your order using the “Add Additional Items to Order” section at the bottom of the page. A common additional document will be a custom questionnaire or certification form required by the lender. If you require a custom form the be filled out please add it to your order and email the escrow department with a copy of the custom form.