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Resources

Free HOA document resources for closing teams.

Downloadable checklists, compliance guides, and quick references built for title companies, escrow officers, and lenders who handle HOA-heavy transactions.

Checklist

HOA Document Checklist for Closing Teams

The complete 6-section checklist covering pre-order verification, core documents, closing-specific docs, lender compliance, red flags, and post-delivery verification.

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Quick Reference

HOA Red Flags Quick Reference

A one-page reference of the most common financial, insurance, legal, and document red flags that stall or kill closings. Print it and keep it at your desk.

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Cheat Sheet

State-by-State HOA Document Requirements

Turnaround times, typical fees, and key legal requirements for all 12 states we serve. Budget accurately and set the right expectations with clients.

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Compliance

Fannie Mae & Freddie Mac Condo Compliance Checklist

The 2025-2026 lender compliance requirements including insurance caps, reserve studies, owner-occupancy ratios, and FHA/VA-specific rules.

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Need the Documents Too?

We retrieve HOA documents, not just checklists.

If your file is already at the HOA step, send the details and move the task into a dedicated workflow.

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