Disclosure Documents & Escrow Services
Efficient, Reliable Support for Real Estate Transactions
Vantage Point Property Management provides a streamlined process for ordering association documents and financial information required for condominium and homeowners association (HOA) real estate transactions. Whether you are a homeowner preparing to sell, a real estate agent coordinating a transaction, a mortgage lender completing underwriting, or an escrow officer preparing for closing, we help facilitate access to the association information and documentation needed to keep your transaction moving forward.
Our document request services are designed to support timely communication, accurate account information, and an organized transaction process for all parties involved.
Documents Available for Request
Depending on the association and the services provided under its management agreement, the following documents and requests may be available:
- Resale Disclosure Packages
- Association documents and disclosures commonly requested during the sale of a condominium or HOA property, which may include governing documents, financial information, budgets, meeting records, insurance information, and other applicable resale materials.
- Owner Account Balances
- Current assessment balances, outstanding charges, delinquency information, and other applicable account details requested for a property.
- Payoff Demands and Assessment Statements
- Statements identifying outstanding assessments, fees, and other association charges required to satisfy an owner’s account obligation at closing.
- Mortgage and HOA Questionnaires
- Completion of lender questionnaires regarding association finances, insurance coverage, assessments, litigation, reserves, owner occupancy, and other applicable community information.
- Escrow Demands and Closing Statements
- Association account information and payment demands requested by escrow or settlement professionals to facilitate the accurate collection and disbursement of amounts due at closing.
- Additional Association Records
- Other approved documents or information that may be required by buyers, sellers, lenders, real estate professionals, or authorized transaction representatives.
Who Can Submit a Request?
Our document ordering process is intended to assist:
- Homeowners and Sellers preparing to list or sell their property.
- Real Estate Agents and Brokers coordinating sales and ensuring required association documentation is requested.
- Escrow and Title Companies obtaining assessment demands, account balances, and closing-related information.
- Mortgage Lenders and Loan Processors requesting association questionnaires and financial or insurance information for underwriting.
- Buyers and Authorized Representatives seeking applicable association disclosures and records during a real estate transaction.
How to Order Documents
To help us process your request efficiently, please have the following information available when submitting your order:
- Property address
- Association name
- Requested document type
- Transaction or closing date
- Requestor contact information
Document availability, processing timelines, and applicable fees may vary depending on the association, the type of request, and the scope of management services provided. Certain requests may require owner authorization or verification that the requestor is authorized to receive the information. Rush processing, where available, may be subject to additional fees.
Ready to Submit Your Request?
Whether you need a resale package, an HOA questionnaire, an account balance, or an escrow demand, Vantage Point Property Management is here to help coordinate your document request.
Submit your request today to initiate the process and help keep your real estate transaction organized and on schedule.
Please note: Submission of a request does not guarantee same-day processing or completion by a specific closing date. Requests are processed according to the applicable association requirements, document availability, and established processing procedures.