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As the management company for the Association, we provide completed HOA Condo Questionnaires required by lenders for condominium sales and refinances.
Most mortgage lenders require detailed information about the Association’s financial condition, insurance coverage, reserves, occupancy levels, and any pending litigation or special assessments before approving financing. Our team prepares and delivers accurate, up-to-date information directly from Association records.
Most lenders require a completed condo questionnaire to evaluate the financial and operational health of the association, including insurance coverage, litigation status, reserves, occupancy ratios, and pending special assessments.
Completion of lender-specific condo questionnaire forms
Verification of financial, insurance, and governance information
Confirmation of assessment and reserve details
Electronic delivery of the completed questionnaire
Submit your request along with the lender’s questionnaire form. Upon receipt of payment and required information, our office will complete the questionnaire and return it electronically.
Processing times vary depending on request volume and the complexity of the questionnaire.
Homebuyers & Sellers
Real Estate Agents
Title & Escrow Companies
Mortgage Lenders
As the management company for the Association, we provide completed HOA Condo Questionnaires required by lenders for condominium sales and refinances.
Most mortgage lenders require detailed information about the Association’s financial condition, insurance coverage, reserves, occupancy levels, and any pending litigation or special assessments before approving financing. Our team prepares and delivers accurate, up-to-date information directly from Association records.
Most lenders require a completed condo questionnaire to evaluate the financial and operational health of the association, including insurance coverage, litigation status, reserves, occupancy ratios, and pending special assessments.
Completion of lender-specific condo questionnaire forms
Verification of financial, insurance, and governance information
Confirmation of assessment and reserve details
Electronic delivery of the completed questionnaire
Submit your request along with the lender’s questionnaire form. Upon receipt of payment and required information, our office will complete the questionnaire and return it electronically.
Processing times vary depending on request volume and the complexity of the questionnaire.
Homebuyers & Sellers
Real Estate Agents
Title & Escrow Companies
Mortgage Lenders