HOA Risk Insights Order Form Invoice

HOA Risk Insights Order Form Invoice

Select Your Report

Report

Price:  $75

Delivery:  Within 1 business day

This review of the entire HOA Disclosure Document package  provides a checklist of required documents that are received, out-of-date or missing entirely.
Avoid liability and HOA contingency delays! Ensure the HOA Document Disclosure Package required by law is complete.

The document content is not reviewed.

Price: $125

Delivery: 3 business days after receipt of required documents

This includes a review of:

  • The current Reserve Funding status
  • Funding Deficiency $ per Unit Analysis
  • Projected Reserve Balance over 5 to 10 years with estimated Deficiency $ per Unit at that time
  • Special Assessment Analysis
  • Annual HOA Dues Outlook

Price:  $425

Delivery:  3 business days after receipt of required documents

This report includes:

  • Report A - HOA Disclosure Document Checklist
  • Report B - Reserve Study Review
  • A substantive content review of all documents included in the HOA package to highlight important policies, use restrictions, maintenance and repair obligations and more.

Customer Information

Agent Information

Property and Transaction

If you are not in contract, leave this field blank.
Any context helpful for the reviewer e.g. urgency, concerns or known issues.

Upload HOA Documents

Please upload:

  • Entire HOA document package that you received.

  • Pre-sale preliminary title, if available.

Please upload the following documents from your HOA disclosure package:

  • Annual Budget Report for the current year
  • Reserve Study or Reserve Study Summary
  • Assessment and Reserve Funding Disclosure
  • Year-end Financial Statement Review
  • Exterior Elevated Elements (EEE) Inspection, if available.

Please upload the following documents:

  • The entire HOA Disclosure package that you received.
  • The Preliminary Title, if available.

Maximum file size: 50MB