Items We Will Need to Begin

 

_____ Signed Agreement

 

_____ CC&Rs

 

_____ Bylaws

 

_____ Operating Rules

 

_____ Insurance Policies and Agent Contacts

 

_____ Latest Reserve Study

 

_____ Minutes of Meetings – Last 12 Months

 

_____ Latest Year-End Disclosure, Including Budget

 

_____ Completed Lender’s Questionnaire (To be provided by us)

 

_____ Amount of any Transfer Fee: $____________

All of the items above can be scanned to us. You do not need to mail paper copies.

Thank You.

California HOA Escrow Services
818-991-9019