REALTOR RESOURCES

Closing Information for Realtors and Lenders

Selling or refinancing?  CSI works with HomeWiseDocs to streamline the process. It’s efficient and secure, and you can order exactly what you need.

  • Community Documents

    • Articles of incorporation

    • Bylaws and declaration

    • Annual budgets

    • Community photos

    • Meeting minutes

    Lender/Real Estate Documents

    • Condo / PUD questionnaire

    • Disclosure / resale reports

  • To order documents, please visit www.homewisedocs.com. You will need to create a username and password and choose your association. You can search for your association by name, state and zip code.

If you need any help with the HomeWiseDocs website, please use their online chat feature or call 1-866-925-5004 for their HelpDesk.

CSI Management uses the HomeWiseDocs system to store, manage and distribute resale and disclosure information for all of our associations. To order disclosure documents please visit www.homewisedocs.com. You will need to create a user name and password and choose your association. You can search for your association by name, state and zip code.

If you’re unsure of which document(s) you need, follow the prompts below and then log in to HomeWiseDocs to place your order. If you require any assistance with the HomeWiseDocs website please use their online chat feature or call 866-925-5004 for their help desk.

Use the below tool to determine what documents you need.

I am a:

Homeowner/Seller

SELLING

Sellers need a:

  • VA Resale Certificate $317.95
    - Annual Financials/Audit
    - Annual Registration/ DPOR
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Meeting Minutes
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate
    - Inspection Report
    - Re-inspection of Property/Updated Inspection report $141.31

    + $70.66 for Resale Update ONLY (After 30 days)
    + $70.66 Dues Request/Payoff Instructions/Financial Update
    + $70.66 Post-Closing Fee

  • MD Resale Disclosure Bundle/Resale Certificate $294.00
    - Annual Financials/Audit
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate/Resale Disclosure

    +$100 for expedited 7 day delivery
    + $50.00 Resale Disclosure Update after 90 days
    + $59.00 Dues Request/Payoff Instructions/Financial Update
    + $58.69 Post-Closing Fee

  • DC Resale Disclosure Bundle/Resale Certificate $275.00
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate/Resale Disclosure

    +$50.00 for expedited 7 day delivery
    + $50.00 Resale Disclosure Update after 90 days
    + $59.00 Dues Request/Payoff Instructions/Financial Update
    + $58.69 Post-Closing Fee



Please note: if you have recurring payments enabled please cancel those prior to your settlement date.

In regards to recurring direct debit/auto-draft payments; please log into our Owner Portal to stop the automatic deductions.

In regards to recurring e-check payments, if you have setup through our Owner Portal or through Union Bank please log in to the relevant site to stop the automatic deductions.

REFINANCING

Refinancers need a:

  • Certificate of Insurance/Insurance Declaration/Master Policy $35.00

  • Lender Questionnaire Bundle $152-$182

  • Streamline Lender Questionnaire Bundle $152-$182

  • Governing Documents- $100.00

    The Governing Documents Bundle contains the following information:

    - Approved Resolutions
    - Articles of Incorporation
    - Bylaws
    - CC&R's
    - Condo Declaration
    - Rules and Regulations

Broker/Agent

Sellers' representatives need:

  • VA Resale Certificate $317.95
    - Annual Financials/Audit
    - Annual Registration/ DPOR
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Meeting Minutes
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate
    - Inspection Report
    - Re-inspection of Property/Updated Inspection report $141.31

    + $70.66 for Resale Update ONLY (After 30 days)
    + $70.66 Dues Request/Payoff Instructions/Financial Update
    + $70.66 Post-Closing Fee

  • MD Resale Disclosure Bundle/Resale Certificate $294.00

    - Annual Financials/Audit
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate/Resale Disclosure

    +$100 for expedited 7 day delivery
    + $50.00 Resale Disclosure Update after 90 days
    + $59.00 Dues Request/Payoff Instructions/Financial Update
    + $58.69 Post-Closing Fee

  • DC Resale Disclosure Bundle/Resale Certificate $275.00
    - Approved Resolutions
    - Articles Of Incorporation (if applicable)
    - Current Budget
    - Bylaws
    - Covenants Conditions & Restrictions (if applicable)
    - Condominium/HOA Declaration or Master Deed
    - Current Income and Balance Sheet (unaudited)
    - Insurance Declaration or Master Policy
    - Rules and Regulations or Design Document/Resident Handbook
    - Reserve Study
    - Resale Certificate/Resale Disclosure

    +$50.00 for expedited 7 day delivery
    + $50.00 Resale Disclosure Update after 90 days
    + $59.00 Dues Request/Payoff Instructions/Financial Update
    + $58.69 Post-Closing Fee



    If you don’t have a buyer yet, or don’t have the buyer’s contact information, enter “TBD” for the buyer’s first and last names, and use the property’s address as the buyer’s address.

Settlement/Title Company/Escrow Attorney

You need a Dues Request/Escrow Instructions/Pay Off Statement / Financial Update. The property is located in:

VA

Dues Request/Escrow Instructions/Pay Off Statement / Financial Update.

Virginia requests will be processed within 10 calendar days. In order to comply with the Virginia Resale Disclosure Act, we offer a 3 day rush option at no charge. There will be no charge for this document. Subsequent updates will be $70.66 each.

If you will not be providing a copy of the HUD-1 statement with the disbursement check you must advise the purchaser to send a copy to info@csicommunitymanagement.com within 3 business days.

DC

Dues Request/Escrow Instructions/Pay Off Statement / Financial Update.

DC requests will be processed within 10 calendar days. For special circumstances please contact resale@ghacm.com. There is a $50 RUSH charge for this document if needed within 5 business days. Subsequent updates will be $59 each.

If you will not be providing a copy of the HUD-1 statement with the disbursement check you must advise the purchaser to send a copy to info@csicommunitymanagement.com within 3 business days.

MD

Dues Request/Escrow Instructions/Pay Off Statement / Financial Update.

Maryland requests will be processed within 10 calendar days. For special circumstances please contact resale@ghacm.com. There is a $50 RUSH charge for this document if needed within 5 business days. Subsequent updates will be $59 each.

If you will not be providing a copy of the HUD-1 statement with the disbursement check you must advise the purchaser to send a copy to info@csicommunitymanagement.com within 3 business days.

Lender/Processor

Mortgage Lenders / Processors need a:

  • Lender Questionnaire Bundle $152-$182

  • Streamline Lender Questionnaire Bundle $152-$182

  • Customized Questionnaire (lender specific form) from $45

  • Governing Documents Bundle $100.00


    The Governing Documents Bundle contains the following information:
    - Approved Resolutions
    - Articles of Incorporation
    - Bylaws
    - CC&R's
    - Condo Declaration

  • Certificate of Insurance/Insurance Declaration/Master Policy $35.00

  • Budget $35.00

  • Reserve Study $80.00


Standard requests will be processed within 8 calendar days.

Rush options start from $25.00 to $100.00 for 4 Day Rush, 2 Day Rush, and 1 Day Rush.

Appraiser

Appraisers need a:

  • Bundle Questionnaire $152-$182

  • Appraisal Questionnaire +$62.00

  • Certificate of Insurance/Insurance Declaration/Master Policy $35.00

All questionnaire requests will be processed within 8 calendar days.

 

If you can’t find what you’re looking for please contact us.