Welcome to the Escrow Document Services
Our Escrow Department is here to assist you with any sales or refinances of your property within your HOA.
• For Sales: a seller in the State of California who resides in an HOA is required to provide the buyer with certain documents and disclosures. We can provide, as a service to you, copies of those documents if you have not retained copies.
• For Refinances: lenders may require certain information so that they may make informed lending decisions to buyers or homeowners who are refinancing. We can certify information for those purposes.
PLEASE READ THE DESCRIPTIONS BELOW CAREFULLY BEFORE ORDERING.
NO REFUNDS WILL BE MADE AFTER THE DOCUMENTS ARE DELIVERED
To Go Directly to our Ordering Site
HOA DEMAND / UPDATES (to Title Company)
Description: Demand/Disclosure Packet is a document provided to Title that notates the association's closing requirements and payoff demand statement.
FULL HOA DOCUMENT PACKAGE
Description: Package typically includes Demand/Disclosure Packet, Governing Docs, Budget, Reserve Study, Newsletter, Minutes, etc., and any other disclosure documents required/pertinent to a property’s sale. The PRDS/CAR forms that request documentation can be filled out with the package if requested and provided. The HOA Lender Cert/Questionnaire is NOT included. That document must be purchased separately.
HOA LENDER CERTIFICATE / QUESTIONNAIRE (LENDER-SPECIFIC)
Description: HOA Lender Certificate/Questionnaire is a certification of information regarding the HOA to lenders for the purposes of lending or refinancing. The certification fee pays for each form that must be completed. Please verify that the correct form is sent to the Escrow department, as the fee will be charged if a second form needs to be completed.
HOA LENDER CERTIFICATE / QUESTIONNAIRE (GENERAL PAS/OAS FORM)
Description: HOA Lender Certificate/Questionnaire is a certification of information regarding the HOA to lenders for the purposes of lending or refinancing. PAS/OAS certifies a standard set of information that is commonly found on Lender Certificates/Questionnaires. If a lender has a specific questionnaire that needs to be filled out, please order the Lender-Specific version.
Description: Each of the available documents can be purchased individually. Documents normally available are CC&Rs, Budget, Articles, Budget, Reserve Study, Last 12 Months of Newsletters, Last 12 Months of Minutes, etc.
Standard and Expedited pricing for all Package options can be found on our Ordering Website
ACCEPTED FORMS OF PAYMENT
All escrow orders must be paid at time of order and cannot be paid through escrow.
- Credit Card: via our Ordering Website, pick your desired order from the selection buttons at the bottom of the page, fill in applicable fields, and navigate through ordering process.
- Check: you do not need use the Ordering Website to submit orders, In your request, please indicate which documents needed, property address, requestor contact information, escrow number, and title company contact information.” Please issue checks, payable to Professional Association Services and deliver to our Fremont address.