Our Homeowner Association Document Review Service

The HOA Document Review process is used by real estate professionals to help their sellers in complying with the statutory obligation to provide accurate and complete documentation to their prospective purchasers before the transfer of ownership.  The HOA Document Review is used by prospective purchasers to fully understand the administrative and financial state of the community association in which they are considering a major investment.

Why Order a Document Review?  

For risk management and it's the law.

If after a unit sells, the new owner is surprised to discover a special assessment, AND the documentation disclosed was not complete or accurate, realtors, their brokers, previous owners and the HOA have been named in thousands of lawsuits in order to recover damages.  These damages have included paying for repair, replacements or upgrades for the buyer - sometimes months after the transaction has closed.  As a seller, or an agent representing a seller, you can markedly reduce your risk associated with the transfer of ownership of a Unit or Lot in a Homeowner Association by ordering an HOA Document Review to conduct our speedy document review of the documents provided to prospective purchasers.

By ordering an HOA Document Review, you compel the HOA to disclose all the pertinent documentation, AS REQUIRED BY THE DAVIS-STERLING Common Interest Act (part of the California Civil Code).  This information is necessary to assess the financial and business operations of the community.  If they don't disclose everything, our report will clearly and simply show you what is missing, why it's important, and what steps support a rapid resolution.

Standard Document Review

Our free Request for Documents Form is based on the premise that our products is only as good as the documents being assessed for compliance.  Our report is an assessment of the documents provided by the governing body, not an assessment of the governing body itself.  It is imperative that any document review begin with an accurate request for CID documentation in accordance with Civil Code 1368.

Once the documents are received, our Standard Document Review can begin.  Our review is an assessment designed to primarily measure the following:

• The degree to which the governing body has complied with its statutory responsibility to properly disclose documents as mandated by Civil Code 1368.
• The degree to which the governing body has complied with its fiduciary responsibilities as mandated by Civil Code 1365.

Our assessment consists of over 100 questions specifically focused on determining whether the set of documents meet the above criteria.  A typical assessment can be done in less than 72 hours (after receipt of HOA documents), is delivered with a report outlining areas of improvement, and is prices at $375.00 plus shipping costs.

Our Commitment

At Insight Home Services we are committed to offering impeccable service, convenient deliver and to keep our processes and procedures consistent with the state laws that regulate document disclosure at the time of ownership transfer.

Delivery Guarantee

At Insight Home Services we understand that time is of the essence so we guarantee delivery of our report to be no longer than 72 hours from the receipt of the document package. 

Click here for a copy of California Civil Code Section 1368.

Please feel free to give us a call if you have any questions about this service.

1-9-No Problem   or   408-871-9909