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Resale FAQ’s

If you are trying to buy or sell your home and require the association documents, please see:
Disclosure/Resale Report – This report contains disclosure information for the buyer and payoff information for the Title company. This report includes a complete set of current association documents. The report also meets the criteria Washington has for Resale Certificates. Make sure you work with the Title company and you have a buyer when ordering this report.

Community Association Documents – This report includes only a set of current association documents. This report should be ordered if an owner or realtor needs the association documents for an upcoming sale, or if an owner has lost their documents or need the most current ones. No other information is provided.

If you trying to refinance or purchase a home through a mortgage broker or bank, please order:
Lender Report – This report is used by banks and mortgage companies when preparing a loan or completing a questionnaire. It contains specific information relating to an association, including all information required by Fannie Mae and Freddie Mac. This report can only be ordered by a lender.

If you are with a title company or settlement company closing on a refinance or sale and need current account balance, please see:
Escrow Report – This report is needed by title and escrow companies. This report shows settlement information for an account that is closing due to the transfer of title.

Assessment Certificate – This report is used when refinancing a mortgage or to get the information to pay any current balances on an account. It shows just the current balance due to the association, if any. No other documents are included.

How much do they cost and what are your payment options?
Please note that all reports that require advanced payment must be paid with either a check, or with Visa or MasterCard. Additional payment processing fees are listed at the end of this section.

$175 Disclosure/Resale Report (advanced payment required) Contains association documents and account information. Also provides the Resale Certificate required in the sale of Washington condominiums.
$125 Community Association Documents (advanced payment required) Contains all the association documents. It is designed to provide the information that buyers are looking for in the standard checklist of documents.
$150 Lender Report (advanced payment required) Condominium certification and questionnaire. Used by lenders to process mortgage loans or refinances. Custom questionnaires can be added for a price.
$150 Escrow/Demand (can be paid at closing) Account payoff. Provides the amounts that the Title companies need to collect from buyers and sellers at closing when a home is sold.
$50 Assessment/Covenant Certificate (advanced payment required) Provides account balance information only. Used for refinances and to make payment to keep an account current.

Custom Questionnaires

$75 In addition to a Lender Report
(advanced payment required
Adding the completion of a custom questionnaire. This can be done by either uploading a manual pdf, or by selecting a SmartForm.

Rush Processing

$65 Can be added to any order
(advanced payment required)
Rush Fee. If ordered as a rush before 2PM PST it will guarantee the order’s delivery the same day. Otherwise, it will be delivered the next business day.

*Additional Payment Processing Fees

For any order less than $100.
For any order between $100-$150.
For any order that is $150 or more.
Visa or MasterCard Processing Fee.
The amount of the fee will depend on the total cost of the order being paid for by card.
$15 For all orders regardless of the price. Check Processing Fee.
Any order paid in advance by check. This does not apply to orders that can be paid at closing.

The HOA does not pay CMI for assisting homeowners and their lenders when they are selling, refinancing and/or buying a home. CMI provides this service directly to the owner or lender. CMI maintains the website and processes all orders through ADI, a web-based service that CMI subscribes to. Costs for this service are charged to the requester.

The Lender Report is used to procure a loan for the purchase of property. The Disclosure Report provides information for the association, such as the Association Documents, and discloses information for the association, such as litigation and special assessments.

Please click on the link “Sample Lender Report” to view the general template for CMI-generated Lender Report. [Sample Report Attached]

Please order the escrow report or assessment covenant report (refinance report) for any pay off information for the HOA fees. Please click on the below link and place your order online. Title demands are generally provided within 1 business day.

Real Estate Resources

There are two options:

  1. Your Association may have its own website where the current owner can obtain documents for no additional costs. Please go to www.communitymgt.com and click on the tab Your Community. Scroll down to Association Web Portals and register for a Log in & Password. It is likely that the documents you need will be posted on this site.
  2. If your association does not have a website, you will need to proceed to the Resale Info/Lender Request page and enroll in our ADI site. There you can order the Community Association Documents Packet ($107-$115) to obtain only association documents or the Disclosure Resale Certificate ($158-$165), which contains consumer disclosure information for the buyer on a particular unit and the association documents.

Yes, for Disclosure/Resale, Community Association Documents, Lender Report and Assessment Certificates. No, for Escrow Reports- escrow reports can be paid at closing.

Disclosure/Resale, Community Association Documents, Lender Report and Assessment Certificates must be paid in advance before the order can be processed. You can pay via credit card online when ordering or send a check to our office (Attention: Kris). Please note: your order is not processed until your check is received.

Escrow Reports may be paid at closing.  Please select the ‘at closing’ option on the New Order Screen – Step 3 – Select Order Options to pay at closing.

Less is more! Try entering just the house or unit number rather than entering information for all possible fields provided. The system will have an easier time bringing up the matching properties and you can pick from the list. If you are still having difficulty, please contact CMI at 503-233-0300.

If you wish to cancel your order, please email spencerc@communitymgt.com. If the report has already been delivered, we are unable to refund your payment.

We provide unlimited updates on the Escrow Report for up to 90 days, without an additional cost. If you require an update to the report, please email your request to Spencer Corwin, spencerc@communitymgt.com. Please include the order number in your request. We generally provide updates within 1-2 business days.

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