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Escrow Documents Procedure

You may download the forms required for your property sale or refinance directly from our web site. Please visit GetDocsNow.com

Payment for all services must be made in advance, with the exception of our transfer fee which will be billed out of escrow.

If you are SELLING your property:

A complete Disclosure Package is $165.00. We also offer a HOA Cert for $95.00 and Transfer Fee for $125.00. When payment has been received, your request will be processed. We are required to provide this package within ten (10) days of receiving your request and payment. All requests are processed in the order they are received. Rush packages are available for an additional $50 fee. There is also an Escrow Cancellation fee of $75.00

The full Disclosure Package includes:

  • Summary Page
  • Current Budget
  • Reserve Study (when available)
  • Delinquency Policy
  • Rules & Regulations
  • Current Insurance Declarations Pages
  • Current Balance Sheet (updated every 90 days)
  • Year-end Financial Report
  • Minutes for the previous 12 months (when requested)
  • Governing Documents (includes):
    • Articles of Incorporation
    • CC&R's
    • Bylaws

If you are REFINANACING your property:

On receipt of payment ($175.00 HOA Cert), we will process your request. We are required to provide this package within ten (10) days of receiving your request and payment. All requests are processed in the order they are received. Rush packages are available for an additional fee. A signed Document Request Form must be received prior to processing. Please review the document list to determine which package your lender requires. Typically, a Lender Package will include:

  • Completion of provided Questionnaire
  • Current Budget
  • Current Insurance Declaration Pages
  • Balance Sheet (Updated every 90 days)

Fee Schedule

Complete Disclosure Package - Resales  $175.00
  (includes Statement of Account)
Complete Disclosure Package - Refinance  $175.00
(includes Statement of Account and Documents)
Documents Only - Articles, Bylaws, CC&R's $125.00
(no Statement of Account)
Statement of Accounts - Refinance  $75.00
Reserve Study  $40.00
Previous Budgets (each year) $20.00
Financials $20.00
Minutes and/or Newsletter (each) $2.50
Transfer Fee (Resale, billed from Escrow) $75.00
Certifications $50.00
Lender Package $75.00
Includes completion of provided Questionnaire, Current Budget, Proof of Insurance, Balance Sheet
Customized Letters/Requests (per hour, one hour minimum) $75.00

Other Requests

If you require other information or documentation, please contact us at info@cpmsocal.com


Community Property Management
1411 N. Batavia,
Suite 114
Orange, CA 92867
18391 Alder St,
Hesperia, CA 92345
Telephone: 714-744-3334
Toll Free Fax: 866-385-0374
info@cpmsocal.com
http://www.cpmsocal.com/
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