Unit Identification
Exact unit number and legal description, building address, and any parking or storage allocations tied to the unit.
A well-prepared Residential Condo Document reduces closing delays, limits post-closing disputes, and preserves recordability. For electronic execution, confirm applicability under the ESIGN Act (15 U.S.C. §7001) and the Uniform Electronic Transactions Act where adopted.
Parties and professionals involved at different stages include sellers, buyers, condominium associations, title companies, lenders, and real estate attorneys.
Each role has distinct responsibilities: associations provide records; sellers disclose unit-specific facts; buyers and title companies verify accuracy before recording.
Exact unit number and legal description, building address, and any parking or storage allocations tied to the unit.
Name, contact, management company, assessment amounts, dues schedule, special assessments, and reserve fund status.
Most recent HOA budget, balance sheet, and assessment payment history relevant to transfer and lender underwriting.
Declaration, bylaws, rules and regulations, and any amendments that affect use, leasing, or remodeling restrictions.
Mortgage, tax, or judgment liens affecting the unit; pending litigation or mechanic’s liens that could affect transferability.
Required exhibits such as resale certificates, inspection reports, insurance certificates, and any required seller disclosures.
| Field | Configuration |
|---|---|
| Authentication Method | Email + SMS code for parties; KBA for high-assurance needs |
| Signing Order | Sequential: seller -> association rep -> buyer -> title |
| Required Attachments | Make HOA certificate and financials mandatory uploads |
| Retention Policy | Enable automatic archival of signed PDF and audit trail |
Ensure the platform you choose supports required authentication, secure storage, and integrations used by your title or management firm.
Provide association packet as required by contract timeline
Buyer inspection and review window defined in contract
Mutually agreed date when funds and deeds exchange
Title company records deed after funding per county process
Report sale proceeds per IRS requirements when applicable
Prepare complete packet including HOA documents and attachments.
Buyer, lender, and title review disclosures and financials.
Sellers, association officers, and buyer execute required pages.
Title records deed and updates chain of title in county records.
Martin Properties moved resale packets online to reduce physical pickups and delays.
Optica Ventures digitized board approvals for special assessments.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |