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Texas Condominium Resale Certificate

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Condominium Resale Certificate

EQUAL HOUSING OPPORTUNITY

PROMULGATED BY THE __________ REAL ESTATE COMMISSION

Condominium Certificate concerning Condominium Unit , in Building , of , a condominium project, located at (Address), City of , , County, , on behalf of the condominium owners association (the Association) by the Association's governing body (the Board).

A. The Declaration does does not contain a right of first refusal or other restraint that restricts the right to transfer the Unit. If a right of first refusal or other restraint exists, see § of the Declaration.

B. The periodic common expense assessment for the Unit is $ per .

C. There is is not a common expense or special assessment due and unpaid by the Seller to the Association. The total unpaid amount is $ and is for .

D. Other amounts are are not payable by Seller to the Association. The total unpaid amount is $ and is for .

E. Capital expenditures approved by the Association for the next 12 months are $ .

F. Reserves for capital expenditures are $ ; of this amount $ has been designated for .

G. The current operating budget of the Association is attached.

H. The amount of unsatisfied judgments against the Association is $ .

I. There are are not any suits pending against the Association. The nature of the suits is

J. The Association does does not provide insurance coverage for the benefit of unit owners as per the attached summary from the Association's insurance agent.

K. The Board has has no knowledge of alterations or improvements to the Unit or to the limited common elements assigned to the Unit or any portion of the project that violate any provision of the Declaration, by-laws or rules of the Association. Known violations are:

L. The Board has has not received notice from a governmental authority concerning violations of health or building codes with respect to the Unit, the limited common elements assigned to the Unit, or any other portion of the condominium project. Notices received are:

M. The remaining term of any leasehold estate that affects the condominium is and the provisions governing an extension or renewal of the lease are:

N. The name, mailing address and telephone number of the Association's managing agent are:

REQUIRED ATTACHMENTS:

1. Operating Budget

2. Insurance Summary

NOTICE: The Certificate must be prepared no more than three months before the date it is delivered to Buyer.

By:

Title

Received:

20____

Buyer Mailing Address

Buyer Date Phone No.

The form of this certificate has been approved by the _________ Real Estate Commission for use only with similarly approved or promulgated forms of contracts. No representation is made as to the legal validity or adequacy of any provision in any specific transactions.

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What the Texas Condominium Resale Certificate Is

The Texas Condominium Resale Certificate is a formal disclosure provided to a prospective buyer that summarizes association governance, financial status, assessments, and any known violations or pending claims affecting a condominium unit. It consolidates the condominium association’s rules, current assessments, insurance information, reserve funding, and any outstanding special assessments or liens that could affect title or ongoing ownership costs. The certificate is typically prepared by the association or its management agent to support a sale, assist title companies and lenders, and reduce closing risk by revealing material association information before transfer.

Why the Resale Certificate Matters in Texas Closings

A complete resale certificate reduces closing delays, protects buyers and sellers by disclosing assessable liability and governance rules, and gives title companies the information needed to clear title exceptions.

Why the Resale Certificate Matters in Texas Closings

Who typically prepares and relies on this certificate

Parties involved in a condominium sale commonly request or prepare the resale certificate to confirm association obligations, fees, and restrictions before closing.

  • Condo associations and property managers: prepare the certificate and certify financials for title review and buyer due diligence.
  • Buyers and buyer agents: review assessments, rules, and pending litigation that affect ownership costs and use rights.
  • Title companies and lenders: use the certificate to clear title exceptions and evaluate lending risk tied to the association.

Step-by-step: preparing and delivering the resale certificate

Follow a clear sequence to produce an accurate certificate and avoid last-minute closing issues.

  • 01
    Request: Buyer or agent requests the resale certificate from the association or manager.
  • 02
    Prepare: Association compiles financials, assessments, rules, and pending claims into the certificate.
  • 03
    Review: Seller, manager, or attorney reviews for accuracy and completeness.
  • 04
    Deliver: Association delivers the certificate to the buyer or title company before closing.

How to set up an online workflow for issuing the certificate

A simple digital workflow reduces manual steps: upload, populate, approve, and deliver the resale certificate to stakeholders securely.

Field Configuration
Document source Upload a standardized PDF or DOCX template for the certificate.
Pre-fill data Use template fields or integrations to auto-populate owner and unit data from association records.
Approvals Assign manager or board member as approver before release.
Delivery Send to buyer and title company via secure e-delivery with audit trail.

Where the certificate is sent and how it’s used

Understand common destinations and who relies on each copy during a sale.

  • Buyer / Agent: Primary recipient for due diligence and financing assessment.
  • Title Company: Uses the certificate to clear title, confirm prorations, and flag liens.
  • Lender: Verifies association financial health and potential lending restrictions.
  • Seller / Association: Keeps a certified copy for records and to respond to follow-up questions.

Digital delivery and integration requirements

Electronic issuance requires secure document formats, signer authentication, and storage that meets legal and industry standards.

  • File formats: PDF or Word DOCX are standard for templates and signed records.
  • Integrations: Common integrations include Salesforce, NetSuite, Microsoft 365, Google Workspace, Box, and Procore.
  • Authentication: Use email verification or stronger methods (SMS, KBA) for signer attribution.

Essential components to include in a professional resale certificate

A thorough certificate improves transparency and supports title clearance. Include governance, financials, assessments, and legal status in clear, itemized sections.

Association contact

Full association name, mailing and email addresses, management company contact, and a designated representative for closing questions.

Assessment schedule

Current regular assessments, payment frequency, next due date, and any unpaid amounts to be prorated at closing.

Special assessments

Detailed list of approved/levied special assessments, outstanding balances, payment terms, and expected future assessments if known.

Reserve and insurance

Summary of reserve fund status and association insurance coverages that affect common areas and potential owner exposure.

Pending litigation

Disclose known litigation or claims involving the association that could affect financial obligations or operations.

Rules & restrictions

Reference applicable covenants, conditions, and restrictions or bylaws that materially affect unit use or leasing rights.

Security and compliance considerations for electronically issuing certificates

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit trail: Timestamp, IP address, and action history for each signing event
Standards: SOC 2 Type II and ISO 27001 compliance available
HIPAA BAA: BAA available when handling protected health information
Signature law: Compliant with ESIGN and UETA for enforceability
Access controls: Role-based permissions and multi-factor authentication

Common mistakes that delay closing

  • Incomplete financials: omitting unpaid assessments or late fees creates title exceptions and escrow holds.
  • Incorrect owner name: mismatched names between deed, certificate, and lender documents cause rework.
  • Missing effective date: unclear snapshot date leads to disputes about which charges apply at closing.
  • Unrecorded liens: failing to disclose recorded liens or judgments exposes buyers and can block funding.

Consequences of an inaccurate or late resale certificate

Closing delay: Title exceptions or lender concerns can postpone or cancel closings.
Financial liability: Seller or association may be responsible for undisclosed assessments at closing.
Escrow holds: Title companies may require reserves or escrow until discrepancies are resolved.
Legal claims: Buyers can pursue rescission or damages for material nondisclosure.
Reissuance costs: Correcting and reissuing certificates increases administrative and attorney fees.
Lender denial: Lenders may decline financing if association financial condition is unclear.

Typical timing and expectations for certificate delivery

Timelines vary by association and state practice; plan for lead time to avoid last-minute closing issues.

Request turnaround:

Often 5–15 business days depending on management resources and required approvals.

Pre-closing review:

Title company review typically occurs within 3–5 business days after receipt.

Correction window:

Allow 2–7 business days for corrections or supplemental disclosures.

Record retention:

Association should retain the issued certificate per recordkeeping policies.

Emergency handling:

Rush requests may incur fees and require notarization or board sign-off.

Key milestones in a resale certificate lifecycle

Track these sequential milestones to coordinate association, title, and buyer tasks.

01

Request Received

Association or manager logs the request and confirms required fees and documentation.

02

Financial Compilation

Prepare assessment ledger, special assessments, and insurance summaries for the effective date.

03

Board/Manager Approval

Authorized representative reviews and certifies the compiled certificate for accuracy.

04

Delivery to Stakeholders

Send the certified document to buyer, title company, and lender with audit trail.

Real-world examples of using a resale certificate

Practical examples show how accurate certificates prevent delays and support closing workflows.

Tim Martin, Martin Properties

A repeated issue involved missing assessment balances that stalled closings

  • One corrected ledger removed the exception
  • He now automates ledger exports and uses standardized certificates to reduce rework and speed closings for multiple properties.

John Butler, Fertility Centers of Illinois

Title companies required clear disclosure of reserve fund status during a portfolio sale

  • Detailed reserve summaries prevented multiple exception requests
  • John retained certified copies for each transaction and reported fewer follow-up items to lenders and escrow.

eSignature vendor comparison for issuing and signing resale certificates

Platform choice affects cost, bulk issuance, compliance, and HIPAA availability. signNow is listed first for direct feature comparison.

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 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about Texas Condominium Resale Certificates

Answers to common questions about preparation, delivery, and common issues encountered during title and closing review.


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