Governing Documents Review

$799.00

Get an independent assessment of HOA governing documents and financials. This limited-scope review service provides property owners and prospective buyers with a professional analysis of key documents—spotting potential red flags before they become costly problems.

What’s Included

  • Complete Governing Documents Review: Thorough analysis of CC&Rs, bylaws, articles of incorporation, rules and regulations, and amendments, based on your concerns and questions.
  • Financial Assessment: Examination of HOA financials including budgets, reserve studies, and financial statements
  • Red Flag Identification: Professional identification of concerning provisions, restrictions, financial issues, or potential problems
  • Restriction Analysis: Clear breakdown of notable restrictions and requirements, based on your specific situation or concerns
  • Independent Written Opinion: Detailed assessment report highlighting key findings, concerns, and observations

The Value of Professional Insight

Governing documents are complex and filled with complex real estate terminology. Financial statements can hide warning signs of mismanagement or underfunding. This service translates complex HOA documents into clear, actionable information from a real estate professional who understands what to look for.

Perfect For:

  • Prospective Buyers: Understand the full picture before purchasing
  • Current Homeowners: Assess and understand your HOA’s restrictions and how it impacts you
  • Homeowners Considering Action: Understand your governing documents before proceeding

How It Works

  1. Purchase the service
  2. Upload or send your HOA’s governing documents and financial statements
  3. Receive your comprehensive professional assessment