For Sales: A seller in the State of California who resides in an HOA is required to provide the buyer with certain documents, such as the CC&Rs, Bylaws, reserve study, budget, most recent year-end financial statement, last 12 months of minutes, last 12 months of newsletters, etc. PAS can provide, as a service to homeowners, those documents if the seller has not retained copies. Please see below for HOA Document Packages and HOA Demands.
For Loans/Refinances: Similarly, lenders may require certain information so that they may make informed lending decisions to buyers or homeowners who are refinancing. PAS does certify information for these purposes. Please see below for HOA Lender Certificate/Questionnaire.
Available/applicable documents vary by association. For an estimate of fees and a breakdown of documents that may be included in the document package, please click on the following image thumbnail:
*** Please note that PRDS/CAR forms are not completed automatically, as PAS' disclosure packets convey the required information, but can be completed at no additional charge upon request.
Description: The Demand/Disclosure Packet is a document provided to the title that notates the association's closing requirements and payoff demand statement.
Standard Demand: $100 Initial (3-5 business day turnaround)
Demand Updates: Free if there are no title co. changes. If changes are needed standard fee of $100 (3-5 business day turnaround) - PLEASE CONTACT ESCROW DEPARTMENT DIRECTLY IF AN UPDATE IS REQUIRED
Rush Fee: +$100 additional (Next business day turnaround)
Description: Package typically includes Demand/Disclosure Packet, Governing Docs, Budget, Reserve Study, Newsletter, Minutes, etc., and any other disclosure documents required/pertinent to a property's sale. The PRDS/CAR forms that request documentation can be filled out with the package if requested and provided, while the HOA Lender Cert/Questionnaire is NOT included. That document must be purchased separately.
Standard Document Package: $395 (3-5 business days)
Rush Fee: +$350 additional (Next business day)
Electronic Delivery: By default, all Document Packages are provided via an electronic link.
Santa Rosa Associations Pricing: Certain associations managed in the Santa Rosa area are variably priced, depending on the management contract. Please contact Escrow Department for pricing and additional payment instructions.
Updates: After we provide the document package, the seller is still responsible for disclosing any documents issued after that date. If you require updated documents, there will not be any charge for new documents within 30 days of package delivery, but anything beyond that will be subject to a document fee. As an example, if a package is ordered in January, there will not be a fee to update new February documents. However, any updates for March onward will need to be paid for.
Description: HOA Lender Certificate/Questionnaire is a certification of information regarding the HOA to lenders for the purposes of lending or refinancing. The certification fee pays for each form that must be completed. Please verify that the correct form is sent to the Escrow department, as the fee will be charged if a second form needs to be completed.
Standard Price: $200 (5-7 Business Days completion)
Rush Fee: +$200 additional (Next Business Day completion)
Delivery: Lender Cert/Questionnaire will be e-mailed once completed.
Special Instructions: Please provide Lender Cert/Questionnaire to PAS Escrow Department by e-mailing escrows@pas-inc.com after placing an order. The Cert/Questionnaire can also be mailed or faxed to our office (see "Contact Us "section below).
Description: HOA Lender Certificate/Questionnaire is a certification of information regarding the HOA to lenders for the purposes of lending or refinancing. PAS certifies a standard set of information that is commonly found on Lender Certificates/Questionnaires. If a lender has a specific questionnaire that needs to be filled out, please order the Lender-Specific version.
Standard Price: $150 (3-5 Business Days completion)
Rush Fee: +$150 additional (Next Business Day completion)
Delivery: Lender Cert/Questionnaire will be e-mailed once completed.
Description: Each of the available documents can be purchased individually. Documents normally available are CC&Rs, Budget, Articles, Budget, Reserve Study, Last 12 Months of Newsletters, Last 12 Months of Minutes, etc.
Standard Pricing: $100 EACH (1-3 Business Days)
Rush Fee: None
Electronic Delivery: By default, all Individual Documents are provided via e-mail.
All escrow orders must be paid upfront via check or credit card and cannot be paid through escrow. If paid via check, you do not need to use this website to submit orders. Please issue checks payable to Professional Association Services with any applicable documentation/requests, and deliver them to the Fremont address in the below 'Contact Us' section.
If you are paying via credit card, please add an order to the cart, fill in the applicable fields, and navigate through the ordering process.
You will be asked to enter your address, but please be aware that it is only for payment verification purposes.
Corporate Office
42612 Christy Street, Fremont, CA 94538
Phone: (510) 683-8614
Fax: (510) 868-2886
Office Hours: Monday - Friday 9 AM - 12 PM & 1 PM - 4 PM