Our Services
Complete Homebuyer Review — $199
We review the financial and governing documents tied to the property you are considering and present exactly what they contain — referenced directly to the source (document, page, and section).
What you provide:
The most current financial documents available to you at the time of purchase — typically obtained through the builder, sales office, HOA, or property management company. These include:
• Current HOA budget
• Most recent financial audit
• Oldest available audit (for comparison)
• Reserve study (if available)
Governing documents are sourced through publicly available records where available, or provided by the client.
What we review:
• HOA budgets
• Financial audits (current and historical)
• Schedule of Future Major Repairs and Replacements
• Reserve studies (if available)
• CDD bond and assessment data tied to the property
• Declaration of Covenants, Conditions & Restrictions (CC&Rs)
• Rules and regulations
• Bylaws and related governing documents
Documents may contain:
• Operating balances and reserve funding levels
• Auditor-noted items including emphasis of matter
• CDD bond obligations and assessment schedules
• Rental and lease restrictions
• Parking rules and vehicle limitations
• Pet policies including breed and size restrictions
• Architectural and modification requirements
• Developer control provisions and turnover timelines
Our review is based strictly on documented provisions.
No opinions. No assumptions. No speculation.
Findings are presented with precise document references so you can quickly locate and verify the information.
Best for: Buyers who want to know what the documents say before they commit.
