Document inspection · For realtors & homebuyers

You inspect the roof. Inspect the HOA.

Every buyer in an HOA receives a stack of governing documents — often 300+ pages — and almost nobody reads them before signing. We do. You get a plain-English report on the association's finances, the rules that will shape daily life in the home, and any red flags hiding in the fine print.

Built for escrow timelines — days, not weeks.

Reviewed · 312 pages
Inspection summaryCondo · 2BR
Reserves71% funded
Dues trend, 5 yrs+34%
Rentals12-mo minimum
Pets2 max, breed limits
FlagSpecial assessment under discussion
§1Why it matters

The house can be perfect and the purchase can still go wrong.

An underfunded reserve becomes next year's special assessment. A rental restriction sinks an investment plan. A pet rule surprises a family after closing. None of it is hidden — it's all in the documents the buyer legally received and never read. Reading them is the whole service.

§2The report

Three questions, answered in plain English.

Is the association financially healthy?

  • Reserve funding level and what it means for future assessments
  • Dues history and trend — where payments have been heading
  • Budget signals — deferred maintenance, insurance pressures
  • Litigation and disputes disclosed in the documents

What will living here actually be like?

  • Rental rules — minimum terms, caps, approval requirements
  • Pet, parking, and vehicle restrictions
  • Architectural limits — what the buyer can and can't change
  • Use restrictions — home business, short-term guests, and more

And the third: what should give the buyer pause?

Anything that changes the math or the lifestyle gets flagged plainly at the top of the report — pending special assessments, active litigation, chronically underfunded reserves, unusual transfer fees, restrictions that conflict with the buyer's stated plans. If there's nothing alarming, the report says that too.

§3How it works

Fits inside your escrow, not around it.

Send the document package

Forward the HOA documents from escrow — CC&Rs, bylaws, rules, budget, reserve study, meeting minutes. Whatever the buyer received, we take as-is.

We read all of it

Every page is reviewed — the financials, the restrictions, the minutes where the interesting things actually get said. If the buyer has specific plans (renting it out, running a business, adding an ADU), tell us and we check those directly.

You get a plain-English report

A concise summary a buyer will actually read: financial health, daily-life rules, and flags — each with a reference to the page and section it came from, so anything can be verified in the originals.

§4For realtors

Be the agent who caught it.

Reviewing HOA documents isn't your job, and interpreting them shouldn't be your liability. Agents who build the inspection into their standard process protect their buyers, differentiate their service, and never have to field the "why didn't anyone tell me about the assessment" call. Ask us about arrangements for agents and teams who order regularly.

Talk to us about your transactions →

§5Common questions

Before you ask.

Is this legal advice?

No. The report summarizes and cites what the association's documents say, in plain language. For legal questions about the purchase itself, buyers should consult a real estate attorney — and a well-organized summary makes that conversation shorter and cheaper too.

How fast can you turn it around?

The service is built around contingency timelines. Tell us your deadline when you send the documents and we'll tell you straight whether we can meet it before you commit.

What if the documents are scanned or badly organized?

That's the normal case, not the exception. Send what escrow gave you and we'll sort it out.

Can buyers order directly, or only agents?

Either. Most orders come through agents, but buyers reviewing a community on their own are welcome to send documents directly.

What does it cost?

A flat $295 per inspection, quoted up front with no subscription.

§6Order document review
$295 flat rate

Upload your HOA documents.

Submit the property information and documents, then securely complete payment with Square.

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300 pages. One decision. Read first.

Send the document package and your timeline — we'll take it from there.

Order for $295 (949) 881-7071