Follow These Steps to Obtain Community Association Data and Documentation
Step 1: Click on the CondoCerts link button to sign up for the services to obtain your community association data and documentation.
Step 2: "Choose a company type". Select the Lender Agreement and then click on "View Agreement". As with most service providers, CondoCerts does not provide this information for free. To prevent delays, it is recommended that those who need this information sign up now. There is no cost to sign up or log onto the site. The only charges incurred are for obtaining specific information. The system is set up to be user friendly and to prevent the downloading of unwanted information. The information can be paid for in several different ways. Business or personnel accounts can be set up to be invoiced monthly if credit approved. (Charges for a specific escrow can be determined when the information is obtained.) The charges can also be billed to a credit card or bank account. Internal provisions should be set up since the charges for the documents are payable at the time the information is obtained. If an escrow does not close, the charges due CondoCerts are still owed.
The information can be paid for in several different ways. Business or personal accounts can be set up to bill direct, use credit card or manual checking. CondoCerts reserves the right to approve all lenders requesting the monthly billing option.
Step 3: "Enter your Account Information". You will need to enter your company information, primary contact information and the secondary contact information. Usually, the secondary contact is your accounts payable person if he/she isn't the primary contact. Upon completion of the account information, you will be given a UserID and be prompted for a password. Write down the UserID and password, as it is required for access to the CondoCerts system. Upon password submission, a CondoCerts representative will contact you to activate your account within 24 hours. (The lender is typically called within 2 hours to activate the account.)
Step 4: Upon activation, you are now ready to use the system. At the "Control Center” you have the following options:
a) Project Questionnaire -typically, this will be the most frequently used option as this provides the project questionnaire letter and project documents. (See below).
b) Update Questionnaire - order one free update of the questionnaire within 90 days.
c) Quality Control - order a quality control review of certifications already printed or to investigate historic project data.
d) View Account Status - to monitor the monthly billing charges.
e) Change Password - ability to change your password as needed.
