A condo lender questionnaire checklist for your board.
Make the next document request easier with one organized association file.
What do you need for a condo lender questionnaire?
Start with the lender’s actual form, the adopted budget, reserve records, full insurance documents and governing documents. Gather supporting records for project conditions and confirm who is authorized to respond.
Before completing the form
- Confirm the association’s legal name, project address and unit count.
- Identify the responding manager or board contact.
- Use current records and note their dates.
- Ask the lender to clarify ambiguous questions.
- Identify unknown answers and missing records rather than guessing.
Documents to organize
| Folder | Include, as applicable |
|---|---|
| Financial | Adopted budget, reserve study, reserve schedule and delinquency report. |
| Insurance | Full policies, declarations, endorsements and renewal information. |
| Project condition | Inspection reports, repair status and special assessment documentation. |
| Governance | Declaration, bylaws, amendments and relevant legal correspondence. |
How should repairs and assessments be described?
Use documented facts: the issue, purpose of the assessment, work status and available reports. Ask the appropriate engineer, attorney or manager to resolve questions within their role.
Can Condo Consult help with routine lender questions?
Yes. Our project review and annual support help the association organize findings and respond to routine financing documentation requests. Scope and response expectations are confirmed in the engagement agreement.
This is a preparation checklist, not a substitute for the lender’s form or a certification of project eligibility. Do not send borrower details through the public contact form.
Have a condo project that needs a clear picture?
Tell us about your association. We confirm what we need, the timeline and the cost before any work begins.