Consulting Services

Everything we do to make your condo association lendable.

Condo Consult is a bridge between what lenders require and what your association can provide. We translate Fannie Mae's condo rules into a clear picture — and the documents to back it up — so buyers and sellers have an easier pathway to home buying.

The core deliverable

The Warrantability Report

One document that answers the question every lender asks: is this project eligible for conventional financing? We assemble it from four specialist reviews and deliver it in language your board and an underwriter can both use.

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A one-stop answer

Instead of an underwriter chasing your association for scattered documents, they get a single, organized report showing exactly where the project stands against Fannie Mae guidelines — with the proof behind every finding.

A clear verdict & a path

Warrantable or not, you'll know — and if something's standing in the way, we tell you precisely what it is and what it takes to fix it, so future lending decisions will happen very smoothly and easily for your association.

What we review

The four pillars of every review

These are the four areas an underwriter evaluates on every condo project. We review each in depth, reconcile the numbers to the penny, and flag anything that needs attention.

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Budget & Reserves

We confirm the operating budget is balanced and that reserves meet Fannie Mae's threshold — including the higher standard coming in 2027 — and surface issues like delinquency levels, special assessments, or outstanding HOA loans before a lender does.

Reserve funding %Delinquency reviewSpecial assessmentsHOA loans
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Master Insurance

We review the master policy for 100% replacement-cost coverage, required liability and fidelity limits, ordinance & law, deductibles within Fannie Mae limits, and flood status — and confirm the details in writing so financing never stalls on a coverage gap.

Replacement costLiability & fidelityDeductiblesRenewal tracking
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Project Eligibility — Fannie Mae Form 1076

We work through the full condo questionnaire: owner-occupancy and investor concentration, litigation, commercial space, single-entity ownership, and every other eligibility check — the items that most often make a project non-warrantable.

Owner-occupancyLitigationConcentrationFull 1076 review
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Governance Review

We read the governing documents themselves — the recorded Declaration, bylaws, articles and rules — for the provisions Fannie Mae cares about: rental and leasing restrictions, right of first refusal, owner-occupancy and single-owner limits, and any language that would make the project ineligible on its own.

Rental & leasing policyRight of first refusalOwnership limitsDeclaration & bylaws
Beyond the report

Ongoing services that keep you lendable

Warrantability changes over time — and every future sale brings a new lender with new questions. Your subscription keeps someone watching, and someone answering, long after the first report.

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The service that pays for itself

We become your lender liaison on every future deal.

This is one of the biggest things we do. Any time a unit in your community is bought, sold, or refinanced, the buyer's lender comes with a stack of questions and document requests — the exact burden that lands on your board or manager. With an active subscription, we take that entirely off your plate: we respond to the lender directly, provide the warrantability documentation, and clear the questions fast to expedite the closing. Your community keeps transacting; your team keeps its time.

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Guideline & deadline monitoring

We track Fannie Mae rule changes, insurance renewals, reserve thresholds and loan-maturity dates, and alert you before any of them affects your status.

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Re-reviews & updates

When your budget, policy, or questionnaire changes, we re-review the affected area and refresh your standing — so your report is never stale when a buyer needs it.

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Dedicated analyst

A real person who knows your project, reachable in your portal, to answer questions from your board, your agent, or a lender.

The full path

Pursuing a full Fannie Mae approval (CPM)

For associations that want the strongest possible standing, we go beyond warrantability and pursue a formal approval through Fannie Mae's Condo Project Manager (CPM) — the highest level of assurance a lender can rely on.

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CPM submission & approval pursuit

We prepare and submit your project into Fannie Mae's CPM for full review, and manage the process end to end — so an approval is on record rather than assessed loan by loan.

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Available on Premium

This is included in our Premium monitoring plan, alongside unlimited re-reviews, rush service and quarterly check-ins.

Who we help

Built for every side of the deal

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HOAs & property managers

Carry the burden of proving your project meets lending requirements? We do that work for you — and keep it current — so your community stays sellable.

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Real estate agents

Don't let a warrantability wall kill a listing. We diagnose the issue on a specific building and give you a path to get the deal financeable.

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Lenders & underwriters

Get a single, organized report to support your eligibility determination — with the documentation behind every finding, ready for your file.

How it works

From first question to financeable

1

Start a review

Tell us about your project and its size — that sets your pricing.

2

Upload documents

Send your budget, master policy, questionnaire, and governance documents through your secured portal.

3

We analyze

Our specialists review all four areas and reconcile every number.

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You get your report

A clear warrantability verdict, and ongoing monitoring and support to bring your association current.

Let's get your project lendable.

Start with a review and get a straight answer on where your condo project stands with Fannie Mae — and exactly what it takes to fix anything in the way.