Stop re-answering the same lender questions.
Every sale and refinance in a condo building brings a lender questionnaire and a request for the budget, insurance and minutes. We keep one current project file for each association you manage and handle the routine questions.
What changes for your team
Fewer interruptions
Lender requests come to us for routine questions, so your team is not rebuilding the same answers per closing.
Early warnings
We tell you when a budget, policy or reserve study is about to cause a problem, so your team can plan its follow-up.
A board-ready report
Plain-language findings your board can act on, with prioritized next steps.
How it works
We review each association once.
The $599 initial review gives you a baseline on budget, insurance, eligibility and documents.
You send updates as documents renew.
New budget, new policy, new reserve study. We update the file and tell you if anything changed the picture.
Lenders ask. We answer.
Routine lender questions about the project come to us, with your approval, and you get a copy.
Managing many associations?
Tell us how many and where. Portfolio arrangements are discussed by conversation, and the per-unit rate is the starting point.
Questions managers ask
What does the annual plan include?
Do you give legal advice?
Are you a lender, and do you make lending decisions?
Want fewer lender emails in your inbox?
Tell us about the associations you manage and we will confirm what we need.