FOR CONDOMINIUM ASSOCIATIONS & PROPERTY MANAGERS

A clearer path to
condo financing.

Know where your project stands. Understand what needs attention. Have an experienced point of contact when lenders need answers.

We review your association’s documents against Fannie Mae project eligibility guidelines—and help you manage the follow-through.

One initial reviewOne annual planSupport throughout the year
CLARITY, IN ONE PLACE01 / PROJECT REVIEW
CONDO CONSULTILLUSTRATIVE SAMPLE

YOUR CORE DELIVERABLE

The project
review report.

A documented assessment.
A practical list of next steps.

01Budget & reservesFindings
02Master insuranceFindings
03Project eligibilityFindings
04Governing documentsFindings
Supporting documents + prioritized next steps

Project analysis to support a lender’s review.
Financing decisions remain with the lender.

Less document chasing.
More clarity for your board.

Fannie Mae focusedAssociation-wide supportBased in Roswell, Georgia

A FOCUSED SERVICE

Understand the project.
Keep the work moving.

From the first document review to routine lender questions, your association has a clear process and a consistent point of contact.

01 / INITIAL REVIEW

Know where you stand.

We assess your budget and reserves, master insurance, questionnaire, and governing documents against applicable Fannie Mae project requirements.

  • Written findings and supporting documentation
  • Items needing attention or further verification
  • A walkthrough of your report and next steps
02 / ANNUAL SUPPORT

Have someone to turn to.

Keep your project information organized and get help responding to routine financing-related requests throughout your annual service term.

  • Scheduled annual document refresh
  • Relevant guideline and renewal alerts
  • Routine lender documentation and questions
03 / SEPARATELY SCOPED

Extra help, when needed.

More complex projects deserve a defined engagement—not an open-ended promise.

  • Significant remediation coordination
  • Project approval pursuit
  • Extensive reconstruction or rush work

Scope, timing, and additional fees are agreed before work begins.

A SIMPLE START

Four steps.
One clear picture.

You don’t need every answer to start a conversation. Tell us about your association and what prompted the review.

Let’s review your project ↗
  1. 01

    Tell us about your association.

    Share your unit count and the issue you’re working through. We confirm fit, scope, price, and expected turnaround.

  2. 02

    Share your core documents.

    Questionnaire, current budget, master insurance, and governing documents. We identify any additional records needed.

  3. 03

    Get your report and next steps.

    Understand the findings, unresolved questions, and actions your association can take.

  4. 04

    Continue with annual support.

    We help with routine lender requests and scheduled updates during your 12-month service term.

ONE ANNUAL RELATIONSHIP

A clear fee.
A full year of support.

Your initial review and annual plan are collected together at enrollment. At ordinary renewal, only the annual plan repeats.

ANNUAL CONSULTING & LENDER SUPPORT

Your association’s
ongoing point of contact.

$1,200annual minimum

$18 per unit per year, subject to the annual minimum.

  • Scheduled annual review of updated core documents
  • Relevant guideline monitoring and alerts
  • Routine lender documentation support
  • Association questions by email and portal
  • Clear findings and action-item follow-up
Initial review from $599

Final review fee depends on project size, document readiness, and complexity.

Service scope, response expectations, included update limits, start date, and renewal terms will be confirmed in the engagement agreement. Complex work is quoted separately.

PLAN YOUR FIRST YEAR

What would your association pay?

units
Initial review Starting fee · subject to scope$599
Annual consulting & support Annual minimum applies$1,200
First year, from$1,799
Following year, at current rates$1,200
Request your project quote ↗

Your estimate is a starting point. You receive a project-specific quote before committing.

SPECIALIST SUPPORT

Focused on the project.
Accountable to your association.

Condo Consult helps boards and property managers understand condominium project eligibility and respond to financing-related documentation requests.

Our focus is Fannie Mae project guidelines. We provide analysis and coordination; lenders make the financing decisions.

Talk with Condo Consult ↗

BEFORE YOU BEGIN

A few useful answers.

Does a review guarantee financing?

No. Our report supports a lender’s project review. Loan approval also depends on the lender’s requirements, the borrower, and other factors outside our scope.

What if we don’t have all the documents?

Start with what you have. We identify missing items and explain what is needed before confirming the review timeline. Additional records may be needed for assessments, inspections, reserves, flood coverage, or other project-specific circumstances.

What does the annual plan include?

The annual plan includes a scheduled annual document refresh, relevant guideline alerts, and routine lender documentation support. Your agreement defines response expectations and update limits. Significant remediation, approval pursuit, and substantial rush work are quoted separately.

How do payment and renewal work?

The initial review and first annual fee are collected together at enrollment for a 12-month service term. The one-time review fee does not repeat at ordinary renewal. Start dates, renewal notices, cancellation, and refund terms are outlined in your engagement agreement.

I’m an agent. Can I refer an association?

Yes. Choose “Real estate agent” in the review request below and tell us about the association and the financing concern. We can discuss the appropriate next step with the association.

LET’S START WITH YOUR PROJECT

What’s standing
between your condo
and its next closing?

Tell us what you know. We’ll discuss your project, confirm the scope, and explain the next step.

Please don’t include borrower details or confidential documents.

Review your request, then open it in your email app to send.

ILLUSTRATIVE REPORT OUTLINE

From documents
to decisions.

This example shows the report structure. It is not an actual client report or eligibility finding.

  1. Executive summary

    Review scope, documents received, unresolved questions, and key findings.

  2. Four-area assessment

    Budget and reserves, insurance, project questionnaire, and governing documents, with supporting references.

  3. Prioritized action items

    What needs attention, who should address it, and what additional evidence may be needed.

  4. Supporting documentation

    An organized record to help the association respond to a lender’s review.

Discuss your project

YOUR REVIEW REQUEST

Your next step,
made clear.

What happens next

After you send your email, Condo Consult will review your request and discuss project fit, scope, and pricing before any payment.

Open email to send ↗

Your email app opens with your request filled in. Send the message there to contact Condo Consult.