What We Need From You

Four documents. That's the whole ask.

Everything we need, your association already produces in the normal course of running itself. Send what you have — if something's missing or looks different from what's described here, just tell us. We work with what exists rather than sending you off to build something new.

The four essentials

What to send

Send it all at once or piece by piece — either is fine.

1

The completed condo questionnaire

The Fannie Mae Form 1076, filled out completely by your board or manager. If you don't have it on hand, we'll get you the right form and walk you through it.

2

The current operating budget

The budget your board adopted for the fiscal year, now in effect.

3

The complete insurance policy

Master property and general liability, plus fidelity where it applies. Connect us with your insurance company, and we'll handle the rest.

4

The governing documents

All of the Declarations, Bylaws, Articles, and current Rules and Regulations. Scanned copies are fine.

✓ Only if it applies

A reserve study, an active special assessment, an engineer or milestone inspection report, a flood policy, or new-construction paperwork. If none of that describes your association, none of it enters the review.

✕ What we never ask you for

We'll never ask you for anything that isn't relevant to obtaining and keeping your compliance and warrantability. Our focus is narrow on purpose — the conventional-lending requirements that keep your condo financeable, so you're never stuck in your home.

Not sure if you have everything? Send what you've got.

We'll come straight back to you with what's complete and what, if anything, is still needed — so nobody spends time chasing a document that was never required.

Reviews are scoped to Fannie Mae conventional condominium project eligibility. We do not review Freddie Mac, FHA or VA requirements, or an individual lender's overlays. Condo Consult provides analysis — not legal advice, not insurance advice, not a lending decision, and not a commitment by any lender to finance in your project.

Ready when you are.

Start a review and send your documents through your secure portal — we'll take it from there.