Real Estate Document Order

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Please complete this Document Request Form. We need accurate and complete information to fulfill your order. If this information isn’t complete your order may be delayed. In the case of a sale, we REQUIRE the BUYERS’ full contact information including phone number and email. If we don’t have this information we won’t know how to contact the new owners.

Insurance Certificate: This is a document from an insurer to show you have business insurance. This is also called a certificate of liability insurance or proof of insurance. With a COI, your clients can make sure you have the right insurance before they start working with you.

Condominium Questionaire: A condo questionnaire is a document required by lenders to finance a property designated as a condominium or townhouse that is a part of a homeowner’s association. The document provides evidence that the condominium project is in compliance with the lender’s underwriting requirements. This section provides an overview of the requirements for this document and helps explain how condos affect the lending process.

6 D Certificate: Your mortgage lender will require you to present a 6D certificate at the closing/refinancing of your unit. The 6D certificate states the balance owed by the unit owner to the condominium association, as of the end of the month in which the closing takes place. Mortgage lenders may also require a current insurance certificate from the association’s insurance carrier or a condominium financing questionnaire. In addition, lenders frequently require copies of the association’s operating budget, financial statements & meeting minutes.

To obtain the required documents, please select the documents you need from the options below.  A credit card or PayPal account is required for online ordering and payment. If you don’t have a Credit Card available, please email teresa@maypm.com to request a hard copy of the Document Request Form. Please mail the complete form, with payment, to May Property Management PO BOX 691, Shrewsbury, MA 01545. Allow an extra 3 days for mail receipt.

Please allow 7-10 business days for processing. Forms that are missing information needed to complete the order will require 7-10 days to process from the date complete information and payment is provided. If this is a RUSH order )( less than 7-8 days), there is an additional $50 fee. If you need a document sent overnight, there is another Overnight fee of $35.00.

 

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  • The information below MUST be provided so that the new unit owner can receive a Welcome Packet quickly!

  • *If you require an Insurance Certificate, you MUST provide the information below. We cannot issue an insurance certificate without this information.

  • INDEMNITY AND RELEASE AGREEMENT IN REGARD TO THE DISCLOSURE OF INFORMATION IN CONNECTION WITH THE PROSPECTIVE SALE (REFINANCING) OF A UNIT
    This agreement is made this day by and between the below listed Unit Owner(s) of the herein specified Unit (hereinafter referred to as “Unit Owner”) and the Board of Trustees of the association (hereinafter referred to as the “Board”). WHEREAS, the Unit Owner desires to obtain certain information in regard to the management, operation and affairs of the association; WHEREAS, the Unit Owner desires that such information be provided by the Board, its agents, servants and/or employees, to the extent such is not confidential. WHEREAS, the Board has no obligation to provide such information, but is willing to do so upon certain terms and conditions. NOW THEREFORE, it is covenanted and agreed that the Board, its agents, servants and/or employees, upon written request of the Buyer for information in regard to the management, operation and affairs of the Condominium shall respond thereto in writing to the extent reasonable and proper. Such response may be made with reasonable dispatch, but in no event sooner than five (5) from the Board’s receipt of the Agreement executed by the Unit Owner and the written request specifying the information desired. If Unit Owner requires any documentation in less than five (5) days, there will be a $50 expedite fee. The Unit Owner hereby remise, release and forever discharge the Board, its agents, servants and/or employees, from all debts, demands, actions, causes of action, suits, dues, sum and sums of money, accounts, reckonings, bonds, specialties, covenants, contracts, controversies, agreements, promises, doings, omissions, variances, damages, extents, executions and liabilities and any and all other claims of every kind, natures and description whatsoever, both in LAW and EQUITY, which against the Board, or its agents, servants, employees, successors or assigns, the Unit Owner and/or Buyer may not or in the future have in any way, directly or indirectly, relating to the request for information made hereunder and the Board’s response thereto. The Unit Owner and/or Buyer further agree to the indemnity and hold the Board, its agents, servants and/or employees, harmless in regard thereto, including all attorney’s fees and costs incurred by the Board, its agents, servant and/or employees.
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