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Document Checklist
☐ MLS Listing, Offer to Purchase
☐ Management Contract
☐ Current Insurance Certificate
☐ Registered By Laws
☐ Disclosure Statement (dated within 30 days of the offer)
☐ Current Operating Budget & Fee Schedule
☐ Most Recent Un-Audited Monthly Financials/Balance Sheet
☐ Recently Audited Financials
☐ Most Recent Reserve Fund Study and Plan
☐ Post Tension Report (if applicable)
☐ Most Recent Annual General Meeting Minutes (1 set)
☐ Most Recent Board Meeting Minutes (6-12) sets
For further information, please reference section 8.2 of your purchase contract or get in touch with any questions.

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