A Step-by-Step Guide to HOA and Condo Document Ordering

The HOA and condo document ordering step is the quiet landmine of the transaction. Inspection periods have obvious drama. Mortgage contingencies have obvious deadlines. But HOA docs? They sit in a forgotten corner of the checklist until suddenly it's Day 25, the closing is scheduled for Day 40, and nobody has a resale certificate because nobody remembered to order it. And then you learn that the management company takes 14 business days to produce it. Which is three weeks of calendar time. Here's the step-by-step process for ordering HOA and condo documents cleanly — what to order, when, who orders it, and how to avoid the three most common ways this phase derails a closing.