HOA/CCR document organization

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Rturnquist

Requester

The HOA / CCR document section can be such a rat's nest of documents that as a file reviewer it can get very overwhelming.

I'm pretty sure there are only 4 specific legally mandated document groups that are required for HOA documents. Although many times there are other documents that get "piled" into that document section, thus causing much more work to sift through the extraneous documents.

I would like to suggest that the HOA/CCR document section be broken down into 5 sections or sub sections. The required documents such as meeting minutes, budget, etc., and then "other or misc." HOA documents.

This would greatly assist the reviewers, but also educate and assist the agents in the transaction by reminding them of the "specific" documents that are required.

Feel free to communicate further if you have any questions about what I am addressing here.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Randy,

Ryan from the product team here!

When you're referring to the "document section" do you mean the Documents tab of a transaction or listing? That can certainly be a rat's nest for an auditor, but typically the checklist would be used for the organization of those documents from a file reviewer's perspective.

For HOA's, are you typically adding checklist items so that they can be attached? That would be a great way to keep them organized.

Let me know if you have any other context or how I can help! Thanks

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