Resale Certificates

What It Does

Resale Certificates generates the legal documents buyers need when a home in your community is sold. Create, review, and approve certificates quickly so closings do not get delayed.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Receive a Resale Request

When a home is under contract, the seller or their agent will request a resale certificate. You will see the request in the "Resale Certificates" section.

Step 2: Generate the Certificate

Click "Generate Certificate." LotWize pulls the latest data from the community: dues status, violations, special assessments, and insurance info. Review it for accuracy.

Step 3: Approve and Send

If everything looks correct, click "Approve and Send." The certificate goes to the requester by email. If something is wrong, fix it in the community records first, then regenerate.

Common Issues

Q: A certificate shows old dues amounts. A: Update the dues schedule in the community's financial settings, then regenerate the certificate.

Q: How long does a certificate stay valid? A: Most states require certificates to be less than 30 days old at closing. Generate them close to the closing date.

Pro Tips

• Set up an auto-notification so you know the same day a request comes in.
• Create a standard fee schedule for resale certificates and communicate it to all real estate agents in your area.

Related Features

• Communities
• Compliance
• Legal Tracking

Need Help?

Contact support at support@sanafai.com