<5m
Generation Time
100%
Data Accuracy
50
State Templates
$0
Manual Entry
Resale certificates generated directly from your ledger and governing records.
No re-keying data. No hunting for documents. No delays.
The truth about the unit, delivered in minutes.
Traditional resale certificate preparation is a liability minefield.
Staff spend hours gathering data from multiple systems, risking errors
that can delay closings or expose the association to legal action.
Hunt through multiple systems for data
Single source of truth, instant pull
Re-key financial balances manually
Live data from the ledger
Risk transcription errors
System-generated accuracy
Days to compile and review
Minutes to generate and deliver
Outdated templates and forms
State-compliant, always current
Every resale certificate pulls comprehensive data about the unit and association,
formatted to meet state disclosure requirements and title company expectations.
Financial Standing
Current assessment balance, payment history,
outstanding fees, special assessments owed.
Direct from the unit ledger.
Assessment Schedule
Monthly/quarterly dues amounts, due dates,
late fee policies, payment methods accepted.
Special Assessments
Pending or approved special assessments,
payment schedules, remaining balances.
Violation History
Open violations, pending fines,
compliance status. Full transparency.
Insurance Coverage
Association master policy details,
coverage amounts, carrier information.
Reserve Fund Status
Current reserve balance, percent funded,
recent reserve study date.
Governing Documents
CC&Rs, bylaws, rules and regulations,
amendments. Bundled automatically.
Pending Litigation
Active lawsuits, claims, legal matters
that affect the association.
Capital Improvements
Planned projects, approved expenditures,
timeline for major work.
Request Received → Select Unit → Pull Live Data → Generate Certificate → Review → Deliver
| | | | | |
v v v v v v
Title Co/Agent Unit Lookup Ledger + Docs State Template Manager Email/Portal
or Owner Request by Address Auto-Populated Auto-Selected Approval Delivery
Rush Requests: Need it in an hour? No problem.
System-generated certificates don't require staff availability.
Generate anytime, deliver instantly.
Every state has different disclosure requirements for resale certificates.
CommunityPay maintains templates that meet each jurisdiction's legal standards.
Template Library
- State-specific disclosure forms
- Required content checklists
- Statutory language inclusion
- Automatic template updates
- Custom addendum support
Compliance Features
- Delivery deadline tracking
- Fee cap enforcement by state
- Required document bundling
- E-signature ready format
- Audit trail for every certificate
Traditional resale certificate preparation costs associations real money—
staff time, management company fees, or third-party providers.
CommunityPay eliminates these costs entirely.
No Per-Certificate Fees
Generate unlimited certificates as part of
your CommunityPay platform. No extra charges.
Eliminate Staff Time
Stop spending 2-4 hours gathering data manually.
System-generated means instant delivery.
No Third-Party Vendors
Skip the $150-$400 per certificate that
outsourced providers charge.
Real Savings: At $250-$400 per certificate from third-party providers,
an association with 10 resales per year saves $2,500-$4,000 annually.
Larger communities save even more. Included with CommunityPay.
For Title Companies & Agents
- 24/7 online request submission
- Unit lookup by address
- Rush vs. standard selection
- Instant fee quote and payment
- Download when ready notification
- Request history and re-downloads
For Management
- Queue of pending requests
- One-click approval workflow
- Override and annotation tools
- Batch processing for volume
- Email delivery with tracking
- Complete audit history
Resale certificates pull from every module in CommunityPay.
No manual data gathering. No copy-paste. Just truth from the source.
Accounting Ledger
Unit balance, payment history, aging,
special assessments. Live figures.
Compliance Module
Violations, fines, hearing outcomes,
compliance status by unit.
Document Repository
CC&Rs, bylaws, rules, amendments.
Auto-bundled with certificate.
Insurance Tracker
Master policy details, coverage amounts,
certificate of insurance.
Reserve Module
Reserve balance, percent funded,
study date, planned expenditures.
Board Records
Pending litigation, capital projects,
material disclosures.
The certificate is only as good as the data behind it.
Because CommunityPay is your system of record for accounting, compliance,
and governance, resale certificates reflect the true state of the unit
and association—generated instantly, accurate always.