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HOA Documents

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Real Estate Document Intelligence

The world's best HOA document extraction

Transform HOA documents into structured data for real estate transactions, property management, and compliance. Extract association dues, special assessments, reserve fund status, architectural guidelines, and violation policies from CC&Rs, bylaws, resale certificates, and disclosure packages.

hoa-documents.pdf


Document type

HOA Resale Disclosure Package


Package date
Sep 01, 2024

Association name

Sunrise Valley Homeowners Association


Association address

8900 Community Center Drive, Scottsdale, AZ 85255


Management company

FirstService Residential


Management contact

(480) 555-4567


Property address

3421 Sunrise Peak Way, Scottsdale, AZ 85255


Unit lot number

Lot 47


Owner of record

William and Sandra Mitchell


Association details

Type

Planned Community


Total units

312


Year established

2,008


Governing documents
4 items
Value

CC&Rs

Bylaws

Rules and Regulations

Architectural Guidelines


State registration

Arizona Department of Real Estate


Financial information

Regular assessment

Amount

185


Frequency

Monthly


Due date
1st of each month

Late fee

25


Late after days

15


Special assessments

Current

Description

Pool renovation assessment


Total amount

1,200


Remaining balance

800


Monthly payment

100


End date
Jun 30, 2025

Pending
0 items
[ ]

Account status

Current balance

0


Delinquent
False

Liens filed
False

Reserve fund

Current balance

892,000


Percent funded

78


Last reserve study date
Mar 15, 2023

Next reserve study date
Mar 15, 2026

Operating budget

Annual budget

695,000


Fiscal year end

December 31


Insurance coverage

Master policy carrier

State Farm


Liability coverage

2,000,000


Property coverage

Exterior and common areas


Fidelity bond

500,000


Owner responsibility

Interior, personal property, liability


Rules and restrictions

Rental restrictions

Allowed
True

Minimum lease term months

12


Rental cap percent

25


Current rental percent

18


Approval required
True

Pet restrictions

Allowed
True

Max pets

2


Weight limit lbs

75


Restricted breeds
3 items
Value

Pit Bull

Rottweiler

Wolf Hybrid


Vehicle restrictions

Rvs allowed
False

Boats allowed
False

Commercial vehicles
False

Parking rules

Garage parking required overnight


Architectural review

Required for

Exterior modifications, landscaping changes, solar panels


Approval timeframe days

30


Fee

50


Pending litigation

Active lawsuits
False

Description


Upcoming projects
1 item
DescriptionEstimated costFunding sourceExpected date

Clubhouse HVAC replacement

85,000

Reserves

Q1 2025

Amenities
6 items
Value

Community Pool

Clubhouse

Fitness Center

Tennis Courts

Walking Trails

Gated Entry


Board meeting schedule

Third Tuesday of each month, 6:00 PM


Certificate fee paid

250


Rush fee

150


Valid until

2024-12-01


Prepared by

Jennifer Adams, Community Manager


Notes

Association in good financial standing. Reserve study indicates adequate funding for planned maintenance.

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Integrations

Connect HOA Documents across your stack

DocuPipe captures HOA documents from management companies, title companies, or email. Extract dues, assessments, and governing rules, then route to closing software, loan origination, or property management for transaction compliance and ongoing operations.

Sources
Email Inbox
H
HOA Management Portal
T
Title Company
Cloud Storage
DocuPipe logo
Destinations
C
Closing Software
Loan Origination
P
Property Management
D
Due Diligence Platform
API

Extract fields. Consistently.

Your business has specific documents with your own rules of how you need to understand them and act on them. Define exactly what you need to extract, reliably, for any layout and language.

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