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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

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document_type

HOA Resale Disclosure Package

package_date

2024-09-01

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: 2008, governing_documents: ["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":1200,"remaining_balance":800,"monthly_payment":100,"end_date":"2025-06-30"},"pending":[]}, account_status: {"current_balance":0,"delinquent":false,"liens_filed":false}, reserve_fund: {"current_balance":892000,"percent_funded":78,"last_reserve_study_date":"2023-03-15","next_reserve_study_date":"2026-03-15"}, operating_budget: {"annual_budget":695000,"fiscal_year_end":"December 31"}

insurance_coverage

master_policy_carrier: State Farm, liability_coverage: 2000000, property_coverage: Exterior and common areas, fidelity_bond: 500000, 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":["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: null

Upcoming_projects

1 item

description

estimated_cost

funding_source

expected_date

Clubhouse HVAC replacement

85000

Reserves

Q1 2025

amenities

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.

{ "document_type": "HOA Resale Disclosure Package", "package_date": "2024-09-01", "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": 2008, "governing_documents": [ "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": 1200, "remaining_balance": 800, "monthly_payment": 100, "end_date": "2025-06-30"}, "pending": [] }, "account_status": { "current_balance": 0, "delinquent": false, "liens_filed": false }, "reserve_fund": { "current_balance": 892000, "percent_funded": 78, "last_reserve_study_date": "2023-03-15", "next_reserve_study_date": "2026-03-15"}, "operating_budget": { "annual_budget": 695000, "fiscal_year_end": "December 31"} }, "insurance_coverage": { "master_policy_carrier": "State Farm", "liability_coverage": 2000000, "property_coverage": "Exterior and common areas", "fidelity_bond": 500000, "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": [ "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": null }, "upcoming_projects": [ { "description": "Clubhouse HVAC replacement", "estimated_cost": 85000, "funding_source": "Reserves", "expected_date": "Q1 2025"} ], "amenities": [ "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."}