Escrow

For Association members who are in the process of selling or refinancing their unit, The Helm Management Co. has an Escrow Department ready to assist you or your agent/lender with document request, HOA certifications and changes of title and ownership.

If you are an agent or homeowner requiring documents for a sale or refinance, please review the Document Package Price Sheet below.

 

Document Package Price Sheet & Procedures

TYPE OF DOCUMENT CHARGE UPFRONT FEE
CC&R'S * $40.00
BYLAWS * $30.00
ARTICLES OF INCORPORATION * $20.00
RULES & REGULATIONS * $25.00
BUDGET * $15.00
FINANCIAL STATEMENT * $15.00
MINUTES (most recent 12-months) * $35.00
INSURANCE DECLARATION * $10.00
TOTAL DOCUMENT PACKAGE $180.00
MANAGEMENT AGREEMENT $180.00
TRANSFER FEE $125.00 AT CLOSING
DEMAND OR LITIGATION LETTER (ONLY) * $50.00
HOA CERT OR QUESTIONNAIRE (ONLY) B provide* !! $100.00

"Budget, Financials and Insurance - NOT Included In Cert or Questionnaire"

  • Requests are completed in 6 Business Days - 1 Day Rush Fee is available for an extra $100.00

  • No Cash or Personal Checks accepted. Only Escrow/Cashier's Checks or Credit Card (fees apply). Please make check payable to: The Helm Management Co.

  • For Credit Card Payments go to: www.helmmanagement.com/cc/helm

    • The account # is the property address. Example: 4701 Date Avenue #320. Account # would be 4701-320.

  • All fees are subject to change without notice.

After making your payment, please submit document request to Sylvia@helmmanagement.com. Please include your Escrow Demand with your email.