Homebuyer Due Diligence
Healthy HOA Checklist
Your Essential Tool for Guiding Clients Through HOA Purchases
How to Use This Checklist: Before your clients commit to an HOA home purchase, use this guide to evaluate the community's financial health, governance, and long-term viability. A healthy HOA protects your clients' investment and ensures smooth transactions.
Financial Health
Governance & Management
Physical Condition & Maintenance
Community Health & Stability
Legal & Insurance
Pro Tip For Your Clients
A healthy HOA is an investment in your clients' future.
Encourage them to review all available documents before making an offer, including financial statements, budgets, and CC&Rs. These documents are essential for due diligence and should be reviewed by your clients' attorney.
More HOA Home Selling Resources
Questions? Reach Out.
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Shane Toponce
EVP of Sales
SToponce@HOALiving.com
(385) 695-6673 direct
(385) 695-6673 direct