This checklist is designed for buyers, agents, lenders, title teams and investors reviewing association-governed property. It is not a legal or engineering opinion; it is a practical way to surface missing documents, unresolved financial exposure and public-record questions before closing.
Share this checklistDeclaration, bylaws, rules, amendments, use restrictions, leasing limits, approval requirements and material owner obligations.
Current budget, recent financial statements, delinquency picture, major recurring expenses and signs of underfunding.
Reserve study or equivalent, reserve balances, funded-vs-unfunded components, planned major work and funding assumptions.
Applicable milestone, structural, engineering or safety reports; open recommendations; remediation status; jurisdiction-specific deadlines.
Approved, proposed or recently discussed assessments; payment schedule; owner responsibility; reason for the assessment.
Master policy, deductibles, exclusions, recent premium changes, claims history where available and known coverage gaps.
Pending litigation, major claims, developer/contractor disputes, regulatory matters and material owner-facing disputes.
Recent board/member minutes for major repairs, deferred maintenance, insurance changes, budget pressure, financing and assessment discussions.
Florida is the first live paid coverage market. Ops Control HQ can prepare a source-backed public-record diligence snapshot for one association/building and monitor the tracked public signals for 30 days.
Order Florida Snapshot — $79View sample report formatSee full offer detailsFree Florida buyer checklistNational coverage is being expanded by actual buyer demand rather than by guessing state order. Tell us the state, your role and approximate monthly review volume. No card required.
Join national early access — freeSee the national diligence programAgents, lenders, title teams, investors and advisory firms reviewing multiple HOA/condo properties are the priority for recurring portfolio coverage. Share the checklist with a client now, or tell us your state and monthly review volume so the next coverage markets are built around real demand.
Request recurring coverageExplore an Ops Control HQ partnershipAt minimum: governing documents, budget and financials, reserve information, applicable inspection or engineering reports, special assessments, insurance, litigation or major disputes, and recent board/member minutes.
They can show how major repair obligations are being financed and may surface material future owner costs.
No. It is a diligence workflow and public-record information tool, not a professional certification or opinion.
Yes. The Florida Snapshot is live at $79 for one association/building and includes a 30-day watch of the tracked public signals.
Association diligence can involve legal, engineering, insurance, lending, appraisal, title, inspection and tax questions. Ops Control HQ provides operational/public-record information and workflow tools, not professional opinions, certifications or guarantees that records are complete or current.