Selling a Home in an HOA

Which Documents Do I Need Before Selling?

CC&R’s
Bylaws 
Community guidelines
Insurance
Minutes
Budget/Reserve Study
​

Where Can I Find Those Documents?

You can find all six documents in your Homeowner Portal, under the Documents tab! 

If you have issues accessing your documents via the Portal, reach out to our customer service team
at 541-389-3172 or email customerservice@aperionmgmt.com 

1. What HOA documents do I need to get for the buyer and/or real estate agent?

When selling a home in an HOA, you should make sure you have these documents on hand:

• CC&Rs
• Some assessment amount document?

2. Where can I get copies of my HOA's documents?

You can find and download these on your resident portal, by visiting www.aperionmgmt.com and clicking "Homeowner Portal" on our main page. 

• Either a video or a graphic detailing how to get those documents off the portal here

3. What am I responsible for as the seller?

Disclosure Fees? 
​Although state-specific, if an HOA board is asking for more than $400 for the disclosure fee (a significant amount more), it would be worth the time to investigate—why the fee is so exorbitant.

Here are some of the key items you'll in all likelihood need to give copies of to either potential or serious buyers:

• Your HOA's Covenants, Conditions, and Restrictions (CC&Rs) and related documents, such as bylaws, rules, and regulations
• any special restrictions affecting properties in your association, such as with regard to parking, pets, or rental of the unit
• recent association financial statements and budgets (which will help the buyers research whether the HOA is solvent or whether they should expect their monthly dues to rise significantly)
• the amount and use of monthly association and maintenance fees
• current and planned special assessments against the property (fees above and beyond the regular dues, used for projects benefiting all homes in the association or for major emergency repairs)
• certification that any improvements you made to your home were approved by the association and
• the association's master insurance policy.