You can do this, but we will be forced to add a disclosure to the resale certificate form that any attachments being provided were not provided by us and can’t be guaranteed to be the most current, complete or accurate documents. This disclaimer must be offered because we can’t be certain of which documents you will use.

This is especially important as it pertains to current financial reports. Often we receive resale certificate orders which need a more current financial report that isn’t completed yet. We will then hold the order, not past the due date, until the most current report is completed. This is not a possibility if you exclude the document package.

Another area you may fall short on trying to do things this way are the governing documents. Often only the documents currently in effect are shared to the Resident Center to prevent confusion. For a resale certificate, all governing documents from the formation of the association should be included, including documents that have since been rendered obsolete by newer documents.

For the additional $30 you aren’t just getting the documents themselves; you are also getting our time and coordination to ensure all documents are complete and up-to-date. It is thus recommended to just get the full package. This also shifts the liability to us instead of you if anything is incorrect or inaccurate.