Document Review Application
This Application contains 6 pages as outlined below.
1. Client Information
2. Realtor Information
3. Condominium Information
4. Client Questionnaire
5. Document List - Resale
6. Document List – New Construction/Conversion
Tips for completing this application:
• Complete the client information. You can find the legal information for the Condominium from your purchase contract or the MLS feature sheet. The questionnaire at the bottom of the page provides us with information about your specific needs. Please add any additional information under “other”. If you do not have a realtor then please mark this area with “n/a”.
• Pages 5 and 6 provide a list of documents that we require in order to complete a competent review. We have provided helpful hints and tips to assist you in identifying the documents. These documents can be obtained from the seller of the unit, the Condominium Board or Property Manager.
• Once you have obtained as many of these documents as is possible, contact Sandy at (403) 369-2254 to make arrangements for a consultation and pick-up of the application and documents. Sandy will go through the document list with you to verify that you have received the appropriate documents.
• Notes: We will not take any packages with documents missing.
We will not open a file until we receive a complete application, 3 full business days are required to complete a review, after receipt of the application.
• We require at least 3 business days to complete a review. The review will be sent to you by fax or email once it is complete. You may contact the consultant at any time to have a one on one consultation. Our consultants have 3-way calling capability so you may have two people included in the consultation. No appointment is necessary and our consultants are available from Monday to Friday 8:30 am to 4:30 pm.