**Published August 31, 2026**
A condominium resale packet can contain financial statements, budgets, insurance summaries, rules, litigation disclosures, assessments, and governing documents. When an estate is selling, the reviewer also has to keep unit identity and representative authority aligned with the contract.
Confirm packet identity
Record the association name, unit number, parking or storage interests, property address, owner shown, preparation date, requester, and source. Compare those fields with the deed, tax record, listing, and purchase agreement. A packet for the right street address but the wrong legal unit is a material exception.
Inventory required attachments
Build an attachment index rather than relying on a cover-page checkbox. Note the declaration, bylaws, rules, current budget, financial statement, insurance information, reserve information, meeting records, and disclosure forms actually present. Record page counts and revision dates. If a document is referenced but missing, list it as missing without guessing its contents.
Extract transaction-sensitive facts
Capture regular assessments, special assessments, transfer fees, move charges, arrears, leasing limits, right-of-first-refusal language, pending capital work, insurance deductibles, and disclosed litigation. Cite the packet page for each fact. Do not decide whether a disclosure creates a cancellation right or whether an assessment belongs to buyer or seller.
Tie delivery to the contract calendar
Create separate fields for request date, association preparation date, delivery date, acknowledged receipt, review period, and response date. Email transmission may support delivery evidence, but it should be preserved with attachments and recipient information. If multiple packets were sent, identify which version each timeline event concerns.
Reconcile closing instructions
Compare the packet with the association payoff, estoppel, title commitment, and settlement statement. Fees or balances can change after the certificate date. Record differences and their source rather than overwriting the earlier figure. Confirm that any required association approval or waiver has a responsible owner in the closing checklist.
Escalate interpretation
Questions about statutory sufficiency, rescission, assessment allocation, lien priority, or the enforceability of restrictions belong to qualified professionals. The reviewer’s job is to produce a traceable packet inventory, deadline log, and exception list so those decisions are based on the actual documents.