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COVID-19 UPDATE - Curbside Service Now Available!

Our offices are offering curbside service for our clients! Please use the dropbox outside of the office for your payments. A receipt will be emailed or texted to you. If you need to pick up a document at one of our offices, please call in advance, and we will have it ready. Lastly, if you would like to meet with an advisor face-to-face, please call, and we will schedule a Zoom meeting. Our goal with this policy is to continue to keep both our clients and staff safe. Thank you!

Condominium & Home Owners Association Certificate of Insurance Request

Option 1

Do It Yourself!

User ID: condo
Password: certs

Get it today

(See below)

Option 2

We do it for you!

Takes 1-3 Business Days
Click Here for registration

Option 1: Do It Yourself (DIY) & receive today

Follow the guide outline below in 6 easy steps

(opens in a new window)CLICK HERE FOR THE LINK

User ID: condo

Password: certs

Step 1: Click Issue Certificate of Insurance

Step 2: Fill in Association Namebox and search Homeowners

Association name or Condo Association name (note, this is not the management name)

Step 3: Select the appropriate certificate

Step 4: Holder Information – fill in mortgage company name and address.

Step 5: Holder Specific Portion – list the unit owner or borrowers information and the loan number if needed.

Step 6: In Recipient #1 – list the email where you would like to receive a copy of the certificate

Option 2

If you would like us to issue your certificate:

Please fill in the form with the information as it appears on your deed/mortgage application, and click the Submit Request button to send us your request. Call our office at 703.471.0050 if you have any questions or if your condo association is not in the list of Association Names. The normal turn around time on these requests is 1-3 business days. Most are done within 24 hours.

Additional Info or Comments field at the bottom of the form.

If you are requesting a certificate for a Homeowners Association there is no need to fill in the fields for the lender. Please note below that the fields "First Name" & "Last Name" refer to the name of the property owner or client, not the name of a loan processor who may be requesting the certificate.
Thank you,

Type of Association:Required

Condominium AssociationHomeowners Association

Association Name: Required

Purchase Price: Optional

Transaction Type: Optional

New PurchaseRefinanceRenewal for existing owners

Settlement Date: Optional

Name of person requesting certificate: Required

Phone Number of person making request: Required

Fax Number to send COI: Optional

Email Address to Send COI: Optional

Purchaser/Owner Information:

First Name: Required

Last Name: Required

Date of Birth: Required

Spouse First Name: Optional

Spouse Last Name: Optional

Other Borrowers Names: Optional

Primary Phone Number: Required

E-Mail Address: Required

Do you currently have a unit owners policy? Optional

NoYesI don't know

Please send me information about unit owners coverage: Optional

Property Street Address: Required

City, State: Required

ZIP / Postal Code: Required

Mortgage Company Name: Required

Mortgagee Clause: Required

Mortgage Co Street Address/PO Box: Required

Mortgage Co City, State Zip: Required

Loan Number: Optional

Notes or comments: Optional

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