Resources

CLOSING INFORMATION FOR TITLE COMPANIES & CLOSING ATTORNEYS

Typically, prior to a closing, purchase, or refinance, the closing attorney or title company will request detailed information from the Property Management Company which may include account statements, form(s) to be completed and certified regarding HOA Fees, Late Fees, HOA Fee Status, Transfer Fees, Working Capital Fees, Special Assessments, Insurance Contacts, etc.  For the completion and certification of the above, DF&A, Inc. charges a $175 fee, in advance, payable via the 3rd PayPal link below.  There is also a $250 expedited option and a $300 last-minute rush option, payable via the 1st and 2nd PayPal links below. NOTE: You are not required to join PayPal. After clicking one time, you will be given the option to pay by credit or debit card.

INFORMATION & DOCUMENTATION FOR LENDERS, REALTORS, & APPRAISERS

Lenders typically require the completion and certification of Questionnaires, Forms, Fees, Budgets, Financial Information, Owner/Investor Ratios, Governing Documents, Insurance Contact Information, etc. before issuing a loan.  Realtors and Appraisers may also request information regarding homeowners associations on behalf of their clients.  For the completion and certification of the above, DF&A, Inc. charges a $175 fee, in advance, payable via the 3rd PayPal link below.  There is also a $250 expedited option and a $300 last-minute rush option, payable via the 1st and 2nd PayPal links below. NOTE: You are not required to join PayPal. After clicking one time, you will be given the option to pay by credit or debit card.

Please email the form/questionnaire/request to be completed to DFloydForms@gmail.com. Please include your payment receipt along with the property address and HOA name in your email.

If you would like for us to provide our standard closing form (with account balance, HOA fees, transfer fees, insurance info, other fees, etc.) or complete a standard full/short form condo questionnaire, please specify this.

NOTE: If you choose to pay the certification fee via check, please mail the check and request to: David Floyd & Associates, Inc. Attention: Forms Dept. at 104 East Park Drive, Suite 320 Brentwood, TN 37027.

***To make a secure payment, please use the PayPal links below.***

Most of the Associations we manage (with the exception of the Associations listed below) are insured by James A. Rothberg & Associates, Inc.  Please contact Jamie Rothberg at jrothberg@jarinsurance.com or by calling 615-997-1833 to obtain a certificate of insurance. 

River Rest Condominiums & Brentwood Pointe II:

Insured with Chappell Smith & Associates, Inc. Please contact Dawn Dunning at ddunning@chappellsmith.com or by calling 615-435-8318 to obtain a certificate of insurance.

Cumberland Trace & Stoner's Glen:

Insured with Phillips Insurance Agency. Please contact Andrew Phillips at philla17@nationwide.com or by calling 615-868-0088 ext. 225 to obtain a certificate of insurance

Hearthstone Manor:

Insured with Robins Insurance Agency. Please contact Mindy Smith at certificates@robinsins.com or by calling 615-665-3256 to obtain a certificate of insurance.

River Plantation Section II:

Insured with Bouvier Insurance. Please contact Lorena Traughber at ltraughber@binsurance.com or by calling 615-610-6038 ext. 129 to obtain a certificate of insurance.