Resources

***For Title Companies, Closing Attorneys, Lenders, Realtors, & Appraisers***


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 $150 fee, in advance, payable via the 2nd PayPal link below.  There is also a $225 expedited option, payable via the 1st PayPal link below.


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 $150 fee, in advance, payable via the 2nd PayPal link below.  There is also a $225 expedited option, payable via the 1st PayPal link below.


***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.***


NOTE: If you choose to overnight the check and form/questionnaire/request, please mail to: 

David Floyd & Associates, Inc.

Attention: Forms Dept.  

104 East Park Drive, Suite 320

Brentwood, TN 37027 


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

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Expedited Certification Fee

$225.00
Pay with PayPal or a debit/credit card

This option typically allows for completion times within 2 business days.


***Please email request and paid receipt to DFloydForms@gmail.com. Please remember to include the property address and HOA name in your request.***


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.

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Standard Certification Fee

$150.00
Pay with PayPal or a debit/credit card

This option typically allows for completion times within 5 business days.


***Please email request and paid receipt to DFloydForms@gmail.com. Please remember to include the property address and HOA name in your request.***


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.

Insurance Contacts

Lenders & Title Companies seeking insurance info should contact the appropriate agency directly.

Most of the our HOAs (with the exception of the HOAs 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. 


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


River Rest Condominiums:

Insured with Robins Insurance Agency. Please contact Heather Dollaway at certificates@robinsins.com or by calling 615-665-3259 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.

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