Frequently Asked Questions

A condominium document review is an assessment of the corporation's available financial, operational and governance documents. The goal is to identify important information, possible concerns and questions you may wish to investigate before purchasing or selling a condominium property.

Condominium ownership includes shared financial and operational responsibilities. A review can help you better understand the reserve fund, budget, insurance, major projects, legal matters and the possibility of future costs such as fee increases or special assessments.

No. The review is based on the documents and information available at the time of the assessment. It cannot guarantee that future repairs, insurance claims, fee increases, special assessments or other issues will not occur.

No. Clearwise Reports provides informational condominium document review services. We do not provide legal, engineering, accounting, appraisal or property inspection services. Specialized questions should be directed to an appropriately qualified professional.

Documents commonly reviewed include:

• Current budget and recent financial statements
• Reserve fund study or depreciation report
• Condominium corporation bylaws
• Recent board and annual meeting minutes
• Insurance certificate or insurance summary
• Information statement or estoppel certificate
• Relevant management agreements and contracts
• Notices of special assessments or major projects

We can review the documents that are available, but missing information may limit the completeness of the assessment. Your report will identify important missing documents and explain why they may matter.

Documents may be provided by the seller, seller's real estate agent, condominium corporation, property manager, document portal or another authorized representative.

After submitting your order, you will receive instructions for securely uploading or providing your documents. PDF files are preferred whenever possible.

Your report provides a clear, organized summary of the condominium corporation's available documents. Depending on the information provided, the report may address:

• Financial position and operating budget
• Reserve fund health and planned expenditures
• Condominium fees and notable changes
• Special assessments and major projects
• Insurance information and claims
• Meeting-minute concerns and recurring issues
• Bylaw and governance matters
• Missing documents and recommended follow-up questions

Standard turnaround is measured from the time we receive your completed order and all required documents. Your selected service and current order volume may affect the exact delivery date.

The turnaround period begins once payment has been completed and all documents required to begin the review have been received.

Yes. You may contact us with reasonable questions about the information presented in your report. Questions requiring legal, engineering, accounting or other specialized advice should be directed to the appropriate professional.

Current pricing is displayed on our website and during the ordering process. The final price may depend on the selected service, turnaround time and the complexity or volume of the documents provided.

Contact us as soon as possible if you need to cancel. Refund eligibility may depend on whether the review has already begun and how much work has been completed.

Yes. A real estate professional may help coordinate an order or provide documents, provided they have permission to share the documents and the required client and property information is supplied.

We treat submitted documents and personal information as confidential and use them for the purpose of providing the requested service. Information is handled according to our privacy policy and applicable legal requirements.

Documents are not sold. Limited information may be processed by trusted service providers used to operate the business, securely store information, process payments or deliver the requested service.