HOA Document Request Templates for Transaction Coordinators

To Whom It May Concern,

We are writing to request the HOA resale documents for the property located at [Property Address]. This property is currently under contract with a target closing date of [Closing Date].

Per Texas Property Code, the following documents are typically required:
• Declaration of Covenants, Conditions & Restrictions (CC&Rs)
• Current bylaws and rules
• Current financial statements
• HOA fee schedule and any pending assessments
• Certificate of resale (if applicable)

Please provide these documents to our office at your earliest convenience. Our target delivery date is [Deadline Date].

Thank you for your prompt attention to this matter.

Sincerely,
[TC Name]

Hi [Client Name],

The HOA documents for [Property Address] have been received and are available for your review.

Key items to review:
• Monthly/annual HOA dues and any pending special assessments
• Pet restrictions, rental restrictions, and other use limitations
• Architectural control requirements
• Financial reserves and any pending litigation

Please review these carefully with [Agent Name] before your option period expires on [Deadline Date].

Warmly,
[TC Name]

To Whom It May Concern,

We sent a request for HOA resale documents for [Property Address] on [Request Date] and have not yet received them. Our closing date is [Closing Date] and these documents are needed urgently.

Could you please provide an update on when we can expect delivery? We are happy to pay any applicable fees for expedited processing.

Please contact us immediately at [TC Phone/Email].

Thank you,
[TC Name]

Hi [Agent Name], HOA docs for [Property Address] are due by [Deadline Date]. Still waiting on the HOA to respond. I'll follow up today — just keeping you posted.