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How to Verify Resale Orders

This guide explains how to verify each section of an order.

Sydney Lucas avatar
Written by Sydney Lucas
Updated over a week ago

When you receive a resale order, it will appear in your Resale Docs dashboard and require a quick verification before completion.

Verification Categories

Each resale order has three categories that need to be verified: outstanding balance, violations, and special assessments.

Outstanding Balance

Review the balance displayed for the unit and confirm whether it is correct.

Violations

Review the number of violations associated with the unit and verify that the information is accurate.

Special Assessments

Confirm whether there are any special assessments planned or currently in place. If there are, enter the relevant details. Note that if you already provided special assessment information during enrollment or updated it in your association details, that information will pre-populate here automatically.

If you do need to update the details here, those details will be saved and automatically used for your next resale order.

Required Documents

Review the required documents for the order. If all documents have already been uploaded, no action is needed. If additional documents are required, you can upload them in one of two ways:

  • From the Documentation section

  • From the order itself by clicking View Full Details

Submitting for Review

Once all verification categories are complete and required documents are uploaded, submit the order for review by PayHOA staff.

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