JotForm Embed – Trinity Property Management

Information Request Form

Powered by: Trinity Property Management
This form is designed for resale & refinance professionals to request documentation regarding any home managed by Trinity Property Management. Trinity takes member privacy very seriously and will require detailed information regarding the individual submitting this form and information regarding the buyer. Please be prepared with this information.

**You must answer all required fields to complete the form successfully**

Depending on the documentation requested, Trinity Property Management may also charge a reasonable fee for such services upon the completion of this form.

About you
Please provide accurate and current information about yourself. This information will be used to fulfill your purchase.
Who are you:

Lending Agency Real Estate Agency Title Agency
Your Name:

First Name Last Name
Your Email:
example@example.com
Your Phone Number:
Please enter a valid phone number.

About the buyer
Please be sure to provide accurate and current information about the buyer. This information will be used to provide the buyer with new-owner documentation after the closing date.

If you are refinancing, please provide the current owner's information.
Buyer's Name:

First Name Last Name
Buyer's Email:
example@example.com
Buyer's Phone Number:
Please enter a valid phone number.
Purchase Type:

Primary Residence Secondary Residence Investment Property

About the property
Please provide the following details regarding the property transferring ownership. We will use this information to complete your desired documents.
Address 1
Address 2
Unit / Apt / Suite
City
State
Zip
Closing Date:

Month Day Year
Date

My Products
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Certificate of Insurance Includes: HOA Certificate of Insurance & Management Certificate of Insurance.
Free

Title Closing Document Includes: Payment Amount, Payment Interval, Current Balance, Transfer Fee, Initiation Fee, and Fiscal Period
Free

Current Property Statement Includes: Current balance, Last Payment Received Date, and Payment Remittance Detail.
$ 15.00

Current Budget Includes: Annualized Budget
$ 30.00

Current Financial Report Includes: Balance Sheet and Profit & Loss
$ 30.00

Resale Questionnaire Generic Questionnaire Includes: (Fannie Mae Form 1076/Freddie Mac Form 476)
$ 60.00

ADD: Expedited Turn-Around Next day turn-around
$ 90.00

ADD: Specialty or Customized Document (per form) Select this option if you require a specialized or customized document above and beyond what is currently available on this page.
$ 120.00

Total

$ 0.00
Desired Documents
Unless "Expedited Turn-Around" is added to your purchase, all orders are subject to completion within three business days.
Specialty or Customized Documents
Trinity Property Management is happy to accommodate requests for specialty or customized documents.

Advisory Note 1: In the case of customized condo questionnaire requests where specific insurance information is required, Trinity will always refer to the HOAs approved insurance expert/agent.

Advisory Note 2: In the case of FHA approval requests where lenders require the HOA to obtain FHA-Approved status, Trinity will not advocate HOAs for or against this approved status.
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Information Request Form

About you

About the buyer

About the property

Desired Documents

Specialty or Customized Documents