On a real form you approve the high-confidence answers in one click, approve medium ones one by one, answer the judgment questions yourself (your saved wording is offered, never filled in), and type borrower details at download. Then you download.
QA1Legal name of the condominium association
High confidence
Harbor Glen Condominium
Source: 1076 I.1 Project Legal Name (I.4 left blank) (1076 completed 10/05/2026)
QA2Number of residential units in the project
High confidence
48
Source: 1076 V.1 Total number of units (1076 completed 10/05/2026)
QA3Number of units that are investor-owned
High confidence
5
Source: 1076 V.1 Units to investor owners (1076 completed 10/05/2026)
QA4Percentage of units that are investor-owned
High confidence
10.4%
Source: Investor-owned share of units: 5 of 48 (computed from 1076 V.1 Units to investor owners and 1076 V.1 Total number of units) (1076 completed 10/05/2026)
QA5Number of units 60 days or more past due on assessments
High confidence
2
Source: 1076 IV.1 Owners 60 or more days delinquent (1076 completed 10/05/2026)
QA6Percentage of units 60 days or more past due
High confidence
4.2%
Source: Share of owners 60+ days delinquent: 2 of 48 (computed from 1076 IV.1 Owners 60 or more days delinquent and 1076 V.1 Total number of units) (1076 completed 10/05/2026)
QB1Is there any pending litigation involving the association? If yes, describe.
Needs manager
1076 on 10/05/2026 said: Active or pending litigation: No (for reference: not proposed as the answer)
Left for the manager.
QB2Name of hazard insurance carrier
High confidence
Example Mutual Insurance
Source: 1076 VI.3 Hazard carrier/agent (1076 completed 10/05/2026)
QB3Name of fidelity insurance carrier
High confidence
Sample Bonding Company
Source: 1076 VI.3 Fidelity carrier/agent (1076 completed 10/05/2026)
QB4Are unit owners required to carry HO-6 coverage?
High confidence
Yes
Source: Owners required to carry HO-6, entered on the profile (profile as of 10/05/2026)
QB5Is any portion of the project used for commercial purposes?
Medium: approve one by one
No
Source: 1076 V.4 Non-residential or commercial space (1076 completed 10/05/2026)
QB6Does the association hold a right of first refusal on the sale of units?
Medium: approve one by oneOld answer: recheck
No
Source: Similar question approved on 09/11/2026 for Example Mortgage Co. (fictional): "Does the HOA have a right of first refusal on the sale of units?"
QC2How many units does the largest single owner hold?
High confidence
2
Source: 1076 V.2 Units owned by one individual or entity (1076 completed 10/05/2026)
QC3Borrower name
Typed at download
Typed at download and never stored.
QD1Prepared by (name)
High confidence
Dana Whitfield
Source: Preparer name in your settings
QD2Date
High confidence
10/26/2026
Source: Today's date
QD3Signature of HOA officer or manager
Signature: left blank
Signature fields are left empty: the preparer signs after downloading.
Questionnaire Desk