Closing Documents Requests

Quickly and easily order Resale Documents such as Resale Certificates, Estoppels, Lender Questionnaires and more.
RealManage is committed to partnering with other real estate professionals such as title companies, real estate agents, and attorneys to provide prompt information concerning lot or home closings within the community associations under our management. Utilizing the Closing Portal represents the quickest and most streamlined method for interacting with your closing file. You can find detailed instructions to register or order documents below.

CLOSING PORTAL

The CiraNet Closing Portal is a customized, state-of-the-art portal for registered title companies, title/closing agents, attorneys, realtors and mortgage lenders to request and receive any statement of disclosure documents such as estoppels or resale certificates, lender questionnaires related to a planned sale or refinance of a property managed within the RealManage.

Closing Portal Tip Sheet

The CiraConnect Closing Portal is an online resource for real estate and financial professionals involved with common interest realty associations, including HOAs and large master-planned communities managed by various entities.

Comprehensive Community Association Management Software

  • Resale Documents: The documents and disclosures available for fulfillment through the CiraConnect Closing Portal include the following:

  • Statement of Account: (also known as an “SOA”, Inquiry, Payoff, Estoppel, Paid Assessment Letter, or a Demand Letter, depending upon the local market)
    The statement of account is a document that details the current amount due from the current owner as well as any future amounts due, proration adjustments, advance assessments to be collected, document request fees, conveyance processing fees and any other charges based upon the details of the planned property sale or refinance.
  • Resale Certification: (also known as a Disclosure Package)
    A resale certification, or disclosure package, includes a written certification regarding information about the property and the community association along with documents that may include the following:

    • Governing documents (e.g. restrictions, bylaws and rules)
    • Community association certificates of insurance
    • Community association current budget and financial reports
  • Lender Questionaire: A lender questionnaire is a mortgage lender form with questions pertaining to the community association to be completed as part of the lender’s underwriting process of a buyer’s application for a mortgage loan. A lender questionnaire is a mortgage lender form with questions pertaining to the community association to be completed as part of the lender’s underwriting process of a buyer’s application for a mortgage loan.

Closing Portal Registration Steps

If you are new to a community managed by RealMange you will need to set up an account.
**If your community has just recently contracted with, please allow approximately 30 days for the Owner / Resident Portal to be fully functional.
You may not be able to activate your account prior to this time.

Frequently Asked Questions

Using the Closing Portal is the fastest and most efficient way for you to interact with your closing file, to request a Statement of Account, a Resale Certificate, Estoppels, Refinance, Transfer, or other closing support.

The RealManage Closing Portal is an online platform designed for title companies, closing agents, attorneys, realtors, and mortgage lenders to request and receive essential documents related to property sales or refinancing within communities managed by RealManage. These documents include statements of account, resale certificates, and lender questionnaires.

To register:

  • Visit the Closing Portal login page.
  • Click on “Register New Account” or “Don’t have an account?”
  • Create your user account by entering the required information.
  • Check your email for a verification link to activate your account.
  • Complete your profile by providing additional details as prompted.

Please note that location verification may take up to 24 business hours.

You can request:

  • Statement of Account (SOA): Details the current amount due from the owner, including future amounts, proration adjustments, and other charges.
  • Resale Certificate: Provides information about the property and the community association, including governing documents, insurance certificates, and financial reports.
  • Lender Questionnaire: Contains information required by mortgage lenders during the underwriting process.

Fulfillment times vary based on several factors. Generally, requests are completed within 5-7 business days, depending on the community. Expedited processing is available for an additional fee.

You can monitor the status of your requests directly within the Closing Portal. Once completed, documents are available for download through the portal.

Yes, RealManage offers support for the Closing Portal:

Support is available Monday through Friday, 7:30 a.m. to 7:00 p.m. Central Time.

Yes, there are fees for processing document requests. The specific amounts depend on the type of document and the processing time selected. Expedited services typically incur higher fees.

Yes, you can update your profile information, including contact details, within the Closing Portal. If you need assistance, contact the support team.

If you’re unable to locate a property, you can indicate this within the portal, prompting the support team to assist with the search.

The Closing Portal offers a streamlined, efficient, and secure way to request and receive necessary documents, reducing potential errors and expediting the closing process.

Sold House

Title Company and Closing Portal Support

If you are a realtor, closing agent, title agent lender, or tax service agent you can reach our CiraConnect Support Group is available to provide support with trained staff
Monday through Friday, 7:30 a.m. to 7:00 p.m. Central Time, Monday through Friday.
Your needs are our priority, and we aim to make your interaction with RealManage as seamless as possible. 

Telephone : 1-855-877-2472

Email : Click Here to Email Title Company & Closing Support

To allow us to better serve you, Please be prepared to provide us with the address and the name of the HOA or Condominium Association

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