Design-partner early access

HOA estoppels, resale certificates & lender questionnaires — done right.

Title, escrow, and lenders order closing documents from your association. BoardPath drafts every answer from your governing documents, your team certifies, and the buyer pays — so your association fulfills closings without paying anything out of pocket.

Transparent, itemized fees Cited, human-certified accuracy On the statutory deadline — or the fee’s waived

Requester’s order Live tracking
Closing order#CD-2048
14 Maple Street, Unit 4B
Maplewood, OH 44094 · Cuyahoga County
Maple Ridge Owners Association
Requested bySummit Title & Escrow
Closing dateJun 30, 2026
Documents
Estoppel certificateCertified
Resale packageCertified
Lender questionnaire (1076)Certified
Total · paid by requester$285
Statutory deadline Jun 23Fee waived if late
Certified by Dana M., Board President · every field cited
Illustrative sample · not a quote or rate card
The problem

Closing documents are a captive transaction — and everyone in the deal feels it.

Every property sale in a community association has to pass through a set of closing documents. Today most of that runs through a single incumbent vendor, on terms no one in the transaction controls.

Stacked, opaque fees
The buyer is charged a pile of line items on a transaction they can’t shop — convenience and processing fees layered on top of the document fee itself.
Documents that land late
An estoppel has a statutory deadline — but it routinely arrives the day before closing, with no way for the requester to see where the order actually stands.
Errors that kill loans
The forms are filled by hand, so a contradictory or wrong answer on a lender questionnaire gets it kicked back — and a binding error becomes the association’s liability.
No recourse, no leverage
An exclusive channel means no leverage on price or speed for the requester — and the association keeps little of a fee charged in its own name.

The dominant incumbent, HomeWiseDocs (owned by RealPage, a Thoma Bravo portfolio company), sits at roughly 1.9 out of 5 across several public review platforms, with a class action on the public record. These are the documented, structural complaints — not cosmetic ones.

How it works

The same job, done a different way.

Four steps, from the requester’s order to a certified document delivered on time — with a person in control of every binding certification.

01
The requester orders — and sees the price first
A title company, escrow officer, or lender finds the association, sees instantly what’s on file, and gets an itemized quote and the statutory deadline before paying. No “pay to find out if the documents even exist.”
Requester
02
BoardPath drafts from your governing documents
Governance answers — rental caps, right-of-first-refusal, restrictions, litigation — are drafted from the association’s own declaration, bylaws, rules, and amendments, with a citation and a confidence score on every field. A cross-section consistency check flags contradictions before they reach a lender.
BoardPath
03
Your team reviews and certifies
A designated board officer or management-company staffer confirms the financial figures, reviews the flagged fields, and certifies. BoardPath assembles and scores; a person certifies — never autonomously. Escalating reminders by text, email, and call keep the deadline from slipping.
Certifier
04
Delivered inside the deadline, tracked the whole way
The certified document is delivered inside the statutory deadline, with a live status page the requester can follow from order to delivery. If BoardPath misses the deadline, BoardPath waives its fee.
Delivery
For self-managed boards & associations

Set up once. Share one link. Get paid on every closing.

Getting closing-ready takes one short setup — then BoardPath hands you a link to give the title companies you already work with.

01
Add your community & documents
Upload your governing documents. BoardPath reads them so it can draft answers straight from your own declaration, bylaws, and rules.
Setup
02
Set your fees, pick who certifies, connect payout
Set your fees, name the officer or staffer who certifies, and connect where the money lands. One short pass.
Setup
03
Get your link & QR code — automatically
The moment you’re ready, BoardPath gives you your own closing-order link and a QR code. Nothing to build.
Automatic
04
Share it where title companies look
BoardPath writes the email, the website button, the QR sheet, and the seller-instruction blurb for you. Paste it where “order docs here” already lives — and you’re open for orders.
Share
Illustrative — your link and QR are generated automatically when you’re ready.
Request early access →
How requesters find you

Two ways requesters reach you.

You share your link
Put your link and QR where title companies already look — your website, your management portal, and your closing instructions. The kit writes the copy; you paste it in.
Website & portal pointer
Title-company email + QR sheet
Seller-instruction blurb
They search for you
Title companies can look your community up by name or address in the BoardPath directory and land on your order page — so a requester who doesn’t know you switched still finds you.
Search by name or address
Routed to your order page
Listed only when you’re ready
Why it’s better

Built to fix every part of the process people complain about.

Each capability maps directly to a documented failure of the old way of ordering closing documents.

Transparent, itemized fees
Every line is a real party fee — the association’s, the manager’s, and BoardPath’s processing fee. No convenience or delivery surcharges stacked on top.
Cited answers, scored for confidence
Governance fields are drafted from the corpus, each with its source citation and a Transparent Confidence™ score — the answers the old way makes a human look up and often gets wrong.
Cross-section consistency check
On the lender questionnaire, BoardPath checks answers against each other to catch the contradictions that get a form kicked back — the number-one lender rejection reason.
Instant availability & quote
The requester sees what’s on file, the exact fee, and the deadline in real time, before paying — no blind order, no surprise.
Standing readiness
Steward keeps the corpus and financials current between orders, so the next order is instant and fresh — the data never rots waiting for the next sale.
On time, or the fee is waived
Delivery is targeted inside the statutory deadline, with live tracking the whole way. Miss it, and BoardPath waives its fee — the worst complaint about the old way, turned into a guarantee.
Also for management companies

Keep the revenue. Keep control. Lose the manual work.

The highest-value seat at the table
Closings become buyer-funded revenue — with your name on them.

Your team stops keying forms by hand. The governance answers are drafted from each association’s documents; your staffer reviews and certifies. The fee you already charge routes to you, every time.

Keep 100% of your own fee. BoardPath takes only its own processing fee — never a cut of yours.
White-label the experience. Your logo, colors, and letterhead on the whole order — free co-brand, with a paid full white-label tier.
No cost to fulfill. The requesting title company or lender pays; you carry nothing out of pocket.
Revenue on every closing across your whole portfolio, drafted from documents instead of by hand.
Apply as a design partner →
100%
of your own closing fee stays with you
$0
out of pocket to fulfill — the requester funds every order
Your brand,
not ours
on the order your title relationships see
$0 → earned
An unpaid chore becomes buyer-funded revenue
No subscription required to use the Closing Desk — the requester pays.
For self-managed boards
Earn on every closing — at no cost to the association.

Self-managed boards have always left this revenue on the table: closing documents done free, done late, or not at all. The Closing Desk replaces the manual scramble with a drafted document your officer certifies — and turns it into a fee the buyer pays.

The association keeps its fee on every sale
No out-of-pocket cost — the requester funds it
Drafted from your documents, certified by your officer
Use it free — no governance subscription required
Request early access →
How we compare

Closing Desk vs. HomeWiseDocs.

A factual, side-by-side look at how the two approaches differ on the things the deal actually turns on.

Closing Desk by BoardPathIn developmentHomeWiseDocsIncumbent
Cost to the association / manager to fulfillNone out of pocketRevenue share per agreement (not publicly published)
Manager’s share of the feeKeeps 100% of its own fee; BoardPath takes only its own processing feeSet by agreement; not publicly published
How governance answers are producedDrafted from the governing documents, each field cited & confidence-scoredCompleted by the manager / association, often manually
Consistency check on lender questionnairesCross-section consistency check (designed)Not a published feature
Fee presentation to the buyerTransparent, itemized party feesPer-item fees; convenience / processing fees reported in public complaints
Rush / expedite$79, capped per state — refunded if the rush deadline is missed (designed)~$100 expedite reported in public complaints; no published refund-if-late
On-time handlingInside the statutory deadline; fee waived if lateStatutory deadlines apply by state; standard / rush tiers reported
OwnershipBoardPathRealPage (a Thoma Bravo portfolio company)

Competitor details reflect public, verifiable facts — ownership, published review standing (~1.9 across several platforms), and the class action on public record. Where a detail isn’t published, we say so rather than guess.

See the full comparison & state rules →
The incumbent’s $505 was $375 of document fee and $130 of junk.
We charge for the work and the rush — and never add a line for the privilege of paying us. Every figure below is documented in public complaints.
HomeWiseDocs (documented)Closing Desk by BoardPath
Convenience fee~$6 per order
Never
Delivery fee~$30 per order
Never — digital delivery free; certified mail optional, at cost
Technology / portal feecharged on some orders
Never
Stacked processing feesmultiple, opaque
One transparent processing fee
Delinquency research surchargepermitted (FL $179)
Never — auto-draft removes the labor it bills for
Reorder for a moved closing datereorder required
Free self-serve edit; fee only on a full re-certification
$79
Need it in three days? Pay the rush — capped to your state’s ceiling, and itemized up front. Miss the rush deadline, money back. The rush fee and the processing fee are both refunded.
What you can order

Three documents. One desk.

The full set a property sale in a community association requires — each drafted from the documents and certified by a person.

Estoppel & resale certificate
The binding financial certification and governing-document disclosure a sale requires — the highest-stakes document, with the financial figures confirmed by your certifier and stamped with an as-of date.
Statutory deadline · fee-capped by state
Lender questionnaire (1076)
Full and limited condo / HOA questionnaires — supports lender-uploaded forms, including the Fannie Mae 1076 family, plus a standard BoardPath form. The cross-section consistency check catches contradictions before a lender does.
Consistency-checked · cited fields
Transfer package
Ownership-change processing, the governing-document delivery bundle, and the roster update — the way the market actually handles a change of ownership, in one order.
Document bundle · roster update
Questions, answered honestly

Frequently asked questions.

The requester pays — the title company, escrow, or lender ordering the document for the sale. Your association pays nothing out of pocket and keeps its own fee; BoardPath adds only its own processing fee, itemized transparently on the order.

Every order shows an itemized price before payment: the association’s fee, the management fee where one applies, and BoardPath’s processing fee. Rush is a flat $79, capped to your state’s ceiling — and if a rush order misses its deadline, the rush fee and processing fee are both refunded. There are no convenience, delivery, or technology surcharges.

Delivery is targeted inside the statutory deadline. If BoardPath misses it, BoardPath waives its fee — and several states require the waiver regardless. On-time delivery depends on your designated certifier responding, which is why setup asks for a certifier and a fallback, with escalating reminders as the deadline approaches.

No. BoardPath drafts the parts it can from the governing documents, shows the citation and a confidence score on every field, and a person your board designates certifies before anything is delivered. An estoppel is a binding certification — the responsible person always stays in control of it. BoardPath is the assembler, not the certifier.

Two ways. You share your closing link and QR where title companies already look — your website, management portal, and closing instructions; BoardPath writes that copy for you. And requesters can look your community up by name or address in the BoardPath directory and land on your order page, so a title company that doesn’t know you switched still finds you.

Yes — Closing Desk is built association-first. Your board designates a certifier, BoardPath drafts from your governing documents, and the buyer pays. No management company required.

Not yet. It’s in development, and we’re recruiting design partners ahead of the BoardPath demo. General availability is targeted for the fall. What we’re inviting now is early access and input — if you process closings regularly, being a design partner means the product is shaped around how your team actually works.

Design-partner early access

Help shape the closing desk that replaces the one everyone complains about.

The Closing Desk is in development ahead of launch. Tell us where you sit in the transaction and we’ll route you to the right early-access track.

Early access before general availability
Design partners shape the order flow and forms
Management companies: white-label and revenue terms
Title, escrow & lenders: a faster, clearer way to order
In development · general availability targeted for fall 2026

We’ll route you by segment — no spam, just the early-access track that fits.