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Need HOA Documents? We’ve Got You Covered

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Request HOA Documents

Maxfield makes it simple to request and access essential HOA documents while ensuring compliance with Utah HOA transparency laws. Whether you’re a homeowner, real estate agent, title company, or lender, we offer a streamlined process to provide the documents you need quickly and securely.

Publicly Available HOA Documents

These documents are accessible to all homeowners and, in some cases, the general public:

  • CC&Rs & Bylaws – Governing documents outlining community rules and regulations.
  • Rules & Regulations – Specific policies and guidelines for the community.
  • Annual Meeting Minutes – Official records of annual meetings, including board-approved policies.
  • Insurance Master Policy – HOA insurance policy details for homeowner reference.
  • Re-Sale and Transfer Fee Information – Breakdown of fees related to property transfers within the HOA.

📌 Look up your community’s public documents here:

Find Your Community

Additional Documents Available to Homeowners

Homeowners can access these documents securely through the Homeowner Portal:

  • Financial Reports – Annual budgets, reserve studies, and other high-level financial statements.
  • Board Meeting Minutes & HOA Policies – Records of recent board meetings and established policies.
  • Architectural Guidelines – Standards for exterior modifications, improvements, and approvals.
  • Rental Forms – Required documents for renting within the community, including lease agreements and tenant registration forms.
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Resale & Closing Documents

For Home Sales, Refinancing, or Payoff Demands

  • Resale & Closing Documents – Includes HOA demand letters, estoppel certificates, financial disclosures, and transfer fee breakdowns.

📌 Request Resale & Payoff Documents via HomeWise:

HomeWise Login

How to Request HOA Documents

  • Complete the Document Request FormRequest Documents
  • Processing & Payment – Fees may apply depending on the document type.
  • Receive Your Documents – Most requests are processed within 5-7 business days.

📌 Need documents sooner? We offer expedited processing for an additional fee.

For assistance with your document request, email or call our support team.

Tailored Services forSmall to Mid-Sized Communities

Unlike large, impersonal firms, we specialize in customized solutions for small and mid-sized HOAs, offering personalized support, transparent pricing, and responsive communication. We offer three distinct service tiers to meet the diverse needs of communities:

  • Accounting essentials

    Financial oversight for self-managed HOAs

    Learn More
  • Core Connected Remote Management

    Full-service management with a virtual-first approach

    Learn More
  • Club Max

    Premium, full-service, on-site HOA management

    Learn More
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Why choose MaxfieldUtah's family owned & locally operated HOA management company

  • Locally Owned & Operated

    Personalized service, real relationships.

  • No Hidden Fees. No Kickbacks.

    Transparent pricing with no markups.

  • Dedicated Managers with Limited Communities

    More attention to your HOA.

  • Flexible, Customized Service Plans

    Tailored solutions for every HOA size.

  • Technology-Driven Efficiency

    Making HOA management easier and smarter.

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