Jamie Ellis' condominium resale source packet

Send the condo certificate, association and title-commitment trail before the file reaches funding pressure.

For agents and lenders: collect the condominium contract, resale certificate, association documents, insurance and assessment clues, management certificate, county record, lender condition and title-commitment item in one reviewable handoff.

Audience and job

Make a condominium resale question easier to route.

Condominium resales can involve a unique contract lane, resale certificate, association documents, management certificate, insurance and assessment clues, lender conditions, county recordings, title-commitment items, underwriter review and legal questions. This handoff keeps the source trail together without deciding the file-specific result.

The useful handoff

Name the unit, association, management contact, certificate date, document set, insurance or assessment clue, county recording reference, title-commitment item and lender condition. The association response, contract, lender review, title commitment and underwriting response still control their own answers.

Official sources

Use current statute, TREC, county-record and TDI sources.

These sources were checked on October 11, 2026. They help frame the condominium resale packet, but they do not replace association, lender, title, underwriting, attorney, recording or legal review.

Texas Property Code Chapter 82, read October 11, 2026

Start with the condominium statute and resale-document trail.

Chapter 82 is the current Texas source for condominium management certificates and resale-of-unit source text. It points the handoff toward the declaration, bylaws, association rules, resale certificate, management certificate and source dates without deciding association authority, document sufficiency or legal effect.

Read the official source ->
TREC Form 30-18, effective July 1, 2026; read October 11, 2026

Use the condominium contract lane when the unit is the product.

TREC describes the Residential Condominium Contract (Resale) as the form used for resale of a condominium unit, with provisions unique to condominium transactions. Send the contract form, paragraph clue, deadlines and title-commitment item instead of converting the question into a generic HOA note.

Read the official source ->
TREC Form 32-5, effective November 25, 2024; read October 11, 2026

Keep the Condominium Resale Certificate and association signature visible.

TREC describes Form 32-5 as a condominium resale certificate prepared and signed by the condominium association. Preserve the signed certificate, issue date, update clue, assessment note, insurance clue, litigation or judgment clue and the question that needs review.

Read the official source ->
TREC HOA management certificate requirements, read October 11, 2026

Separate the management certificate from the resale certificate.

TREC's HOA management-certificate page distinguishes property owners' associations from condominium unit owners' associations and notes Chapter 82 filing timing for condominium management certificates. Send the recorded certificate clue, TREC filing clue, county and association contact trail.

Read the official source ->
Collin County Land Recordings, read October 11, 2026

Tie condominium declarations and amendments to the county record.

Collin County's land-recording page warns that online database results are not the complete official repository. Send declaration, amendment, management-certificate, lien, release, plat or unit-record references with instrument numbers and complete pages when available.

Read the official source ->
TDI Procedural Rule P-53, read October 11, 2026

Keep the handoff public, educational and referral-safe.

TDI P-53 permits legal promotional and educational activity that is not conditioned on referral of title-insurance business. This handoff offers public source organization only; it does not discount a title premium or provide a referral benefit.

Read the official source ->
What to send

Give each reviewer the condominium trail they can verify.

A condominium resale handoff does not need to decide association authority, document sufficiency, assessment accuracy, insurance effect, title, insurability or legal effect. It needs enough source context for the right professional to identify the next step.

  1. Property address, county, condominium project name, unit number, parking or storage clue, transaction type, proposed closing date and whether the question involves the contract, resale certificate, management certificate, association documents, insurance, assessment ledger, lender condition or title-commitment item
  2. Residential Condominium Contract (Resale), condominium resale certificate, declaration, bylaws, association rules, amendments, management certificate, association contact, certificate issue date, update request and any TREC or county-record source that raised the question
  3. Assessment ledger, special assessment clue, transfer-fee clue, reserve or insurance clue, litigation or judgment clue, right-of-first-refusal clue, lender questionnaire, underwriter request, title commitment Schedule B or C item and the reviewer who requested follow-up
  4. Exact association name, management company, signer name and role, document dates, recording references, instrument numbers, parcel or legal-description clue, unit boundaries source, common-element clue and complete pages rather than screenshots when possible
  5. One practical process question for the title team, lender, association manager, attorney, underwriter or county-record source before the file reaches funding or signing pressure
What to avoid

Keep association and legal conclusions out of the first note.

  • Do not decide whether a condominium declaration, bylaw, rule, management certificate, resale certificate, insurance clue, assessment ledger, lien, release or right-of-first-refusal document is valid, sufficient, enforceable or legally effective.
  • Do not decide association authority, owner liability, common-element rights, unit-boundary meaning, repair responsibility, assessment amount, priority, payoff sufficiency, release sufficiency or title effect.
  • Do not draft association, certificate, demand, waiver, release, payoff, right-of-first-refusal, closing-instruction, lender-response or legal-remedy language.
  • Do not promise lender approval, title coverage, underwriting acceptance, county-record acceptance, insurability, funding, recording or a closing date.
TDI safety posture

No rate claim. No referral bargain. No condo-law opinion.

This public resource is available to anyone on the same terms. It is not conditioned on sending a closing to WG Title and it does not offer a rebate, discount, commission, gift or thing of value for a referral.

Prepared as a courtesy. This document is available to any real estate professional on the same terms and is not conditioned on directing a closing to WG Title.

WG Title provides title and escrow services, not legal advice. WG Law is a separate, independently operated company and any relationship with it is governed by its own engagement.

Read TDI Procedural Rule P-53 ->
D1-first conversion path

Send the property and the first condominium question.

This uses the existing closing-readiness form. The page URL, referrer, UTM fields and click IDs stay with the lead record, so the title team can see that the question came from this condominium resale source guide.

Do not paste wire instructions, bank account numbers, Social Security numbers, tax IDs, EINs, identity-document numbers, complete association files, privileged legal advice, sealed filings, payoff credentials or private financial records into this form.

A source, five facts and one clear first question. We will tell you what to gather next.

Educational information only. Available on the same terms to everyone and not conditioned on directing a closing to WG Title. No quote, legal advice, underwriting decision or guaranteed closing date.