• Assessment/Covenant Certificate
• Disclosure/Resale
• Lender Information
• Escrow/Demand
• Community Association Documents
• Core Report Updates
• Management Metrics Reports In 15+ categories
• Home Buyer Report
• Custom One-Minute Automated Lender SmartForms
• Automated Fannie Mae Form 1076 Condo Project Questionnaire
• Inspections for Closings
• Insurance Spreadsheets and Summary for Tracking
• FHA Approval and Re-Approval information (as separate fee)
• Flexible Programming for Buyer and Seller Closing Fees
• Data Support for Association Loan Applications
ADI SmartSource online software puts the control for document delivery in the hands of Community Association Managers. They choose the timetable for delivery of the Core Reports, Data and Documents needed in the sale and resale of homes in the community associations they manage.
The advanced technical features of SmartSource, in addition to our customer-focused software and outstanding customer service, allow Managers to streamline staffing, improve profitability, reduce expenses, and minimize liability in this important area of their business operations.
Key features of ADI SmartSource software:
• Online technology with 24/7 access
• No specialized software to install
• Seamless interface with other management company software
• Role-specific access for management employees
• Full search capability
• Easily accessible tech support
• Continuous, multiple-forum training on all aspects of the ADI
software
• Customizable Data Fields
• Detailed tracking of Reports and Admin Fees
• Notices about outdated Management documents and data
• Reports custom-tailored to your company’s needs
• Closing Inspection Module
• Compliance with Lender, GSE & FHA requirements
• Both Standard & Lender Specific Custom Questionnaires
• No multiple emails needed to process lender reports
• 3rd party payment option with notification emails
• Over 15 Management Reports showing production, delivery times,
and income
• Clear delineation of Master Association versus Sub-Association
accounts
• Top level of security for online payments
© “Association Data, Inc.”, “ADI SmartSource”, & “ADI SmartForms” Privacy Policy
Powered by GoDaddy