Every closing, refinance, owner-name change, and decedent-to-heir transfer in one pipeline. Estoppel certs auto-generated, ROFR and approval workflows tracked, welcome packet triggered the day deed records.
| Unit | Closing attorney | Requested | Statutory due | Balance | Special / fees | Fee | Status |
|---|---|---|---|---|---|---|---|
| PT #418 | Whitestone PLLC | Apr 30 · 9:14 AM | May 3 · ⚠ 12 hrs | $0 current | — | $299 | awaiting president sign |
| CV #218 | Ausley McMullen | May 1 | May 4 | $11,400 + lien | liability + AGF cost | $499 (delinquent) | drafted |
| OPV 14B · Diaz | Sun Coast Title | May 2 | May 5 | $5,180 (45-day clock) | NOLA cost | $499 | drafted |
| PT #214 (closing 5/8) | Whitestone PLLC | Apr 22 | — | — | — | $299 collected | delivered |
| LK #2104 (closing 5/9) | Tally Title Co | Apr 24 | — | — | — | $299 collected | delivered |
Closing-attorney request hits API or email-intake → cert drafts in <5 min from Owner Ledger + reserve study + open special assessments. President e-sign captures within 24 hrs. §718.116(8) compliant turnaround.
Per-association rule engine: Plaza Tower has approval rights, Lakes is no-approval HOA, Magnolia is approval-only-for-leases. Buyer application package routes to the right reviewer automatically.
Probate documents required. Special workflow with AGF for §731 transfer. Foreign heir/wire-fraud red-flags surfaced at intake. Memo cards walk the heir through what's needed.
Same owner, new mortgage. Estoppel still required by lender. No approval needed but lien/payoff statement formatted differently. Processed in <1 day usually.
Recorded deed pulled from Leon County clerk → triggers AppFolio owner record update → welcome packet mails next business day → portal access provisioned · move-coordinator opens.
Selling owner gets a 1-question NPS exit survey 1 week post-closing. Frank feedback. Last touchpoint to recover detractor narratives before they hit Zillow / Reddit reviews.
The 5-day estoppel turnaround from a treasurer who's on vacation. The "we don't have a process for inherited units" stall. The new owner who shows up Day 0 with no portal account and no welcome packet. The back-and-forth with closing attorneys re-asking the same 6 questions.
§718.116(8) estoppel · §718.117 termination · §720.30851 HOA estoppel · §731 FL probate · Ops Manual §IX Transfers + Closings.
