Order Mortgage Form

Are you a realtor or homeowner in need of mortgage documents? Complete the form below and our team will provide you with the information you need promptly.

How to Submit Your Order Please read the following instructions in full before submitting payment. 1. Click the payment link below to visit the Pacific Western Bank portal.

2. In the search field, type RESALE and Select Creative Management Company – Resale Docs from the results. Then click continue.

3. When prompted for an account number, enter 00RESALEDOCS. Do not use a homeowner ID or association name. HOA ID Screenshot
4. Complete your payment. E-check payments are processed at no additional cost. Credit card payments incur a convenience fee of 2.95% of the total amount.

5. Once payment is complete, you will receive a confirmation number. Enter that confirmation number along with your property information in the order form below.

6. Your completed documents will be emailed to you within two business days of your order being received.

Max. file size: 50 MB.
Processing Fee

The processing fee for a mortgage or resale form is $300.00, charged per form — not per applicant or property. Please ensure you are submitting the correct form for your community type. Completion of this form does not constitute or guarantee loan approval.

What to Expect

We understand that mortgage and resale timelines are time-sensitive, and we treat every request with that urgency in mind. Our standard turnaround is within three business days of receiving your completed order and payment — and in most cases, we do our best to have your documents ready the next business day, depending on request volume. To keep things moving as efficiently as possible for everyone, we do not process forms prior to payment, and rush fees are not offered — because our standard turnaround is already designed to meet your needs.

What You'll Receive

Your completed mortgage form will include proof of insurance, a current budget, and a recent financial statement for the community. If the association has any pending litigation, we will provide a copy of the filed lawsuit. Additional details regarding active legal matters can be obtained directly through the court’s public records. If you require documents beyond our standard package, please note that additional fees may apply.