If a Homeowner calls in to request an insurance certificate for their HOA because it has been requested by their Mortgage Company or Lender, please direct the Homeowner to contact the Association’s Insurance Agent directly.
You can locate the Insurance Agency contact information in Vantaca Additional Info –> Insurance, or from the current insurance certificate which should be saved in the Association–>Documents section of Vantaca, or in the Rdrive/Association/Insurance folder.
The Insurance Agent will need specific information from the Homeowner including their Lender Information and Loan Information, and the Lender’s email address or fax number in order to customize the insurance certificate and will provide the customized certificate to the Homeowner and/or their Lender or Mortgage Company.
We are only able to provide an “Informational Only” Insurance Certificate which will show the insurance coverage in place by the Association, but it will not be specific to any unit address or Homeowner.
Please note we are able to provide our certificates to anyone who requests this. They do not have to be a homeowner!