This monthly update is dedicated to Ownership Transfers!
The HOAi Ownership Transfer Agent streamlines post-closing updates in Vantaca once you've received the title company's documentation and created an Ownership Transfer action item. The agent will:
Add the new owner's information (with email/phone and optional mailing address different from the property).
Adjust applicable charges based on the settlement date.
Transfer applicable homeowner tags to the buyer (property-related tags only).
Create a follow-up Closings Task on the seller's account to flag potential refunds (credit balance) or remaining balances for review.
Click here to complete the discovery questionnaire to Start the Process with Your HOAi FDE
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