Free Templates & Checklists
Practical, downloadable tools for condo owners, buyers, and HOA boards. Each template includes a free lite version — plus a full version when you join our email list.
HOA vs Homeowner Responsibility Matrix
A comprehensive spreadsheet covering 30+ building components. Fill in who is responsible based on your CC&Rs, bylaws, and rules. Includes columns for HOA, Owner, Shared, and Notes.
- 30+ building components pre-listed
- Columns for HOA, Owner, Shared, and Notes
- Where-to-find reference for each component
- Fillable PDF + Google Sheets version
Condo Due Diligence Document Request Checklist
Every document you should request and review before buying a condo. Organized by priority with specific questions to ask about each document.
- 15+ documents to request
- Priority ranking (must-have vs nice-to-have)
- Key questions for each document
- Red flag indicators
Reserve Study Red Flags Scorecard
Score your HOA's reserve study in under 15 minutes. Checks funding percentage, component inventory, useful life estimates, and more.
- Point-based scoring system
- 10 critical checkpoints
- Funding percentage calculator
- Risk level interpretation guide
Special Assessment Risk Calculator
A simple worksheet to estimate your exposure to special assessments. Factors in reserve funding, building age, deferred maintenance, and planned projects.
- Risk factor checklist
- Exposure estimate worksheet
- Historical assessment analysis template
- Questions to ask the board
HOA Insurance Checklist: Master Policy vs HO-6
Compare what your HOA's master policy covers versus what you need in your personal HO-6 policy. Identifies gaps that leave you exposed.
- Master policy coverage checklist
- HO-6 coverage gap identifier
- Deductible responsibility matrix
- Agent conversation script
Want everything in one place?
The CondoWorkbook combines the responsibility matrix, due diligence checklists, maintenance trackers, and board question scripts into one printed reference you can mark up and keep.
View the Workbook