A community question
What financial picture can a community share with buyers?
Prospective residents may struggle to understand a community’s financial history. Share the financial information a community chooses to make available to prospective residents.
The situation
What financial picture can a community share with buyers?
A buyer wants to understand a community's documented stewardship history without being given protected association, owner or closing information.
The buyer relies on public listing language and scattered documents.
What a connected record can do
Keep the answer with the evidence.
- 01
Start with the question
Share the financial information a community chooses to make available to prospective residents.
- 02
Put the supporting pieces together
Connect the source, documents, decision, and reported result the association chooses to include.
- 03
Let the right person follow the trail
Give an authorized reviewer a clear route back to the records behind the answer.
Relevant context
What the record could include.
- Community-shared financial information
- Supporting record source
- Date and scope
- Community access permissions
Access follows the community’s permissions for the information it shares.
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