Everything you need.
One printed reference.
The CondoWorkbook puts the responsibility matrix, due diligence checklists, maintenance trackers, and board question scripts all in one physical book you can mark up, tab, and keep next to your governing documents.
30-day money-back guarantee
Responsibility
& Due Diligence
Workbook
Maintenance Trackers • Question Scripts
Who this is for
Condo buyers
Do your due diligence with a structured process. Know exactly what to request, review, and ask before you close.
Current owners
Map out your responsibility matrix, track maintenance, and know what questions to ask when repairs come up.
Board members & managers
Build a clear responsibility chart for your community. Reduce disputes and make consistent maintenance decisions.
What's inside
140 pages of practical, fill-in worksheets — designed to be marked up and referenced.
Terminology & How Condos Allocate Responsibility
- Unit boundary definitions
- Common elements vs limited common elements
- How CC&Rs, bylaws, and rules interact
- State law overview (general patterns)
Fillable Responsibility Matrix
- 30+ building components
- Columns: HOA, Owner, Shared, Insurance, Notes
- Multiple blank copies for updates
- Where-to-find reference guide
Buyer Due Diligence Section
- Document request checklist
- Meeting minutes review worksheet
- Reserve study analysis notes
- Financial health scorecard
Risk Scoring Worksheets
- Special assessment risk calculator
- Insurance deductible exposure worksheet
- Litigation impact assessment
- Deferred maintenance red flags
Maintenance Tracker & Logs
- Annual maintenance schedule template
- Contractor log with contact info
- Incident and repair request log
- Warranty tracking sheet
"Questions to Ask" Scripts
- Questions for your HOA board
- Questions for property management
- Questions for your insurance agent
- Questions for the selling agent (buyers)
Free templates vs the workbook
Both are useful. The workbook just puts it all together.
| Feature | Free Templates | Workbook |
|---|---|---|
| Responsibility matrix | Top 10 components | 30+ components |
| Due diligence checklist | 5 must-have docs | 15+ docs with questions |
| Reserve study scorecard | 3 checkpoints | 10 checkpoints + calculator |
| Insurance comparison | Top 5 gaps | Full matrix + scripts |
| Maintenance tracker | Not included | Full tracker + contractor log |
| Question scripts | Not included | 4 complete scripts |
| Format | Print from browser | PDF ($19) |
Sample pages
The workbook is designed to be printed, marked up, and kept next to your governing documents. Here's what to expect:
- Fillable Responsibility Matrix — a two-page spread listing 30+ building components with columns for HOA, Owner, Shared, Insurance, and Notes. You fill it in using your CC&Rs so you have a single reference for who pays for what.
- Due Diligence Document Tracker — a checklist-style worksheet for condo buyers. Each row covers a document to request (reserve study, meeting minutes, financials, insurance) with prompts for what to look for and space for notes.
- Questions to Ask Scripts — pre-written questions organized by audience (HOA board, property manager, insurance agent, selling agent) with space to record answers.
Frequently asked questions
What format is the workbook?
The workbook is a downloadable PDF. You can print it at home or at any print shop, or use it digitally on a tablet.
Is it fillable on a computer?
The PDF is designed for print — it uses clean layouts with generous whitespace for handwriting. For digital fill-in, use our free online templates as a companion.
What if I'm not satisfied?
We offer a 30-day money-back guarantee, no questions asked. Just contact us and we'll process your refund.
How is this different from the free templates?
The free templates cover the basics (top 10 components, 5 key documents). The workbook expands to 30+ components, 15+ documents, maintenance trackers, risk calculators, and complete question scripts — all in one organized reference.