Resources for Realtors & Sellers
Whether you are a real estate professional listing a property in Heritage Oaks Golf & Country Club, or a member preparing to sell on your own, this page collects the resources you will need to navigate the process smoothly. If you have any questions, please contact the Membership Office.
Every Property Has Two Associations
An estoppel certificate is an official document from an association that states any outstanding dues, fees, or assessments owed on a property, and is typically required to close a sale. Each property in Heritage Oaks belongs to both the Master Association and one of our 20 Homeowner Associations, so a separate estoppel must be requested from each.
Homeowner Association
Estoppel #2
ContactRequest from the property's HOA management company (see the directory below)
HOA Management Companies
HOA assignments may change periodically — the owner should have the most up-to-date information.
C & S Community Management Services
Single Family Homes
PMI Capstone Association — Sarasota Association Management
Verandas 2 & 5Club Homes 6
Progressive Community Management
Verandas 3, 7, & 8Club Homes 4, 5, 7, 8, & 9Golf VillasPatio Homes
RealManage Property Management
Verandas 1, 4, & 6Club Homes 1, 2, & 3
Phone866-473-2573
Veranda 1[email protected]
Veranda 4[email protected]
Veranda 6[email protected]
Club Home 1[email protected]
Club Home 2[email protected]
Club Home 3[email protected]
Important Documents to Gather in Advance
Having these documents ready ahead of time helps the sale move smoothly. They come from two sources — the Heritage Oaks website and your Homeowners Association.
From the Heritage Oaks Website
Owners can access these documents via their member login.
Documents › Club Documents
- Amended & Restated Declaration of CC&R
- Bylaws
- Articles of Incorporation
- General Information Policy
- House & Ground Rules
- Common Area Use Policy
Documents › Financials
- Audited Financial Statements
Documents › Insurance Policies
- Confirmation of Coverage — Certificate of Insurance (COI)
From the Homeowners Association
Available via the owner/resident portal or by contacting the HOA listed above.
- Homeowner Association Guidelines
- Certificate of Insurance (COI)
- Approval Application (the Master Association does not require an approval, but the HOA may)
- Any additional documents the pertaining HOA requires
Additional Resources
A few more documents that are helpful to have on hand during the selling process.
Heritage Oaks Information Guide
An overview of the club, community, and lifestyle to share with prospective buyers.
DownloadOpen House Rules & Signage
Guidelines and approved signage for hosting an open house within the community.
DownloadGarage Door Magnets
Branded magnets to help direct visitors during showings and open houses.
DownloadCurrent Golf Rates
Up-to-date golf and membership rate information for prospective buyers.
DownloadQuestions About Selling?
The Membership Office is happy to help guide you through the process.
