FAQs

What company information must I provide to get a user account from HomeWiseDocs.com?
Registering on HomeWiseDocs.com is easy and free. You will be required to enter your company type, company name, title, first and last name, mailing address, telephone number, and email address. You will also create a username and password that you will use to sign into your account. In addition, you must agree to the terms and conditions of the HomeWiseDocs.com User Agreement and verify that you have read the Privacy and Security Policy. Registration is free: there is no registration fee, annual fee or any other kind of fee to register as a HomeWiseDocs.com user. In order to maintain privacy and security on this site, you must register as a user before ordering any products or services.

How do I register for an account on HomeWiseDocs.com?
Go to www.HomeWiseDocs.com click on the Sign Up tab located at the top right of the home page. Fill in the required information and you are good to go. There is no charge for registering an account with HomeWiseDocs.com.

How do I order a lender specific form/certification?
4 simple steps to get a lender specific questionnaire:

  1. Sign into your account then find your association.
  2. At the Order Items page, select the "questionnaire" product option you want (either an individual questionnaire or a bundle with other documents).
  3. After that, Select Questionnaire page appears. You may choose a generic questionnaire or, choose the “Lender Specific Form(s) option from the dropdown list. However, if your form is not on the list, just select the “I NEED MY OWN LENDER SPECIFIC FORM AND IT IS NOT HERE”.
  4. A pop-up box will appear asking you to attach a blank, clean PDF copy of the form you need completed. The system enables you to browse your computer, locate your form, and attach it to your order.
***Processing of requests will not be begin until the order payment amount is received. After your new form is mapped and completed you will receive an email from HomeWiseDocs.com informing you the order is ready and how you can retrieve it.

How do I pay for my order?
Our management companies or self managed homeowner associations determine when payment is required. Those transactions requiring payment at closing will be handled by the closing agent. Below are the options you have for making payments at the time of your order:

Check payment:
Please make your check payable to HomeWiseDocs.com and mail it to 4773 Mangels Blvd., Fairfield, CA 94534. Please include your order confirmation number in the memo.

Credit Card payment:
From our homepage www.HomeWiseDocs.com click the pay for your order tab. Enter the order confirmation number and click pay. You will be able to enter your credit card information there and then click pay now.

What is a convenience fee?
An additional charge on our website for processing a payment using a credit or debit card. To avoid this charge, please submit a check payment or pay by electronic check.

Will my banking and credit card information be safe?
Yes, HomeWiseDocs.com is a secure site. Your private banking and credit card information is never stored on the site. This information is encrypted with SSL (Secure Sockets Layering) software before being transmitted. Read our Privacy and Security Policy for more details.

I forgot my username. What should I do now?
Please use the Forgot Username link found on our homepage www.HomeWiseDocs.com. You will be asked to enter the e-mail address linked to your account. Check your e-mail account and retrieve your username.

I forgot my Password. What should I do now?
Please use the Forgot Username link found on our homepage www.HomeWiseDocs.com. You will be asked to enter the e-mail address and the username linked to your account. Check your e-mail account and retrieve your password. Copy and paste it into the password box.

How do I change my Password?
If you would like to change your password, sign in to your account using your current password. Click the Manage Account tab. Click the change password tab. Select a user. You will be prompted to enter your current password twice, and then you may create a new password.

Where is my order?
There are two ways to track the status of your order:
1. From our homepage www.HomeWiseDocs.com, click the track your order tab. Enter your order confirmation number and click track.

Or..

2. You can sign in to your account and click "Pending Orders". Select the order you wish to track; you will be able to view the status and order history.

Do I have to sign in to access my order?
No, you don't have to sign in to access your order. If you want to track your order or pay for your order all you need is your order Confirmation number.

How do I retrieve my order?
If you have a username and password:

  1. Logon to our homepage www.homewisedocs.com
  2. Sign into your account with your username and password.
  3. Click on the completed orders tab. This will take you to all of your completed orders.
  4. Click on the owner name to open the order and the documents are listed individually.
  5. Click on the document name to open, view, save, print, and/or e-mail.
Or..

If you do not have a username and password:
  1. Logon to our homepage www.homewisedocs.com
  2. Click on the "track your order" link.
  3. Input your order confirmation number and click track.
  4. Click the "click here to view the completed order" link under the comments section. The documents are listed individually.
  5. Click on the document name to open, view, save, print, and/or e-mail.

What do I do if I don’t have escrow information? (Buyer Name/Address, escrow number, loan number, etc.)

  1. Place TBD for those fields.
  2. Match the buyer address to the property address.
  3. However, you will need to select an estimated closing date.

How do I update my order?

  1. Logon to our homepage www.homewisedocs.com
  2. Click the "update my order" link
  3. Sign into your account with your username and password.
  4. Click on the completed orders tab.
  5. To the very right of the order name click the "Request update" link.
  6. Select the items you wish to be updated.
  7. Enter an estimated closing date.
  8. Click update. (Note your order confirmation number. You will receive an e-mail once the order is complete)

How do I attach a document to my order (e.g., Grant Deed, Sales Contract, Seller Authorization, etc.)?

  1. Logon to our homepage www.homewisedocs.com
  2. Click the "Attach Document" link.
  3. Enter the confirmation # from your order (see below if you have not previously placed order).
  4. Choose the most appropriate label for your document to upload or choose other if no other document label applies.
  5. Click the Select File button to upload the document from your system.
  6. Once document transfer has completed, the management company will receive an email notification that document has been attached to the order.

If order has not previously been place:
  1. Logon to our homepage www.homewisedocs.com
  2. Sign into your account with your username and password.
  3. Find the association and the select your items (Step 1).
  4. Enter the transaction details (Step 2)
  5. Attach your document (Step 3)
  6. Your document will automatically be included in your order to the management company.

What do I do if I entered the incorrect seller/buyer information?

  1. If the order is complete:
    1. The management company will need to be contacted.
    2. They will need to put the order on hold.
    3. The requestor of the documents will need to login to their account.
    4. Go to the pending orders section.
    5. Click the cancel/modify link.
    6. Click the modify buyer/seller information link.
    7. Modify the information.
    8. Click the modify information button.
    9. Once this is done the management company will need to be contacted to re-release the order.
  2. If the order is not complete:
    1. The requestor of the documents will need to login to their account.
    2. Go to the pending orders section.
    3. Click the cancel/modify link.
    4. Click the modify buyer/seller information link.
    5. Modify the information.
    6. Click the modify information button.

How do I pay at close?
This policy is established by the management company. If the document is labeled "pay at close" then you may pay at the time of closing. Otherwise, you will be instructed to "pay now". We are not able to modify this in the system.

What is Online Chat?
Online Chat is available to our users from 6 a.m. to 5 p.m. (PST) Monday-Friday. To access our live chat area, click on "Online Chat" where you will be directed to our instant messaging system. Here you can chat with a live operator who will be able to answer your questions and help you with any problems you have using the system.