​​Start Your Real Estate Transaction

A secure, modern platform for managing resales, leases, and transfers within our community.

Board Member Sign InEscrow Officer Sign In
Role-based access Secure uploads Real-time status Digital approvals

Access applications, submit documentation, track approvals, and complete Laguna Woods Village real estate transactions faster than ever.

Start with confidence

You’ll always know what to do next.

  • Guided steps for applicants, agents, and escrow
  • Checklists that update as you upload and complete forms
  • Clear handoffs from staff review to board signatures
Getting started

Who Is This Portal For?

This portal currently supports Board Members reviewing resale applications and Escrow Officers submitting application packages. Additional roles will be rolled out in future releases.

Board Members

Board Members

Review resale applications, examine Staff Reports and supporting documents, and sign Resolutions waiving the Mutual’s Right of First Refusal under California Corporations Code §7211(b).

Board Member Sign In
Escrow Companies

Escrow Officers & Title Companies

Submit escrow packages, upload required documents, and coordinate key timeline items tied directly to each application.

Escrow Officer Sign In
Workflow

How the Process Works

A guided five-step workflow keeps everyone aligned from first application to final board signatures.

1

Start Application

Agents initiate resale, lease, or transfer applications and invite residents and applicants to participate.

2

Applicant Tasks

Buyers, sellers, lessors, and lessees complete information, agreements, and document uploads through guided forms.

3

Escrow Coordination

Escrow officers enter file details, upload escrow documents, and coordinate close-of-escrow milestones.

4

Staff Review & Compliance

Village departments review eligibility, compliance, and documentation using internal Dynamics 365 workflows.

5

Approvals & Signatures

Managers and Boards complete approvals, and final signatures are captured digitally from all parties.

Platform

Platform Features

Built on Microsoft Dynamics 365, Power Pages, and SharePoint for secure, auditable, and long-term operations.

Secure Document Uploads

Documents are stored in SharePoint with strong security, version history, and routing tied to each application.

Role-Based Dashboards

Residents, agents, escrow, and staff see only the applications, tasks, and data appropriate to their role.

Real-Time Status Tracking

Follow each application through submission, review, escrow, and board approval with clear status indicators.

Digital Approvals & Signatures

DocuSign-enabled workflows provide fast, paperless approvals and a complete audit trail of every signature.

Experience

Portal Preview

A unified experience designed for every party involved in your transaction.

Application Dashboard

View all active applications with application number, manor, mutual, and status at a glance.

Applicant Tasks Flow

Guided steps for buyers, sellers, lessors, and lessees to complete information, agreements, and uploads.

Escrow Tasks Page

Structured forms for escrow file details, key dates, and escrow document packages.

Application Status Hub

See where each application sits in the pipeline, from staff review to final board signatures.

Tip: When you sign in, you’ll land on your role-based dashboard. From there, every application shows its next required action.

Help

Frequently Asked Questions

Quick answers to common questions about starting and tracking your applications.

You will typically need the manor / unit number, mutual, transaction type (resale, lease, or transfer), and basic contact information for all parties. Agents can initiate on behalf of residents.
Once an application is created, secure links are sent to each party. They log in to the portal to review information, complete forms, and upload documents.
Requirements vary by mutual, but usually include identification, financial qualification documents, and mutual-specific forms. The portal lists required items for each application.
Timing depends on mutual, board schedules, and how quickly all parties complete their steps. Your application dashboard will show current status and where it is in the process.
If something looks stalled, use the contact information on your application dashboard or reach Community Services directly for assistance.
Yes. Most forms allow you to save progress and return later, as long as all required fields are completed before final submission.

Log In to the Real Estate Portal

Choose the option that best matches your role in the transaction.

Secure login via your Laguna Woods Village Real Estate Portal account.

Board Member Sign InEscrow Officer Sign In
Community ServicesReal Estate DepartmentPolicies & FormsPrivacy PolicyTerms of Use