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Treating your escrow with personal attention, bridging buyers, sellers, agents and brokers

Experience Makes the Difference - Founded on ethics and integrity. We firmly believe in doing what is right; this means putting our clients’ interests first - every time.

Escrow Checklist

 

Buyer

Our goal is to provide a seamless experience that empowers you to feel secure throughout your escrow* transaction. To ensure a successful closing, the following forms must be read, completed in full and signed. Please note that failure to complete the forms by the specified date could result in closing delays.

  • Escrow Instructions
  • Confidential Statement of Information
  • Insurance Information
  • Preliminary Change of Ownership
  • Vesting Worksheet

Escrow Instructions

Please review your escrow instructions to ensure they match your purchase contract. If your name is misspelled or has changed, contact your Escrow Officer immediately.

Confidential Statement of Information

The title company requires this form to ensure the successful transfer of title. If any item on this form does not pertain to your situation, please enter 'N/A'.

Insurance Information

Your lender will require fire insurance prior to funding the new loan. Please designate your selected insurance agency and provide all contact information to your Escrow Officer as soon as possible upon opening your escrow.

Preliminary Change of Ownership

This form must be submitted to the County Recorder with the Grant Deed. This is used by the Tax Assessor to determine the tax basis for the property. Complete and sign on the second page and return to Escrow. There are penalties assessed by the county for failure the return this form.

Vesting Worksheet

Complete this document to indicate how you wish to take title of the property. Consult your tax professional for advice on making a decision that best suits you’re financial and estate planning goals.

*Escrow is the service that will allow you and the Buyer to conduct business with each other through a neutral third party, thereby minimizing risk. An escrow is ready to close when the parties have deposited all funds and documents required. Your timely deposit of all information and documents will help to ensure that your transaction closes as scheduled.

 

Seller

Our goal is to provide a seamless experience that empowers you to feel secure throughout your escrow* transaction. To ensure a successful closing, the following forms must be read, completed in full and signed. Please note that failure to complete the forms by the specified date could result in closing delays.

  • Escrow Instructions
  • Confidential Statement of Information
  • Loan and Homeowners Association Information
  • Grant Deed
  • Other Requested Documents

Escrow Instructions

Please review your escrow instructions to ensure they match your purchase contract. If your name is misspelled or has changed, contact your Escrow Officer immediately.
Confidential Statement of Information

The title company requires this form to ensure the successful transfer of title. If any item on this form does not pertain to your situation, please enter 'N/A'.

Loan and Homeowners Association Information

Supplying this information allows the appropriate documents to be ordered to payoff your mortgage loan, line of credit or equity line. It also facilitates the transfer of any Homeowners Association memberships to the Buyer. If the loan you are paying off is an FHA loan, please consult with your Escrow Officer, as additional interest may be required.

Grant Deed

This document must be signed before a Notary Public. Notaries are available in each of our branch offices and your Escrow Officer can arrange a signing at your request. When you meet with the Notary, please be sure to bring a current photo ID.

Other Requested Documents

The Escrow Holder may also ask that you furnish personal documents including Homeowners Association, trust or partnership agreements, in order to meet the requirements of the transaction.

*Escrow is the service that will allow you and the Buyer to conduct business with each other through a neutral third party, thereby minimizing risk. An escrow is ready to close when the parties have deposited all funds and documents required. Your timely deposit of all information and documents will help to ensure that your transaction closes as scheduled.

 

 

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