An Independent & Unaffiliated Escrow Company
10 Tips for a Smooth Transaction
1. Select a licensed Real Estate Broker to Represent you
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Make sure to look up your options to find the right Broker for you.
2. Choose an Independent Escrow provider
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Independent escrow providers licensed by the Department of Financial Protection and Innovation are 100% neutral third parties.
3. Sellers: Eliminate Surprises
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Be transparent with your broker and escrow officer. Let them know about potential problems in advance (e.g. liens).
4. Buyers: Eliminate Surprises
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If you have questionable credit tell your broker and mortgage lender. They know the steps to take to clean up your credit.
5. Be Responsive
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Provide your escrow officer with the pertinent information that they request as soon as you can.
6. Be Prompt
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Each day we're working on numerous escrows. Please arrive on time for your appointment and review loan docs before arrival.
7. Insurance Needs
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Discuss fire insurance requirements with your fire insurance agent and your lender. Provide your escrow officer with he insurance agent's contact information.
8. Walk-throuhgs
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Make sure you have completed all walk-through inspections and other contingencies (e.g. termite inspection, city permits, etc.).
9. Documents
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To expedite the escrow closing, bring the following items with you to your appointment:
Buyers & Sellers: Photo I.D. | Sellers: Account info for sale proceeds to be transferred to
10. Understand that there are Many People Involved
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