10 Tips for a Smooth Transaction

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1. Select a licensed Real Estate Broker to Represent you

Make sure to look up your options to find the right Broker for you.

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2. Choose an Independent Escrow provider

Independent escrow providers licensed by the Department of Financial Protection and Innovation are 100% neutral third parties.

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Be transparent with your broker and escrow officer. Let them know about potential problems in advance (e.g. liens).

3. Sellers: 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.

4. Buyers: Eliminate Surprises

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Provide your escrow officer with the pertinent information that they request as soon as you can. 

5. Be Responsive

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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.

6. Be Prompt

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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.

7. Insurance Needs

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Make sure you have completed all walk-through inspections and other contingencies (e.g. termite inspection, city permits, etc.).

8. Walk-throuhgs

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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

9. Documents

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It takes cooperation and communication between all of these entitites to ensure a smooth escrow close. A positive outlook and a quick response to anything asked of you will help ensure a smooth transaction.

10. Understand that there are Many People Involved