When preparing for escrow, there are some crucial pieces of information you will need to give to the escrow officers. Often, real estate brokers will assist you with the communication of this information to the escrow officer. However, some brokers depend on you working directly with the escrow officer on these items. Here is a checklist you can use as a guide when gathering the information necessary for escrow: 1. Correct spelling of your full legal name and all updated contact information 2. Contact information for your lender (and/or mortgage broker) if new financing is being obtained 3. Mortgage loan account information, including lender of loan servicer’s name, address, and account number, if you are selling or refinancing a piece of property 4. Any other tax, mortgage, bond or other lien information 5. Fire insurance policy information 6. Title vesting choice 7. Copies of Trust Documents if taking title in trust or selling from a Trust 8. Homeowner Association (HOA) and management contact information, including copies of HOA documents if held by owner 9. Any relevant corporate, partnership or LLC documents if taking title in the name of one of those entities, or selling from one of those entities. | 
Based on information from California Regional Multiple Listing Service, Inc. as of September 10, 2026 10:12 PM UTC This information is for your personal, non-commercial use and may not be used for any purpose other than to identify prospective properties you may be interested in purchasing. Display of MLS data is usually deemed reliable but is NOT guaranteed accurate by the MLS. Buyers are responsible for verifying the accuracy of all information and should investigate the data themselves or retain appropriate professionals. Information from sources other than the Listing Agent may have been included in the MLS data. Unless otherwise specified in writing, Broker/Agent has not and will not verify any information obtained from other sources. The Broker/Agent providing the information contained herein may or may not have been the Listing and/or Selling Agent.
Based on information from CRISNet MLS as of September 10, 2026 9:50 PM UTC All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information. The listing broker's offer of compensation is made only to participants of the MLS where the listing is filed.
The MLS™ Combined LA/Westside MLS® (CLAW): All information deemed reliable but not guaranteed. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) or information provider(s) shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. Listing(s) information is provided for consumer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers
Information should be deemed reliable but not guaranteed, all representations are approximate, and individual verification is recommended. Copyright ©2017 All rights reserved.
