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What the Escrow Holder Does!

The following items represent a typical list of what an escrow holder does and does not do:

 The Escrow Holder:

  • Serves as the neutral "stakeholder" and the communications link to all parties in the transaction
  • Prepares escrow instructions per the purchase contract
  • Requests a preliminary report to determine the present condition of title to the property
  • Requests a beneficiary´s statement or payoff statement from current lien holder(s)
  • Complies with lender´s requirements, specified in the escrow agreement
  • Receives purchase funds from the buyer
  • Prepares the deed or other documents related to acquiring clear title
  • Prorates taxes, interest, insurance and rents according to instructions
  • Secures releases of all contingencies or other conditions as imposed on the transaction
  • Delivers to title the required documents for recording and coordinates with title as to when to release
  • Closes escrow when all the instructions of buyer and seller have been carried out
  • Disbursed funds as authorized by instructions, including charges for title insurance, recording fees, real estate commissions and loan payoffs
  • Prepares final statements for the parties accounting for the disposition of all funds deposited in escrow.


The Escrow Holder Does Not:

  • Offer legal advise
  • Negotiate the transaction
  • Offer investment advice.

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