Escrow Checklist for Real Estate Agents in Orange County
If you’re an agent in Orange County, you already know how fast things can move once a deal goes into escrow. Staying organized from day one is the best way to avoid last-minute surprises and keep your clients happy.
Here’s a simple, effective checklist you can use for every transaction to keep escrow smooth and stress-free.
✅ Before Opening Escrow
- Make sure the purchase agreement is fully executed
- Verify earnest money deposit amount and deadline
- Confirm all signatures and initials are complete
- Identify who will be paying escrow fees
- Collect HOA info (if applicable) and seller disclosures
- Double check all contact info for buyers, sellers, and agents
📩 When Escrow Is Opened
- Submit the purchase agreement and any counter offers to escrow
- Send contact info for lenders, title reps, and transaction coordinators
- Ask for the escrow number to add to your file and future documents
- Let your client know who their escrow officer is and how to contact them
- Set calendar reminders for key contingency and closing dates
📋 During the Escrow Period
- Stay in touch with the lender to track appraisal and loan approval
- Monitor buyer/seller deadlines for contingencies
- Respond quickly to document requests from escrow
- Review the preliminary title report and flag any issues
- Make sure all repair credits or terms are documented in writing
📆 As Closing Approaches
- Confirm buyer’s funds are ready to wire
- Double check commission instructions are correct
- Review the estimated closing statement
- Coordinate final walkthrough and sign-off
- Make sure any invoices for termite, HOA, or repairs are submitted
🚪 After Closing
- Congratulate your client
- Send any final documents for their records
- Follow up to request a testimonial or review
- Add them to your long-term nurture campaign
- Send a handwritten thank-you to the other agent or vendor team
Make This Your Go-To Escrow Checklist
Every transaction is different, but having a consistent process helps you look polished and prepared — and that’s how you earn repeat business.
If you ever need help walking a client through the process or just want a second set of eyes on a tricky deal, we’re here to support you.
Download the printable version of this checklist and keep it handy for every deal.
📩 Want the downloadable PDF version? Email us at adam@nextdoorescrow.com