Escrow Opening Checklist
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ESCROW OPENING CHECKLIST
Created by ChecklistGuro (https://checklistguro.com)
--- INITIAL SETUP & CLIENT INFORMATION ---
[ ] Escrow Officer (Escrow Officer 1, Escrow Officer 2, Escrow Officer 3)
[ ] Client Name (Buyer)
[ ] Client Name (Seller)
[ ] Client Contact Information (Buyer - Phone, Email, Address)
[ ] Client Contact Information (Seller - Phone, Email, Address)
[ ] Communication Preference (Buyer) (Email, Phone, Text)
[ ] Communication Preference (Seller) (Email, Phone, Text)
[ ] Date Client Instructions Received
--- PROPERTY INFORMATION & LEGAL DESCRIPTION ---
[ ] Property Address
[ ] Parcel Number(s)
[ ] Legal Description (Full)
[ ] Lot Size (Acres/Square Feet)
[ ] Property Survey (if available)
[ ] Property Type (Single Family Residence, Condominium, Townhouse, Land, Multi-Family, Commercial)
[ ] APN (Assessor's Parcel Number)
--- PARTIES & CONTACT INFORMATION ---
[ ] Buyer Full Name
[ ] Buyer Phone Number
[ ] Buyer Email Address
[ ] Seller Full Name
[ ] Seller Phone Number
[ ] Seller Email Address
[ ] Listing Agent Full Name
[ ] Listing Agent Phone Number
[ ] Listing Agent Email Address
[ ] Buyer's Agent Full Name
[ ] Buyer's Agent Phone Number
[ ] Buyer's Agent Email Address
--- PURCHASE AGREEMENT REVIEW ---
[ ] Review Purchase Agreement - General Comments & Summary
[ ] Effective Date of Purchase Agreement
[ ] Closing Date (as per Purchase Agreement)
[ ] Purchase Price (as per Purchase Agreement)
[ ] Contingency Types (Select all that apply) (Financing, Appraisal, Inspection, Sale of Buyer’s Property, Other (Specify))
[ ] Summary of Inspection Contingency Details (if applicable)
[ ] Summary of Appraisal Contingency Details (if applicable)
[ ] Earnest Money Deposit Amount Specified? (Yes, No)
[ ] Special Instructions/Riders/Addenda (Summarize)
--- FUNDING & LOAN INFORMATION ---
[ ] Loan Amount
[ ] Lender Name
[ ] Loan Officer Name
[ ] Loan Type (e.g., Conventional, FHA, VA) (Conventional, FHA, VA, USDA, Jumbo)
[ ] Estimated Closing Date (per Loan Commitment)
[ ] Interest Rate (per Loan Commitment)
[ ] Loan Commitment Details/Conditions (if applicable)
[ ] Loan Estimate (LE)
[ ] Funding Type (Wires, Check)
--- TITLE & INSURANCE ---
[ ] Title Company Selection (Company A, Company B, Company C, Other - Specify)
[ ] Title Company Order Instructions/Special Requests
[ ] Title Insurance Type (Standard, Extended, etc.) (Standard, Extended, Custom - Specify)
[ ] Estimated Title Insurance Premium (if known)
[ ] Date Title Search Ordered
[ ] Flood Certification Required? (Yes, No)
[ ] Copy of Preliminary Title Report (if available)
[ ] Endorsements Required? (Yes, No)
--- INITIAL DEPOSITS & FUNDS ---
[ ] Initial Deposit Amount
[ ] Source of Initial Deposit (e.g., Bank Name)
[ ] Deposit Account Number
[ ] Deposit Date
[ ] Confirmation Number (if applicable)
[ ] Earnest Money Deposit Amount
[ ] Method of Earnest Money Deposit (e.g., Wire Transfer, Check)
[ ] Copy of Deposit Confirmation (if available)
--- ESCROW FEES & DISCLOSURES ---
[ ] Escrow Fee Breakdown Explanation
[ ] Escrow Fee Amount
[ ] Earnest Money Deposit Amount
[ ] Payment Method for Initial Deposit (Check, Wire Transfer, Credit Card (with fee))
[ ] Copy of Initial Deposit Receipt (if applicable)
[ ] Disclosure of Potential Conflicts of Interest (if any) (No Conflicts, Conflicts Exist - Documented and Disclosed)
[ ] Summary of Key Disclosures Provided to Parties
[ ] Date Disclosures Provided to All Parties
--- END OF TEMPLATE ---
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| Label | Value | Notes |
|---|---|---|
| Created by checklistguro.com | ||
| Initial Setup & Client Information (STEP) | ||
| Escrow Officer (SELECTION options: Escrow Officer 1, Escrow Officer 2, Escrow Officer 3) | ||
| Client Name (Buyer) (TEXT) | ||
| Client Name (Seller) (TEXT) | ||
| Client Contact Information (Buyer - Phone, Email, Address) (TEXT) | ||
| Client Contact Information (Seller - Phone, Email, Address) (TEXT) | ||
| Communication Preference (Buyer) (SELECTION options: Email, Phone, Text) | ||
| Communication Preference (Seller) (SELECTION options: Email, Phone, Text) | ||
| Date Client Instructions Received (DATE) | ||
| Property Information & Legal Description (STEP) | ||
| Property Address (TEXT) | ||
| Parcel Number(s) (TEXT) | ||
| Legal Description (Full) (TEXT) | ||
| Lot Size (Acres/Square Feet) (NUMBER) | ||
| Property Survey (if available) (UPLOAD) | ||
| Property Type (SELECTION options: Single Family Residence, Condominium, Townhouse, Land, Multi-Family, Commercial) | ||
| APN (Assessor's Parcel Number) (TEXT) | ||
| Parties & Contact Information (STEP) | ||
| Buyer Full Name (TEXT) | ||
| Buyer Phone Number (TEXT) | ||
| Buyer Email Address (TEXT) | ||
| Seller Full Name (TEXT) | ||
| Seller Phone Number (TEXT) | ||
| Seller Email Address (TEXT) | ||
| Listing Agent Full Name (TEXT) | ||
| Listing Agent Phone Number (TEXT) | ||
| Listing Agent Email Address (TEXT) | ||
| Buyer's Agent Full Name (TEXT) | ||
| Buyer's Agent Phone Number (TEXT) | ||
| Buyer's Agent Email Address (TEXT) | ||
| Purchase Agreement Review (STEP) | ||
| Review Purchase Agreement - General Comments & Summary (TEXT) | ||
| Effective Date of Purchase Agreement (DATE) | ||
| Closing Date (as per Purchase Agreement) (DATE) | ||
| Purchase Price (as per Purchase Agreement) (NUMBER) | ||
| Contingency Types (Select all that apply) (SELECTION options: Financing, Appraisal, Inspection, Sale of Buyer’s Property, Other (Specify)) | ||
| Summary of Inspection Contingency Details (if applicable) (TEXT) | ||
| Summary of Appraisal Contingency Details (if applicable) (TEXT) | ||
| Earnest Money Deposit Amount Specified? (SELECTION options: Yes, No) | ||
| Special Instructions/Riders/Addenda (Summarize) (TEXT) | ||
| Funding & Loan Information (STEP) | ||
| Loan Amount (NUMBER) | ||
| Lender Name (TEXT) | ||
| Loan Officer Name (TEXT) | ||
| Loan Type (e.g., Conventional, FHA, VA) (SELECTION options: Conventional, FHA, VA, USDA, Jumbo) | ||
| Estimated Closing Date (per Loan Commitment) (DATE) | ||
| Interest Rate (per Loan Commitment) (NUMBER) | ||
| Loan Commitment Details/Conditions (if applicable) (TEXT) | ||
| Loan Estimate (LE) (UPLOAD) | ||
| Funding Type (SELECTION options: Wires, Check) | ||
| Title & Insurance (STEP) | ||
| Title Company Selection (SELECTION options: Company A, Company B, Company C, Other - Specify) | ||
| Title Company Order Instructions/Special Requests (TEXT) | ||
| Title Insurance Type (Standard, Extended, etc.) (SELECTION options: Standard, Extended, Custom - Specify) | ||
| Estimated Title Insurance Premium (if known) (NUMBER) | ||
| Date Title Search Ordered (DATE) | ||
| Flood Certification Required? (SELECTION options: Yes, No) | ||
| Copy of Preliminary Title Report (if available) (UPLOAD) | ||
| Endorsements Required? (SELECTION options: Yes, No) | ||
| Initial Deposits & Funds (STEP) | ||
| Initial Deposit Amount (NUMBER) | ||
| Source of Initial Deposit (e.g., Bank Name) (TEXT) | ||
| Deposit Account Number (TEXT) | ||
| Deposit Date (DATE) | ||
| Confirmation Number (if applicable) (TEXT) | ||
| Earnest Money Deposit Amount (NUMBER) | ||
| Method of Earnest Money Deposit (e.g., Wire Transfer, Check) (TEXT) | ||
| Copy of Deposit Confirmation (if available) (UPLOAD) | ||
| Escrow Fees & Disclosures (STEP) | ||
| Escrow Fee Breakdown Explanation (TEXT) | ||
| Escrow Fee Amount (NUMBER) | ||
| Earnest Money Deposit Amount (NUMBER) | ||
| Payment Method for Initial Deposit (SELECTION options: Check, Wire Transfer, Credit Card (with fee)) | ||
| Copy of Initial Deposit Receipt (if applicable) (UPLOAD) | ||
| Disclosure of Potential Conflicts of Interest (if any) (SELECTION options: No Conflicts, Conflicts Exist - Documented and Disclosed) | ||
| Summary of Key Disclosures Provided to Parties (TEXT) | ||
| Date Disclosures Provided to All Parties (DATE) |
| Label | Value | Notes |
|---|---|---|
| Created by checklistguro.com | ||
| Initial Setup & Client Information (STEP) | ||
| Escrow Officer (SELECTION options: Escrow Officer 1, Escrow Officer 2, Escrow Officer 3) | ||
| Client Name (Buyer) (TEXT) | ||
| Client Name (Seller) (TEXT) | ||
| Client Contact Information (Buyer - Phone, Email, Address) (TEXT) | ||
| Client Contact Information (Seller - Phone, Email, Address) (TEXT) | ||
| Communication Preference (Buyer) (SELECTION options: Email, Phone, Text) | ||
| Communication Preference (Seller) (SELECTION options: Email, Phone, Text) | ||
| Date Client Instructions Received (DATE) | ||
| Property Information & Legal Description (STEP) | ||
| Property Address (TEXT) | ||
| Parcel Number(s) (TEXT) | ||
| Legal Description (Full) (TEXT) | ||
| Lot Size (Acres/Square Feet) (NUMBER) | ||
| Property Survey (if available) (UPLOAD) | ||
| Property Type (SELECTION options: Single Family Residence, Condominium, Townhouse, Land, Multi-Family, Commercial) | ||
| APN (Assessor's Parcel Number) (TEXT) | ||
| Parties & Contact Information (STEP) | ||
| Buyer Full Name (TEXT) | ||
| Buyer Phone Number (TEXT) | ||
| Buyer Email Address (TEXT) | ||
| Seller Full Name (TEXT) | ||
| Seller Phone Number (TEXT) | ||
| Seller Email Address (TEXT) | ||
| Listing Agent Full Name (TEXT) | ||
| Listing Agent Phone Number (TEXT) | ||
| Listing Agent Email Address (TEXT) | ||
| Buyer's Agent Full Name (TEXT) | ||
| Buyer's Agent Phone Number (TEXT) | ||
| Buyer's Agent Email Address (TEXT) | ||
| Purchase Agreement Review (STEP) | ||
| Review Purchase Agreement - General Comments & Summary (TEXT) | ||
| Effective Date of Purchase Agreement (DATE) | ||
| Closing Date (as per Purchase Agreement) (DATE) | ||
| Purchase Price (as per Purchase Agreement) (NUMBER) | ||
| Contingency Types (Select all that apply) (SELECTION options: Financing, Appraisal, Inspection, Sale of Buyer’s Property, Other (Specify)) | ||
| Summary of Inspection Contingency Details (if applicable) (TEXT) | ||
| Summary of Appraisal Contingency Details (if applicable) (TEXT) | ||
| Earnest Money Deposit Amount Specified? (SELECTION options: Yes, No) | ||
| Special Instructions/Riders/Addenda (Summarize) (TEXT) | ||
| Funding & Loan Information (STEP) | ||
| Loan Amount (NUMBER) | ||
| Lender Name (TEXT) | ||
| Loan Officer Name (TEXT) | ||
| Loan Type (e.g., Conventional, FHA, VA) (SELECTION options: Conventional, FHA, VA, USDA, Jumbo) | ||
| Estimated Closing Date (per Loan Commitment) (DATE) | ||
| Interest Rate (per Loan Commitment) (NUMBER) | ||
| Loan Commitment Details/Conditions (if applicable) (TEXT) | ||
| Loan Estimate (LE) (UPLOAD) | ||
| Funding Type (SELECTION options: Wires, Check) | ||
| Title & Insurance (STEP) | ||
| Title Company Selection (SELECTION options: Company A, Company B, Company C, Other - Specify) | ||
| Title Company Order Instructions/Special Requests (TEXT) | ||
| Title Insurance Type (Standard, Extended, etc.) (SELECTION options: Standard, Extended, Custom - Specify) | ||
| Estimated Title Insurance Premium (if known) (NUMBER) | ||
| Date Title Search Ordered (DATE) | ||
| Flood Certification Required? (SELECTION options: Yes, No) | ||
| Copy of Preliminary Title Report (if available) (UPLOAD) | ||
| Endorsements Required? (SELECTION options: Yes, No) | ||
| Initial Deposits & Funds (STEP) | ||
| Initial Deposit Amount (NUMBER) | ||
| Source of Initial Deposit (e.g., Bank Name) (TEXT) | ||
| Deposit Account Number (TEXT) | ||
| Deposit Date (DATE) | ||
| Confirmation Number (if applicable) (TEXT) | ||
| Earnest Money Deposit Amount (NUMBER) | ||
| Method of Earnest Money Deposit (e.g., Wire Transfer, Check) (TEXT) | ||
| Copy of Deposit Confirmation (if available) (UPLOAD) | ||
| Escrow Fees & Disclosures (STEP) | ||
| Escrow Fee Breakdown Explanation (TEXT) | ||
| Escrow Fee Amount (NUMBER) | ||
| Earnest Money Deposit Amount (NUMBER) | ||
| Payment Method for Initial Deposit (SELECTION options: Check, Wire Transfer, Credit Card (with fee)) | ||
| Copy of Initial Deposit Receipt (if applicable) (UPLOAD) | ||
| Disclosure of Potential Conflicts of Interest (if any) (SELECTION options: No Conflicts, Conflicts Exist - Documented and Disclosed) | ||
| Summary of Key Disclosures Provided to Parties (TEXT) | ||
| Date Disclosures Provided to All Parties (DATE) | ||