1. Have all pertinent information when opening escrow. (ie. Seller’s & Buyer’s names, mortgage payoff information, Homeowners Association information, new lender, Solar/HERO Assessments Information, etc.)
2. Clarify the Buyer’s names and vesting. Determine whether or not the Buyers are married and if they are taking the title as sole and separate property. If they are married, provide the spouse’s name for an Interspousal Deed. Determine if the Seller has been married since taking the title. If so, escrow will need the name of the spouse to prepare the Interspousal Deed.