Escrow and Disclosure Services for Homeowner Associations
• Ownership Transfers       • Refinance Transactions

California HOA Escrow and Disclosure Services provides escrow services to HOA management companies, homeowner associations, and mutual water companies throughout California. We make the transfer of ownership and refinance transactions easy, fast, and cost effective. The homeowner association and management company pay nothing for our services. Our fee is paid by one of the parties to the transaction which we share with our client. We have more than 33 years of experience and have completed thousands of successful transactions for our clients.

If you are an HOA management company, homeowner association, or mutual water company, we can provide you with a proposal for HOA escrow services.

Our services include providing the sale or refinance escrow holder and/or mortgage lender with the following:


  1. A completed Lender’s Questionnaire and Certification
  2. The governing documents, including the CC&Rs, Bylaws, and Operating Rules
  3. Insurance Policies or Certificates of Insurance
  4. Most current Reserve Study and Financial Statement
  5. Demand for Funds, including any Transfer Fee, and Escrow Instructions from the HOA
  6. Most recent Annual Disclosure Package and Budget
  7. Minutes of Meetings
  8. A Lien Release, if applicable


We will handle all communications with the Escrow Holder, Mortgage Lender and any Real Estate Agents, as required, and we will obtain the new owner information for the HOA and/or mutual water company.

California HOA Escrow Services provides services to the following areas:

California, Los Angeles County, Ventura County, Santa Barbara County, Orange County, San Bernardino County, Riverside County, Kern County, Los Angeles, West Los Angeles, San Diego, San Jose, Fresno, Sacramento, Long Beach, Bakersfield, Riverside, Irvine, San Bernardino, Moreno Valley, Oxnard, Glendale, Ontario, Corona, Lancaster, Palmdale, Torrance, Pasadena, Orange, Fullerton, Thousand Oaks, Simi Valley, Victorville, Costa Mesa, Ventura, Inglewood, Santa Maria, Burbank, Santa Monica, Oak Park, Agoura Hills, Southern California, City of Los Angeles, Long Beach, Santa Clarita, Valencia, Newhall, Saugus, West Covina, El Monte, Bakersfield, Fresno, Palm Springs, Rancho Mirage, Palm Desert, Cathedral City, San Francisco, Oakland, Anaheim, Santa Ana, Riverside, Stockton, Irvine, Chula Vista, Fremont, Modesto, Fontana, Oceanside, Elk Grove, Pomona, Carlsbad, Escondido, Roseville, Visalia, Vista, Carlsbad, El Cajon, San Marcos, Alturas, Anderson, Angels Camp, Auburn, Bishop, Clearlake, Colusa, Corning, Eureka, Fortuna, Grass Valley, Gridley, Ione, Jackson, Lakeport, Live Oak, Loomis, Mammoth Lakes, Marysville, Mount Shasta, Nevada City, Newman, Orland, Oroville, Patterson, Portola, Red Bluff, Rio Dell, Rio Vista, Riverbank, San Juan Bautista, Shasta Lake, Susan City, Susanville, Sutter Creek, Truckee, Wheatland, Williams, Willows, Winters, Yreka, Yuba City


If you searched for any of the following terms, you have found the right website:

HOA Escrow Services, Homeowner Association Escrow Services, HOA Management Company Escrow Services, Transfer of Ownership, Common Interest Developments, Self-Managed HOA services, Association Escrow Services, Escrow Document Services, Community Associations, Condominium Sales, Condominium Association Escrow Services, Refinance Escrows, Sale Escrows, Self-Managed Associations, Escrow Services for Condominium Associations, Escrow Services for Homeowner Associations, Mutual Water Companies, Escrow Disclosures, Escrow Disclosure Services, Escrow Demand Letters