Items We Will Need to Begin


_____ HOA Escrow Services Agreement


_____ CC&Rs


_____ Bylaws


_____ Operating Rules


_____ Insurance Policies and Agent Contacts


_____ Latest Reserve Study


_____ Minutes of Meetings – Last 12 Months


_____ Latest Year-End Disclosure, Including Budget


_____ Completed Lender’s Questionnaire (To be provided by us)


_____ Amount of any Transfer Fee: $____________

All of the items above can be scanned to us. You do not need to mail paper copies.

Thank You.

California HOA Escrow Services