California HOA Escrow Services
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
818-991-9019