PROPERTY PROFILE

• Buyers Name.
• Address and telephone numbers.
• Will they occupy at close of escrow?
• Assessor's parcel number or legal description.

BUYER'S INFORMATION

• Way in which they would like to hold title.
• Status of buyer: i.e. Husband and Wife, Single Person, Unmarried or Widowed.
• Manner of vesting: i.e. Joint Tenants, Community Property, Tenants in Common, etc.
• Corporation-Need copy of Articles of Incorporation and Corporate Resolution.
• Trust-Need signed copy of Trust Agreements and any amendments or modifications.

BUYER'S DEPOSIT

• Deposit checks made payable to escrow holder or endorsed over to escrow company by Broker.
• Trust account checks to be delivered to escrow agent prior to close of escrow.

LENDER

• New financing - Name of lender, address, telephone number, and contact.
• Assumption (Cash to mortgage) - Name of lender, loan number, and terms of note. Copy of note and Deed of Trust if available

INSURANCE INFORMATION

• New policy - Name of insurance agent, address, telephone number and policy number. Escrow holder will pay first years premium out of escrow, and impounds if required by lender.
• Assumption of existing policy - Name of insurance agent, address, telephone number, policy number. Determine if existing policy is assumable, and whether coverage is acceptable to buyers.

ADDRESS OF BUYER

• Where documentation is to be sent after close of escrow.
• Where are tax statements to be mailed.