Legal description of subject property (bring in your Grant Deed or a copy of your title policy – it will be returned to you at the close of escrow).
Name, address and loan number of each lender to whom you are making loan payments (bring in payment coupon showing balances, loan numbers, etc. on all loans against your property).
The approximate unpaid balance of each loan and the “type” of loan – is it an FHA, VA, State of California, or Conventional loan?
Copy of your existing fire insurance policy if the policy is to be transferred to the buyer at the close of escrow.
The name of the Homeowner’s Association, address, phone number, and the amount of the monthly dues. Copies of the By-Laws, Articles of Incorporation and Covenants, Conditions and Restrictions – CCR’s must be delivered to the buyer prior to the close of escrow.
Current Tax Statement and receipts, if available.
Complete list of tenants, if any, including amounts of rents, date to which paid, the amounts of security deposits, and copies of all leases.
Description of personal property included in the sale.
Name, address and phone number of each real estate broker to be paid a commission.
Name of the title company to issue policy and the type of title insurance to be furnished.
Is there Water Stock for the property? If so, furnish escrow with the name, address of the Water Company together with the Stock Certificate for property Assignment and proration.
Your exact name, marital status and manner in which you wish to acquire title. (You might want to consult you attorney and/or CPA regarding this. There are many ways you may want to hold title such as, Joint Tenants, Community Property, Community Property with Right of Survivorship, Separate Property, etc.)
Name and address of your proposed lender. Also, the name and phone number of your loan representative.
Terms of your new loan – how much do you want to borrow – what is your interest rate?
Your fire insurance agent’s name, address and phone number and amount of insurance to be written.