Open an escrow · All of California
How to open an escrow
For a sale, we need the signed purchase contract and a way to reach each person in the deal. Call us at (714) 544-6525 or send the form below, and we’ll take it from there. Please keep bank and Social Security numbers out of forms and emails.
Two ways to start
Call the office, or send the form below.
Weekdays, 8:30 a.m. to 5 p.m. Closed on weekends.
Open weekdays, 8:30 a.m. to 5 p.m.
- Office
- 12681 Newport Ave., Suite B, Tustin, CA 92780 Directions
- Fax
- (714) 368-1539
- [email protected]
Start with a few details
Tell us who you are and what kind of escrow it is. We’ll call or email you about the next step.
Where your note goes
Our team gets it by email, and we keep a copy in our record of website requests. We use it to answer you and to work on your file. We don’t sell it. Our privacy policy
Wire fraud
Check by phone before any wire.
Scammers fake escrow emails and texts to send money to their own accounts. Got wiring instructions? Call us at (714) 544-6525 to check them before you send any money. Use only the number on this website. How the scam works
What do we need to open your escrow?
Missing a piece? Send what you have, and we’ll ask for the rest.
Buying or selling a home
- The purchase agreement, signed by the buyer and the seller, with any counteroffers and addenda
- A phone number and an email for each buyer and each seller
- Each agent’s name, brokerage, phone number and email
- How to reach the buyer’s loan officer, if there’s a loan
- For the seller: each lender with a loan on the home, and the homeowners association (HOA), if there is one
A refinance
- The new lender’s name, and the loan officer’s phone number and email
- Each owner’s name, spelled the way it appears on the deed
- Each lender with a loan on the home now
Buying or selling a business
- The purchase agreement both sides signed, showing the price and what the buyer gets
- The seller’s business names and addresses from the past three years, old ones included
- A list of the equipment and inventory in the sale
- The lease, and the landlord’s name and phone number
- The liquor license number, when the sale includes one
Why the old business names? In a sale under California’s bulk sale law, the buyer must get that list from the seller (Commercial Code §6104). How a bulk sale works.
What happens after you reach out?
Step 1: We talk it through
A member of our team calls or emails you to learn about the sale and answer your questions.
Step 2: We set up your file
Once the signed contract is in, we open the escrow. Next come the escrow instructions: the written steps both sides agree to. Read them closely before you sign.
Step 3: The deposit arrives
The buyer’s deposit is due when the contract says. Wiring it? Call us first at (714) 544-6525 to check the instructions.
Step 4: The rest of the escrow
What comes next depends on the sale. How a home escrow works. How a business escrow works.
Questions about opening an escrow
Who can open an escrow?
Anyone in the deal can call us to start one. For a home sale, one of the agents often sends us the signed contract. For a refinance, the lender usually does. Buyers and sellers can call us too.
Do I need a signed contract before I call?
No. Call with questions at any time, even before there’s a deal. We open the escrow when the signed contract arrives.
Why won’t the form take account numbers?
A web form or an email isn’t a safe place for them. The form won’t send bank account, card or Social Security numbers. If a step needs one, call us at (714) 544-6525.
Sources and fine print
- California Commercial Code §6104: the seller’s list of business names and addresses
- California Department of Real Estate, Reference Book chapter 8: escrow instructions
Sources checked September 2026. Page updated . General information, not legal or tax advice.