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Sez Sezer  ·  Keller Williams Realty

Home Buyer GuideEscrow Timeline

A step-by-step guide to navigating your purchase — from acceptance through the day you receive your keys.

DRE #01988197
📋
01
Escrow Real Estate Terms
👥
02
Key People & Companies
📝
03
Offer Terms
📅
04
Home Buyer Escrow Timeline
💰
05
Understanding Mortgage Payments
06
Buyer Escrow Check List
Section 1

Escrow Real Estate Terms

Familiarize yourself with these key terms before your escrow begins. Gold-highlighted cards are the most critical terms to understand.

Escrow
A neutral third party holding funds and documents until all conditions of the sale are met and ownership transfers.
⭐ Key Term
EMD — Earnest Money Deposit
A good-faith deposit (typically 1–3%) wired to escrow within 3 business days of acceptance. Shows your commitment to purchase.
Contingency
A condition that must be fulfilled for the sale to proceed. Common contingencies: inspection, appraisal, and loan.
⭐ Key Term
Contingency Removal
The formal act of waiving a contingency in writing. Once removed, your deposit may be at risk if you back out for that reason.
⭐ Key Term
TDS — Transfer Disclosure Statement
A mandatory seller form revealing all known material facts and defects about the property. One of the most important documents you'll receive.
⭐ Key Term
SPQ — Seller Property Questionnaire
Detailed supplemental disclosure where the seller answers specific questions about the property's history, systems, permits, and neighborhood.
⭐ Key Term
Request for Repairs
A written request from you after inspection asking the seller to make repairs or offer a credit — focused on health, safety, and non-functioning items.
⭐ Key Term
Seller Credit
A credit from the seller applied toward your closing costs only — not your down payment or issued as cash. Typically negotiated after inspection.
⭐ Key Term
Closing Costs
One-time fees paid at close — loan fees, escrow/title charges, prepaid taxes and insurance. Typically 1.5–2% of purchase price (~$15K–$20K on a $1M home).
⭐ Key Term
HOA — Homeowners Association
Organization managing shared amenities and community rules. HOA dues are an ongoing monthly cost. Condo HOAs may cover roof and structure.
⭐ Key Term
Home Warranty
An optional service contract covering repair or replacement of major home systems and appliances (HVAC, plumbing, electrical) for typically one year after closing. Often negotiated as a seller concession.
Preliminary Title Report
Document showing the property's ownership history, existing liens, easements, and encumbrances that could affect your ownership.
Title Insurance
Protects your ownership rights against future claims or defects in the property's title not discovered before closing.
Appraisal
An independent valuation ordered by your lender. The appraised value must support the loan amount for financing to proceed.
Close of Escrow (COE)
The final day when the deed is recorded with the county, ownership transfers to you, and you receive your keys.
Prorations
Adjustments to property taxes, HOA dues, or other recurring charges split between buyer and seller based on the close date.
PITI
Principal, Interest, Taxes, and Insurance — the four components lenders use to calculate your total monthly mortgage payment.
PMI — Private Mortgage Insurance
Required when down payment is less than 20% on a conventional loan. Typically 0.3–1.5% of loan annually. Removed once you reach 20% equity.
Recording
The official filing of the deed with the county recorder's office, making your ownership a matter of public record. This finalizes the sale.
Notary Signing
Appointment where you sign all loan and escrow documents in the presence of a notary, typically 4 days before your close date.
Section 2

Key People & Companies

🧭
Your Advocate
Buyer's Agent

Guides you step-by-step, negotiates terms, protects your interests, and keeps the transaction moving smoothly.

📑
Deadline Tracker
Transaction Coordinator

Samantha Barmasse keeps the file organized and compliant, tracking every deadline on your behalf.

Pay close attention to their reminders — they keep you on schedule.
💳
Financing
Lender

Approves and funds your mortgage. Manages the loan application and orders the appraisal.

Respond quickly to document requests to avoid delays.
📏
Property Value
Appraiser

Independent professional hired by your lender to confirm the property value supports the loan amount.

You don't need to attend the appraisal.
🏦
Neutral Third Party
Escrow Company

Holds your deposit, prepares all closing paperwork, and disburses funds once every condition is satisfied.

Always confirm wire instructions by phone — never by email alone.
🔐
Property Protection
Home Insurance

Protects against fire, theft, and certain disasters. Required by your lender. You may need two separate policies.

California policies take time — shop immediately.
🛡
Systems Coverage
Home Warranty

Optional contract covering major systems and appliances for the first year of ownership.

Especially valuable if appliances or systems are older.
🔍
Home Condition
Home Inspector

Licensed professional who provides a full report on structure, systems, and safety.

Attend the final 30–45 min to review findings firsthand.
📜
Ownership Clarity
Title Company

Clears liens, researches property history, and issues title insurance protecting your ownership rights.

Review the preliminary title report with your agent before Day 7.

Important: Communicate through your buyer's agent at all times. Do not contact the listing agent directly.

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Offer Process

How We Make an Offer

From deciding on a property to receiving acceptance — here is every step of the negotiation process. The flow branches based on whether the seller has multiple offers, then converges at acceptance.

1
Finding the Right Home
We Decide on a Property

After touring homes together we identify the right property — one that fits your needs, goals, and budget. Once we agree it's the one, we immediately move into offer strategy.

2
Strategy Session
We Discuss Offer Terms Together

Before writing anything, we study the competitive landscape and shape the right strategy. Are other buyers interested? The answer changes everything:

If other offers exist
Strengthen price & terms to be the most compelling offer
If no other offers
Find creative ways to negotiate price, credits, or terms
3
Submitting
We Submit the Offer

We write and present the purchase offer with all agreed-upon terms — purchase price, down payment, deposit amount, contingency periods, and close of escrow date. Your agent submits it directly to the listing agent.

Seller's Response — Two Possible Paths

After reviewing your offer, the seller sends a counter. The type depends on whether there are other buyers at the table.

Path A  · Single Offer

4A
One-on-One Negotiation
Seller Counter Offer (SCO)

The seller sends a formal counter adjusting price, terms, or both. You are the only buyer being negotiated with — this gives us room to work back and forth.

5A
Your Response
You Accept or Counter Back

We review the seller's counter together. You either accept their terms — or we write another counter to keep negotiating until both sides agree.

Path B  · Multiple Offers

4B
Competitive Situation
Seller Multiple Counter Offer (SMCO)

The seller sends the same counter to multiple buyers at once, inviting each to respond with their best terms. The seller then selects one offer to accept.

5B
Compete for the Home
We Submit Our Best Counter

We respond with our strongest possible offer — price, terms, and conditions — knowing competing buyers are doing the same. The seller picks the one counter they want to accept.

6
Agreement
Terms Are Agreed Upon by Both Sides

Whether through a direct one-on-one negotiation or a competitive multiple-offer situation, buyer and seller reach agreement on price and all terms. Both parties sign the final counter offer — making it a binding contract.

Congratulations!
We Got Acceptance — Escrow Begins Now

The contract is fully executed the moment the final counter offer is signed by all parties. That date is the official start of escrow. Everything on your timeline counts forward from this day.

Day Zero (Day 0)The date the counter is fully signed by everyone
Day 1The very next day — escrow clock is running
Section 3

Offer Terms

Enter your offer details below then click Generate Timeline to auto-calculate all key escrow dates, adjusted for weekends and federal holidays.

Contingency dates landing on weekends or US federal holidays are moved to the next business day automatically.

Generated Offer Summary
Section 4

Home Buyer Escrow Timeline Key Dates at a Glance

Check each step as you complete it — the row turns green when done. Enter your dates in Offer Terms above and click Generate Timeline to populate your real dates.

Visual Overview

Escrow Calendar

Key dates are highlighted in yellow. Check the box on each date as it passes — it turns green.

Section 5

Understanding Your Mortgage Payment

Your true monthly housing cost is more than just the mortgage. Lenders use PITI + HOA to calculate your full payment obligation on a $1M home at 6.5%.

P
Principal ~$1,083/mo Reduces your loan balance
I
Interest ~$4,333/mo Cost of borrowing at 6.5%
T
Taxes ~$945–$1,000/mo ~1.15%/yr San Diego County
I
Insurance ~$100–$300+/mo Varies by home & location
HOA Fees
$50–$500+/month

Covers landscaping, amenities, and maintenance. Condo HOAs may also cover structure, roof, and common areas. Watch for special assessments.

PMI (if <20% down)
0.3–1.5% annually

On a $900K loan: ~$225–$1,125/month. Automatically removed once you reach 20% equity in the home.

Closing Costs
~1.5–2% of sale price

On a $1M home: roughly $15,000–$20,000 at close. Includes loan fees, escrow/title, prepaid taxes and insurance.

Smart Payment Strategies
  1. Biweekly Payments: Make half your mortgage payment every two weeks. This produces 13 full payments per year instead of 12 — cutting years off your loan and saving substantially on total interest.
  2. One Extra Payment Per Year: Apply one additional full payment annually. This simple strategy significantly speeds up payoff and saves thousands over the life of the loan.

Run different loan scenarios and compare payment options for your specific situation:

Mortgage Scenario Analysis
Section 6

Buyer Escrow Check List

Check each item as you complete it — rows turn green when done. Use the print button to save a PDF copy.

📅 Day 0 — Acceptance
💸 Business Day 3 — Deposit (EMD Due)
🔍 Days 1–7 — Inspection Phase
💳 Days 1–17 — Loan & Appraisal Phase
📋 Days 17–26 — Final Preparation
✍ Day 26 — Notary Signing & Closing Funds
🏠 Day 30 — Close of Escrow
Section 7

Sample Escrow Fees

Actual Borrower's Estimated Settlement Statement for a $1,212,000 purchase — a real-world reference for what closing costs look like in practice.

Description Debit
Financial Consideration
Sale Price of Property $1,212,000.00
Prorations / Adjustments
County Taxes (prorated) $4,364.95
Commissions
Compensation to Buyer's Broker — Keller Williams Realty $30,300.00
Loan Charges
Processing Fee $1,050.00
Credit Report $230.00
Flood Certification $9.00
Tax Service $150.00
Prepaid Interest ($173.29/day) $5,198.70
Homeowner's Insurance — 3 months @ $300/mo $900.00
Mortgage Insurance — 1 month @ $182.08/mo $182.08
Property Taxes — 3 months @ $1,312/mo $3,936.00
Other Loan Charges
Notary $250.00
Escrow Charges
Document Prep Fee $100.00
Lender E-Doc / Loan Tie-In $275.00
Servicer Fee $300.00
Settlement / Closing Fee $3,496.00
Title Charges
Endorsement Fee $100.00
Lender's Title Insurance $1,553.00
Messenger / Sub Escrow / Wire Fees $180.00
Recording Charges
Recording Fees (Mortgage + Deed + Service) $275.00
Miscellaneous
Homeowner's Insurance Premium $3,600.00
Balance Due from Borrower $52,249.73

Closing costs typically run 1.5–2% of the sale price — roughly $15,000–$20,000 on a $1M home. Your actual figures vary based on loan terms, lender, and title/escrow companies used.

Sez Sezer  ·  Keller Williams Realty  ·  Carmel Valley · Del Mar · Rancho Santa Fe  ·  carmelvalley.com  ·  DRE #01988197