Prepare for unexpected on real estate deals

A few weeks ago, we discussed the case of a veteran real estate agent who canceled a much-awaited kayak trip because an out-of-state buyer was arriving with a reported all-cash offer for one of her listings. Since such buyers were scarce, she wanted to be sure she was in town to personally handle the transaction.

Buyers, sellers and refinancers also should plan to be around to handle their real estate deals. Are you about to go on a late-summer vacation before the kids roll back to school in the fall? If so, be sure you give the same thought to pending escrow and real-estate closing arrangements that you give to arrangements for the family dog, mail and newspapers — especially if you are heading out-of-fax range.

According to escrow agents and real estate attorneys, it’s best to schedule closing at least 10 days before you depart, or wait until you return from vacation. Closings often get delayed, especially now that mortgages are under the microscope. Delays happen most often because of increased lender requirements and the double-checking of assets, credit and title. Stuff simply happens, especially at a busy time like month end. Factoring in some flexibility could save a lot of stress.

For example, a couple refinancing their loan was recently asked to search for a previous loan payoff from 1992 because the title company did not have a record that the loan had been satisfied. Curiously, the couple had refinanced twice since the loan in question with no request to produce the 1992 loan reconveyance. In addition, a new credit claim had been made on one spouse, jeopardizing the couple’s credit score. It took two weeks to sort everything out because the couple had left for a camping trip and were unavailable.

A typical residential deal usually is closed at an escrow office. An escrow agent may be a bank, some other financial institution, a title insurance company, an independent escrow firm, a mortgage broker or an attorney.

Bellevue real-estate attorney Alan Tonnon said six factors are required for a valid escrow:

A written deed. Real estate cannot be transferred orally.

An enforceable contract. This is typically a purchase and sale agreement, commonly known as an earnest-money agreement.

Delivery. This normally occurs when deposits are placed with the escrow agent.

Escrow agent. Agreed on by both parties; often chosen by the real-estate agent handling the sale.

Instructions. Details on when deposits are to be made or returned and when closing is to occur.

Conditions. Describes what must be met before title and cash passes to respective parties.

The escrow agent orders title insurance and works to clear any defects or encumbrances from the title, reviews the purchase-and-sale agreement and loan commitment, collects the funds necessary to close and prepares settlement or closing documents.

The escrow fee is one of the closing costs. It is often split between buyer and seller, but the payment can be negotiated and spelled out in the purchase-and-sale agreement. The higher the sales price, the higher the escrow fee.

Closing is the consummation of the transaction — the seller delivers title to the buyer in exchange for the purchase price. The term “closing date” refers to the legal closing date, when the documents transferring title from seller to the buyer are delivered and recorded.

It feels like “it’s all over” once you’ve signed your closing documents, but it’s technically not over. The documents have to be reviewed and approved by the lender and then sent to the title company for review and recording. Once that is done, the lender issues a check or wires funds to the escrow officer. The escrow officer verifies that the funds are good and that the amount is correct and enough to pay all obligations. Then, it’s really over.

Wait until it’s really over — then go camping.

Tom Kelly’s new book, “Cashing In on a Second Home in Mexico: How to Buy, Sell and Profit from Property South of the Border,” is available in retail stores, on Amazon.com or at www.tomkelly.com.

Talk to us

> Give us your news tips.

> Send us a letter to the editor.

> More Herald contact information.

More in Business

Lily Lamoureux stacks Weebly Funko toys in preparation for Funko Friday at Funko Field in Everett on July 12, 2019.  Kevin Clark / The Herald)
Everett-based Funko: ‘Serious doubt’ it can continue without new owner or funding

The company made the statements during required filings to the SEC. Even so, its new CEO outlined his plan for a turnaround.

A runner jogs past construction in the Port of Everett’s Millwright District on Tuesday, July 15, 2025 in Everett, Washington. (Olivia Vanni / The Herald)
Port of Everett finalizes ‘conservative’ 2026 budget

Officials point to fallout from tariffs as a factor in budget decisions.

The Verdant Health Commission holds a meeting on Oct. 22, 2025 in Lynnwood, Washington. (Olivia Vanni / The Herald)
Verdant Health Commission to increase funding

Community Health organizations and food banks are funded by Swedish hospital rent.

Sound Sports Performance & Training owner Frederick Brooks inside his current location on Oct. 30, 2025 in Lynnwood, Washington. (Olivia Vanni / The Herald)
Lynnwood gym moves to the ground floor of Triton Court

Expansion doubles the space of Sound Sports and Training as owner Frederick Brooks looks to train more trainers.

The entrance to EvergreenHealth Monroe on Monday, April 1, 2019 in Monroe, Wash. (Andy Bronson / The Herald)
EvergreenHealth Monroe buys medical office building

The purchase is the first part of a hospital expansion.

The new T&T Supermarket set to open in November on Oct. 20, 2025 in Lynnwood, Washington. (Olivia Vanni / The Herald)
TT Supermarket sets Nov. 13 opening date in Lynnwood

The new store will be only the second in the U.S. for the Canadian-based supermarket and Asian grocery.

Judi Ramsey, owner of Artisans, inside her business on Sept. 22, 2025 in Everett, Washington. (Olivia Vanni / The Herald)
Artisans PNW allows public to buy works of 100 artists

Combo coffee, art gallery, bookshop aims to build business in Everett.

Helion's 6th fusion prototype, Trenta, on display on Tuesday, July 9, 2024 in Everett, Washington. (Olivia Vanni / The Herald)
Everett-based Helion receives approval to build fusion power plant

The plant is to be based in Chelan County and will power Microsoft data centers.

The Port of Everett’s new Director of Seaport Operations Tim Ryker on Oct. 14, 2025 in Everett, Washington. (Olivia Vanni / The Herald)
Port of Everett names new chief of seaport operations

Tim Ryker replaced longtime Chief Operating Officer Carl Wollebek, who retired.

The Lynnwood City Council listens to a presentation on the development plan for the Lynnwood Event Center during a city council meeting on Oct. 13, 2025 in Lynnwood, Washington. (Olivia Vanni / The Herald)
Lynnwood City Council approves development of ‘The District’

The initial vision calls for a downtown hub offering a mix of retail, events, restaurants and residential options.

Everly Finch, 7, looks inside an enclosure at the Reptile Zoo on Aug. 19, 2025 in Monroe, Washington. (Olivia Vanni / The Herald)
Monroe’s Reptile Zoo to stay open

Roadside zoo owner reverses decision to close after attendance surge.

Trade group bus tour makes two stops in Everett

The tour aimed to highlight the contributions of Washington manufacturers.

Support local journalism

If you value local news, make a gift now to support the trusted journalism you get in The Daily Herald. Donations processed in this system are not tax deductible.