After 20 years in residential real estate, there is only one escrow company I recommend to my clients. The team at Heritage Escrow in Carlsbad, led by veteran pro Anela Miyashiro-Lindo. She knows escrow backwards, forwards and upside down and can handle any sale with efficiency and excellent communication. When things get unexpectedly complicated with a deal, she has the experience and expertise to navigate any difficulties. I've worked with several escrow companies over a hundred plus transactions and there is no one better than Anela and her team. True excellence! read more

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Working with Anela and the team at Heritage Escrow has been a good working relationship. They are timely, efficient, and responsive to the principals and to the agent on both transaction sides. As with any symbiotic business relationship there are bound to be things out of each other's control, and with Anela, and the team, we have been able to circumvent any added cost and still bring value to the client and to each other. Heritage is a good asset to any agent. read more

We are a seller who used our realtor's strongly recommended escrow company, Heritage. We could not be happier. The sale had a little complexity to it because there were joint selling parties in two cities, not to mention that there was to be a 5-day closing! And Heritage made it happen along with our super realtor Tina Dino. The Heritage team led by Anela has everything that one could possibly ask for in this service area; professionalism, expertise, the ability to work under pressure with charm and warmth, and above all, to deliver the goods. read more

This escrow team performs A+ service. They are on top of everything! I never have to ask for something to be completed as they reach out to remind me first. It's so great to have them on our team! Thank you for consistently providing excellent service so that all parties are happy when the transaction closes! read more

I had a wonderful experience working with the Heritage Escrow Team. Anela is a meticulous and detail oriented professional. She guided me through the Escrow open and close process and insured the process was not only smooth but also safe and secure. The Heritage Team provided great service and I would recommend them hands down to any buyer/seller who is looking for an Escrow Company. read more

After reading the great reviews about Holly and Niki, I wish I ended up working with them. At first, my experience with Anela was great. However, since the day I closed it has been a nightmare working with her. I've been attempting to contact her for the last month to request a simple copy of my documents and I've gone through ignored emails, a defensive phone conversation, and am still waiting for the documents I've been requesting since mid October. I ended up calling Anela on the phone last week and she would not even let me get a word in about my difficulties over my simple request. No apology, nothing. I sent two follow up emails today asking for an update and all was acknowledged was that she received my email. It's been a nonstop circle with no apologies for the delay and no answer as to why my request is taking so long. Unfortunately, Anela seems money hungry and does not care about customers after closing. She also needs to work on her customer service- ignoring emails and speaking in a condescending tone is no way to speak to a customer. She even was trying to say my address doesn't exist... I'm pretty sure I know where I live. It seems like this a great company judging other reviews. I have to admit, my experience during the escrow process was great. However, Anela's lack of professionalism has cost this company a better review from me. She definitely did not exceed expectations, "with aloha spirit" as she states. read more

I work for a local real estate agent and just had to take a second to share how much we appreciate Holly and her team! Their frequent updates, clear communication, and expert problem-solving helped our two recent closings to go so smoothly! Truly THE BEST! read more

Holly, Niki and Breanna at The Heritage Escrow were an absolute pleasure to work with! As a broker I cannot begin to tell you how refreshing it is to be able to pick up the phone, dial their number, and be able to speak with someone on the first call. There has been a disconnect in the escrow industry regarding the telephone and communication between escrow and agent and I'm happy that The heritage team is here to rebuild that bridge! Everyone's time is important and it felt great to be treated that way by this team. That is why I'm happy to state that I will be continuing my relationship with this group on my real estate transactions moving forward. Thank you again for your exceptional level of service Holly, Niki & Breanna! Best Regards, Mario M. President Rio Commercial read more

I used this company at the request of a buyer on a recently sale. Given an option I would never use them again. They had very poor communication, and they don't seem to know what documents are filled out, or needed. I was asked to fill out forms through their online portal, then 2 days later was told those forms didn't matter and I needed to fill out other forms that would be emailed to me. What was emailed was largely the same, so I called to ask why they couldn't use what I had already done online and Jill didn't even know that they were filled out online even though I told her I filled out a bunch of stuff on their portal when she said she would email me some stuff. She didn't both to look at what I filled out at their request already, she just dismissed them as not being important (then why was I told to fill them out in the first place if they were not important?) There was one form that needed an ink signature so I printed that and mailed it in. After that was received i was directed to go back to the portal and fill out the SAME FORMS for a third time. Even after all that, it seems that Heritage never actually closed out accounts associated with the property that they were supposed to be paying a final bill for and closing, as months later I am getting bills for a property that I don't own. I have taken care of several where they said some version of 'ohh sorry the escrow company didn't tell us the property was sold.' Basically, I have been doing their job for them in the months since selling the property. Don't waste your time, or money, with this company. read more

I've worked with Holly Birt for over 16 years as a Transaction Coordinator, and her knowledge of the industry is amazing! I'm always glad when I see her name on a new file. read more

I don't think I'll do business with this company anytime soon. One of their employees slammed a local business on the Ramona Community forum Page on Facebook. I added a picture of it to the photos section so take a look. The result was 180 people slamming this business before either she or the forum admin removed it. The incident involved nothing the business did to her directly. It was a situation she observed. Another person who was also there gave a more balanced perspective. Even if the business is a horrible place, I think her modus operandi was ill conceived. The other business had no way to response and they could at least discuss a libel lawsuit with an attorney. And now her actions reflect poorly on her employer since she lists them on her Facebook page. If this is the type of ethics Heritage looks for in an employee, I will take my business elsewhere. Signed- A Ramona Real Estate Agent read more

The Heritage Escrow Company - Encinitas - Real Estate Services Near Me - Encinitas, California

Absolutely the laziest, most unresponsive, slowest escrow company we have ever had the misfortune to work with. If you are a buyer and the seller chooses this escrow company, run, don't walk, from the sell or insist they change companies. We were shooting for a two week close and had everything ready on our end to do so. Lisa/Jill are completely unresponsive to emails. For every 6-8 emails/calls they receive from you, your agent, the selling agent, the lender, they will perhaps return one, with a vague three to five word response that actually in fact answers nothing. The email threads would make you laugh or cry. We *did* close escrow in 14 days, a sluggish uphill battle, despite Lisa/Jill doing everything in their power to make it longer. For six consecutive days, we didn't hear from them at all. Not a single word despite numerous emails and calls. Mind-boggling. In the final stretch, we drove from Los Angeles to Carlsbad, two hours each way on a weekday, to circumvent any problems signing with a mobile notary at home might cause. We arrive at the office and call from the car, they tell us the notary hasn't arrived and to stay in the car. Also - an escrow company with no in-house notary?? We sit in the car for 10 minutes when we get a call from the notary, she's been sitting in the outside courtyard waiting for us. Poor communication. As we start signing, right off the bat we see the amount to close is $5k more than what we had wired the day before. We had sent Lisa confirmation of the transfer and the amount and her response was typical - silence. So off we go rushing to the bank AGAIN to wire the difference at the eleventh hour. There goes another wire fee. Poor communication. When we leave the signing we're assured that the documents will be physically taken to the county recorder that very afternoon - it's only 11am - we have hours to get this in guys!! Hours later my husband calls and Lisa tells him she's waiting for the lender for funding. What?!? We call the lender - Lisa did not upload the documents needed to the lender. WHAT!!!? Call her back. She doesn't answer. Again, typical. Through many more painful emails we find out that in addition to Lisa/Jill not uploading documents to the lender, the seller STILL had a document to sign. Why didn't Lisa/Jill tell us this Monday afternoon when we told them we were driving to the escrow office from LA to Carlsbad the next morning to help hurry the process along and hopefully get the keys? Who are these people? So our four hour drive that Lisa and Jill KNEW we were making helped not at all. An aside, when the notary realized we drove from LA to Carlsbad she said that the escrow company should have told her - she would have met us halfway! Lazy, lazy, lazy, lazy, lazy, lazy. Doing the least and and having attitude about it. So unprofessional. We had to do all of the work for Jill/Lisa and I mean all of it, reaching out to the HOA, solar, insurance, lender, to find out what was needed and following up with all documents and correspondence - we did all the heavy lifting. To say their service was subpar would be a compliment. To say that they are incompetent would be putting it nicely. In contrast, we sold our property just three weeks prior through a great escrow company that went above and beyond, as a normal way of doing business. A much more complicated deal that involved two homes on one lot, older homes at that so lots of inspections, and separate rentbacks and they made it look so easy. We didn't know how good we had it! Heritage's bogus excuse that it's because they are working from home is just that - an excuse that makes all of us working from home look bad. I can't imagine why any agent who is aware of how they work using them unless kickbacks are involved. I cannot stress this enough - use them at the risk of your sanity... and your bottom-dollar. read more

Jill and team are awesome!! Always a great experience for both sides on a transaction. From communcation, timelines, and overall experience and ease... Heritage Escrow Carlsbad always goes above and beyond. Thanks so much, see you next time read more

Once again these ladies delivered the ultimate in service! I had to have loan docs that day and they stayed late just to make sure the docs got there and were prepared and sent to the notary!! Saved my clients thousands of dollars in rate extension costs!! Thanks Niki and Holly!! read more

I've been a Realtor for over 24 years and worked with many Escrow Officers over those years. I feel that when one goes above and beyond, she should be recognized as "Special". Jill Severn and her team at Heritage Escrow are exceptional! With all the moving parts of a transaction, she is always available to answer a question, solve a minor miracle, calm a nervous participant and keep everyone on course. Jill strives for exceptional service and she performs! When nerves are tense and timing is critical, she pulls it together. She and Megan are "Super Stars" in my book! read more

If you want delays, incompetence, unprofessional rude behavior and four complaints to escrow officers supervisors that go unanswered - this is your escrow company. We had the unfortunate pleasure of Sarah O. in the San Diego downtown office as our escrow officer. She failed to communicate vital information requested to complete a wire, not once but three times. She requested a bank account number to which funds were to be deposited instead of requesting full wire instructions. Per her own omission she does not the confirm the wire with receiving institution which is required as to prevent bank fraud. After a week of emails back and forth requesting us to confirm 'bank account ' number we called our financial institution to confirm. We learned she should have requested fill wire instructions not a bank account number. To end this headache and no confidence in her at all we requested she overnight the proceeds from the sale. She overnights a 6 figure check with out an email notification that she requested FedEx, not a window of time when we might receive as other professional institutions do. My niece found the FedEx envelope on the doorstep of my 89 year old mothers house. Who does this? Only an incompetent escrow officer. Unbelievable. She also lacks the professionalism required to interact with clients. The last email received from Sarah was in response to our financial advisor providing her with the full wire instructions to complete the wire successfully ( she should have initially requested ) was 'Look I don't mean to be a stickler...' . Unprofessional language to a client, unacceptable. Three emails to her immediate supervisor have gone unanswered and one email to Heritage Escrow corporate portal too have gone answered. Extremely poor service read more

As a seasoned Broker, I have been using and enjoying Holly Birt and Niki Fullarton's Escrow services for years. Their team always answer the phone with a live voice. The person who picks up always knows who I am and either helps me directly or transfers me straight away to the party I need. They always sound happy to hear from me and stay cool under intense pressure. They rarely if ever make mistakes, own up to them when they do, and consistently go above and beyond the call of duty to deliver exceptional service. Highly recommended. read more

We just recently finished up the sale of a house using Heritage Escrow with Anela Miyashiro-Lindo. Anela was fantastic to work with. She handled everything for us which really brought our stress level down. I would highly recommend Heritage and Anela for anytime you are selling a home. read more

Jill is one of the best escrow agents I have worked with and I've had nothing but excellent service from Heritage Escrow. Highly recommended

Great group. Jill and her team are knowledgeable and responsive and go the extra mile to make the clients happy. Sending my escrows their way is an easy decision. read more

Amazing team!! Can't recommend them enough. Problem solvers and 1st class customer service!!

We had a residential escrow close recently and Heritage Escrow was the agency we used. Anela was our agent. and she was very knowledgeable. We enjoyed working with her because when we would call the office, we could readily speak to her and have our questions answered. If she was unavailable, a staff member would take a message and she would call back promptly. We also enjoyed working with her assistant Lisa. We highly recommend Heritage Escrow Company for any escrow services. read more

Jill at Heritage Escrow, Carlsbad is great. Her experience and professionalism with working on our most complex files makes ours and more importantly, our clients lives much easier. She's knows what she's doing, is detailed and her follow up is exceptional. I would never hesitate to recommend her. Thanks Jill! read more

We have worked with many escrow companies across San Diego County, and Holly and Niki with Heritage Escrow offer the best experience for clients and agents alike, hands down. Their attention to detail and knowledge are second to none. They have helped our clients with every escrow need imaginable; always with a smile. read more

The notary showed up with incorrect paperwork to close. Then gave us misinformation about us getting a check for $2500 back from the escrow company then next day as a credit. Then when I called them Anela was condescending and tries to explain the complicated situation to me about how the notary was wrong and how we are just getting $60 back. The notary took full responsibility for misinformation but Heritage should take responsibility for hiring her and for how they then talk to customers when their people mess up. read more

Working with Heritage Escrow is always a good experience, and Jill is always available to help with any questions I may have!

Jill and her group are amazing.. They are so professional. They do net sheets to help me get listings and then once in escrow, they help my client navigate the processes so they do not feel so overwhelmed. They are great with the education side of things and they are super trustworthy. I try to use them as often as I can! read more

I just finsihed a purchase with Niki Fullarton and Heritage Escrow. As a loan officer I deal with many of escorw agents and not all are up to the task or care about the process. Niki is the exception to this rule as she made the escorw part of the loan smooth and painless while keeping me updated all the way through. I look forward to working with Heritage Escrow and Niki again soon. read more