The Heritage Escrow Co

I couldn’t be happier with the customer service and just the whole loan process alone. Carol and her team were amazing! Always on top of it! I can’t thank you all enough!

When I was referred to Shana at Heritage Escrow, I was told she would provide excellent service. The truth is, she went way beyond excellent. She offered professionalism with a personal touch and a level of customer service that you don’t often see. Her response time was extremely quick. Her knowledge and ability to be proactive enabled her to anticipate and avoid potential issues to ensure the transaction ran smoothly. My experience was highly positive. I would recommend Shana, and Heritage Escrow, to anyone.

Extremely satisfied with Shana, I have closed files with Shana and we are currently open on a few. She is prompt, sufficient, extremely knowledgable and does anything you ask her to, she adds hat extra touch of making you feel like you are her only client. That is truly important to me as my goal is provide excellent service to my own clients. I have been in real estate for many years and have worked with too many escrow officers to count. When you are up to your ears with work, having a great escrow officer really helps your business run smoothly and takes a huge load off As agent we have so many daily tasks that we have to tend to. Working with Heritage as a whole has been wonderful. I am extremely grateful for the professional attitude each person has offered, most importantly Shana. I would genuinely recommend her to any agent looking for an escrow officer.

We used these guys when we sold our home through the realtor, Josh Painter broker for Pacific Lifestyles Realty. So even though, the experience with the realtor turned out to be horrible, unprofessional and weird, I would definitely work with Heritage Escrow again. Specifically, Kristen G. was very helpful and sent us all the things we needed very promptly via email or regular mail. All the paperwork was transparent and there was nothing hidden. I would recommend these guys and will be definitely using them in the future when we sell/​buy our home. It made the stressful act of selling a home/​moving less stressful because these guys were one less thing to worry about. they moved the paperwork along at the pace the realtors, and bank needed. They never dragged their feet like my experience has been with other escrow companies in the past. Any concern I had, was addressed right away. So thank you for that!

This escrow company is good. They respond fast to all emails and calls.
I sell homes mostly in San Diego County, but if I ever run into a Temecula client again then I would advise them to use this company.
Thanks again for the smooth transaction.

Heritage escrow is my preferred escrow for handling my clients transactions. I highly recommend Heritage escrow for your escrow needs. I have successfully closed many transactions with Heritage escrow and love their communication as well as their ability to get things done in an organized and expedited fashion. Thanks Kate Botterell for always being there when my clients and I need you.

Kate Botterell is the best escrow officer I have ever worked with. I love working with The Heritage Escrow company as often as I can.
I choose to use Kate & The Heritage Escrow simply because their customer service is amazing and the knowledge, speed & efficiency of their team is unparalleled.
Every agent knows that a bad escrow officer/​company can literally slow a transaction down to a crawl.
If you want to try an amazing company that will make your escrow a breeze… then tell your agent you want to try The Heritage Escrow. All of their escrow officers are awesome… but ask for Kate Botterell… she is flat out amazing. I’ve worked with 100s of escrow officers in my career… she puts them all to shame.
It is a great relief as a real estate professional knowing that my clients are being serviced by such a highly skilled team and helping to ensure a smooth transaction.
Just a side-​note. They are an independent escrow company that is licensed by the DOC (department of corporations). If you are selling your home or buying home, you must absolutely insist that the escrow company is licensed by the DOC. If it’s a broker-​owned escrow company that is affiliated with a real estate company… again that is fine, but if it’s not licensed by the DOC, insist to your agent that you want a company that is.

Melodie just helped me fill out a few escrow paperwork and I would have to say that she was one of the most helpful, and friendliest person I have ever met. She made everything go quick and easy. Answered all of my questions and more. Everyone at this office was very helpful and I just wanted to say thanks for everything you guys have done for me. :)