Brokerage Engine Support

Escrow Management


Overview:

In this article, we'll cover the following basics of managing escrow deposits.

  • Adding a deposit
  • Keeping escrow funds for closing
  • Move escrow from keeping to 'Holding'
  • Create escrow payout


'Holding' Definition:  

  • In Brokerage Engine 'Holding' is the term used when you are currently holding escrow funds but have yet to determine if you will be keeping the funds or disbursing any of the funds out.

Quick Reference:


Link to Full Step-by-Step Guide























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