Transaction Escrow Detail Report

Overview:

In this article, we'll cover how to locate and utilize the Transaction Escrow Detail Report. Please find the available resources below.

Permission Level:  Admin + Commissions

Report Details:

• The Process date follows the date of the first Escrow deposit associated with the transaction. 
• Ability to Filter by:
  • Pending or Closed Status
  • Bank Account

• The Reference number will display the external Reference # entered upon Escrow deposit entry.

• Will include deposits, payments, or kept escrow as line item for each transaction

• Ability to download as PDF

• Transaction ID provides direct link to Commission Detail

Navigation:

Link to Step-By-Step Procedure

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