Brokerage Engine Support

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


Click directly on image to enlarge 








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