Transaction Escrow Summary Report
Overview:
In this article, we will review how to locate and utilize the Transaction Escrow Summary Report. This report provides a quick snapshot of escrow deposit activity and can be filtered or exported for easier review.
Permission Level: Admin + Commissions
Report Details:
- View the status of Escrow Deposits in one place
- Total Escrow Deposit column equals the sum of Escrow Payment and Escrow Held
- Filter results by Transaction Status, Deposit Bank, and/or Escrow Settle Status
- Export to PDF or download as CSV/Excel for further analysis
UNBALANCED: Escrow Deposit has been entered but not yet allocated to keep or payout
BALANCED: Total deposit amount has been fully allocated as kept or paid out
SETTLED: Escrow funds have been fully processed
Please find the available resources below.
Navigation:
Link to Step-By-Step Procedure
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