Brokerage Engine Support

Transaction Escrow Summary Report


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

Permission Level:  Admin + Commissions

Report Details:

  • The report is designed to be a quick snapshot of the status of Escrow Deposits.
  • The amount in the Total Escrow Deposit column will equal the sum of the Escrow Payment and Escrow Held amounts.

  • Ability to Filter by Transaction Status or Escrow Status

  • Ability to export to csv/excel

  • List of Escrow Statuses

      • The Escrow Deposit has been entered but has not yet been set to keep or payout.
    • BALANCED: 
      • The Escrow total deposits amount has been fully allocated as being kept or paid out.
    • SETTLED: 
      • The Escrow Funds have been fully processed 



Link to Step-By-Step Procedure

Click directly on image to enlarge 

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