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Create a one-page Transaction Escrow Breakdown
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3 minutes
Navigate to Brokerage Engine.
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Search for the Transaction to add an Escrow deposit.
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Click on the Action button.
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Click "Commission Detail"
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Click "Add Deposit"
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The Process Date will default to today's date. It can be modified by clicking on the small calendar icon.
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A Receipt Number can be entered by clicking on the text field.
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Select a Contact from the dropdown menu to be associated with the Escrow Deposit.
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Click the text field to record the amount.
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The Default Escrow Deposit Banking Account will display, but a manual selection can be performed from the dropdown menu.
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Any additional information can be recorded using the "Notes" text field
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Click "Save"
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The Escrow Deposit has been recorded.
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From the pop-up window, click the "Download PDF" button.
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This will create a one-page Transaction Escrow Breakdown in PDF. It will be broken down by four sections:\
Transaction Detail\
Escrow Deposit Summary\
Escrow Deposits\
Escrow Payments
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Revoked entries will not display on the Transaction Escrow Breakdown.
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