Overview of Payload Escrow Deposit Requests
24 steps
2 minutes
1
Navigate to Brokerage Engine.
2
Click the "Pending" option under the "Transactions" tab.
Payload Escrow Deposit Requests must be sent before the transaction is closed.
3
Locate the Transaction to add the Payload Escrow Deposit Request. Click on the "Action" button.
4
Click the "Commission Detail" button.
5
Click the toggle dropdown next to "Add Deposit".
6
Click the "Add Deposit Request" option.
Agents can also add Payload Escrow Deposit Requests from their side by opening the transaction and clicking "Escrow Deposit Request" on the transaction detail page.
Fill Out the Escrow Deposit Request
7
Use the dropdown menu under Contact to select the name of the Buyer.
Another Contact can be added by clicking the "Add new person" button.
8
Enter the Escrow Deposit Request amount.
9
Enter the Buyer's Email Address.
If the email has been used in Payload before, the payment link will show the name already tied to that email.
10
Select the Payload Processing Account from the dropdown.
11
Select the Account for Escrow Deposit from the dropdown.
12
Add any notes if needed, the transaction's address will auto populate in the Notes section.
13
Click "Save"
14
The Buyer will receive an email with the payment request. They click "Pay Now" to pay the Escrow Deposit by bank account (ACH).
Resend the Request Link
15
Click "Copy Link" if the Escrow Deposit Request needs to be resent to the Buyer.
16
Click "OK"
Cancel a Payload Escrow Deposit Request
17
Click "Cancel" if the Payload Escrow Deposit Request link needs to be inactivated.
18
Click the "Yes, cancel it" option
19
Click "OK"
20
The Escrow Deposit Request will show the status "inactive" if it has been cancelled.
Review the Payload Escrow Deposit
Payload Escrow Deposit Requests accept bank account (ACH) payments only. If the buyer’s bank can’t be verified instantly, the payment shows as **Authorized** in the system while Payload verifies it (1–2 business days), then changes to **Processed**. Payload typically posts funds within 2 business days, and it may take a few hours for the deposit to appear in Brokerage Engine.
Once the deposit status changes to Processed, the corresponding accounting entries are recorded automatically, including the Escrow Journal entry in the Accounting module. No manual entry is needed.
21
Once the buyer has paid, the deposit will display in Escrow Details under the Deposits tab, with a status of “Journaled.”
View Escrow Deposits in Reports
22
Once processed, the Escrow Deposit will be displayed on the Transaction Escrow Detail Report.
23
The Payload Receivable Request Report in BE Accounting will display Payload Escrow Deposit Requests.
24
The report will display Payload Escrow Deposit Requests and their status.
Overview of Payload Escrow Deposit Requests
24 steps
2 minutes
1
Navigate to Brokerage Engine.
2
Click the "Pending" option under the "Transactions" tab.
Payload Escrow Deposit Requests must be sent before the transaction is closed.
3
Locate the Transaction to add the Payload Escrow Deposit Request. Click on the "Action" button.
4
Click the "Commission Detail" button.
5
Click the toggle dropdown next to "Add Deposit".
6
Click the "Add Deposit Request" option.
Agents can also add Payload Escrow Deposit Requests from their side by opening the transaction and clicking "Escrow Deposit Request" on the transaction detail page.
Fill Out the Escrow Deposit Request
7
Use the dropdown menu under Contact to select the name of the Buyer.
Another Contact can be added by clicking the "Add new person" button.
8
Enter the Escrow Deposit Request amount.
9
Enter the Buyer's Email Address.
If the email has been used in Payload before, the payment link will show the name already tied to that email.
10
Select the Payload Processing Account from the dropdown.
11
Select the Account for Escrow Deposit from the dropdown.
12
Add any notes if needed, the transaction's address will auto populate in the Notes section.
13
Click "Save"
14
The Buyer will receive an email with the payment request. They click "Pay Now" to pay the Escrow Deposit by bank account (ACH).
Resend the Request Link
15
Click "Copy Link" if the Escrow Deposit Request needs to be resent to the Buyer.
16
Click "OK"
Cancel a Payload Escrow Deposit Request
17
Click "Cancel" if the Payload Escrow Deposit Request link needs to be inactivated.
18
Click the "Yes, cancel it" option
19
Click "OK"
20
The Escrow Deposit Request will show the status "inactive" if it has been cancelled.
Review the Payload Escrow Deposit
Payload Escrow Deposit Requests accept bank account (ACH) payments only. If the buyer’s bank can’t be verified instantly, the payment shows as **Authorized** in the system while Payload verifies it (1–2 business days), then changes to **Processed**. Payload typically posts funds within 2 business days, and it may take a few hours for the deposit to appear in Brokerage Engine.
Once the deposit status changes to Processed, the corresponding accounting entries are recorded automatically, including the Escrow Journal entry in the Accounting module. No manual entry is needed.
21
Once the buyer has paid, the deposit will display in Escrow Details under the Deposits tab, with a status of “Journaled.”
View Escrow Deposits in Reports
22
Once processed, the Escrow Deposit will be displayed on the Transaction Escrow Detail Report.
23
The Payload Receivable Request Report in BE Accounting will display Payload Escrow Deposit Requests.
24
The report will display Payload Escrow Deposit Requests and their status.
