Tip!
Can always use 'add new person' if escrow funds did not come from the buyer/seller on transaction
5
Enter the amount of the escrow deposit
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Tip!
Escrow account should already be defaulted to your primary escrow account. Should only need changed if you have a secondary escrow accounts
Alert!
Do NOT select your commission or operating account. If keeping the funds the escrow money will automatically transfer to the operations/commissions account when you indicate you are keeping the escrow money
6
Select Escrow account for funds to be deposited into
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7
Click "Save"
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8
View deposit here. If needing to correct mistake the escrow deposit can be revoked.
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9
Click "Close"
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10
When holding escrow, but you have not yet indicated you are keeping escrow or paying it out, it will show as unbalanced.
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Keep Escrow Deposit
11
Click "Toggle Dropdown"
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12
Click "Keep Remaining Escrow"
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Tip!
Kept escrow account should already be defaulted to your operating/commission account. Should only need to select another if needing to go to a secondary bank account
13
Select the operating/commission account you want the escrow deposit to transfer too
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14
Select the date you want the escrow transfer to take place. This can be independent of the close date
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