Select the contact who provide escrow funds.

Tip!

Can always use 'add new person' if escrow funds did not come from the buyer/seller on transaction

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

Select Escrow account for funds to be deposited into

View deposit here.  If needing to correct mistake the escrow deposit can be revoked.

When holding escrow, but you have not yet indicated you are keeping escrow or paying it out, it will show as unbalanced.

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

Select the operating/commission account you  want the escrow deposit to transfer too

1000 | THOMPSON & ASSOCIATES REALTY LLC-COMMISS (6952) | Checking

Select the date you want the escrow transfer to take place.  This can be independent of the close date

Escrow Management

Add Escrow Deposit

Keep Escrow Deposit