How to Generate a Transaction Escrow Detail Report
15 steps
|
35 seconds
1
Navigate to Brokerage Engine.
2
Click the "Reports" tab.
3
Click the "Commission" option.
4
Click "Transaction Escrow Detail Report"
5
Click the "Search" function to populate the table.
6
Use the "Date Filter" dropdown menu to select an accounting period.
7
The results can be filtered by one or multiple Transaction Statuses.
8
Additionally, a date range can also be set by clicking on the small calendar icons.
9
Click on the optional field "Bank Account" to select an escrow account from the dropdown menu.
10
Select one or multiple Offices using the dropdown menu.
11
Click "Search"
12
The report will then populate. It will include a breakdown of the activity log of each escrow deposit.
13
Click on the Address of the transaction to navigate to the Commission Page of the deal.
14
Click "Export to PDF" to save the report in PDF format.
15
Click "Export to CSV" to save the report in CSV format.
