Transaction Escrow Summary Report
12 steps
|
35 seconds
Navigate to Transaction Escrow Summary Report
1
From your Dashboard, select the "Reports" tab
2
Under Reports, choose "Commission"
3
Click on "Transaction Escrow Summary Report" to view the report
Explore Report Features
4
Use the “Transaction Address” field to locate a property by address
5
Use the “Transaction Status” field to filter by deal status
6
Use the “Deposit Bank” field to filter by bank
7
Filter results by escrow deposit status using the “Escrow Settle Status” field
8
The system will generate the report
9
Use the "Export to PDF" button to download and save a copy of the report in PDF format
10
Use the “Download as CSV/Excel” button to download the report to your computer
11
Select the Transaction Address to open the transaction’s Commission Detail page
12
The Commission Detail page will display
