Complete a legacy escrow order

Confirm this is the legacy order

Open the order through Legacy Orders → Escrow Orders. This guide applies to that older workflow, which is separate from current Partner Orders.

Review the Order ID, wire code, payment details and Event Log. Actions depend on the order’s status and your membership in the escrow vendor Profile.

Confirm receipt and record disbursement

Use the available receipt-confirmation task after your business actually receives the funds. Record the actual amount, date, reference and signer information requested, then complete the signature and save.

When the order is Ready to Disburse and has the required destination instructions, open its disbursement task. Wait for the authorized full account-number lookup, review the destination, and record the actual outgoing payment. The sheet records the bank action; it does not send the wire.

Provide documents for each wrap

Orders with wraparound notes track Payoff Details, Payoff Receipt and Lender Release separately for every wrap. Payoff Details can be available while payment is awaiting receipt; later documents become available at the corresponding stage.

Use the batch upload sheet to select a PDF for each intended wrap. You may submit the documents that are ready and return for the rest. Check the note cards for incomplete items and use the available view or replace controls.

These document requirements are tracked independently of the overall escrow status. Review them even if funds have already been disbursed.

Review history and communicate

The Event Log shows historical events and available shared-file links. Private Notes is for the escrow vendor Profile’s members. Legacy comments and private notes have limited creation-time compatibility; editing or deleting one does not synchronize every historical copy.

Use Contact Support from the order for help; it includes the order identifier and wire code. If a submission fails, review its error and saved state before retrying.