Support category
Escrow
Receive deposits and closing funds, record disbursements and refunds, and handle wraparound notes.
11 articles
Complete a legacy escrow order
Use the existing receipt, disbursement and wrap-document workflow for older escrow orders.
Confirm receipt of deposits and closing funds
Record money your escrow business has actually received and track the remaining amount for the relevant deposit or funding request.
Create a Closing Escrow product
Set up the Partners Profile, pricing and bank instructions for the currently supported Closing Escrow service.
Disburse funds to closing recipients
Review the governing instructions and record each outgoing escrow disbursement against the correct recipient.
Find your legacy orders
Locate older escrow and collateral-verification orders in their dedicated compatibility views.
Handle wraparound note payoffs and releases
Provide the payoff details, payoff receipt and lender release for each wraparound note on an escrow order.
Find order documents and review activity
Use the Files and Activity tabs to review the documents and recorded events associated with a Partner Order.
Process an escrow refund
Review refund destinations, request corrections when necessary, and record the return of escrow funds.
Understand product pricing, commissions and costs
Read the pricing breakdown for a Closing Escrow product and distinguish customer price, platform commission and off-platform costs.
Track costs on a Partner Order
Record the operational costs associated with fulfilling an order and keep their details current.
Update a product and manage its availability
Find the current product revision, submit changes for review, and use the available pause, restart and deletion controls.
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