Support category

Orders & Teamwork

Find your orders, work with customers, and keep your team organized.

6 articles

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.

Find the orders your Partners Profiles can access, focus on work that needs attention, and identify the right order before acting.

Locate older escrow and collateral-verification orders in their dedicated compatibility views.

Choose the right audience when communicating about an order: customer conversations or notes for your Partners Profile.

Use the Files and Activity tabs to review the documents and recorded events associated with a Partner Order.

Record the operational costs associated with fulfilling an order and keep their details current.

Chat with Support if you cannot find what you need.