Escrow Management

Overview:

In this article, we will cover the following basics of managing escrow deposits.

• Adding a deposit
• Keeping escrow funds for closing
• Move escrow from keeping to 'Holding'
• Create escrow payout

'Holding' Definition:

• In Brokerage Engine, the term "Holding" refers to escrow funds that are currently being held, but for which it has not yet been determined whether they will be retained or disbursed.

Quick Reference:

Link to Full Step-by-Step Guide