Escrow management
Bring transaction details, parties, dates, and settlement information into a structured escrow file.
ESCROW OPERATIONS, BUILT FOR BROKERS
Professional escrow management and accounting designed for real estate brokers. Organize transactions, manage funds, track disbursements, and maintain clear financial records from opening through closing.
Access by arrangement. Built around your brokerage.
A connected file. A documented workflow.
Keep your team and transaction records connected.
DISCIPLINE IN EVERY DETAIL
Bring the moving parts of escrow administration into a focused, reviewable workspace.
Bring transaction details, parties, dates, and settlement information into a structured escrow file.
Record receipts, review disbursements, track ledger activity, and retain adjustments and reversals with their history.
Trust-account records and ledger review support financial oversight. Statement reconciliation, clearing, and finalized reconciliation history are planned.
Prepare and review payments, print supported checks, and record references for wires handled through your bank.
Prepare transaction documents from templates and retain document versions alongside the escrow file.
Give your team role-based access to the work they are authorized to do, with transaction history available for review.
OVERSIGHT THAT STAYS WITH YOUR BROKERAGE
Opening details, recorded funds, payment review, and closing documents belong together. A structured file helps your team see what needs attention and keep a history of the work.
Discuss your escrow workflowThe information that starts the file.
Recorded activity with a traceable history.
Preparation and review before posting.
Versioned records for the transaction.
Illustrative workflow
A WORKFLOW THAT MAKES SENSE
PRICING & AVAILABILITY
Tell us about your brokerage and transaction volume. We’ll discuss current availability, pricing, and setup before you make a decision.
Broker Escrow
No payment or automatic enrollment.
Real estate brokers and brokerage teams administering their own escrow transactions. We can discuss whether the current workflows fit your operation.
No. Your banking relationship remains with your bank. Broker Escrow organizes accounting records and payment review, and records references for externally handled wires.
Trust-account and ledger review workflows are implemented. Statement reconciliation, bank clearing, and finalized reconciliation history are planned and are not advertised as available today.
Request access to discuss the pilot, your organization’s requirements, and pricing. An inquiry does not create an account, grant product access, or collect payment.