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Inventory Center - Manage Escrow Details

Inventory Center - Manage Escrow Details

In this article:

About Adding Escrow Details to Unit

The following Escrow details can be added to a unit as part of the contract process:

  • Escrow Number
  • Escrow Company
  • Lender Company
  • Payment Type
  • Loan Application Submitted
  • Credit Report Ordered
  • Credit Report Received
  • Credit Approved
  • Loan Approved
  • Loan Amount
  • Delivery by Construction
  • Closing Documents Ordered
  • Walk-Through Date
  • Final Inspection
  • Estimated Close of Escrow
  • Actual Close of Escrow
  • Comments

Add Escrow Details

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on Escrow.

5 – Complete the Inventory Escrow fields as needed and Save.

The Escrow details will be displayed on the Inventory Contract page as well as the inventory profile.

Update/Edit Escrow Details

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on Escrow.

5 – Update the Inventory Escrow fields as needed and Save.

Remove Escrow Details

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on Escrow.

5 – Click on Delete either at the bottom of the list of items or near the top of the page.

6 – A message will come up asking if you’re sure you want to delete the Escrow information. Click OK.

The Escrow information will be removed from the unit and all associated reporting.