Inventory Center - Manage Escrow Details

In this article:

• About Adding Escrow Details to Unit
• Add Escrow Details
• Update/Edit Escrow Details
• Remove Escrow Details

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.