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.