- Attorneys
- Landlords
- Realtors/Title Companies
- Municipalities
- Funeral Homes
- Nursing Homes/Assisted Living
- Companies providing 1031 Exchange
- Other
SIMPLIFY AND REDUCE OPERATING COSTS
An Escrow Funds Management account will save you time and money. We link multiple interest, and non-interest-bearing ‘client’ or ‘tenant’ sub-accounts to a single ‘master’ commercial checking account that:
- Manages money moving in and out of your client accounts
- Generates one consolidated report for the entire Escrow Manager relationship
- Creates and sends 1099 tax reporting to your clients
- Allows you to issue checks for easy disbursement from your master checking account
ESCROW MANAGEMENT TRANSACTION FORMS
- Escrow Manager Account Agreement
- Escrow Transaction Set Up Form
- Escrow Transaction Form – Multiple
- Funeral Escrow Transaction Set Up Form
- W9 Form
ATTORNEY ESCROW
An Escrow Funds Management Account will simplify how you manage your firm´s escrow funds – including IOLA funds – and save you time and money. We link multiple interest and non-interest-bearing client sub-accounts to a single master commercial checking account that:
- Manages money moving in and out of your client accounts
- Generates one consolidated report for the entire Escrow Manager relationship
- Creates and sends 1099 tax reporting to your clients
- Allows you to issue checks for easy disbursement from your master checking account