Articles on: Transactions

Pay Via Escrow

Watch The Quick Video Tutorial At:

https://www.loom.com/share/4ebbc59ed7fa42a4aa17791598eb4972


If your brokerage allows for commission payments via escrow, please follow the steps below:


  1. Within the transaction detail interface, select "Commission" tab
  2. Ensure you enter a valid "Expected Commission" value
  3. Navigate to "Referral" section and click to expand
  4. Click on "+Add" as shown below:



Add Referral


  1. Remember to add any client referrals prior to adding a "Pay Via Escrow" entry.


  1. Select "Pay Via Escrow" and confirm/enter your banking information (ACH) or select the Check Toggle if you want to have escrow mail you a check.



Pay Via Escrow Window


If you've entered your account information from your profile, your banking information will auto populate. Please confirm or make modifications as necessary. Toggling to "Check" will instruct escrow where to mail your check based on your account profile settings "Account Info" tab.


  1. When done, please click on "Generate CDF" to create a new commission disbursement form. Instructions are here: Automated Commission Disbursement Form Generator


  1. Your admin will sign the form that you may then forward to your closing agent for final processing for Direct Payment.



Updated on: 02/01/2021

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