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Escrow Operations Survey
Please complete the following escrow operations survey.
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1.
Company Name
(Required.)
*
2.
License #
(Required.)
*
3.
What Escrow Closing Software/Program does your business use to prepare settlement/closing documents?
(Required.)
SoftPro
SMS
LandTech Systems
Other
*
4.
What Trust Account Reconciliation Program does your business use for escrow reconciliation accounting and reporting?
(Required.)
SMS
SoftPro
RBJ Software
Other (please specify)
*
5.
Is the Trust Account Reconciliation performed by the Escrow Agent or outsourced to a third-party (if so, please name third-party that performs the reconciliation)?
(Required.)
Reconciliation is performed by the Escrow Agent
Reconciliation is outsourced to
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6.
How do you document checks deposited to the trust account?
(Required.)
Duplicate deposit slip validated by the bank
Remote deposit
Both of the above
*
7.
How are canceled trust account checks retained?
(Required.)
Original canceled checks are provided with the monthly bank statement
Copies of imaged canceled checks are printed and provided with the monthly bank statement
Copies of imaged canceled checks are provided on CD with the monthly bank statement
Other (please specify)
