Escrow Operations Survey

 
Please complete the following escrow operations survey.
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1. Company Name
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2. License #
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3. What Escrow Closing Software/Program does your business use to prepare settlement/closing documents?
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4. What Trust Account Reconciliation Program does your business use for escrow reconciliation accounting and reporting?
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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)?
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6. How do you document checks deposited to the trust account?
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7. How are canceled trust account checks retained?
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