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Register now for the 2010 Users' Meeting!


Escrow Class

This class is designed for the Escrow Administrator responsible for setting up and maintaining the Escrow process. 

What will be covered?

  • The initial steps to set up system parameters and switches for processing Escrow for the first time
  • How to build new loans with Escrow or build purchased loans with existing Escrow
  • Posting payments to and disbursements from Escrow
  • Generating monthly coming due and past due Escrow reports
  • Running a final Escrow disclosure on a paid off loan
  • Process annual Escrow analysis and disclosures
  • Handle Escrow as part of a payoff
  • Making changes to existing loan for Escrow items being added or dropped
  • Review of various system generated Escrow reports and their use