Escrow documentation covers loan escrow setup, annual escrow analysis, projected disbursements, actual escrow activity, and annual escrow disclosure documents.
Escrow Articles
Running an Escrow Analysis
Loan Escrow
What Escrow Supports
Use escrow documentation when staff need to:
- Confirm whether a loan has escrow enabled.
- Review current escrow balance and next escrow payment information.
- Create or update an annual escrow analysis.
- Enter projected escrow disbursements for taxes, insurance, assessments, or other escrow-paid obligations.
- Review shortages, surpluses, required reserves, and adjusted escrow payment amounts.
- Record actual escrow disbursements.
- Generate and save annual escrow disclosures.
Recommended Starting Point
Start with Running an Escrow Analysis when preparing an annual escrow cycle or generating disclosure values.
Use Loan Escrow for a broader overview of where escrow appears across loan screens, reports, payments, and refinance workflows.
Related Loan Documentation
Loans Overview
Using the Loan Summary Dashboard
Loan Payments and Servicing