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Create funding cases from escrow transfer request form

Create funding cases from escrow transfer request form

Your escrow transfer requests lack an auditable ticket, forcing manual triage and missing transfer context. Create funding cases so operations coordinators can approve and move funds same day.

Create funding cases from escrow transfer request form

Overview

Turn every escrow transfer form into a tracked, auditable operations ticket so requests stop getting lost in inboxes. Your coordinators and billing staff receive a complete Case with attachments and a requester notification, enabling review and fund movement the same day.

Create funding cases from escrow transfer request form