For business owners: keep escrow checklist commission details current
For business owners: keep escrow checklist commission details current
Business owners overseeing escrow operations miss commission, split, and credit fields in questionnaires, causing payout mistakes. This workflow updates the central escrow checklist so coordinators process closings with current commission info.
Overview
Commission oversights put payouts and closings at risk for business owners. This workflow routes questionnaire answers into your central escrow checklist so coordinators always have current commission, split, referral, and credit details, preventing processing errors and missed updates.
Notable Features
- Populate commission fields on submit
- Flag missing split or referral details
- Notify escrow coordinators of changes