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Escrow Manager

Escrow Manager is an escrow bookkeeping checking account specifically designed for individuals or organizations that act as escrow agents for third parties, including:

  • Real estate companies handling earnest money 
  • Title companies handling escrow deposits 
  • Property managers handling security deposits
  • Brokerage companies managing real estate investment funds
  • Attorneys who hold funds in trust for clients, including IOLA funds
  • Funeral homes that establish burial accounts
How It Works

Escrow Manager is designed to reduce operating costs and servicing time related to escrow management by linking multiple interest bearing or non-interest bearing "client" or "tenant" accounts (called sub-accounts) to a single "master" commercial checking account.  Escrow Manager does the following:

  • Keeps track of funds that move in and out of your client accounts
  • Generates a single, consolidated report for the entire Escrow Manager relationship
  • Creates and mails 1099 tax reporting to your clients*
  • Reduces costs and complex accounting systems required to manage client funds
  • Allows you to issue checks for easy disbursement from your master checking account


Deposit the funds into your Escrow Manager Master Checking Account, using a regular business checking deposit ticket or through Remote Deposit.

New Sub-Account Setup Form 

Attach a scanned copy of your client’s W-9 form*
If you are unable to scan, please mail the W-9 form to:

Deposit Escrow Management Department Box 31
P.O. Box 460
Ithaca, NY 14851

 

*Please note: the sub-account will not be opened until we receive a completed W-9 form for each new sub-account requested.  This does not apply to IOLA accounts.

You will receive a confirmation email for each Sub-Account Transaction Form processed.

Deposit the funds into your Escrow Manager Master Checking Account.

Sub-Account Deposit Form 

You will receive a confirmation for each Sub-Account Deposit form submitted.

Sub-Account Form 

You will receive a confirmation for each Sub-Account Deposit form submitted.


Write a check from the Escrow Manager Master Checking account to disburse the funds.










Questions about your Escrow Manager accounts?
Contact our Deposit Escrow Management Department at 1-855-848-8696