Update Escrow Audit Form

File update

File Update for {clientName}
Use this form to let our Processing team know what changed with {clientName}’s file at {transactionAddress}. Choose whether the file is Closing Escrow, Escrow Extended, or Escrow Cancelled, then we’ll ask a few targeted follow-up questions based on your selection.

Select the current file status.

Confirm if this is a buyer or seller transaction.

We’ll route you to the right follow-up page automatically.
Current File Status*

Closing EscrowEscrow CancelledEscrow Extended
Is this a Buyer or Seller Transaction

BuyerSeller
Missing Data Error

We apologize for this inconvenience. To submit your Update Escrow form, please log into your Pro App account, click the Escrows tab, then scroll down to click the "Status Update" button next to your client's name to get to the form.

If you have further issues with submitting this, please reference the client name and property address for this transaction as you Submit a ticket here

Cancellation

Cancellation Details
We’re sorry this one didn’t make it to the finish line. To properly close out the file, we need a few key details and a copy of the cancellation documentation.

Enter the cancellation date.

Upload the signed cancellation document.

Select the primary reason the transaction was cancelled.
File cancellation date*

MonthDayYear
Date
Please upload cancellation Docs.*

Cancelof
What was the primary reason for the cancellation of the transaction?*

Financing Issues: The buyer was unable to secure a mortgage or the mortgage approval fell through.Failed Inspections: Significant property issues were revealed during the inspection that could not be resolved or renegotiated.Appraisal Problems: The property appraised for less than the agreed-upon purchase price and adjustment could not be agreed upon.Buyer or Seller Withdrawal: Either party elected to back out of the deal due to personal reasons, cold feet, or finding a better offer.Other

Extension

Escrow Extended
If your close date has been pushed out, this page helps us keep timelines and communication accurate for everyone involved.

Enter the new projected close date.

Choose the main reason the close date was extended.
What is the new projected close date?*

MonthDayYear
Date
Please select the primary reason why the escrow close date has been extended for the transaction?*

Financing Delays: Challenges with loan approval or funding arrangements.Appraisal Discrepancies: Lower than expected appraisal values or related delays.Inspection Issues: Necessary repairs or renegotiations following the home inspection.Title/Settlement Delays: Unresolved title issues or hold-ups with settlement procedures.Other

Closing details

Transaction & Commission Details
This section captures the final numbers we’ll use to process your commissions and close out the file in our systems.

Confirm the property address and funding/closing date.

Enter the final sales price, gross commissions, credits, and fees.

Upload the final settlement statement.

Add any special notes for Processing and sign to confirm the details.
Address check

Please make sure the property address address matches the final address on the contract and settlement statement. If anything has changed (lot number, unit/suite, new-build address update, etc.), update it here so our records and your payout are tied to the correct property.
Please verify the property address. *
What was the date of closing/funding?*

MonthDayYear
Date

Final numbers for closing..*