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credit_card
CC Activity
attach_money
Financial
Reconcile Accounts
Positive Pay
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Reporting
Trust/Escrow Deposit Record
settings
Configure
Bank Accounts
brokerWOLF Accounts
Trust/Escrow Notifications
Auto Post Rules
Positive Pay Formats
person
My Settings
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dashboard
Dashboard
credit_card
CC Activity
attach_money
Financial
Reconcile Accounts
Positive Pay
show_chart
Reporting
Trust/Escrow Deposit Record
settings
Configure
Bank Accounts
brokerWOLF Accounts
Trust/Escrow Notifications
Auto Post Rules
Positive Pay Formats
person
My Settings
Sign Out
Trust/Escrow Settings
Period of time that passes before an overdue payment notification is sent.
Grace Period:
Same Day
1 Day
2 Days
3 Days
4 Days
5 Days
6 Days
One Week
Trust/Escrow Notifications
Send Emails To:
Subject Line
Sender Message:
A deposit was recorded on [ The Street Address ] on [ Date recorded ] but as of [ Current Date ] it hasn't appeared in the transaction data from the bank. The lead agent on this transaction is [ Full name of Lead Agent ].
Include Custom Message:
Trust/Escrow Email Reports
Send Emails To:
Subject Line
Include Custom Message:
Opt out of Trust/Escrow Report emails
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