Create a New Escrow Transaction Category

General

You can log  transactions that represent withdrawals and deposits to escrow buckets on individual loans. Additionally, you can assign these transactions to a category to help you more easily keep track of them. This article will cover how to create or edit an escrow transaction category.

How To

Creating a transaction category is easy. Navigate to Settings > Loan > Escrow > Transaction Categories inside your company account.

Click Add to add a new category. You can also click edit to edit an existing category. Enter a name for the category in the field provided.

Click Save to save the new category. You are done!

In Practice

You will be able to use your new categories in the Loan Settings > Escrow section of each loan. For more information on creating an escrow transaction, see  Create a New Escrow Transaction.


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