Create New Escrow Vendor

General

If you use LoanPro’s escrow functionality, it’s likely you make payments from escrow accounts to specific organizations. Vendors are the organizations that escrow payments are made to.

Creating a New Vendor

To create a new vendor, navigate to Settings > Loan > Escrow > Vendors.

Click 'Add' in the top right.

The following options are available when setting up a new vendor:

Field

Description

Vendor Name

The name of the organization.

Contact Name

The name of the contact at the organization.

Contact Email 

The email address for the contact.

Contact Phone

The phone number for the contact.

Address Line 1

The street address where the vendor is located.

Address Line 2

Additional address information for the vendor.

ZIP Code/Postal Code

The ZIP or postal code where the vendor is located.

City

The city where the vendor is located.

State/Province

The state or province where the vendor is located.

Country

The country where the vendor is located.

Once you have entered the information for the new vendor, click 'Save'.


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