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.

How To

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

Click Add.

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

  • 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. You are done!


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