Escrow Services

Benefits

 Efficient Accounting and Reporting:

• Efficiently organize accounts, easily view account balances, accrued and posted interest, tax documents, and individual statements.

Enhanced Transparency and Compliance:

• With audit logging and reporting features, you can track user activity to facilitate transparency around securities, bond funds, and escrow security bonds.

State Regulation Compliance:

• Simplify your adherence to state requirements for receipt notifications, statement generations, and interest splitting.

Benefits

Sub-account Management:

• Manage surrogate accounts, estates, custodial trusts, and claims – easily addressing accounting challenges often faced during legal transactions.

IOLTA Accounts:

• Open IOLTA, IOLA, or trust accounts digitally, ensuring the protection of client assets and a smooth transaction.

Audit Logging and Reporting:

• With audit logging and reporting, you can track user activity, view account balances, accrued and posted interest, tax documents, and account statements.

FDIC Insurance:

• Accounts managed through ZEscrow are each FDIC insured, providing an extra layer of security and assurance for you and your client’s funds.

To enroll or lean more, contact our Treasury Management Team at:

RTCCashManagement@RockandTrust.com

• Mergers and acquisitions
• Real estate transactions