INITIAL ESCROW ACCOUNT DISCLOSURE STATEMENT

This Software will print the Escrow Disclosure Statement after you supply the Lender and Borrower Names and Addresses together with the information needed for the calculations.  The Lender Name and Address is entered once on the middle TAB.  It can then be re-used as many times as needed.

The Disclosure Statement can be previewed on-screen or sent to a printer.  There is an add-on option to print a the Disclosure Statement to a PDF file for e-mailing.

Ordering Information is found below.

 

When the program is started the 3 TAB screen on the left is displayed.  The Welcome TAB also contains the Close button at the bottom of the screen.

 

 

 

 

Fig. 1

 

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Click the Center TAB to display the Lenders screen as seen to the left.  You can enter one Lender or as many as needed.   Click the Add button at the bottom to display a blank screen, then fill in the fields.  When the Add button is clicked all current buttons at the bottom are disabled and a Save and Cancel button appear.  When finished, click the Save or Cancel buttons to return to the normal mode buttons.

 

 

 

Fig. 2

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The Borrower's TAB is the sole entry point of the Software.  You can Add the information necessary to calculate the Escrow Statement or Edit previously entered data.  You enter the Closing and First Payment Dates as well as the Principal Payment amount.  Then click the Edit Dispersals button in the lower right of the TAB.  Fig. 5 below shows a completed Dispersals listing.  When this is complete and the dates and payment amount have been entered you can run a Print Preview to view the Escrow Disclosure Statement.  Fig. 7 & 8 below show the Initial Escrow Account Disclosure Statement.  This sample is available in PDF format at the end of this page for your review.  You will need Adobe Reader (a free download) or the full Adobe to view it.

 

Fig. 3

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This is the Borrower's TAB initial display when adding a new account.

 

 

Fig. 4

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This is the Escrow Account Payment Detail screen.  When you click on the Payment Month a pull down list of months in the year is displayed.  Just click the correct one.  Enter the Description and Dispersal Amount.  The calculation is updated at entries are made.

 

 

Fig. 5

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Fig. 6 shows an empty Escrow Payment Detail screen which would be viewed on initial entry.

 

 

 

Fig. 6

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Fig. 7 shows the Print Preview of the upper portion of the Escrow Disclosure Statement as seen on the monitor display at 100%.  The same Statement is available at the end of this page in PDF format.  As previously mentioned you will need Adobe Acrobat or a comparable product to view this file.  

 

 

Fig. 7

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This shows the complete Initial Escrow Account Disclosure Statement at 50% for viewing purposes.

 

Fig. 8

 

 

View the Initial Escrow Account Disclosure Statement in PDF
Initial Escrow Account Disclosure Statement Order form in PDF
Initial Escrow Account Disclosure Statement Order form in Word

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