Set Up Escrow Disbursement Record

Screen ID: 

Screen Title: 

Panel Number:

UESDBR-02

Set Up Escrow Disbursement Record

1941

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Access this screen after checking “create tax escrow account” on the Loan Creation screen. You can also access it by using Tool #570:Open/Update Escrow Disbursement Records,entering a loan that does not have an escrow account attached to it, and using Enter.

Helpful Resources

Escrow Processing with CU*BASE  

Screen Overview

This screen lets you create the escrow savings account and also links it to the loan account.  Enter a dividend application and a new account reason code.  

  • You may link as many escrow accounts as you like to an individual loan account.

  • Use Unlock Fields (F11) to allow maintenance to the Account type/suffix and Open date. This may be necessary when attaching a refinanced loan to the same escrow account previously used.

Use Enter to advance to the next screen to set up the individual disbursement records for this escrow savings account