Transferring Escrow/Trust to a new property

There are times when a buyer may put an Escrow/Trust deposit on file for a certain property and the contact falls apart, but they want to purchase another property and have asked for the Deposit to continue to be held.

In this instance you will go back to the original transaction, on the Deposit Tab, Escrow/Trust Deposit you will highlight on the deposit and select the Transfer icon.

You will then be presented with a Window letting you know that this will reverse the original deposit and reassign to the new transaction. If you have already reconciled the original you will then need to re-reconcile.

Select the appropriate transaction you wish to have the trust deposit on.


Once correctly attached hit save. You will then see the monies have been transferred.

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