Introducing: EscrowEdge

A secure digital platform for managing client accounts

EscrowEdge helps you manage client accounts without the back-and-forth by providing secure online access and streamlined account management.

• Strong reporting and record keeping support
• Dashboard and reports that can be accessed anytime
• Online document repository for safekeeping of documents in one place

For your clients

• Client Benefit Escrow Accounts with EscrowEdge –
  Sub Accounting Made Simple
  Manage hundreds of client trust accounts from one master account. Easily organize sub-accounts through an online foldering system.
  • 24/7 Access: Track every penny, generate reports, and manage sub-accounts from your office or home
  • Built-in Compliance: Automated interest calculations, audit trails, and reporting that satisfies requirements.
• IOLA/IOLTA accounts
• 1031 Exchange accounts
• Trust Services: Ficuciary management with over 190 years of community banking expertise-delivered locally, without having to call an out-of-state 1-800 number
• Estate accounts