Finance

Remind accounting about brokerage escrow

Remind accounting about recorded brokerage-held escrow before closing

Seven calendar days before a recorded closing date

What Joy does

Seven days before a recorded closing, remind the selected internal accounting recipient about a transaction only when its recorded evidence establishes brokerage escrow custody.

Who it's for

Broker or accounting operations lead.

Apps

Runs inside Joymore, with no outside app to connect.

During setup

Joy will help you:

  • Choose the recorded evidence that establishes brokerage escrow custody.
  • Choose the daily check time, time zone, and active internal accounting recipient.
  • Choose how to avoid repeating a reminder for the same recorded closing date.

Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.