Escrow Log
SmallReal Estate · Brokerage, broker, sales agent
Track buyer earnest money and deposits with refund deadlines so nothing goes missing.
Built in this build
- Earnest money/deposit record with receipt
- Refund or offset terms and deadline
- Open deposit balance list
- Total held deposits summary
Vision (needs external services)
- Deposit account reconciliation
- Due refund alerts
- Alert when a deposit refund date approaches
- PDF receipt export
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Earnest money/deposit record with receipt
- Refund or offset terms and deadline
- Open deposit balance list
Admin modules
- Deposit account reconciliation
- Due refund alerts
AI capabilities
- Extracts deposit terms and refund date from contract text
Automations
- Alert when a deposit refund date approaches
Analytics & reports
- Total held deposits summary
Integrations
- PDF receipt export
Mobile
- On-site deposit entry and receipt
Roles & permissions
- Broker
- Agent
- Accounting
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