Escrow Processing Software

RBJ's escrow processing software is a full-featured application, covering the entire escrow transaction from opening to closing


With an industry-specific design, RBJ is the most productive, easiest escrow processing/closing software available. Features like e-Folder and File Notes save time and reduce the cost of print, postage, and delivery. Our File Progress feature and Management Reports track and provide critical information. Integration with RBJ's Title Production or Trust Accounting saves time and assures accuracy by avoiding duplication.

Having lots of experience with other escrow software, we can tell you RBJ is the best we’ve used and it was the best decision we made...
— Geoffrey Disch, President, & Kathy Lozano, CSEA (Green Escrow Services)

Included Features

e-Desk

e-Desk encompasses features that work together for a more efficient, paperless, electronic environment. Use e-Desk features to manage your busy desk which includes Electronic Folder, file progress, tracking of tasks by user, units, or office and the managing of appointments (integration to Microsoft Outlook availability), all without ever leaving RBJ software.

 

Management Report Module

These predefined reports provide the data to analyze your business so you can make informed decisions. Included in the menu of available reports are various Escrow Fee, Escrow Officer and Marketing Representative, Escrow Activity, and Broker/Agent/Source of business reports. You select the filter and sort criteria of a report for the results you need. Selected report data can be generated in report form, imported to Excel or printed on mailing labels.

 

Ad Hoc Reports

Ad Hoc Reports are created by the user from the software data. They provide the ability to select from a long list of data fields, apply filters and/or sorts to generate an Excel spreadsheet.

 

Optional Features

 

Positive Pay Data Transmission

For an added level of security on your trust account, add Positive Pay Data Transmission service. Positive Pay is a service provided by many banks to help prevent fraud. With participating banks, your daily “check issue” information will be transmitted to your bank for verification.


DocuSign®️ Integration

"Electronic signatures are just the beginning. DocuSign makes any workflow or approval simple, secure and fully digital..."