How to Transfer Funds

How to Transfer Funds

If your Brokerage takes a deposit to your Trust or Escrow account and you must transfer out any funds to pay your Agent's and/or Outside Brokerages, you will need to transfer funds between the accounts.

To Transfer funds:

Click the Transfer funds menu under your deal menu

Then update your amount field, if applicable. *If funds exist in your account the software will auto-populate the full balance present.


Then select your Transfer From and to fields, in the dropdown menu,  to reflect the flow of funds being transferred.

Add your deposit date* to your Transactions Date field, from the popup calendar and save your changes.  *Transaction date will be the date you're transferring funds at the bank level.


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