Escrow Officer Templates

Escrow Officer Templates

There is a huge number of templates that someone in the Escrow Officer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Escrow Officer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Escrow Agreement Template
2. Closing Statement Template
3. Escrow Instructions Template
4. Title Commitment Template
5. Escrow Receipt Template
6. Escrow Disbursement Template
7. Escrow Amendment Template
8. Escrow Release Template
9. Escrow Checklist Template
10. Escrow Ledger Template

Reports

Reports are often prepared by a Escrow Officer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Escrow Account Statement
2. Escrow Analysis Report
3. Escrow Disbursement Report
4. Escrow Closing Report
5. Escrow Transaction Summary
6. Escrow Trust Account Reconciliation
7. Escrow Fee Income Report
8. Escrow Title Insurance Report
9. Escrow Property Tax Report
10. Escrow Insurance Premium Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Escrow Officer does and how they do it.

1. Escrow Account Opening SOP
2. Escrow Document Verification SOP
3. Escrow Fund Disbursement SOP
4. Escrow Title Search SOP
5. Escrow Closing Process SOP
6. Escrow Document Recording SOP
7. Escrow Escalation Procedure SOP
8. Escrow Customer Communication SOP
9. Escrow Audit Preparation SOP
10. Escrow Compliance Reporting SOP

Presentations

Escrow Officer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Escrow Analysis Report
2. Escrow Account Summary Presentation
3. Escrow Closing Statement Template
4. Escrow Disbursement Schedule Presentation
5. Escrow Process Flowchart Template

Legal Docs

There are several key times when a Escrow Officer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Escrow Agreement Template
2. Promissory Note Template
3. Deed of Trust Template
4. Closing Statement Template
5. Title Insurance Policy Template

Health & Safety Templates

Health & Safety templates for a Escrow Officer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Escrow Officer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Escrow Calendar
2. Payment Due Dates Calendar
3. Closing Schedule Calendar
4. Escrow Task Checklist Calendar
5. Escrow Deadlines Calendar

Invoice Templates

Several types of Escrow Officer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Escrow Closing Invoice
2. Escrow Fee Invoice
3. Title Insurance Invoice
4. Recording Fee Invoice
5. Wire Transfer Fee Invoice

Survey Templates

For a Escrow Officer to get insights related to the work they do, they need to send out Escrow Officer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Escrow Process Evaluation Survey
3. Escrow Officer Performance Survey
4. Escrow Service Quality Survey
5. Escrow Industry Trends Survey

Meeting Agendas

Having premade Escrow Officer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Escrow Team Meeting
2. Client Update Meeting
3. Lender Meeting
4. Title Company Meeting
5. Escrow Closing Meeting

Budget Templates

To manage finances well, a Escrow Officer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Budget Template
3. Savings Budget Template
4. Debt Repayment Budget Template
5. Investment Budget Template

Dashboards

Dashboards are a useful way for a Escrow Officer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Escrow Account Summary Dashboard
2. Transaction Status Dashboard
3. Client Communication Dashboard
4. Escrow Closing Timeline Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Escrow Officer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Escrow Account Proposal
2. Escrow Fee Proposal
3. Escrow Agreement Proposal
4. Escrow Disbursement Proposal
5. Escrow Policy Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Escrow Officer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.