Escrow Analysis Screen

Escrow information for individual homeowners may be reviewed on the Escrow Analysis screen. To access the Escrow Analysis screen, open the Finances tab in the Keystone ribbon and click Analysis.

You can select the Homeowner in the Name(s) field in the upper-left portion of the screen. You can restrict the list of homeowners as needed to only homeowners with obligations to particular escrow recurring payees. You can do this by selecting the payee from the Select Homeowners Including field in the upper-right portion of the screen.

Field Name	Type	Description
Name(s)	Drop-down	Select the homeowner for the escrow analysis from the drop-down list. The address of the selected homeowner appears in the fields below the name.
Capture Date	Read-only	Shows the date of the last time the selected homeowner was initialized.
Payment Status	Read-only	Shows the selected homeowner’s current mortgage status. Double-clicking this will open the Mortgage/Payment Information screen for the selected homeowner. This is located to the right of the Notification Setup button.
Select Homeowners Including	Drop-down	Allows you to filter the homeowner's list down to just those homeowners that are linked with a particular escrow payee. Select the payee from this list and only those homeowners linked with that payee will appear in the Name(s) drop-down list. In addition, only the homeowners associated with the payee you selected will be shown on the Escrow Analysis Setup screen when you open it.

Buttons

Close - Closes the Escrow Analysis screen.
Escrow Analysis Setup - Opens the Escrow Analysis Setup screen. Refer to the Escrow Analysis Setup screen section for more information.
Notification Setup - Opens the Escrow Payment Posting screen. The records on the Escrow Payment Posting screen are filtered based on the value selected (if any) in the Select Homeowners Including drop-down list.

Tabs on the Escrow Analysis screen

Escrow Analysis tab - Escrow information for individual homeowner may be reviewed on the Escrow Analysis screen. This tab is used to analyze the data.
Affiliate Plan tab - Summarizes the various escrow adjustment calculations and scenarios, and fields in which to work with the adjustment letters to be sent to homeowners. This tab is used to take the results of the analysis and plan how to implement and communicate them to the homeowners.