Increase efficiencies with modern cash management tools.
Carter Bank offers Carter ZEscrow, a modern escrow and subaccounting service that accommodates a wide range of businesses and special use cases.
With secure online access, your organization can manage virtually all of your escrow and subaccounting task without touching another paper tax form or calling customer service. The platform works seamlessly with our internal banking software, meaning you can access all the critical information from your online business banking portal.
Benefits for businesses and organizations that use Carter ZEscrow:
- Convenient – Allows you to monitor and manage your escrow and subaccounts online, 24/7.
- Efficient – No more paper forms or phone calls to check balances or make changes.
- Compliant – Regulatory compliance is built in, including W-9s and other tax paperwork.
- Flexible – Our escrow and subaccounting platform excels at unusual and complex workflows.
- Cost Effective – Carter ZEscrow is a FREE service to our customers.
For more information about Carter ZEscrow, watch the video below. To learn how Carter ZEscrow can help your business, contact a member of our Carter Bank Treasury Services team.
No matter the size or complexity of your organization, Carter Bank’s digital account platform, Carter ZEscrow, is the solution to streamline your escrow account system. Carter ZEscrow allows you to securely complete all necessary tasks from anywhere, at any time.
You’ll greatly improve efficiency when you open, close, fund, track, and organize your subaccounts with this powerful digital tool. Our easy-to-use online portal provides access to review, submit and collect all necessary documents. In addition, statements, interest tracking and IRS reporting are totally automated for you and your clients.
Carter ZEscrow accounts are ideal for organizations that want to increase efficiencies of managing escrow and subaccounting, like law firms, property managers, title and real estate offices, 1031 exchanges, and more.
- Open, fund, manage or close escrow accounts in seconds
- Easily access detailed reports and historical statements
- Efficiently gather and store W-9s online with DocuSign integration
- Precise, customizable interest calculation and splitting
- Flexible system for specialized use cases
It’s time to upgrade your system to better serve your needs. We’re ready to help every step of the way and partner with you for all future needs. Contact a member of our Carter Bank Treasury Services team for more details and a short demonstration.
