Monthly Escrow Compliance Program
Daily escrow reconciliation
Daily reconciliation catches an unmatched item while it is fresh and easy to trace. Every month, the AER Compliance Portal documents the account for an underwriter or examiner.
- For every account under daily reconciliation, AER reviews each day’s bank activity, works every unmatched item against your ledger, and notes the same day exactly where each one posts.
Pricing scales with account volume. Quoted after a short call.
Scope a Program →How It Works
Read-only. Nothing to install.
What AER reads
Your bank statements and daily bank activity, read-only at the bank, and the reconciliation reports in your platform. Nothing for the agency to send.
What AER never does
AER never moves, holds or disburses funds, and never handles Positive Pay or check approvals. Those stay with the agency and its bank.
When it arrives
Daily: for every account under daily reconciliation, exceptions are noted the same day. Monthly: your compliance portal updates when the reconciliation cycle closes.
Three Questions. One Personalized Checklist.
Find out where your escrow compliance stands.
Tell us where you're licensed, what platform you run, and when your next deadline hits. AER returns a tailored compliance checklist, instantly.
Start My AssessmentTakes under 60 seconds. No sales call required.