Manage Third Party Funds Efficiently with
John Marshall Bank’s Escrow Optimizer
Optimize the daily management of your escrow accounts and subaccounts and take your business’ efficiency to its peak with John Marshall Bank’s Escrow Optimizer, powered by ZSuite Technologies. Utilizing top-of-the-line
technology, managing all of your escrow accounts and subaccounts will take only a few clicks. Handle daily operations and unique situations with ease while saving time and energy.
Already Using the Escrow Optimizer to Take Your Business to New Heights?
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Benefits Abound When You Switch to Escrow Optimizer
Manage all of your escrow accounts and subaccounts from an online platform that offers flexible organization and plenty more advantages including:
- The ability to open, fund, manage, and close accounts in seconds and on a 24/7 basis, all without bank personnel interaction
- Built-in regulatory compliance — including W-9 document upload and digital signatures
- Named subaccounts for full FDIC insurance
- Custom reports and statements accessible with two clicks
- The freedom to customize unusual and complex scenarios that suit your business and your style of organization
- The capability to add multiple admin users with varying permissions
- The option to invite beneficiaries to complete account documents online
- Compatible with your accounting software
- Bulk upload capability of data for new or transitioning subaccounts
- Calculate, split, and distribute interest throughout accounts and subaccounts
Watch the Escrow Optimizer in Action
Escrow Optimizer FAQ’s
How long does it take for actions taken in the Escrow Optimizer to be reconciled with JMB’s platform?
All actions completed in the Escrow Optimizer will be reconciled at the end of the business day those actions are taken.
Can I view a report of all activity taken, or only for each account at a time?
Not only can you view a complete history of actions taken in each account, you can specify reports by date range AND account.
If I close an account, can I view it later?
Yes, all closed accounts can be viewed within the platforms “Folders & Subaccounts” tab.
Speaking of closed accounts, how do I close an account?
Manage all of your account details, including closing, from that individual accounts dashboard.
This sounds like a great product, how do I sign up?
Contact us here and get ready to optimize your business.
Where should I look if I have more questions?
ZEscrow has a list of FAQ’s here.
The JMB Advantage
When you partner with JMB, not only do you gain access to this essential escrow management tool, you also get the expertise and accessibility of JMB’s team ready to take you from implementation to day-to-day action and beyond. It doesn’t stop there, as we offer a suite of money management tools, specialized accounts, and more to boost your business and make the most of your personal funds, too.