Escrow Analysis Annual Statement Check

Check escrow accounts have the annual analysis statement on file. Preparation only, not an account action.

What to provide

The escrow accounts in the portfolio and the annual statement recorded for each.

How it works

1. Count the escrow accounts.
2. Count those with the annual statement on file.
3. Recompute the on-file share.
4. Return the check without contacting any servicer.

The output

portfolio | escrow_accounts | statements_on_file | missing | on_file_pct | verdict

Worked fictional example

Fictional portfolio had 48 escrow accounts and 45 annual statements on file: 94% on file with 3 missing.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

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Method: reviewed source. Demand lead: Documented real estate workflow need from the reviewed source; not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 30, 2026.