CDA – TITLE / LEASE / ESCROW INFORMATION

CDA – TITLE / LEASE / ESCROW INFORMATION

CDA – TITLE / LEASE / ESCROW INFORMATION

This section of the CDA must be completed with the company name, contact person, email address, and phone number for the individual or company holding the escrow funds or who will be sending the funds to Dalton Wade.

Section Agents Must Complete

The image shows a contact form with fields for a company's name, email, phone number, and possibly other contact information. AI-generated content may be incorrect.

Examples

Lease Transactions

If Dalton Wade is holding the escrow funds in our escrow account, enter the name and contact information of the person or business that sent us the funds.

Referral Transactions

If another brokerage is sending Dalton Wade a referral fee check, enter the name of that brokerage along with the contact person and their contact information.

Purchase / Sale Transactions

This will typically be the title company or closing attorney handling the closing.  Enter the:
• Title Company Name; • Closing Agent / Contact Name; • Email Address; • Phone Number

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Important

This section must clearly identify who is holding the escrow funds and who will be sending the funds to Dalton Wade.

If this section is incomplete, the CDA cannot be processed.

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Common Mistakes Agents Make

Leaving the section blank

Every CDA must identify the escrow holder or payor.

Entering the wrong company

The company listed must be the one holding escrow or sending the money to Dalton Wade.

Missing contact information

Always include contact name, email, and phone number.

Listing the wrong party for referrals

For referral transactions, enter the referring brokerage information, not the title company.

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Quick Tip

Ask yourself:

“Who is holding the escrow funds or sending Dalton Wade the commission check?”

That is the company that belongs in this section.

 

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