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Escrow & SubaccountManagement

Escrow & Subaccount
Management

Streamline complex business processes with easy management of your subaccounts in one digital platform.

Pain-free, simplified
escrow and subaccounting
Pain-free, simplified escrow and subaccounting

Pain-free, simplified
escrow and subaccounting

A unique solution for your unique business.

Are you frustrated with your current escrow and subaccounting process? CSB helps businesses streamline their subaccounts with automated workflows and easy reporting, while keeping your processes in compliance. With 24/7 team member access, CSB's Escrow and Subaccount Management solution keeps your business running smoothly.

Features & Benefits

Benefits

  • Fast – Perform escrow tasks in minutes with convenient access anytime 
  • Efficient – Eliminates paperwork and dependence on third party support, saving time and money
  • 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 – Affordable solution, with reduced costs for CSB clients.

Features

  • 24/7 online access for your team
  • Open, fund and close escrow accounts in under one minute
  • Quick access to detailed reporting and historical statements
  • Gather and store W-9s online
  • Precise, customizable interest calculation splitting
  • Flexible system setup for special use cases

Ideal for

Coastal States Bank's Escrow and Subaccounting Services are ideal for

  • Municipalities
  • Landlords
  • Property management firms
  • Law firms
  • Healthcare companies
  • HOAs
  • 1031 exchanges
  • Title and real estate offices
  • Non profits
  • Unions
  • Utility companies
  • Transportation firms

Contact a Treasury Management Expert

David Ascher

Senior Treasury Management Banker

Office: (770) 203-4583

Mobile: (770) 500-4002

[email protected]

Read Bio

Mariah McKenna

Treasury Services Relationship Banker

Office: (843) 341-9930

Mobile: (843) 298-0690

[email protected]

Read Bio

Mason Halpin

Treasury Services Relationship Banker

Office: (843) 341-9938

[email protected]

Read Bio

Julie Meeler

Treasury Management Specialist

Office: 678-553-9422

Mobile: 678-571-8077

[email protected]

Read Bio

Shan Virani

Treasury Management Specialist

Office: (678) 553-9499

Mobile: (770) 624-1715

[email protected]

NMLS# 770763

Read Bio

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