Escrow & Subaccount
Management
Streamline complex business processes with easy management of your subaccounts in one digital platform.
Escrow & Subaccount
Pain-free, simplified
escrow and subaccounting
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
Alpharetta, GA
Office: (770) 203-4583
Mobile: (770) 500-4002
Mariah McKenna
Treasury Services Relationship Banker
Hilton Head Island, SC
Office: (843) 341-9930
Mobile: (843) 298-0690
Mason Halpin
Treasury Services Relationship Banker
Hilton Head Island, SC
Office: (843) 341-9938
Mobile: (843) 683-1215
Read Bio
Shan Virani
Treasury Management Specialist
Atlanta, GA
Office: (678) 553-9499
Mobile: (770) 624-1715
NMLS# 770763