Clarity your clients can trust
Connect your clients with clear, organized escrow information — without adding work to your team.
We do not charge renters or homeowners. Our focus is clarity and trust. Organizations partner with us to support their communities.
Get StartedProfessional Dashboard
Your clients at a glance
Why Professionals Use EscrowCheckup
Give your clients access to clear escrow information
Reduce client confusion
Give homeowners access to clear, organized escrow information
Strengthen trust
Position yourself as the professional who connects clients with clarity
Fewer reactive calls
Clients understand their payments before they reach out
Support key moments
Renewals, closings, and annual reviews become easier conversations
How It Works for Professionals
Send your client a personalized sign-up link
Your client creates their own account and uploads their documents
Track client status from your professional dashboard
Support your clients with informed, timely conversations
Client Status
Client Signed Up
Your client has created their account
Clients Invited
12
Active Clients
8
Professional Benefits
Everything you need to support your clients at scale
Simple client onboarding
Send a link — your client handles the rest
Fewer reactive questions
Clients have access to their own escrow clarity
Better conversations
Lead with context, not confusion
Stronger relationships
Become the professional clients trust and refer
Co-branded experience
Your name, your brand, your client's clarity
Who It's For
Built for professionals who want to support their clients
Mortgage Lenders
Help borrowers feel confident about their new payment
Realtors
Stand out by connecting buyers with post-close clarity
Insurance Agents
Help clients understand how premium changes affect their payments
Financial Coaches
Give clients visibility into their biggest monthly expense
Colleges & Universities
Students signing their first lease are among the most vulnerable renters. Offer EscrowCheckup as a resource through your student services, financial wellness programs, or off-campus housing office — so students arrive at their first apartment informed, not overwhelmed.
Partner with usEmployers
Housing costs are one of the top sources of financial stress for employees. Add EscrowCheckup to your financial wellness or employee benefits program so your team can understand their rent, protect themselves from lease traps, and plan confidently — at no cost to them.
Partner with usClear, simple year-to-year visibility
When homeowners upload multiple annual escrow statements, we highlight straightforward changes across years — like shifts in taxes, insurance, and escrow amounts. These summaries help clients understand their documents more clearly. They're educational, non-predictive, and fully supportive of the servicer relationship.
Roof condition and escrow
Roof condition can directly affect insurance eligibility, deductible exposure, and escrow payments. EscrowCheckup helps homeowners understand how roof age and material factor into their insurance — so professionals can have better-informed conversations.
Free for renters and homeowners — supported by partners
EscrowCheckup is free while we grow adoption. Colleges, employers, housing programs, and financial wellness providers partner with us to help renters and homeowners understand their leases, payments, and options — without cost to them.
Bring clarity to every client
Join professionals who connect their clients with clear escrow information.