Professional Residential Escrow Services
We provide neutral escrow coordination for real estate purchase, sale, refinance, and closing transactions, helping buyers, sellers, agents, and lenders manage documents, funds, instructions, and settlement requirements securely.
Services
Residential Purchase Escrow
Handling escrow instructions, buyer and seller documents, deposits, lender coordination, payoff requests, and closing disbursements.
Seller Proceeds Escrow
Coordinating seller documents, payoff demands, final settlement statements, and release of sale proceeds after closing conditions are met.
Earnest Money Deposit Handling
Receiving, tracking, and holding deposits under the written terms of the purchase contract and escrow instructions.
Refinance Escrow Support
Assisting with payoff coordination, lender closing conditions, title and recording support, and final disbursement.
Closing Statement Preparation
Preparing or coordinating the estimated and final settlement statement showing funds received, deductions, fees, payoff amounts, and disbursements.
Document Coordination
Collecting and organizing escrow instructions, identification, W-9s, payoff statements, lender documents, deeds, HOA documents, and other required closing paperwork.
Disbursement Coordination
Releasing funds only after required written conditions are satisfied.
Resources and Forms
Open Escrow Form
Start a residential purchase, sale, refinance, or closing escrow file.
Buyer Information Form
Provide buyer contact details, vesting notes, lender information, and closing preferences.
Seller Information Form
Submit seller contact details, payoff information, proceeds instructions, and required disclosures.
Wire Fraud Notice
Review wire-safety procedures before sending or relying on transfer instructions.
Secure Upload Portal
Upload identification, escrow instructions, lender documents, payoff statements, and closing paperwork.
Settlement Statement Request
Request an estimated or final settlement statement for review before closing.
Payoff Information Request
Submit payoff lender details and authorization needed to coordinate payoff demands.
Change of Contact Information Form
Update phone, email, mailing address, or preferred communication details for an active escrow file.
Authorization to Release Information
Authorize communication with agents, lenders, attorneys, title companies, or other approved parties.
Privacy Notice
Review how escrow records, identity details, documents, and account information are handled.
Complaint or Consumer Inquiry Form
Submit a consumer inquiry or complaint for review and documented follow-up.
Trust and Licensing Bar
License / Registration
Meridian Trust Federal Credit Union operates with license and registration reference NMLS 412716.
Wyoming Office
Physical office address: 4349 E. Lincolnway, Cheyenne, WY 82001. Mailing address: PO Box 548, Cheyenne, WY 82003.
Secure Document Portal
Authorized parties can submit status requests, review case documents, and keep communications attached to the case timeline.
Wire Verification Policy
Wire, transfer, and release instructions require source-record confirmation before settlement activity is treated as actionable.
Privacy and Data Protection
Identity details, escrow documents, account references, and case messages are handled through controlled review workflows.
Neutral Escrow Coordination
Residential purchase, sale, refinance, and closing files are coordinated neutrally for buyers, sellers, agents, and lenders.
Service details
Use these details to understand what the portal does before submitting a request.
Account and fund verification
All fund-related information must be confirmed through Meridian Trust records or another authorized financial institution, title company, attorney trust account, or approved payment provider.
Employee profile
Assigned Meridian Trust leadership profile for administrative review escalation.
Member Dashboard
Use this dashboard to see the assigned case number, fund/reference status, read-only documents, and support messages.
No submission selected
PendingStatus and funds are updated after admin assigns the case number and reference amount.
Read-only Documents
Documents can be opened for review only. Edits are handled by admin from the admin portal.
Instant messages
Messages between the member portal and authorized support staff, such as requests for signed authorization forms.
Document Review and Send
Review a selected case document, edit the message text, and send it to the member through instant messages.
Activity Timeline
This timeline shows administrative activity related to the case file, including submission received, document review, provider confirmation request, admin reply, and member message history.
Admin portal
Logged in as an administrator for case review and member communication.
Submissions
Review details
Admin assigns or updates the official case number for this submission.
Admin's current review status, for example Waiting for Member Documents.
This amount is for administrative reference only. Not verified funds.
Instant messages
Admin replies are shown to the member in the portal.
Activity Timeline
This timeline shows administrative activity related to the case file, including submission received, document review, provider confirmation request, admin reply, and member message history.