Please note that for security reasons, only the Escrow Officer or the Escrow Officer Assistant can remove a transaction participant from a transaction. If you are not the Escrow Officer/Escrow Officer Assistant and wish to have a transaction participant removed you will need to assign a task to the Escrow Officer/Escrow Officer Assistant with this request. For information on how to assign a task, click here.
If you are the Escrow Officer/Escrow Officer Assistant, the steps for removing a transaction participant are noted below.
- Go to the transaction page and click on the icon in the upper right corner of the screen
- Select the "X" beside the participant you wish to remove and complete the confirmation step
- The participant will be removed from the transaction and a notification will be sent to the participant notifying them that they have been removed
Please note that a record of all transaction activities is kept in the Activity Feed, including the adding and removing of transaction participants. For more information on the Activity Feed, click here.