Refunding an Earnest Money Deposit

1. Log In or Sign Up

Log in to your admin dashboard. If you haven’t created an account yet, register now.

‍

2. Identify the Transaction

Locate the transaction that should be refunded in the Transactions tab of your admin dashboard. If you are viewing your transactions in the Kanban View, click the Refund button directly on the transaction card.

If you are viewing your transactions in the List View, click on the individual transaction and navigate to the Manage section. Select Refund payment.

Note: Refunds are a feature that needs to be enabled for your organization. If you don’t see the option to refund a payment, please contact our Success Team to enable refunds.

‍

3. Confirm the Refund

Confirm that you want to refund the transaction. Please ensure you have selected the correct transaction for refund.

‍

4. View Refund

After the refund is processed, the transaction will display a Refund status badge under the Authorized & Initiated column on your dashboard. Once the funds have been deposited into the originating account, a Refunded status badge will indicate the deposit.

‍