--- title: How to prepare for the Escrow Account Disclosure Statement? description: This article discusses how to prepare for the Annual Escrow Account Disclosure Statement. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-prepare-for-annual-escrow-account-disclosure-statement#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration) October 9, 2026 # How to prepare for the Escrow Account Disclosure Statement? ## This article discusses how to prepare for the Annual Escrow Account Disclosure Statement. Prior to [Performing the Escrow Analysis and Printing the Annual Escrow Account Disclosure Statements](https://help.themortgageoffice.com/knowledge/how-to-perform-escrow-analysis-and-print-annual-escrow-account-disclosure-statement?hs_preview=vAQDbNCg-122983308189&hsLang=en) you may wish to take some **steps** that will help in the **accuracy** of those statements.  This is especially important if you intend to process many loans at a time. ### Prepare the Annual Escrow Account Analysis: - To assist in evaluating loans that you intend to analyze, you may desire to create a [**Category**](https://help.themortgageoffice.com/knowledge/how-to-use-the-categories-window?hsLang=en) that loans can be assigned to that will require Escrow Administration. - Once the loans are categorized, you can run reports on just those loans and also, create SmartViews to help you manage those loans. - Review loan **setup**: - Make sure the loans have the correct scheduled Trust (Escrow) payment amount. - Make sure the loans have the correct Escrow Vouchers established. - 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