Our streamlined onboarding and integration process ensures secure, compliant, and efficient deployment of escrow accounts tailored to your use case:
Step 1
Use Case Approval
Submit your escrow use case for evaluation and obtain formal approval from the partner bank.
Step 2
Trustee Assignment
A dedicated trustee is appointed to oversee and manage the escrow arrangement in accordance with the approved use case.
Step 3
KYC Compliance
Complete the Know Your Customer (KYC) process in line with RBI guidelines to facilitate account opening through our network of partner banks.
Step 4
Digital Signing of Agreements
All stakeholders digitally sign the Service Level Agreement (SLA), establishing mutual responsibilities and operational terms.
Step 5
Bank Agreement Execution
Sign the tripartite escrow agreement between the client, trustee, and partner bank to formalize the escrow setup.
Step 6
System Integration
Enable secure and automated integration between the partner bank and Castler’s escrow infrastructure, ensuring real-time visibility and control.
Step 7
Go-Live
Upon successful testing and final approvals, the escrow account environment is
activated and moved to live status.
We’re the first & only escrow service provider in India offering a modular, tech-first experience that adapts to your workflows.
Unified Dashboard
Gain total visibility with a real-time transaction dashboard. Track every credit and debit tied to your escrow agreement for transparent, reliable operations.
Hassle-Free Agreements
Effortlessly draft and manage agreements with smart templates. Add all parties, enable simultaneous signing, and move through stages with just one click.
Customisable Ledgers
Create sub-accounts, automate reconciliation, and gain real-time financial insights. Integrate seamlessly with Castler’s payment stack for stress-free fund management.
Secure Escrow Verification
Protect every transaction with our robust verification engine — including PAN and bank checks for all stakeholders to ensure fraud prevention and compliance.
Join the growing number of businesses that trust Castler for their escrow account management needs. Secure your transactions. Automate your workflows. Elevate your trust.
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