Trust Compliance For Property Managers

We are not only checking for up-to-date reconciliation reports, we are also checking to make sure they are done correctly. Grace periods vary amongst states.

Many property managers disburse prepayments before they are earned. We check to make sure the cash balances cover all the liabilities.

Negative property balances can signify co-mingling of funds. Are you handling owner distributions and workflows correctly? We can tell you.