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Sales trust accounting

Our team swings into action to receipt and disburse funds daily and reconcile your trust account, leaving you free to nurture new prospects, list and sell.

Every sale accounted for

Settlement disbursements

Our secure, responsive and compliant settlement workflow is transparent and timely.

Client refunds

We verify, reconcile and liaise with the Licensee In Charge to disburse trust funds promptly, ensuring your client is kept informed.

Balancing your books

We balance ledgers and perform daily and end-of-month reconciliation so your accounts are always up to date.

 

How does it work?

If you have questions, our FAQ is a great place to start.

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