Property Management Banking

Property management companies must comply with state licensing law requirements regarding trust account banking. We understand the various requirements pertaining to:
  • Trust Fund Definitions
  • Trust Account Types
  • Operating Trust Accounts
  • Security Deposit Trust Accounts
  • Account Titling
  • Proper Protocols
  • Reconciliation Requirements
  • Accounting Software
When you select us as your broker of record, we work closely with you to help achieve legally compliant property management activities. We provide the oversight as legally required by the applicable state. We also provide all of the necessary support, including; state-specific forms & disclosures, clear guidance on your permitted activities, state-specific checklists, and a highly responsive and experienced broker with decades of experience.

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