Managing Client / Trust Accounts
3 articles
- Managing a Sales Trust (AUS Only)How to manage a Sales Trust Account in Re-Leased (Australia only) — set up a sale with commission, fund the account, create and pay expenses, add a buyer, process deposits,…
- How do owner statements work in Re-Leased, and how can I manage them effectively?These statements are tied to disbursement profiles and are generated based on specific settings and assignments. Below, we explain how owner statements work, how to manage them, and address common…
- What are the best practices for managing a trust account with no further transactions?When managing a trust account that no longer has any transactions, it is important to follow best practices to ensure proper maintenance and avoid accidental activity. Below are the key…