Our team will review your trust account to ensure that it is in sync with monthly bank activity, and also provide the critical reconciliation reports required by your state and underwriters. Our Daily Trust Account Reconciliation Service provides an extra layer of fraud protection, alerting you of any irregularities on your trust accounts. This simple and affordable solution allows you to spend your time more profitably and focus on your core business.
Results of the reconciliation are delivered to you on a monthly basis. Reports include:
In addition to everything you receive with Monthly 3-Way Reconciliation, Daily Reconciliation also includes: