Most trust accounting errors do not happen because someone wanted to get it wrong. They happen because the person processing the transaction did not fully understand what the legislation required. Receipting against the wrong ledger, reconciling monthly instead of within the required timeframe, carrying forward adjustments that should have been resolved: these are knowledge gaps, not character flaws. But the regulatory consequences do not make that distinction.
If you are the property manager carrying the trust account, you know which parts of the process you are not fully across. Maybe it is the reconciliation. Maybe it is end of month in your software. Maybe it is knowing what to do when you find something that does not balance. Our training is built around those real situations, not a textbook walkthrough of concepts you already understand.
Training is built around your team’s actual skill level and the software your agency uses. Sessions cover the real workflows your staff carry out every day. We work across PropertyMe, Cirrus8 and Re-leased, and training is available on-site or remotely, for groups or individuals.
What training covers
Our training gives you the confidence to manage trust accounting correctly and stay compliant. Training covers:
Training that sticks
We do not run a session and disappear. If your team has questions in the weeks after training, we are available. The goal is staff who genuinely understand what the legislation requires and why, not staff who sat through a session and signed an attendance sheet.
