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This course covers how to properly set up, manage, and reconcile trust accounts while avoiding the common pitfalls that lead to violations.About this Event
Master the fundamentals of trust fund management for DRE-licensed escrow operations in this focused, practical course designed to help brokers and escrow professionals stay compliant and audit-ready.
You’ll learn how to properly set up, manage, and reconcile trust accounts while avoiding the common pitfalls that lead to violations all explained in clear, real-world terms.
What You’ll Learn
- How to set up a trust account and designate signatories correctly
- Common mistakes to avoid during account establishment
- Fidelity bond coverage and insurance considerations
- Maintaining required records and documentation
- Best practices for deposits and compliant disbursements
- Performing reconciliations and maintaining internal controls
- Developing audit-ready procedures for DRE inspections
- Real-world examples of trust fund handling violations and how to prevent them
Gain the confidence and know-how to manage your trust accounts with precision, transparency, and full DRE compliance.
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Event Venue & Nearby Stays
Anaheim Marriott Suites, 12015 Harbor Boulevard, Garden Grove, United States
Tickets
USD 160.83
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