When it comes to real estate trust accounting, complexity and compliance have often gone hand in hand. That’s why we’re launching Sales Trust, a powerful new feature in iDashboard that simplifies every aspect of trust account management — while keeping you in control.
Whether you’re a seasoned agency or just getting started, Trust makes it easier than ever to manage your trust ledger, handle supplier and VPA payments, reconcile monthly, and stay compliant with banking standards.
Here’s what makes Trust stand out:
Fast, Painless Onboarding
Getting started with Trust is simple. Whether you’re opening a new trust account or bringing across an existing ledger, our onboarding process is fast and user-friendly — no technical jargon, no complex setup. We’ll guide you through everything step by step.
Instant Ledgers
Ledgers are automatically created and associated with your listings and sales, so there are no additional steps required before you start creating transactions.
Easily Receipt Payments
Trust lets you receipt incoming payments in seconds. Allocate funds to contacts with ease, and automatically link them to the appropriate property or transaction. Everything is tracked, transparent, and stored in a secure digital ledger.
Hassle-Free Payouts
Need to make a payout? With Trust, it’s just a few clicks. Whether it’s a VPA reimbursement, a supplier invoice, or a commission payment, you can process disbursements quickly and confidently.
Trust supports:
- Supplier payouts
- VPA (Vendor Paid Advertising) disbursements
- Commission payouts
- Refunds
ABA Banking Integration
Trust supports ABA file generation, so you can:
- Create ABA batch files directly from iDashboard
- Upload them into your own banking platform
- Ensure clean, compliant, and traceable payments
No more manual entries. Just fast, secure banking on your terms.
Monthly Reconciliation Made Easy
Stay on top of your compliance obligations with monthly reconciliation tools built into Trust. Automatically match transactions, identify discrepancies, and produce clean audit-ready reports. You’ll love how much time you save each month.
Busy office? You can even reconcile individual transactions daily or weekly, greatly speeding up your end-of-month reconciliation.
Why Agents Love Trust
- Easy to use – Designed with real estate workflows in mind
- Compliant – Built for Australian trust legislation
- Efficient – Automates your day-to-day processes
- Secure – Backed by iDashboard’s trusted infrastructure with account-level encryption
Ready to Get Started?
If you’re an existing iDashboard user, Sales Trust is ready for you. Reach out to our support team to activate trust accounting and book your onboarding session.
If you’re new to iDashboard, there’s never been a better time to make the switch.
