Who is SysDep for?
SysDep is built for property managers and property management companies that manage residential rentals for owners, from single-office firms to multi-office companies. It is especially strong for California firms, because it includes California DRE trust accounting and broker self-audit tools that general-purpose software does not focus on.
Is SysDep only for California property managers?
No. SysDep works for property management companies anywhere in the United States. It includes deep California-specific tools, such as the RE 540-based DRE self-audit, trust accounting supervision under DRE Regulation 2725, and California 592-B and 592-Q withholding forms, because it was built in and is used by a California brokerage.
Does SysDep help with California DRE compliance?
Yes. SysDep's DRE Compliance module is a 45-item self-audit built on the California DRE's RE 540 Broker Self-Evaluation checklist, plus two items taken from the DRE's list of the most common audit violations. Every item resolves from evidence to compliant, exception, unknown or not applicable, and unknown never counts as passing. Most trust items are computed from live trust accounting data and the rest combine that data with the broker's attestations and evidence, so they cannot simply be ticked off.
What is a DRE broker self-audit?
A broker self-audit is the responsible broker reviewing their own trust accounts, records, disclosures, licensing and supervision against the same checklist DRE auditors work from, form RE 540, before an audit happens. SysDep turns that review into a live checklist backed by evidence, with an exportable audit packet, so problems are found and fixed early instead of during a DRE audit.
How does SysDep monitor trust accounts?
SysDep runs an automated trust integrity sweep every hour that checks trust accounts and beneficiary balances and records a heartbeat each time, so a check that stops running is itself visible. Broker supervision reviews follow DRE Regulation 2725 and Business and Professions Code section 10159.2, and the DRE Compliance checklist reads the same live trust data.
Does SysDep include trust accounting?
Yes. SysDep trust accounting covers the general ledger and journal entries, receipts and deposits, bills and payables, management fees, security deposits, bank statement import and monthly reconciliation, and the DRE trust records RE 4522 through 4525, including a separate record for each property managed. Tax tools prepare California 592-B and 592-Q withholding forms.
How do I prepare for a California DRE trust fund audit?
Start with what DRE auditors check most: a columnar control record with a daily balance for each trust account (RE 4522, Reg 2831), a separate record for each beneficiary (RE 4523, Reg 2831.1), deposits within three business days (Reg 2832), a documented monthly reconciliation (Reg 2831.2), no trust shortage (Reg 2832.1), written supervision policies (Reg 2725) and your license ID on solicitation materials (B&P 10140.6). Then work through DRE form RE 540, the Broker Self-Evaluation. SysDep turns this into a live 45-item self-audit and exports an audit packet that lists every gap first.
What trust account records do California property managers have to keep?
A California broker keeps a columnar control record of all trust funds received and paid out for each trust account, with a daily running balance (Reg 2831); a separate record for each beneficiary or transaction (Reg 2831.1); and a record of trust funds received but not placed in the trust account (Reg 2831(a)(6)). DRE publishes sample formats for these records as RE 4522, RE 4523 and RE 4524, plus RE 4525, a separate record for each property managed. Records are reconciled monthly (Reg 2831.2) and kept for three years (B&P 10148). SysDep produces RE 4522 to RE 4525 from its trust ledger.