SysDep includes California-ready trust accounting, in the same system that runs your leasing, maintenance and team.
See trust accounting liveSysDep includes trust accounting built for California property management: a general ledger and journal, receipts and deposits, bills and payables, management fees, security deposits, bank statement import and monthly reconciliation, check printing and a report builder with the DRE trust records RE 4522 through 4525, plus California 592-B and 592-Q withholding forms. The same live trust data feeds the DRE self-audit and an hourly integrity sweep.
| Record | What it is |
|---|---|
| RE 4522 | Record of all trust funds received and paid out |
| RE 4523 | Separate record for each beneficiary |
| RE 4524 | Trust funds received but not placed in the broker's trust account |
| RE 4525 | Separate record for each property managed |
| Reconciliation | Monthly, to the control record and the bank statement (Reg. 2831.2) |
Yes. SysDep prepares California Form 592-B and 592-Q withholding forms.
An automated integrity sweep checks every trust account and beneficiary balance each hour and records a heartbeat so a stopped check is noticed. Broker supervision reviews follow DRE Regulation 2725 and B&P Code 10159.2, and most trust items in the DRE self-audit are computed from this live data rather than ticked off by hand.
Trust accounting has its own permissions, so only the people whose role requires it can view or post to the trust accounts.
Trust accounting and the DRE self-audit read the same ledger, so the audit can’t drift from the books.
California trust accounting, built inside a California brokerage.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.
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.
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.
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.
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.
At least monthly. DRE Regulation 2831.2 requires a broker to reconcile each trust account every month, matching the separate beneficiary records to the control record, and to keep a record of each reconciliation. SysDep imports the bank statement, has a person match it line by line, reconciles to the control record, and also runs an automated trust integrity sweep every hour, so a shortage or mismatch surfaces between month-end reconciliations.
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