Trust Fund Accounting Essentials for DRE Escrow Divisions

This course provides a focused and practical deep dive into trust fund management for DRE-licensed escrow operations.

Trust fund handling is one of the most highly regulated and most scrutinized areas of operating a DRE-licensed escrow division. This course, Trust Fund Accounting Essentials for DRE Escrow Divisions, delivers a clear, practical, and compliance-focused breakdown of what real estate brokers and escrow professionals need to know to properly manage trust funds.

Taught by Summer Goralik, a recognized authority in California real estate compliance, this online class is designed to help attendees strengthen their understanding of trust account requirements and avoid the types of mistakes that often lead to audits, citations, or disciplinary action.

While this course serves as a natural continuation of Opening and Operating a DRE Compliant Broker-Controlled Escrow, it also stands on its own as a valuable learning opportunity for anyone seeking to improve their trust fund handling practices.

Participants will gain insight into:

• Properly setting up a trust account and assigning signatories
• Common pitfalls during account establishment and how to avoid them
• Fidelity bond coverage and key insurance considerations
• Required trust fund records and documentation best practices
• Handling deposits and executing compliant disbursements
• Performing reconciliations and maintaining strong internal controls
• Preparing for DRE audits with confidence
• Real-world enforcement examples highlighting costly mistakes and how to prevent them

This course is ideal for brokers, escrow officers, compliance professionals, and anyone involved in the operation or oversight of a DRE-controlled escrow seeking to build confidence, reduce risk, and maintain compliant trust fund practices.