Trust accounting

Trust accounts and ledgers, built into your CRM.

No need for third party trust accounting software. MantisProperty includes a fully functional trust accounting system built for business sales, with leasing trust accounting too.

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Trust account reconciliation in MantisProperty

Included in MantisProperty Sales ($245 a month inc GST, or $2,695 a year) with a master user plus 10 additional users and a free 14 day trial.

Trust accounting made simple

Keep track of every dollar coming in and out of your trust accounts for each sales contract.

Set up as many trust accounts and ledgers as you need, with no restrictions or extra fees
Automatic tracking of transactions across sales contracts, and across leases
Disburse funds at the click of a button
Built in invoicing to track payments and pay invoices from trust
Extensive reporting and auditing facilities

Ready for your audit

Reconcile and keep every report in one place.

Reconcile trust accounts and permanently store archived reconciliation reports
Open archived reports at any time if your auditor or regulator asks for them
Trust ledgers, receipts, payments and monthly reconciliation reports

Connected to the rest of the sale

Trust accounting sits alongside your contracts, so deposits are receipted against the sale, the ledger is checked at settlement and commission and disbursements are worked out for you.

Pricing

Included in MantisProperty Sales

Prices in AUD inc GST. A master user plus 10 additional users, $0 setup and no lock-in contract.

EVERYTHING INCLUDEDMantisProperty Sales$245 /monthEverything a business broker needs: business listings to the portals, CAs and data rooms, proposals, offers, contracts, trust accounting and the Mantis Sales app. A master user plus 10 additional users included.Start free trial

See pricing and extra users

Questions

Common questions

Can I have more than one trust account?

Yes. Set up as many trust accounts and ledgers as you need, with no restrictions or extra fees.

Is trust accounting an extra cost?

No. It is included in MantisProperty Sales.

Does MantisProperty give legal or accounting advice?

No. Agencies remain responsible for meeting their own state's or territory's requirements. MantisProperty provides the records and reports.

Keep exploring

Contracts and settlement Integrations, including Xero

Try it free for 14 days, with the Mantis Sales app.

No credit card. No setup fee. Book a free Zoom walkthrough once you're in.

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