Administration
FoundationTrust AccountingAudit ReadinessContracts AdministrationComplianceSystems & CRMCommunicationReporting
Agency Administration Mastery
Trust accounts, contracts, compliance — the engine room, engineered.
For agency admin staff, sales coordinators and PAs who want to own the operations of a high-turnover real estate business. Statutory trust accounting, contract administration, compliance calendars, and the systems that let a Principal actually leave the office.
18 hours · 7 modules · 28 lessonsIndustry-relevant
What you'll master
- Reconcile a sales and rental trust account to statutory standard
- Identify and correct the top-5 trust breaches before they become audit findings
- Prepare an agency for a Fair Trading / CAV / OFT audit — end-to-end
- Administer contracts from exchange to settlement without letting a deadline slip
- Run a compliance calendar that surfaces licence renewals, CPD, trust audits and insurance in one view
- Communicate with vendors, purchasers, tenants and landlords with the confidence of an office manager
- Build a systems documentation library so the office runs without you when you're on leave
Syllabus
01 · Trust account foundations
02 · Reconciliation to statutory standard
03 · Audit readiness
04 · Contracts administration
05 · The compliance calendar
06 · Systems, CRM and documentation