Real estate advisors keep owner balances current in sheets
Real estate advisors keep owner balances current in sheets
Real estate advisors miss owner payouts when emailed balance CSVs go unread, causing cash misreporting. Automatic CSV updates refresh your master sheet so balances stay current.
Overview
Missed owner payouts and stale balances damage advisor credibility and decision-making. This workflow updates your master sheet whenever a balance file arrives, protecting owner payouts, creating a clear audit trail, and letting you act on accurate cash positions with confidence.
Notable Features
- Import owner balance files from email
- Find property rows and update
- Record update timestamps for audit