Real estate managers: keep payment ledgers and invoices aligned
Real estate managers: keep payment ledgers and invoices aligned
Real estate finance managers miss recurring payments in ledgers, leaving invoices unpaid and balances incorrect. Payments are logged to invoices and loan records so managers reconcile balances faster.
Overview
Missed recurring payments create reconciliation gaps and misstated customer balances, putting closings and cash forecasts at risk. This workflow records each payment to its invoice and loan record, giving real estate finance managers an accurate ledger and cleaner audit trails; customers report faster reconciliations and fewer investigation tickets.
Notable Features
- Record payments to invoice records
- Link payment to loan account
- Flag mismatches for manual review