Update investor spreadsheet rows per property update event
Update investor spreadsheet rows per property update event
Your property records and investor percentages fall out of sync when updates aren't mirrored, delaying reconciliation. Keep the investor spreadsheet current so reports and payouts are ready same day.
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Overview
When property record changes don't flow into your investor ledger, reconciliation and partner communications get delayed. This workflow keeps allocations, fees, and sale dates updated in your master sheet so accounting and investor relations can reconcile and respond same day.