Скачать или смотреть PM Banking Secrets & Trust Account Advice with Allison DiSarro | Peter Lohmann’s Podcast

In this episode of Peter Lohmann’s Podcast, I’m joined by Allison DiSarro, SVP of Property Management Banking at Enterprise Bank & Trust. We break down what every property manager really needs to know about trust accounts, FDIC protection, and compliance risks (yes, even if your state auditor says you’re fine).

Allison explains why most banks get this wrong, how “analysis banking” works (and why it’s not interest), and the real risk of having your accounts frozen due to liens or garnishments.

We also dig into how Enterprise structures its earnings credit program, why longevity matters more than flashy rates, and what to ask your bank to protect client funds.

Discover how your PM banking setup could impact your license, profitability, and (just maybe) your peace of mind.

Chapters ⏱️
00:00 - Intro
01:50 - Alison's journey into property management banking
03:12 - The importance of sticky deposits in banking
06:49 - Federal compliance in trust accounts
07:44 - Challenges with state regulations and banking expansion
09:38 - Why Enterprise Bank stands out in property management
11:19 - Earnings credits and analysis banking explained
16:20 - Sponsor - Second Nature
17:51 - Setting earnings rates
29:36 - Sponsor - Rentvine
30:58 - Navigating state compliance and interest regulations
34:47 - Understanding client trust accounts
36:02 - Federal compliance and bank account structure
36:53 - Key questions to ask your bank
39:07 - Impact of governing entity liens and lawsuits
40:39 - Challenges with bank compliance and account management
44:55 - Recent changes in banking regulations
46:02 - Finding the right bank for property management
53:30 - Integrating technology with banking
63:01 - AI's impact on banking and fraud
65:45 - Conclusion and contact information

Learn more and connect with Allison here:

• Allison on LinkedIn -   / allison-disarro-2575005b  
• Enterprise Bank & Trust - https://www.enterprisebank.com/busine...

Resources for Property Managers & Real Estate Entrepreneurs
• Crane – Private PM Owner Community → Join a private network of property management owners and operators: https://joincrane.co/

• Free Weekly Newsletter → Property management insights, strategies, and industry updates direct to your inbox: https://peter.beehiiv.com/subscribe

• RL Property Management → Learn more about Peter’s company and services in Columbus, Ohio: https://rlpmg.com/

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Disclaimer: The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.