Payments Hub
Collect, Track, send, and receive payments securely.
What it is
The financial control center of DealTrack—purpose-built for brokerages, law firms, and their clients—brings every aspect of transaction-related money movement into one powerful, easy-to-manage hub. From handling deposits and disbursements to managing trust account workflows and tracking payments, it centralizes the entire process so nothing falls through the cracks.
With Payments Hub, you can replace the patchwork of fragmented banking portals, manual paper cheques, and scattered email chains with a single, unified, and secure payment environment. Every action is logged and traceable, ensuring a fully auditable flow from start to finish. This not only reduces administrative burden but also strengthens compliance, minimizes errors, and accelerates transaction timelines.
Whether it’s a trust deposit from a buyer, a commission payout to an agent, or a disbursement to a lawyer, Payments Hub transforms payment management into a streamlined, transparent, and accountable process—so you can focus on closing deals, not chasing paper.
What it is
What it Improves
Speed
Dramatically reduces deposit and disbursement turnaround time.
Accuracy
Eliminates manual matching errors with automated reconciliation.
Transparency
All parties see payment status in real time.
Compliance
Maintains trust account integrity and audit readiness.
Key Capabilities
- Send secure payment requests directly from the deal record.
- Accept multiple payment methods, including EFT and integrated PSPs.
- Set due dates, amounts, and instructions per transaction.
- Configure trust vs. operating account destinations.
- Support for multiple trust accounts with reconciliation tools.
- Maintain clear separation for compliance purposes.
- Real-time payment status updates inside the deal record.
- Automatic matching of incoming payments to requests.
- Exportable transaction logs for accounting and audits.
- Instant verification of bank accounts before funds transfer.
- Reduce fraud risk and payment delays.
- Automatic reminders for upcoming or overdue payments.
- In-deal alerts for failed transactions or mismatches.
How it Works
typical flow
1
Create a Payment Request
From the deal, create a payment request (deposit, fee, disbursement).
2
Select the Payor
(client, lender, brokerage, lawyer) and payment method.
3
Configure
Configure trust/operating account destination.
4
Send
Send the secure request with automated instructions and links.
5
Monitor
Monitor real-time payment status within the deal.
6
Receive
Receive confirmation and automatically reconcile payment records.
Security Controls
- Role-based access—only authorized parties can request or approve payments.
- Multi-factor authentication for sensitive payment actions.
- Encrypted transmission of payment data; no sensitive card/banking info stored directly in DealTrack.
- Complete audit trail of all payment activities.
Who Will Use This Most
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DealTrack: Where selling your home feels simple, connected, and in control.
