Latest / Peter Lohmann's Podcast
PM Banking Secrets & Trust Account Advice with Allison DiSarro
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.