PM Banking Secrets & Trust Account Advice with Allison Di...

What this episode covers

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.Chapters:(00:00:00) - Intro(00:02:20) - Alison's journey into property management banking(00:03:42) - The importance of sticky deposits in banking(00:07:19) - Federal compliance in trust accounts(00:08:14) - Challenges with state regulations and banking expansion(00:10:08) - Why Enterprise Bank stands out in property management(00:11:49) - Earnings credits and analysis banking explained(00:16:50) - Sponsor - Second Nature(00:18:21) - Setting earnings rates(00:30:06) - Sponsor - Rentvine(00:31:28) - Navigating state compliance and interest regulations(00:35:17) - Understanding client trust accounts(00:36:32) - Federal compliance and bank account structure(00:37:23) - Key questions to ask your bank(00:39:37) - Impact of governing entity liens and lawsuits(00:41:09) - Challenges with bank compliance and account management(00:45:25) - Recent changes in banking regulations(00:46:32) - Finding the right bank for property management(00:54:00) - Integrating technology with banking(01:03:31) - AI's impact on banking and fraud(01:06:15) - Conclusion and contact informationLearn more and connect with Allison:Enterprise Bank & Trust (PM Division)Allison on LinkedInLearn more & connect with me here:⁠⁠Crane⁠⁠, the private community for property management business owners.⁠⁠My Free PM Newsletter⁠⁠⁠⁠RL Property Management⁠⁠

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

REMIX: OCD and hoarding disorder with Jenna Overbaugh

Jan 2, 2026 ·47m

REMIX: Therapy and hoarding disorder - what are the options? With Dr Jan Eppingstall

Dec 26, 2025 ·78m

REMIX: ADHD and hoarding disorder with Professor Sharon Morein

Dec 21, 2025 ·46m

#207 13 actionable pieces of mental health advice from six former podcast guests

Dec 12, 2025 ·53m

Similar Podcasts

That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. Flottengeflüster ALD Automotive Österreich | LeasePlan Beim Flottengeflüster powered by ALD Automotive | LeasePlan präsentieren Jörg Janik und Peter Gutenbrunner alle zwei Wochen spannende Informationen rund um das Thema nachhaltige Mobilität. Beide beschäftigen sich schon lange mit der Thematik und bringen umfangreiches Fachwissen mit. Sollten sie aber doch einmal nicht weiter wissen, werden unsere Expert*innen hinzugezogen, die ihnen gerne mit Rat und Tat zur Seite stehen. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! DIOSA. Carolina Sanper This podcast is a sacred space created by Carolina Sanper where you connect with your inner wisdom and embody your magnetic feminine power.It is the realization that the mystical realm is where you plant the seeds of your desired reality.It is a portal to your true essence: awareness, presence, and receiving with ease. Welcome home, DIOSA. 🖤

Frequently Asked Questions

How long is this episode of Peter Lohmann's Podcast?

This episode is 1 hour and 7 minutes long.

When was this Peter Lohmann's Podcast episode published?

This episode was published on November 6, 2025.

What is this episode about?

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...

Can I download this Peter Lohmann's Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.