Who this is for: Property managers moving to trust accounting with VRTrust, who need to explain the change to owners and get their buy-in.
This article pulls together everything you need to introduce trust accounting to your owners and get them comfortable in their new owner portal. Use it as your starting point: share the resources below and personalize the email template to fit your voice.
What's in this toolkit
Owner Guide: "Trust Accounting 101" — a plain-language explainer covering why trust accounting matters, what VRTrust is, and the benefits to owners. Available as a short article and a companion slide deck.
Owner portal & statement articles: Three help articles that walk owners through navigating their new portal and reading their statements.
Email template: A copy-paste starting point for introducing the change to your owners.
Attachments: Attach the Trust Accounting 101 article link or PDF to your own outbound email before sharing with owners.
Step 1: Build buy-in before you switch
Before owners see any changes in their portal, help them understand why this change is happening. Share the article and/or PDF below so owners understand:
Why trust accounting is the industry standard, and how it differs from co-hosting
What VRTrust is
The benefits to them as owners — protected funds, traceable statements, real-time visibility
A short personal note goes a long way here. See the suggested email template below.
Step 2: Help owners navigate their new portal
Once an owner has accepted their portal invite, send along these articles so they can find their way around and understand their statements:
Navigating Your Owner Portal — a tour of each section: Statements, Calendar, Reservations, Files, Access, and Settings
Understanding Your Owner Statement — what each line in the summary box and statement body means
Understanding Your Owner Statement Summary — how to read the consolidated, multi-period view
Suggested email template
Copy, paste, and personalize before sending to your owners.
Subject: An update on how we manage your funds
Hi [Owner Name],
I wanted to let you know about an important change to how we handle your property's finances.
We're moving to formal trust accounting, powered by VRTrust — a platform built specifically for short-term rental accounting. Your funds will now be held in a dedicated trust account, separate from our operating funds, with every dollar tracked from the moment a guest pays to the moment it's paid out to you.
I've attached a short guide that explains what trust accounting is and what this means for you.
Here's what to expect:
Our relationship stays exactly the same — I'm still your main point of contact.
Your property and ownership details carry over as-is.
You'll receive an email invite to a new owner portal soon, where you'll be able to view your statements and account activity any time.
Take a look at the attached guide when you get a chance, and let me know if you have any questions — happy to walk through it together.
Best,
[Your Name]
Need help?
If you have questions about any of these resources or want help customizing them for your business, reach out to our support team via the help chat.