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Trust Accounting Software

i-trust

Windows client trust accounting software with record keeping, CRM and audit trails for brokers and attorneys

By Golden Omega

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About i-trust

Windows software for trust accounts

i-trust is a Windows program for handling client trust funds. The company describes it as offering full automation and flexibility, with complete record keeping, a built-in CRM, a calendar and letter writing. It keeps a strict audit trail of funds, so that every movement of client money can be reviewed later.

Who uses it

According to the company, the program suits loan brokers, property agents, foreclosure trustees, rental property managers, attorneys, estate administrators, insurance agents, non-profit bodies and payroll accounts. Each of these groups has to account for money it holds for other people.

Part of a wider Golden Omega suite

i-trust is one module of software from Golden Omega LLC, which develops products for the mortgage and construction industries. Other modules include i-LOAN and i-LOAN PRO for private money loan origination and document preparation, i-SERVICING for loan servicing for direct lenders, i-POOLS for mortgage fund management, and i-FILE for IRS Forms 1098 and 1099.

Construction and lien tools

For the construction industry, the company offers i-LIEN and Lien Writer for construction notices and mechanic's liens. The site describes the suite as software for businesses of all sizes, from small companies to large lenders.

Client trust accounting

Money held for clients is tracked and recorded in the software. The company says this keeps cash flow under control and protects client funds, which is the central purpose of a trust accounting system.

Experience

Golden Omega says it has 36 years of experience building software for these industries, and that its products are used by lenders and businesses that want feature-rich tools with proven results.

TrustList summary

i-trust is Windows software for handling trust funds. It automates record keeping, includes a calendar, letter writing and CRM, and keeps a strict audit trail of how funds move. It is sold by Golden Omega, which also makes loan and lien software.

Main features

  • Client trust accounting: tracks money held for clients and other parties.
  • Record keeping and CRM: stores client details with a built-in calendar and letter tools.
  • Audit trail: logs fund activity in detail for review.
  • Related modules: the same maker offers i-Loan, i-Servicing, i-Pools, i-File and i-Lien for lending and construction work.

Who it serves

Mortgage and real estate brokers, foreclosure trustees, property managers, attorneys, estates, insurance agents, nonprofits and payroll accounts.

Key facts

  • Based in: El Dorado Hills, California, USA.
  • Platform: Windows.
  • Experience: the maker cites 36 years in software design and support.

Summary written by TrustList from the business's own published information, Nov 2026.

Categories & features

i-trust rankings

i-trust is ranked on 1 TrustList ranking at #47.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. i-trust has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Compliance management software · 1 ranking

As of 2026-11-14. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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