Real Estate Compliance Software
Review transaction files faster with AI-assisted checks, clear status workflows, and a complete audit trail. Built for brokerages that take compliance seriously.
Global file search
Search across every open file by address, MLS number, salesperson, or document name. Group files by state → brokerage → agent.
Accepted / needs attention workflow
Mark documents accepted or flag them for follow-up. Notes sync back to the TC and salesperson so nothing falls through the cracks.
AI first-pass review
Optional AI scan flags missing signatures, wrong dates, blank fields, and other obvious issues before a human reviewer opens the file.
Separation of duties
The TC who prepared the file cannot be the same person who signs off on compliance. Enforced at the database, not just UI filtering.
Color-coded status badges
Documents needing review stand out. Required vs. optional placeholders are clearly marked, and admins can override requirements per brokerage.
Audit-ready activity log
Every open, upload, download, status change, and note is timestamped with the user who performed it.
Make compliance a competitive advantage
Faster reviews, fewer missed documents, and a defensible record when the auditor comes calling. Your TCs and compliance officers stay in sync without email chains.
Watch the two-minute tour
See the transaction coordinator workspace, AI compliance review, commission disbursement, and the client portal in action.