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Compliance Only Management
Compliance-Only Services: $150
This service does not include communication with buyers, sellers, cooperating agents, title companies, or lenders.
Compliance support is included in Standard and Premium Contract-to-Close Management.
Overview: Our Compliance Services help real estate agents keep their transaction files complete and aligned with brokerage requirements. We review, organize, and submit necessary documents so files meet compliance deadlines. By handling the administrative side of compliance, agents can focus on serving clients while staying confident that nothing is overlooked.
Compliance-Only Support
Highlights and Communication
Review transaction documents for completeness and accuracy
Upload and organize files in the brokerage compliance system
Proactively clear compliance items and obtain missing signatures
Provide updates to agents throughout the process
Monitor compliance-submission deadlines
Document Management
Maintain clean, organized transaction files
Label and categorize documents for easy reference
Verify receipt of critical items such as inspections, HOA documents, and repair receipts
Perform pre-compliance checks to minimize errors or delays
Agent Peace of Mind
Agents remain in full control of negotiations and client interactions
We serve as the administrative backbone of the transaction
Focus on growing your business while we manage the compliance workload
When Should I Submit a File for Compliance Review?
You can submit the file immediately after contract acceptance or shortly before closing. Starting the file immediately helps ensure that documents are obtained and processed promptly, reducing the risk of delayed compliance approval or commission payment.
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