Stop guessing which forms are required for unique transaction types. Our system analyzes your specific deal data to automatically generate a precise list of required documents, ensuring you never have to sift through generic checklists or worry about missing requirements again.
Submit documents for review and bridge the gap between agents and compliance managers. Whether it’s a quick approval or a rejection with specific notes, our integrated communication tools replace messy email threads with a clear, documented back-and-forth workflow.
Agents effortlessly complete commission requests directly within the transaction flow. Commission managers can then review the details, instantly generate the Commission Disbursement Authorization (CDA), and send it directly to the title company—ensuring accuracy and speeding up the payment process.
Eliminate the stress of missing paperwork at the finish line. Before marking a transaction as completed, our system helps you verify that every requirement is met—from funding to final commission payouts to essential pre- and post-closing documents. Finalize your deals knowing nothing has been overlooked.
Whether you’re a lean team or a large brokerage, our system adapts to your structure. Isolate commission-related responsibilities by designating a Commission Manager and safeguard contracts with a Compliance Manager, or consolidate these roles under a single admin to match your brokerage’s needs.
