Broker Compliance
Keep your brokerage running smoothly with a compliance platform built directly into the CRM your agents already use.
Simplify compliance with centralized document management, real-time transaction visibility, commission tracking, and customizable workflows—all in one place.
Key Features
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Seamless Compliance Management
Track compliance within the same platform agents use every day for transaction management and CRM.
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Centralized Document Uploads
Agents and clients upload documents once, giving brokers immediate access and reducing review times.
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Custom Compliance Requirements
Configure compliance checklists with questionnaires, required documents, and tasks to match your brokerage’s policies.
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Built-In Communication
Send direct messages, collaborate on property-specific transactions, or broadcast announcements across your brokerage.
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Commission & CDA Management
Track commissions, manage commission tiers, and generate CDAs to streamline payouts and closings.