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Why Outsource Broker Compliance?

Why Outsource Broker Compliance?

by | Dec 27, 2022 | Austin

Why Outsource Broker Compliance?   As a broker, compliance is a crucial aspect of your business. However, actually looking through hundreds of files can be time-consuming and resource-intensive. Brokers also sometimes hire individuals to handle their Broker...

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Introducing:

AI Powered TC Services

Agent Membership:

$199/month

(Includes 1 Listing a 1 Contract to Close)

Team Membership:

$399/month

(Includes 4 Listings and 4 Contract to Close's)

LISTINGS:

  • Send an introduction to sellers along with instructions needed
  • Create files in brokerage compliance systems: Dotloop, Brokermint and Skyslope included
  • Prepare listing disclosure documents and coordinate the signature process with sellers
  • Split and assign listing documents
  • Obtain missing signatures from clients
  • Auditing listing documents and will keep clients updated on missing signatures
  • Add On - MLS Entry

CONTRACT TO CLOSE:

  • Create files in brokerage compliance systems like: Dotloop, Brokermint and Skyslope included
  • Introduce third parties to the CTC process and timelines
  • Introduction sent to clients with summaries of deadlines and next steps
  • Email to you with a timeline of all items that will be handled
  • Send calendar invites for all deadlines for you
  • Auto-remind all agents and clients of all deadlines- Opt In Only
  • Generate document package for client completion & signature
  • Upload contract documents to compliance system
  • Split and assign contract documents
  • Obtain missing signatures from clients
  • Compile and collect signatures on addendas and amendments
  • Connect Buyers for seamless home warranty, utility & home services set up.
  • Auditing files keeping clients updated on missing signatures
  • Provide portal login and weekly file updates to agents
  • Send file update to agent prior to close

Be among the first to leverage this innovative new technology!

Contact Us to Get Started