Chasing a compliance file to complete
A broker cannot release commission until the file is complete, so the coordinator compares uploaded documents against a required list and emails the agent about what is missing, then checks again days later. The comparison is mechanical. The judgment about whether a document is the right version is not.
A brokerage runs on dates that were calculated by a person reading a contract, and on leads that arrive in a different shape from every portal.
The listing data is already structured. It lives in the MLS, and since RETS was retired the modern way to reach it is the RESO Web API, which returns OData against the RESO Data Dictionary. Almost nothing else in the transaction is structured. The purchase agreement arrives as a signed PDF that was structured data inside the forms platform ten minutes earlier and got flattened on the way out.
- SkySlope
- dotloop
- Outlook
When this is the wrong thing to build
Pick something else if your required document list differs per transaction type and lives in one head. Write it down first. That written list is most of the value and it costs a morning.
The constraint that shapes it
Negotiating, advising on price or terms, and soliciting are licensed activities performed under a supervising broker. More on how this sector works.
A list of things that are missing, worked until it is empty. Read what this shape is, or start from one of these.
- Asking for the replenishment before the retainer runs to zero
- Chasing medical records until the set is complete
- Getting a deposition on the calendar of every party
- Chasing the warranty credit the distributor has not issued
- Clearing the HERS verification that holds a permit final
- Working an aging replacement proposal before it goes stale
- How do I chase agents for missing transaction documents?
- What has to be in the file before a broker releases commission?
- How do I check that a disclosure in the file is the current version?
- Can I automate a compliance checklist reminder in SkySlope?
Back to real estate, or see how this is priced and scoped.