Compliance passing is what releases the money
After the offer is accepted, a deal becomes dates, documents, and a commission cheque that had better be right. Here the file review isn't a folder someone glances at — it's the gate the disbursement authorization won't issue without. That one connection is the whole module.
What’s in the box.
Broker review with teeth
Required documents resolve by stage, side, and jurisdiction. Every rejection carries a reason, the trail is append-only, and nobody reviews their own file — including the owner.
One-click CDA
When the file passes, the commission disbursement authorization issues from the deal's own waterfall — an immutable snapshot an escrow officer can rely on. Reopen the deal and the CDA voids with it, atomically.
The Document Center
Your association's forms, uploaded once, organised per transaction, autofilled from CRM and deal data. We ship the infrastructure; you upload the forms you're licensed to use.
A client portal with no password
Buyers and sellers follow their transaction through a magic link — dates, documents, what's next — without another account to forget.
Commission math that shows its work
Plans, splits, caps, adjustments — the GCI waterfall computes per deal and rolls up per agent, and every number can explain itself.
Books that reconcile
QuickBooks sync, native 1099 and T4A generation, and a vendor rolodex — the back office lives where the deals do.
How it runs, day to day.
- 1
The accepted offer opens the file
Stages, key dates, required documents, and deadline reminders materialise from your checklist for that jurisdiction and side.
- 2
Documents land and get reviewed
Uploads, templates, and autofill produce the file; the review queue works it document by document, reasons required.
- 3
Deadlines chase the right person
Inspection, financing, appraisal, closing — each date reminds its owner, and the brokerage sees every at-risk deal in one view.
- 4
The file passes — money moves
The CDA issues in one click from the reviewed file. If the brokerage requires no review, the document says so on its face — honesty travels with the paper.
- 5
The client watches it happen
The portal shows the transaction as it progresses, which is most of what "how's it going?" phone calls are.
Included with every plan.
No module is held back for a higher tier. Plans differ on seats and usage, never on which product you get.
How pricing works →- Stage-resolved document checklists per jurisdiction and side
- Broker review queue with append-only audit trail
- One-click CDA gated on review passing
- Document Center: upload, organise, autofill your association's forms
- Client portal via magic link — no accounts
- Commission plans, splits, caps, and the GCI waterfall
- AI offer comparison (it refuses to leak buyer-side data)
- QuickBooks sync + native 1099/T4A
- Vendor rolodex on the deal
- Recruiting funnels for the brokerage's own growth
Association and board forms are copyrighted and licensed to their members — so the library ships empty of them by design, and your brokerage uploads the forms it's licensed to use. Platform templates cover the operational documents that aren't.
The review gate is structural: a disbursement authorization cannot issue on a file that hasn't passed, an agent cannot review their own deal, and record retention follows the strictest jurisdiction on the file. This is the part your E&O carrier will want to hear about.
Read the compliance detail →It only works because the other parts exist.
One platform. Every module.
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