BROKERAGE SERVICES
Transaction File Maintenance
Transaction File Maintenance
Transaction File Maintenance
- Review & organize transaction files
- Flag missing documents & follow up with agents
- Ensure timeliness & document deadlines are met
- Upload & maintain records in the brokerage's compliance systems
Compliance Review
Transaction File Maintenance
Transaction File Maintenance
- Contract & document compliance review
- Ensure adherence to state regulations & brokerage policies
- Weekly audit report & flagged issues
- Create checklists & compliance SOPS tailored to the brokerage
Agent Onboarding
Transaction File Maintenance
Agent Onboarding
- Welcome email sequences
- System setup (email, CRM, MLS, compliance system)
- Required training tracking & reminders
- Creation of onboarding packets & digital resource hubs
MLS & Listing Review
System Audits & SOP Development
System Audits & SOP Development
- Review listings for compliance
- Ensure disclosures & documents are filed correctly
- Manage agent communication regarding listings
System Audits & SOP Development
System Audits & SOP Development
System Audits & SOP Development
- Audit existing transaction/compliance systems and processes
- Build workflows & SOPs for transaction management, mls onboarding and compliance
- Recommend tech stack improvements
Agent Support Desk
System Audits & SOP Development
Agent Support Desk
- Answer questions related to contracts, compliance & systems
- Upload docs on behalf of agents when needed
- Create templates & quick help guides
- Utilize existing channel for agent communication or build one as needed