Required items, per file
The checklist comes from the office's default template for that kind of file, and broker sign-off waits on the required items.
Brokerage compliance
Real estate brokerage compliance, inside the transaction file.
Every file opens with the office's checklist. The broker reviews from one queue, approves or sends back with a note, and every step is on the record. The broker stays the reviewer. Apsidra keeps the list and the history.
Broker review
What is waiting on you, what is late, and what can close.
The compliance queue lists every submitted item across the office's open files. Approve from the row, or send the file back with a note.
The broker's compliance queue: four items waiting on review, two overdue, two files ready to close, each row with the file, the checklist item, the agent, the document, days waiting, and an Approve button.
What is on the record
Supervision you can show later.
Licenses, CE, and onboarding
License and CE on each agent's card, CE for each agent and for the office, and onboarding checklists for new agents.
Access with an audit trail
Users and roles, teams with written rules, Google sign-in, and an audit log. Opening an agent's private book takes a break-glass grant that is logged.
Agent privacy
Compliance without reading the agent's book.
The file is the brokerage's. The broker sees a client's name, phone, email, and city on the file, never the agent's notes, tasks, or timeline.
An agent can let the brokerage's named coach read the contacts they own, and take that back. Anything more takes a break-glass grant that expires, is logged, and shows on the agent's contacts screen.
Fit
Who it is for, and who it is not for yet.
A good fit
- A designated broker who reviews files personally or with a coordinator
- An office that wants checklists applied the same way on every file
- A brokerage that needs a record of who approved what
- An office tracking license and CE for its agents
Not a fit yet
If you want an outside service to review your documents for you. In Apsidra the broker reviews.
If you want compliance as a standalone tool. In Apsidra it lives inside the transaction file.
Pricing
A monthly number for the office.
Apsidra is quoted as a monthly number for the office, after a walkthrough. The number covers setup and running it. MLS fees stay yours. Setup and support happen online, so the office can be in any state.
Questions
Questions brokers ask.
What does compliance software do for a brokerage?
It keeps each file's required items in front of the agent and the broker, gives the broker one queue to review, and keeps a record of what was approved and when. Apsidra does that inside the transaction file, not in a separate tool.
Who approves checklist items?
The designated broker. Moving an item into a review status is limited to that person, and the broker approves from the queue or sends the file back with a note.
Are checklists specific to our state and office?
Checklists are applied from the office's default template for each kind of file, and they can be state-specific. The office decides what is required.
Does Apsidra track agent licenses and CE?
The roster shows license and CE on each agent's card. Training and CE live beside it: a class calendar and attendance, CE for each agent and for the office, courses, and onboarding checklists.
Is Apsidra legal or compliance advice?
No. The brokerage remains responsible for its own licenses, supervision, and records. Apsidra keeps the checklist, the review queue, and the record of who did what.
Bring your checklist.
We set your office's checklist up in a walkthrough and show the review queue against it.