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AI agent for real estate agents

Agent File Compliance Review Agent

Make every agent file complete and compliant before closing

ComplianceQuality controlRisk managementSalesReal estate and constructionManagementOperations
See how it worksGet access
Agent File Compliance Review Agent: what goes in, what the agent does and what you get

What it does

Brokers must review every agent's transaction file for required documents, and gaps found after closing are hard to fix. When a file is uploaded, this agent reads the documents and signatures and compares them with the state and brokerage checklist: agency disclosure, seller disclosure, lead paint form for homes built before 1978, signed contract, addenda and initials. It sends the agent a clear list of missing items and signature gaps. It then rechecks daily as documents are uploaded. Files still incomplete five days before closing are escalated to the broker. The broker approves the file as compliant. Edge case: a home built before 1978 needs the lead paint form, which the agent checks from the year built in the listing.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN File uploaded 2 USES A TOOL Read documents and signatures 3 DOES Build the checklist for the property, including yearbuilt 4 DOES Compare the file with the checklist 5 USES A TOOL Send the agent a missing items list 6 CHECKS THE RESULT Is the file complete? If not: wait for uploads and recheck daily. Back to step4. 7 CHECKS THE RESULT Is closing more than 5 days away for any incompletefile? If not: escalate the file to the broker. Back to step 6. 8 YOU APPROVE Broker approves the file 9 RESULT File marked compliant
Read the steps as a list
  1. File uploaded
  2. Read documents and signatures
  3. Build the checklist for the property, including year built
  4. Compare the file with the checklist
  5. Send the agent a missing items list
  6. Is the file complete?If not: wait for uploads and recheck daily. Back to step 4.
  7. Is closing more than 5 days away for any incomplete file?If not: escalate the file to the broker. Back to step 6.
  8. Broker approves the fileThe agent waits here for your OK.
  9. File marked compliant

How it decides

Each required document must be present and signed by all parties.

  • Lead paint form for homes before 1978
  • Escalate files incomplete 5 days before closing
  • Signatures from all parties

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist items
  • Escalation timing
  • Reminder frequency

What keeps you in control

It always asks you first

  • Final compliance approval

Hard limits

  • Never alters documents
  • Never gives legal advice

It stops when

  • Done: compliant
  • Stop: deal cancelled

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA file for a 1965 home lacked the lead paint form and the buyer's initials on one addendum, so the completeness check failed. The agent sent the agent a two-item list on June 2. The form arrived June 4, and the initials June 5, eight days before closing, so no escalation was needed. The broker reviewed and approved the file as compliant.

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