simply broker compliance package ($150)
- The perfect option for agents who simply need document support and organization
- Transaction Coordinator (TC) will audit file against your brokerage-provided compliance list, ensuring all necessary documents are present, accurate, completely executed, and organized
- Provide a file audit summary to agent outlining missing documents/signatures needed
- Seek missing documents/signatures to complete the file (for agents who use Dotloop or other accessible e-signing software not linked with agent's MLS account)
- Upload all executed documents to broker compliance platform or submit to broker compliance manager via email at regular intervals - active listing, contract pending, after inspections are complete, and post-close
- Complete broker's commission disbursement authorization form/checklist, request CDA and send to closer
- Request closing packet and send to brokerage, ensure all docs are in agent's digital file system, Google Drive link for download, or a zipped file of docs via email
- Broker compliance packages are completed by a TC who holds an active real estate license in Oklahoma
- Broker Compliance package fee is paid by agent invoice upon receipt of file