Compliance Tracking
on Autopilot
RE Broker in a Box automatically tracks compliance documents for every transaction. PDFs arrive - we automatically classify, file, and flag missing documents.
15-minute walkthrough · rob@aubrey.net · 801-999-8209
How it works
Do You Know Where Your Data Is?
You will with RE Broker in a Box.
Your transaction files live where YOU control them—not buried on corporate servers you can't see or access. You know exactly where every document is, who has access to it, and what's happening with your data.
Complete transparency. Complete control. No black boxes.
Agent Sends, We Handle the Rest
Agent emails a listing agreement or purchase contract? We automatically detect the document type, extract the key details, file it to the right folder, and populate the compliance checklist.
No manual data entry. No copying and pasting. Just forward the email—we do the rest.
Track Compliance Per Transaction
Every transaction gets its own compliance checklist based on property type (residential, land, commercial, etc.).
We track what's missing automatically—you don't even have to look. If required documents haven't arrived, we notify the agent. You focus on running your brokerage, not chasing paperwork.
Calendar Deadlines from Purchase Contract
Critical deadlines—due diligence, financing contingency, settlement date—are automatically extracted from the purchase contract and added to your calendar.
You and your agents get reminders before deadlines hit. Never miss a critical date again.
Ready to Put Compliance on Autopilot?
See how RE Broker in a Box can save you $6,000/year and hours of paperwork.
Call Rob Aubrey: 801-999-8209
Schedule a Demo →