Compliance & Agreements

A referral agreement signed on paper and filed away is hard to produce when a commission dispute comes up months later. We build the system that keeps every agreement organized and accessible.

What we build

• Digital referral agreements: Agreements generated and signed electronically for every referral.
• Multi-state compliance: Disclosure requirements matched to each transaction's jurisdiction.
• Document storage: Every signed agreement stored and searchable per referral.
• Audit-ready records: Complete agreement history available for every closed deal.

Implementation scope

Agreements connect to the deal pipeline, so a signed agreement is attached automatically to the correct referral record.