Compliance automations for real estate brokerages
Compliance automations that flag document and signing exceptions, review aging signing packets, and alert brokers in Slack, Teams, or Asana.
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Flag pending Follow Up Boss deals with no file
Follow Up BossAlert compliance when a pending Follow Up Boss deal has no Joymore file
Each weekday morning
ComplianceView automationAlert owners about document exceptions
PandaDocFlag failed, expired, or declined PandaDoc documents for internal review
When a PandaDoc document fails, expires, or is declined
ComplianceView automationAlert owners about signing exceptions
DocuSignAlert the internal owner to declined or voided DocuSign packets
When a DocuSign packet is declined or voided
ComplianceView automationCreate compliance tasks in Asana
AsanaCreate an assigned Asana task for a confirmed open compliance issue
When an issue is confirmed
ComplianceView automationCreate review tasks in Asana
AsanaAdd an assigned close-out review request to the Asana queue
When close-out review is requested
ComplianceView automationReview aging signing packets
DocuSignList aging sent or delivered DocuSign envelopes for internal review
Choose the trigger during setup
ComplianceView automationSend broker corrections to a channel
SlackMicrosoft TeamsShare recorded broker corrections and the responsible person in chat
When a broker sends a file back
ComplianceView automationSend compliance alerts to Slack
SlackAlert the Slack compliance channel to selected open priority issues
When a priority issue opens
ComplianceView automationSend compliance alerts to Teams
Microsoft TeamsAlert the Teams review channel to issues with selected severities
When a flagged issue opens
ComplianceView automation