Audit-Ready from Day One

108 checkpoints. 7 stages. Stage-gate validation. Every action timestamped, every document tracked. When the state auditor arrives, export the report.

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The Problem: Reconstructing Compliance After the Fact

State Audits Are Not a Question of If

State real estate commissions audit brokerages. When they do, they want to see: who handled each transaction, what documents were collected, when disclosures were signed, whether deadlines were met.

Most brokerages reconstruct this from email threads, scattered Google Drives, and agent memory. That works until it doesn't. One failed audit means fines, license suspension, or worse. And the risk goes up with every transaction that isn't properly documented.

$1,000-$10,000 fines per violation License suspension risk E&O premium increases

The managing broker carries the liability. If an agent skipped a disclosure, missed a deadline, or lost a document, it's the broker's license on the line. And when the auditor asks for proof, "I think the agent handled it" is not an answer.

The Solution: Compliance That Enforces Itself

Automated Audit Trail with Stage-Gate Validation

PrimaCoda's audit trail logs every action on every transaction automatically. 108 checkpoints across 7 stages -- from listing through post-closing -- with stage-gate validation. Transactions cannot advance to the next stage until required steps are complete. Every document upload, signature, status change, and deadline completion is timestamped and attributed to the person who performed it.

When the auditor shows up, export the report.

How It Works

1

Upload the contract

Upload the purchase agreement or listing contract. AI extracts parties, dates, and contingencies in roughly a minute -- no manual data entry.

2

108 checkpoints auto-populate across 7 stages

From listing prep through post-closing, every required step is pre-loaded with the correct deadlines and compliance requirements for your transaction type.

3

Stage gates enforce completion

Transactions cannot advance to the next stage until all required steps in the current stage are complete. No skipping. No shortcuts. No "I'll get to it later."

4

Full audit trail exports as compliance report

Every action is logged with who did it and when. Export a complete compliance report for any transaction in under five minutes.

What Gets Tracked

PrimaCoda captures every compliance-relevant event across the life of a transaction:

Document Collection

Listing agreements, seller disclosures, purchase contracts, amendments, addenda -- every document is tracked in a per-transaction workspace. You know exactly what's been collected and what's still missing.

Signature Status

Who signed what, and when. Integrated with SignNow for digital signatures with full verification. No more chasing down "did they sign the disclosure?"

Deadline Compliance

Was the inspection completed by the deadline? Was earnest money deposited on time? Was the appraisal ordered within the contractual window? Every deadline has a timestamped completion record.

Stage Advancement

Who moved the transaction from one stage to the next, and when. Stage gates ensure this only happens after all required steps are complete.

Agent Activity

Who touched the file and what they did. Every login, every document upload, every status change is attributed and logged.

Manual Compliance vs. PrimaCoda

Compliance Feature Manual / Spreadsheet PrimaCoda
Document tracking Scattered files across drives Per-transaction workspace
Deadline compliance proof Calendar screenshots Timestamped completion log
Stage validation Trust the agent Enforced gates -- can't skip
Audit report generation 20+ hours reconstruction 5-minute export
Who did what, when "I think..." Attributed, timestamped log
Disclosure tracking Checklist on paper Digital with signature verification

The Outcome: Sleep at Night

Audit-Ready Before the Audit Happens

With PrimaCoda, compliance isn't something you reconstruct after the fact. It's built into every transaction from the start. Stage gates prevent compliance gaps before they happen. The audit trail writes itself. When the state commission calls, you're ready.

Zero reconstruction time. Zero scrambling. Zero "let me check with the agent." Every transaction, every step, every document -- accounted for.

Verified Performance

100% extraction accuracy on contract data -- parties, dates, and contingencies extracted correctly every time. Stage-gate validation API enforces completion in real time.

Pricing

Plans built for brokerages of every size. All plans include the full audit trail and stage-gate validation.

Plan Price Best For
Starter $99/mo Small brokerages getting started
Professional $199/mo Growing teams with higher volume
Business $299/mo Unlimited transactions, full team

Founding member pricing: 50% off all plans for early adopters. See current pricing.

The Next State Audit Shouldn't Keep You Up at Night

108 checkpoints. Stage-gate validation. Full audit trail. Compliance that enforces itself from listing to post-closing.

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