108 checkpoints. 7 stages. Stage-gate validation. Every action timestamped, every document tracked. When the state auditor arrives, export the report.
Start Free Trial View PricingState 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.
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.
Upload the purchase agreement or listing contract. AI extracts parties, dates, and contingencies in roughly a minute -- no manual data entry.
From listing prep through post-closing, every required step is pre-loaded with the correct deadlines and compliance requirements for your transaction type.
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."
Every action is logged with who did it and when. Export a complete compliance report for any transaction in under five minutes.
PrimaCoda captures every compliance-relevant event across the life of a transaction:
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.
Who signed what, and when. Integrated with SignNow for digital signatures with full verification. No more chasing down "did they sign the disclosure?"
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.
Who moved the transaction from one stage to the next, and when. Stage gates ensure this only happens after all required steps are complete.
Who touched the file and what they did. Every login, every document upload, every status change is attributed and logged.
| 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 |
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.
100% extraction accuracy on contract data -- parties, dates, and contingencies extracted correctly every time. Stage-gate validation API enforces completion in real time.
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.
108 checkpoints. Stage-gate validation. Full audit trail. Compliance that enforces itself from listing to post-closing.
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