YOUR COMPLETE REAL ESTATE OFFICE ON THE WEB PROTECT YOUR BUSINESS — BE COMPLIANT!       



FAQ
  1. What are the compliance issues?
    1. File management and maintenance from the beginning of the offer to acceptance and entry into the General Transaction Ledger through closing and archiving.
    2. Broker supervision overseeing the agent's sales contract from it's creation to acceptance and broker review, to closing and archiving of the file.  The agent is required to maintain the documentation of the file with regular broker oversight.
    3. Real Estate Trust Account bank deposit slips and receipts, bankbook register, active client trust account ledger, closed client ledgers, monthly and periodic bank reconciliation and audit reports all must be documented and maintained as they occur and available at any time.
    4. Real Estate Licenses.  An Agent with an expired license who continues to work with the brokerage can cause both the broker and the agent serious violation citations and fines.

  2. How do I know Agent Briefcase™ is the right solution for my business?
    1. Ask yourself a few questions.  Are you having trouble keeping track of all your file management, supervision and trust account?  Are you spending too much time on boring administrative tasks that keep you from doing more important things to further your business?  Would you like to be spending less time and money on accounting and administrator functions?  If you answered yes to any of these questions, then our solution is right for you.  If you have any more questions we invite you to speak with one of our support reps to determine whether or not it is the ideal solution for your business.  (1-800-815-1985)

  3. Why is Agent Briefcase™ critical to the success of my business?
    1. 80% of Brokers and agents do not have a compliance managing system that keeps them in daily compliance ready anytime for government audits.  Agent Briefcase™ keeps you instantly compliant an audit ready through automation.  This simplifies your brokerage management responsibilities and frees your time to focus on what matters most, building your business.

  4. What makes Agent Briefcase™ different from other Broker Compliance Systems?
    1. Agent Briefcase™ is the leader in web based compliance solutions that allows a simple yet compelling workflow from the agent to the Broker.  Through the power of automation our system seamlessly integrates file management, broker supervision, real estate trust account and agent licenses into one application.

  5. Is Agent Briefcase™ easy to Use?
    1. Absolutely.

  6. Do I have to sign a Contract?
    1. No.  We believe strongly in our automated compliance solution that we do not obligate our clients into long contracts.

  7. Can we use Agent Briefcase™ logo in our marketing to let potential new recruits know the ease of doing business with our brokerage?
    1. Yes, Agent Briefcase™ authorizes each subscriber to use it's logo in your marketing material.

  8. Can we access our exclusive login through our brokerage web site?
    1. Yes, you can maintain your agent loyalty by having your own login accessed directly from your web site.