A multi-tenant operating system for real estate — transactions, compliance, commissions and communication, orchestrated by a rules engine and workflow automation.
Each role sees only what they need. Data is scoped by tenant and permission.
Each brokerage is a fully-isolated tenant with its own branding, checklists, and data boundary.
Every event runs through evaluation → policy → action, with a compliance separation of duties.
Transaction created, document uploaded, deadline reached, status changed.
Rules match against brokerage-specific checklist, state, milestone, and role of the actor.
Auto-assign task, notify agent, block release, request compliance review, or trigger disbursement.
Separation of duties: TCs cannot approve their own uploads. Compliance officers hold sole approval authority.
Every query includes a tenant boundary enforced by database policies.
Continuous controls monitoring, quarterly access reviews, encrypted at rest and in transit.
Every mutation is versioned and searchable across 7 years of retention.