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Brokerage Compliance & Office Operations

License tracking, CE hour monitoring, 11 audit workflows, office infrastructure management, and brokerage configuration for every location.

Every License, Every Deadline, One Dashboard

Color-coded compliance matrix shows exactly which agents need attention. Automated alerts for expiring licenses, CE gaps, and lapsed E&O coverage.

11 Audit Workflows, Zero Guesswork

Structured checklists for file reviews, escrow compliance, random audits, and agent exits. Every finding documented with corrective actions and resolution tracking.

COMPLIANCE WORKFLOW

From listing to audit-ready

Compliance Dashboard (Calisto Assure)

License & Certification Tracking

Audit Workflows (11 Types)

24-Hour File Review

Office Infrastructure

Desk Assignments & Hot-Desking

Brokerage Configuration (Calisto Purview)

Office & Branch Management

Compliance tracking and audit workflows that protect your brokerage. Every license monitored, every file reviewed.

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Compliance & Office Ops