Brokerage internal compliance
Agent, office, state — compliant in that order.
Get every agent's record right and the office's obligations follow; get the office right and what the state asks for is already assembled. Solavellum runs that whole chain as daily work — the paperwork, the licences, the training, the messages, and the record of all of it.
Sold to brokerages and franchise groups in the United States. Access is provisioned by the office; there is no public sign-up.
Three levels of compliance, one record
Most tools handle one of these and leave the other two to a spreadsheet. The office's exposure runs through all three, so the system does too.
First
The agent
Everything an individual owes the office: signed policies, current licence, insurance, tax and payment details, training attended, disclosures acknowledged — each held against them with a date and a signature.
Which makes
The office
What the brokerage owes as a supervising entity: that every agent it sponsors is licensed and acknowledged, that required training happened, that policies were distributed and received, that the records exist.
Which satisfies
The state
When the regulator asks, the answer is a report rather than a reconstruction — with licence standing pulled from the state's own record, not typed in from a screenshot.
Everything the office is owed runs the same four steps
A policy acknowledgment, a sponsorship packet, an insurance certificate, a licence renewal, a final signature on the way out. Different paperwork, one path — and it can't skip a step.
Owed
The office decides what an agent owes and when it comes due. Requirements appear and disappear with the answers.
Asked
The agent gets a link and sees only their part, with what the office already knows filled in.
Checked
Staff work a queue. Nothing submits with a required item missing. Return with a note, or approve.
Held
Who answered, who changed it, who approved it, and when — written as the work happens, not reconstructed.
From the day they join to the day they leave
Most systems sell the first week. The office answers for the whole tenure, and for years after it ends.
The day they join
One packet, worked once
- Sponsorship and licence transfer
- Policy manual acknowledgment
- Tax and payment details
- Signed office agreements
- Headshot, bio, contact details
While they're here
The obligations that repeat, repeat on their own
- Annual policy sign-offs
- Licence renewal, standing and CE
- Insurance certificates as they expire
- Training and meeting attendance
- Team, tier and role changes
The day they leave
A clean exit, on the record
- Release and termination paperwork
- Final acknowledgments signed
- Access closed, record kept intact
- Still answerable years later
What's inside
Sixteen things an office would otherwise buy, run, or maintain by hand. All of them read and write the same agent record.
Form builder
Staff lay out questions, sections, help text and what's required. No developer, no ticket.
Your PDFs, filled
Upload the forms the office already uses and map answers onto them.
Rules
A question, section, document or single field appears based on an answer — and hidden stops counting.
Signatures
Signed and initialled in place, unmetered. The signed version is the version of record.
Licence watch
Standing and expiry re-checked overnight against the state's roster, with CE history alongside.
Compliance history
Every agent, every requirement, every version they signed, back to their first day.
Events & training calendar
Office meetings, training and CE sessions with materials and RSVPs.
QR attendance
Agents scan in at the door from the phone app. Recorded against the person, at the moment.
Office texting desk
One office number, a shared thread list the whole staff works, saved quick replies.
Scheduled messages
Email or text tied to a date the record holds — renewals, anniversaries, deadlines.
Campaigns & broadcasts
Lists built from your own agents and teams. Recruiting, announcements, the whole office.
Email signatures
Built from each agent's own record — name, licence number, required notices — and updated everywhere when a detail changes.
Phone app
iPhone and Android in the brokerage's own branding. Files, documents, events, scan-in, notices.
Teams & groups
Organised the way the office thinks of them, driving who owes what and who hears what.
Quick sends
One document out to whoever needs it, back signed and recorded, without building a packet.
Multiple offices
Corporate sets the standard once and pushes it to every branch. Branches never see each other.
Reporting that nobody has to keep alive
Most brokerages run on spreadsheets somebody maintains by hand — who's licensed and until when, who's missing what, who attended, who was contacted. Every one is a stale copy of data that already exists. Solavellum builds them from the live record instead.
Built once, correct every time
Define a report and it reads the same data the files are written from. Agent standing, outstanding requirements, file aging, attendance, communication history, activity by team.
Into your Google Sheets
For the people who want a sheet anyway: the office's own sheet, updated from the record, so the version being passed around is never last month's.
Into your Google Drive
Completed documents are written straight into the folder the office already keeps, each agent in their own subfolder. No re-uploading, no second copy to reconcile.
What we can and cannot reach. Solavellum requests the
drive.file permission, which grants access solely to the
folder Solavellum creates for you and the files it places inside. We
cannot see, open, or list anything else in your Drive. The connection can
be disconnected from inside Solavellum, or revoked at any time from your
Google Account permissions page.
Solavellum does not read, index, or analyze the contents of your Drive, and does not use Google user data for advertising or for training any model.
What it replaces
Most of what a brokerage pays for separately is already in here
Every line on the left is a separate bill, a separate login, and a copy of data that already lives in the agent's record.
Consolidating isn't only cheaper. It's the difference between a broker who can answer a question and a broker who has to reconcile four systems before answering it.
And when something isn't in here, we build it
Offices run differently, and the ones that don't fit a template usually have the most to gain. If your office needs a surface nobody else has, that's a conversation — not a feature request that dies in a queue.
Built for the broker who answers for all of it
Sold to real estate brokerages and franchise groups in the United States. Access is provisioned by the brokerage for its own agents and staff. Corporate offices administer their branches from one place.