For Ontario brokerages
What changes when the file evidences itself.
Three scenarios from the side of the broker of record, the salesperson, and the brokerage in front of a RECO inspector. Each maps to a Complyant module — not a marketing pitch.
The FINTRAC posture page is the running score. Identification, training, and prescribed review each get a slice. Highest-leverage gaps surface first with the point impact attached.
Disclosure templates are scoped to the parties on the transaction, time-stamped on signature, and re-issued automatically when representation changes. The listing can't advance with an outstanding disclosure.
The audit timeline is the export. Filter by entity, actor, or action; the resulting view is ready for handoff. Real estate trust ledger reconciles to the regulator's expected format.
Three scenarios. Your brokerage is the fourth.
Tell us how your brokerage is structured, who handles compliance today, and which of these scenarios sounds most familiar. We'll write back with a rollout plan.
Tell us your brokerage shape on the next screen. No sales sequence — one reply from a human within two business days, or nothing at all.