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
License tracking, CE hour monitoring, 11 audit workflows, office infrastructure management, and brokerage configuration for every location.
Color-coded compliance matrix shows exactly which agents need attention. Automated alerts for expiring licenses, CE gaps, and lapsed E&O coverage.
Structured checklists for file reviews, escrow compliance, random audits, and agent exits. Every finding documented with corrective actions and resolution tracking.
COMPLIANCE WORKFLOW
License & Certification Tracking
24-Hour File Review
Desk Assignments & Hot-Desking
Office & Branch Management
Compliance tracking and audit workflows that protect your brokerage. Every license monitored, every file reviewed.