Brokerage compliance and operations
Nothing closes with a document missing.
Solavellum is the system real estate brokerages run their compliance on — bringing agents on, keeping every agent's record current for as long as they're with the office, and collecting and reviewing the paperwork behind every transaction. Onboarding is the first day of it, not the whole of it.
Sold to brokerages and franchise groups in the United States. Access is provisioned by the office; there is no public sign-up.
How a file moves
Four steps, and the file can't skip one
Every transaction, onboarding packet, and annual acknowledgment runs the same path. The office decides what belongs in each one; the system decides whether it's actually there.
- Collect
-
Agents see only what their file needs
Each file opens with the forms, disclosures, and signatures that apply to it. Requirements appear and disappear as the answers change, so agents aren't reading around paperwork that doesn't apply to them.
- Review
-
Staff work a queue, not an inbox
Files arrive with their completion state already calculated. Compliance staff review, return with a note, or approve — and a file can't be submitted until every required item is genuinely there.
- Record
-
Every change is on the record
Who answered what, who changed it, who approved it, and when. The history is written as the work happens, not reconstructed months later when someone asks. Once a file is submitted, the agent's copy is frozen — corrections are made by staff and appear on the record as corrections.
- Deliver
-
Completed files land where you keep them
When a file is signed off, the finished documents are assembled into one package and filed to the storage the office already uses. No re-uploading, no forwarding, no second copy to keep in sync.
Why it matters upward
Keep the agents' records straight and the broker's own compliance follows
A brokerage isn't only answerable for its transactions. It's answerable for its agents — that they're licensed and in good standing, that they've acknowledged the policies, that they sat through the training, that the paperwork behind all of it exists and is signed.
Solavellum keeps that record current as ordinary daily work rather than as an audit exercise. Renewals are watched, acknowledgments are signed, attendance is scanned, documents are filed — each one recorded the moment it happens, by the person it happened to. So when the broker is asked to produce it, producing it is a lookup. There's nothing to assemble after the fact, because nothing was left unassembled.
What's in the system
The whole office, not just the transaction
A brokerage's compliance obligation doesn't start at the contract and it doesn't end at closing. Solavellum covers the agent's whole time with the office, and the day-to-day work around it.
The agent record
From the day they sign on to the day they leave
- Onboarding
-
A new agent's first day is a file like any other
Sponsorship paperwork, policy acknowledgments, tax and payment forms, headshot and contact details, signed office agreements. The new agent gets a link, works through what applies to them, and staff review it the same way they review a transaction. Nothing is emailed back and forth and nothing sits in a folder half-signed.
- Lifetime
-
The obligations that repeat, repeat on their own
Annual policy sign-offs, renewals, updated disclosures, insurance certificates. The office sets what's owed and when, and the file opens itself on schedule with a reminder attached. An agent's whole history with the office sits in one place, and it stays there when they go inactive or leave.
- Answers
-
An agent types their details once
Name, license number, contact details, and everything else the office asks for are held once per agent and filled into every form and PDF that needs them. Correct it in one place and it's correct everywhere it appears from then on.
License watch
Renewals the office finds out about early
An expired license is the office's problem, not just the agent's. Solavellum tracks every agent's standing and surfaces the ones that need attention before they lapse.
- Texas
-
Checked against the state's own record
A Texas agent's license is confirmed directly against the Texas Real Estate Commission's public record. The office confirms the match once, and the license number, expiration date, and standing are recorded from the source rather than typed from a screenshot. Confirmed details are locked so they can't drift.
- Elsewhere
-
Every other state, recorded and watched the same way
Offices outside Texas enter and verify license details themselves. From that point the tracking, the expiration bands, and the reminders behave identically — the office sees the same list of who's coming due.
- Nightly
-
The list refreshes itself
Standing and expiration dates are re-checked overnight, and continuing-education history is pulled in alongside them. Nobody has to remember to run anything.
Events & training
Attendance you can prove, without a sign-in sheet
- Schedule
-
Office meetings, training, and CE sessions
Put the event on the office calendar with its details and materials. Agents see it in the app and on their dashboard, and can say whether they're coming.
- Check in
-
A code at the door, scanned from a phone
Agents scan in as they arrive. Attendance is recorded against the person, not a name scrawled on a clipboard, and it's recorded at the moment they walk in.
- History
-
Who attended what, going back
Attendance history is kept per event and per agent. When someone asks whether an agent sat through the required training, the answer is a lookup rather than a search through old emails.
Teams
Groups that mean something to the office
Agents are organized into teams and categories the office defines — by team lead, by production tier, by branch, by whatever the office actually uses. Those groups then drive who gets which message, who owes which paperwork, and who shows up in which report, so the office isn't rebuilding the same list of names every time it needs one.
Reaching people
Email and text, from the office
- On the file
-
Messages that fire off the work itself
A file being assigned, submitted, returned, or approved can send its own notice — by email, by text, or both. The office writes the wording once per file type and it goes out consistently after that, with the relevant documents attached.
- On a date
-
Reminders tied to a date, not to someone's memory
Send a set number of days before or after a date the file holds — a renewal, an anniversary, a deadline. Set it to repeat every year or send once on a fixed day. The schedule lives with the file type, so it applies to every file of that kind from then on.
- Campaigns
-
Email campaigns to a list you built
Build a recipient list from the office's own agents and teams, schedule the send, pause and resume it. Recruiting, announcements, seasonal reminders — without exporting a contact list to a third-party tool.
- Broadcasts
-
One message to the whole office
For the things that go to everyone at once. Written, scheduled, and recorded like everything else, so there's a record of what the office told its agents and when.
Message desk
The office texts from one number, and everyone can see it
Text messages to agents come from the office, and replies come back to the office — not to whichever staff member happened to send it from their own phone.
- Shared
-
One inbox the whole staff works
Conversations sit in a shared thread list. Anyone on staff can pick up a reply, and nobody has to forward a screenshot to a colleague who's out. When someone leaves the office, the conversation history stays.
- Quick replies
-
The answers you send twenty times a week
Saved responses staff can drop into a thread instead of retyping. Consistent wording, and less time spent on the same three questions.
- Nothing lost
-
Messages from unknown numbers still land somewhere
A text that doesn't match a known agent doesn't disappear. It's held for staff to look at and route, so the office isn't silently missing messages.
- On a phone
-
Installs to a home screen
The message desk can be pinned to a staff member's phone like an app, so covering the office line after hours doesn't mean sitting at a desk.
Phone app
What an agent needs, in their pocket
A native app for iPhone and Android, carrying the office's own logo and colors.
Their files
Open a file, see what's still owed, and work through it from the phone.
Their documents
View and download the finished documents from any file they're on.
Events
See what's scheduled, RSVP, and scan in at the door.
Notices
Push notifications when a file is assigned, returned, or approved.
Messages
Office communications, in the same place as everything else.
Their branding
The app wears the brokerage's identity, not ours.
Reports
Stop rebuilding the same spreadsheet
Most brokerages run on a handful of spreadsheets somebody maintains by hand: who's licensed and until when, who's missing what, what closed last month, who attended training. Every one of those is a copy of data that already exists somewhere, kept current by a person who has better things to do.
Solavellum builds those from the live record instead. The office defines a report once, and it's correct every time it's opened — because it's reading the same data the files are written from, not a snapshot somebody pasted in on the fifteenth. Agent standing, file status and aging, outstanding requirements, attendance, communication history, production by team. If the office still needs a spreadsheet to hand to someone, the report exports to one; the difference is that nobody is keeping it alive by hand.
Forms & documents
The office builds its own paperwork
- Build
-
Questions, sections, and the order they appear in
Staff lay out the forms agents fill in — dragging questions into place, grouping them into sections, writing the help text. No developer, no support ticket, no waiting on us.
- Rules
-
Show it, hide it, require it — based on the answers
A question, a whole section, a document, or a single field on a PDF can appear or disappear depending on what's been answered. Something hidden isn't just invisible: it stops counting toward completion and stops holding the file up.
- PDFs
-
Your existing forms, filled in automatically
Upload the PDFs the office already uses and map answers onto them. Agents answer questions; the completed forms come out the other side, assembled into one package.
- Signatures
-
Signed and initialed in place
Agents and staff sign and initial where the document requires it. The signed version is kept as the version of record, and a later correction leaves the original intact rather than overwriting it.
Quick sends
One document out the door
Not everything deserves a full transaction file. When the office needs a single document completed and signed — a one-off acknowledgment, a form for someone who isn't a full agent yet — it goes out on its own, comes back completed, and is recorded like anything else.
Multiple offices
A corporate office that can actually see its branches
Franchise groups and multi-branch brokerages run every office from one place.
- Push down
-
Set the standard once
Corporate builds the file types, forms, documents, and required questions, then pushes them to the branches. Every office runs the same compliance standard without every office building it.
- Look across
-
One view over every office
Status, outstanding items, and agent standing across all branches at once, with the ability to drop into any single office and see it as its own staff do.
- Stay separate
-
Branches don't see each other
Each office's agents, files, and documents belong to that office. Corporate reaches across on purpose; a branch never does.
Connected to Google
Solavellum writes into your own Google account — and only where you point it
Brokerages already keep closed files, tracking sheets, and calendars somewhere. Solavellum delivers to those places directly instead of asking anyone to move things twice. Three connections, each narrow, each turned on separately, each reversible.
Completed documents to your Drive
An office administrator connects a Google account once and chooses a destination folder using Google's own file picker. From then on, Solavellum writes each completed transaction document into the folder you selected — and only that folder.
Reports to a Google Sheet
Solavellum creates a spreadsheet in that same folder and keeps it current from the live record — agent standing, file status, outstanding requirements, attendance. Because Solavellum created the sheet, it can write to it without reaching anything else. Your own workbooks can link to it and keep every formula and chart you've already built.
Deadlines to an agent's calendar
An agent can connect their own Google Calendar. Solavellum creates a separate calendar of its own in their account and puts renewals, deadlines, and office events on it. It cannot see or touch their personal calendars. They can hide it, disconnect it, or revoke it at any time — and when an agent leaves the office, Solavellum removes the calendar it made.
What we can and cannot reach. For Drive and Sheets, Solavellum requests the drive.file permission, which grants access solely to the folder you pick and the files we create in it. We cannot see, open, or list anything else in your Drive. For Calendar, Solavellum requests calendar.app.created, which allows it to create and manage only calendars it made itself. Every 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 or your calendars, and does not use Google user data for advertising or for training any model. See our Privacy Policy for how data is handled.
Who uses it
Built for the broker who signs off on the file
Solavellum is sold to real estate brokerages and franchise groups in the United States. Access is provisioned by the brokerage for its own agents and staff — there is no public sign-up. Corporate offices administer their branch offices from one place.
Talk to us support@solavellum.com