The moment a deal goes under contract, BrokerDrive turns it into a brokerage transaction. It requires the property address, opens a checklist for your state, tracks the deadlines, and sends the file to your broker or transaction coordinator for review — without opening the rest of the agent's private CRM.
Buyer · Maria Gomez
CO · Residential
Property address · required
17910 Parkside Dr N, Reunion CO
Colorado buyer checklist
- ✓Purchase agreement
- ✓Seller disclosures
- ⧖Inspection objection
- ✓Closing instructions
From deal to transaction to broker review
An agent moves a deal under contract. BrokerDrive requires the address, suggests the MLS match, opens the Colorado buyer checklist, and sends the finished file to the transaction coordinator.
How it works
- 1
Under contract
The agent moves the deal, and the address becomes required.
- 2
Checklist opens
The checklist for your state and side loads, and missing documents show up.
- 3
Upload to finish
The agent uploads the documents, and the file is complete.
- 4
Review
The broker or coordinator marks it Needs fix or Approved. Every action is recorded.
Transcript
When Maria goes under contract, BrokerDrive turns the deal into a brokerage transaction file. The address is required, the MLS match is suggested, and the Colorado buyer checklist opens. The transaction coordinator reviews only this file, not the rest of the agent's private CRM.
What it does
A deal becomes a transaction
Going under contract turns a private deal into a brokerage transaction file the broker can review.
Required address and MLS match
The property address is required. When your MLS has the listing, BrokerDrive suggests the match.
People, deadlines, and the checklist
- Buyer, seller, lender, and title
- Inspection, objection, and closing deadlines
- Checklists for your state and side
- Which documents are required and which can be waived
Broker or coordinator review
Files go to review. A file can be reviewed even before it's finished, and who reviews it can change by office.
Waivers and a full record
Waive a requirement with a reason written down. Every approval and waiver is recorded with who did it and when.
Who sees what
Broker view
A tidy list of files waiting for sign-off, plus the record that keeps the brokerage covered.
Agent view
A checklist that says exactly what's missing — without opening the rest of their clients.
TC view
Every file they're assigned, its deadlines, and its missing documents in one list.
Why it matters
Compliance is the broker's legal duty. Tie it to the deal and files are ready to review by default, not thrown together in a panic at closing.
Frequently asked questions
- When does a private deal become a brokerage transaction?
- When it goes under contract. That's what lets the broker review it — not a switch that opens the agent's whole CRM.
- Can a file be reviewed before it's finished?
- Yes. Brokers and coordinators can review a file that's still in progress and flag what's missing.
- Who can approve files?
- Brokers and the reviewers they name. Who approves can change by office.
- Can offices have different approvers?
- Yes. You set who reviews files for each office.