Compliance templates are lists of documents your brokerage needs for a transaction. Since compliance requirements vary by brokerage, state, and county, you tell Ava which documents to track.
What to include
Your compliance template should include:
Document name (e.g., "Purchase Agreement", "Inspection Report", "Disclosure Package")
When it's due (e.g., "Acceptance date", "1 day after inspection deadline")
Example compliance template items
Purchase Agreement - due on acceptance date
Inspection Report - due 1 day after inspection deadline
Seller Disclosures - due 3 days after acceptance
Title Report - due 7 days before closing
During the transaction, Ava tracks how compliant each document is, helping you collect everything by closing.