planetRE Compliance™

Most powerful platform for Transaction Management, Broker Compliance, and Risk Management with a host of Broker centric features not found on any other platform on the market. It provides the fastest way to convert large amounts of paper documents to online folders. Unlike other solutions that only provide document storage or bits and pieces of transaction management, planetRE allows complex document access rules, high speed conversion of paper to electronic documents, electronic signatures, auditing, and file review logic with detailed compliance logs. It serves as a center of communication for clients, agents, office, staff, co-op agents, and vendors over entire transaction lifecycle. In addition, the built-in planetRE Vault™ provides secure long term storage of all transaction data and documents using the RSA SecurID® technology.

Advanced Transaction Management Platform for brokers, agents, clients, and all service affiliates

	Only document management technology in the market that can scale to handle thousands of transactions with ease. Supports electronic signatures. Incorporates rigorous document access rules, collaboration rules for all participants in the transaction. Creates active broker branded home pages for each participant in the transaction including lenders, attorneys, title, escrow, and clients. Enables active participation by service affiliates with abilities to upload documents directly to transaction folders. Handles complex role based access, delegation for all individuals in broker organization including transaction coordinators, file auditors, agents and their assistants. Handles the most complex workflow management across different organization hierarchy. Supports online ordering of services using email and XML based architecture. Alerts and logs for all levels of communication in a transaction. Only product that has Scores of features for Transaction Coordinators for handling large transaction volumes. Company branded archival on CD ROMs for customers and office planetRE Vault feature allows secure storage of transactions for multiple years. Only company to offer secure access using RSA SecurID® token.

Rigorous rules based Audit/Compliance Management for large brokers

	Companies can define their audit matrix and rules of auditing. Allows single/multiple auditors to work concurrently on files using simple web access. Allows local/central, single/multi stage auditing of files for large brokers – hence providing superior risk management. Integrates with planetRE Money for ensuring that files are audited completely before commission checks are cut.

Special Features

	Built on Web 2.0 platform. Secure access via major browsers. Privately hosted 24X7 online service with no IT overhead for brokers.