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What is Real Estate Cabinet?

Explore why our solution is the leading choice for those seeking the simplest and most affordable document management option on the market. In contrast to other real estate document systems that come packed with excessive features, we concentrate on providing essential storage solutions along with practical, industry-tailored tools. Don’t waste your budget on features that fail to meet your actual requirements. Now is the perfect time to switch to a digital platform, and selecting the most economical real estate document filing system is vital. For only $30 each month, you gain access to a thorough document storage solution crafted specifically for real estate, with no additional charges related to the number of agents or client files. Your primary recurring expense is the monthly storage fee, allowing you to manage costs effectively. Our platform supports effortless uploads by brokers and agents, simple email sharing, and convenient auditor access, enabling you to download your files whenever necessary. Create a digital workspace designed to ensure compliance and foster collaboration among you, your agents, and your clients. Try our platform without risk through a no-obligation trial. Since 1989, Key Companies has committed to delivering outstanding real estate services to thousands of clients across the United States, establishing a reputation built on trust and dependability. Make the choice to adopt a solution that emphasizes your needs while streamlining your document management experience and discover how our system can enhance your workflow.

What is Complii?

Complii is an innovative web-based compliance platform designed to automate the management, verification, and execution of compliance duties, thereby protecting AFSLs, stockbrokers, advisors, and their clientele. This cutting-edge software eliminates the need for traditional paper processes by creating a secure digital space specifically designed to fulfill the compliance requirements of AFS Licensees and brokers. By automating essential operations such as the generation of ROAs and SOAs according to client profiles, keeping track of a 708 expiry register, and producing FOFA FDS letters, Complii markedly enhances the efficiency of the compliance workflow. Moreover, it supports electronic opt-ins, facilitates updates to online client profiles, manages disclosures, maintains breach registers, and helps in establishing Chinese walls for internal compliance measures. Complii further improves advisory practices by providing a thorough organizational overview of all pending tasks that necessitate advice or action. The platform also includes a digital document storage solution, enabling users to systematically organize their documents within a secure online framework. In summary, Complii transforms compliance management by consolidating diverse functionalities into one intuitive platform, thereby significantly improving operational efficiency for its users. This holistic approach not only simplifies compliance tasks but also enhances overall productivity for financial advisors and their teams.

Media

Media

Integrations Supported

Amazon S3
Microsoft Office 2021
Revver

Integrations Supported

Amazon S3
Microsoft Office 2021
Revver

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Real Estate Cabinet

Company Location

United States

Company Website

www.realestatecabinet.com

Company Facts

Organization Name

Complii

Company Location

Australia

Company Website

www.complii.com.au

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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