Compliance Audit

Every file receives a same-day compliance audit when the purchase agreement arrives. We check for required C.A.R. form versions, complete signatures and initials, all mandatory disclosures, and broker-specific documentation requirements. Items that are missing or incomplete are flagged before they become problems at the table.

Our compliance process is built around California DRE requirements, not a generic national checklist. Every Transfer Disclosure Statement, Natural Hazard Disclosure, agency confirmation, and local addendum is tracked to its specific deadline — and every file is organized to pass a DRE audit the moment it closes.

California does not require a specific license to work as a transaction coordinator, but C.A.R. certification and an active real estate license are strong indicators of professional credibility and compliance knowledge. At All Secure Transaction, our coordinators hold C.A.R. certification and carry an active California real estate license.

This matters because unlicensed, uncertified coordinators may lack the working knowledge of C.A.R. forms, DRE disclosure requirements, and broker-specific procedures needed to protect your files. You want a TC who understands compliance from the inside — not just the paperwork.

All Secure Transaction coordinates transactions across the full range of California property types: residential single-family homes, condominiums and townhomes, multifamily residential, vacant land, commercial properties, and mixed-use. Each property type carries its own disclosure requirements, lender conditions, and closing procedures.

Complex or uncommon transaction types — including 1031 exchanges, probate sales, short sales, and REO properties — are handled with the same systematic process. If your file involves a California property, we can coordinate it.

We can begin coordinating a new file the same day we receive the executed purchase agreement. Onboarding takes minutes — send us the signed contract, your preferred communication method, and your broker’s file requirements, and we are active on the file immediately.

For agents who want to establish the relationship before an active transaction, we are happy to review your current workflow and discuss how coordination would integrate with your process. There is no waiting period and no long-term commitment required to start.

Three things set us apart: C.A.R. certification and an active California real estate license, a same-day audit process that catches compliance gaps before they become problems, and a decade of California real estate experience. We build our process around how California deals actually close — not a generic template.

We also adapt to your workflow. Whether you use dotloop, Skyslope, or your broker’s preferred platform, we work within your existing system. The goal is to become invisible — handling everything behind the scenes so your clients experience nothing but a smooth, professional close.