Listing-to-Close Workflow

The Listing Command Module — Built for Real Estate Agents

Give your listing business a clear front end — from seller intake to launch, inbound response, and maintenance — then hand every ratified deal straight into the compliance workflow you already trust.

One workflow. Built for the state(s) where you're licensed. Your license state is required at intake. After purchase, your state pack is built around that license state (or states) so the system and Linda's review match your setup.

I’m a listing agent — get Listing-to-Close I only need closing compliance

Two modules, one required AI Employee Salary: $288/year.

One continuous file
L1–L6Listing lifecycle
when ratified
01–06Transaction workflow
No duplicate intake. No lost handoff.

Two doors. One operating system.

Choose the coverage that matches how you work.

The Closing Compliance Module is for agents who are not listing agents and only need contract-through-closing support. When you are the listing agent, the Listing Module gives you a listing intake path built around the state(s) where you're licensed. Full Listing-to-Close combines both — and is the recommended route for listing agents.

See the core AI Compliance Assistant ← Back to Closing Compliance Module

The Current Offer

Pay once for the workflow. Keep the team running.

Every option includes the required $288/year AI Employee Salary.

The one-time amount covers the selected workflow module(s).

Activation is arranged by walkthrough or email.

The two-lane workflow

Listing L1–L6 → Ratification Handoff → Closing Steps 1–6

The listing model front-ends the existing transaction workflow. Your license state is a required intake field, and the system is built around the state pack created for you after purchase. When a contract ratifies, the listing record flows into Step 1 of your Closing Module — part of the Full Listing-to-Close workflow — with the property details already in place. No data re-entry.

L

Listing side

Before ratification

  1. L1

    Listing Intake

    Collects property facts, listing terms, seller details, and missing fields.

    Eva
  2. L2

    Listing Compliance Review

    Checks agreements, disclosures, license status, and fair-housing posture.

    Linda
  3. L3

    Advertising & Marketing Compliance

    Reviews facts, brokerage branding, claims, copy, and imagery before launch.

    Linda
  4. L4

    Listing Presentation (OPTIONAL)

    Marketing and asset work invoked separately on demand: property description, social posts, SEO listing page, and website placement. Not part of the compliance module.

    Separate · Marblism team
  5. L5

    Launch & Lead Response (Rachel only)

    Pushes to MLS/portals and handles inbound calls for property questions, showings, and appointment booking.

    Rachel
  6. L6

    Listing Maintenance

    Tracks price changes, feedback, expiry, renewals, reminders, and seller updates.

    Eva
↗Ratification
handoff

One record
keeps moving.

C

Closing side

After ratification

  1. 01

    Deal Intake

    Eva
  2. 02

    Regulatory & Compliance Review

    Linda
  3. 03

    Document Assembly & Verification

    Linda + Eva
  4. 04

    Escrow & Title Coordination

    Eva + Rachel
  5. 05

    Closing Package Preparation

    Eva + Stan
  6. 06

    Broker Sign-Off

    Eva

Read the whole handoff

Every module, line by line.

See exactly what is included at each stage, who owns it, and where the workflow keeps moving.

01 / Add-on

Listing Module features (L1–L6)

L1

Listing Intake

Collect property data — address, specs, condition, HOA, photos, seller contact info. Collect listing-agreement terms — commission rate/split, duration, scope (exclusive right to sell, etc.). Flag missing fields and incomplete submissions. Create the listing record and schedule listing milestones (expiry/renewal, price-change reviews).

Eva
L2

Listing Compliance Review

Verify the listing agreement (exclusive right-to-sell) is signed and complete. Deliver required seller disclosures at listing time per the agent's state pack (e.g., RPOADS + MOG in NC; Seller's Disclosure + Third Party in TX; lead-paint disclosure for pre-1978 in every state). Verify the agent's license is active and under the correct broker. Run the fair-housing posture check. Generate the compliance report for broker review and flag anything needing a licensed human decision.

Linda
L3

Advertising & Marketing Compliance

Verify property facts before advertising (broker's independent duty to discover material facts). Confirm brokerage name/logo on all ads per state advertising rules. No misleading claims; fair-housing-safe copy and imagery. Approve marketing assets before launch.

Linda
L4

Listing Presentation (OPTIONAL)

OPTIONAL and not part of the compliance module. This is marketing/asset work — property description, social posts, SEO listing page, and website placement — that the agent invokes separately on demand through their own Marblism team.

Separate · Marblism team
L5

Launch & Lead Response (Rachel only)

MLS/portal push. Rachel handles inbound calls — property questions, showings, and appointment booking. Prospect follow-up and lead qualification are handled by the agent's own outbound/sales channels when the agent chooses; they are not part of the compliance module.

Rachel
L6

Listing Maintenance

Track expiry/renewal dates, price changes, showing feedback. Deadline reminders synced to calendar (same engine as transaction deadlines). Status updates to seller and agent. When a contract ratifies, the listing record flows into Step 1 of your Closing Module — part of the Full Listing-to-Close workflow — with the property details already in place. No data re-entry.

Eva

02 / Core module

Closing Compliance Module features (Steps 1–6)

Step 1

Deal Intake

Auto-receives the signed purchase agreement and contract docs. Parses the contract and extracts key data — price, contingencies, dates, parties. Flags missing fields and incomplete submissions. Sends intake confirmation. Creates the deal record. Creates calendar events for every key milestone using dynamic contract math, plus a recurring daily review that alerts the agent to deadlines within 48 hours, 7 days, or 14 days.

Eva
Step 2

Regulatory & Compliance Review

Cross-references the contract against state-specific commission rules (per the state pack). Verifies the agent license is active and under the correct broker. Checks disclosure obligations by jurisdiction. Identifies red-line clauses or regulatory non-compliance. Generates a compliance report for broker review; flags issues that need licensed human attention.

Linda
Step 3

Document Assembly & Verification

Generates required disclosures (lead-based paint, property condition, HOA docs, etc.). Verifies mandatory forms are present and correctly signed; checks dates, notary requirements, and witness signatures. When something is missing, Eva sends automated multi-channel reminders specifying the document and deadline — both the listing agent and buyer's agent are CC'd on every request. Once documents are logged back, Linda re-runs verification.

Linda + Eva
Step 4

Escrow & Title Coordination

Sends verification packets to escrow/title companies. Confirms earnest-money deposit timelines. Tracks contingency deadlines — inspection, financing, appraisal. All emails to title/escrow include the agent's phone number for direct reach.

Eva + Rachel
Step 5

Closing Package Preparation

Compiles the final closing statement. Verifies commission calculations match the listing agreement. Prepares the broker approval signature packet. Stan tracks pipeline and flags milestone triggers; Eva sends the milestone notification to the agent.

Eva + Stan
Step 6

Broker Sign-Off

Presents a clean ready-for-approval summary to the broker. All compliance checks passed and documented. Broker can review and approve in minutes instead of hours of manual review — a complete, audit-ready file supports the broker admin fee request.

Eva

Architecture

One workflow. Built for the state(s) where you're licensed. The generic core uses a state pack built at purchase from the agent's required license-state intake. Linda reviews against that state pack; anything outside it is flagged for a licensed human. This is a customized setup for the agent's licensed state(s), with coverage determined during setup.

Included in your Listing Module setup

Compliance work that ships with the module

  • Eva: L1 Listing Intake and L6 Listing Maintenance, including calendar reminders and the ratification handoff.
  • Linda: L2 Listing Compliance Review and L3 Advertising & Marketing Compliance.
  • Rachel: L5 MLS/portal push and inbound calls for property questions, showings, and appointment booking.

Available separately through your Marblism team

Marketing and sales work stays on demand

  • Sonny, Penny, Walter, and Content Creator: property marketing assets, social posts, SEO listing pages, and website placement.
  • Agent-owned outbound/sales channels: prospect follow-up and lead qualification when the agent chooses.

L4 Listing Presentation is optional and is not included in the Listing Module setup.

The colleagues behind the handoff

Every stage has an owner.

The system keeps the right included work moving to the right AI colleague, while licensed humans and brokers retain final decision-making. Optional marketing and sales work remains available separately through your Marblism team.

Eva

Executive Assistant

L1 intake, L6 maintenance, operations, calendar and deadline tracking.

Linda

Legal Assistant

L2/L3 compliance gates, advertising review, state-pack checks, and final verification.

Sonny

Social Media Manager

Optional social content and scheduling, available separately through the agent's Marblism team.

Penny

SEO Assistant

Optional SEO listing pages and market-facing copy, available separately through the agent's Marblism team.

Walter

Web & Portal Assistant

Optional website or portal placement and listing pages, available separately through the agent's Marblism team.

Rachel

Receptionist

L5 inbound calls, property questions, showing support, and appointment booking.

Stan

Sales Associate

Optional prospect follow-up and lead qualification through the agent's outbound/sales channels.

What changes for you

More continuity. Less re-keying.

01

Eva captures the listing record and milestones once, then keeps maintenance visible through the life of the listing.

02

Linda reviews the compliance gates before launch, with state-specific questions and licensed-human decisions clearly flagged.

03

When the property ratifies, the listing context flows into Deal Intake so the closing team starts with a connected record.

Important compliance note

The AI Compliance Assistant supports administrative and compliance work. It does not provide legal advice, make licensed decisions, or guarantee brokerage approval or a broker admin fee waiver. Fee waivers are always at your brokerage’s discretion, and any potential savings are illustrative only. Licensed humans and brokers make final decisions, approvals, and compliance determinations.

Ready when you are

Put the listing side and closing side on the same page.

I’m a listing agent — get Listing-to-Close I only need closing compliance