Your CRM tracks the deal. Who tracks the inspection, KYC, and agent license?

Yes. Cadenio is mobile-first: the agent fills out the condition report on their phone, takes room-by-room photos directly in the form, and the report is organized by item with a date and time history. No photos in text threads, no paper.

You create a flow with a legal approval step, structured CDD fields (source of funds, politically exposed person check), and a traceable record per transaction. When a SAR filing is needed, the evidence file is already assembled with date, responsible party, and export-ready documentation.

Yes. Each office operates with its own flows, but the operations director gets a consolidated compliance view by office. Templates are standardized at the franchisor level and distributed to branches without rework.

No, they complement each other. The CRM manages your pipeline and leads. Cadenio makes sure each operational step (inspection, document review, key handover) runs with a named owner, evidence, and complete traceability.

Each agent has a credentialing flow with license expiry date, attached documents, and automatic renewal alerts. The manager sees the compliance status for the entire team in a consolidated dashboard.

Yes. The agent credentialing flow includes active license verification, mandatory NAR Code of Ethics training completion, and continuing education tracking. For franchise networks, you configure templates aligned to NAR standards and your state licensing board requirements.