Broker review

The broker review queue, sorted and explained before the broker reads it

Sam reads everything waiting for the broker: marketing drafts for Fair Housing review, transaction folders before closing, and listings waiting to activate. It flags what needs a fix first and drafts the agenda. The broker reviews and decides. Sam never approves anything.

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The problem

A broker of record for 22 agents finds reviews piling up in email, and finds a problem listing after it is live.

How the broker compliance review queue works

When the broker asks, Sam reads the queue: four marketing drafts waiting for Fair Housing review, two transaction folders waiting for broker review before closing, and three listings waiting to activate. It lists them in the order they arrived and flags what needs a fix.

Reads
Drafts
You approve
Logged

Sam’s computer

Live

Inbox

YouWhen the broker asks, Sam reads the queue: four marketing drafts waiting for Fair Housing review, two transaction folders waiting for broker review before closing, and three listings waiting to activate. It lists them in the order they arrived and flags what needs a fix.

Sheets

Order	Item	Count	Sam found
1	Transaction folders	2	One needs second review
2	Marketing drafts	4	One phrase flagged
3	Listings to activate	3	One missing photos

Sam is working. Take over to pause Sam and use the computer yourself.

Done: Reads 9 items waiting for broker review
Done: Flags a phrase about who should live there
Done: Flags a folder that needs a second review
Waiting: Waiting for your approval
Next: Dana reviews, and every decision is on the record

Sam, Compliance and checks

Reviewing the queue in this order, closing first

If approved: Dana approves the closing folder, rejects the flyer with a note to Nate, and asks Sam to draft a note to Ana about her missing photos. The two drafts Nate wrote cannot be approved by Nate. Every decision, with who made it and when, is logged on the record.

The agenda puts the Thursday closing first, then the flyer with the flagged phrase, then the listings, then the rest. Each line links to the record and says what Sam found. Nothing is approved and nothing is sent until the broker decides.

Nothing is sent until you approve.

What runs alone and what waits for you

Does on its own

Reads every item waiting for broker review across listings, marketing, and transactions
Flags what needs a fix first, and lists the rest in order
Checks each marketing draft for Fair Housing wording
Drafts the agenda and the reminders

Waits for your approval

Sending a reminder to an agent or vendor
Changing a deadline or a review assignment
Starting a new review on a listing
Any approval or rejection: the broker decides

Never does

Approve or reject an item on its own
Let an author approve their own draft
Claim your brokerage is compliant

Sending, spending and changing records wait for your approval by default. You choose what, if anything, may run on its own, and every decision is logged.

For team leads and transaction coordinators

A team lead who reviews their agents' work gets the same queue for their team. A transaction coordinator sees the folders waiting on them, sorted by closing date, with the same flags.

Connects to your tools

Each connection shows its status today.

Gmail
Google Calendar

See all 1,500+ tools

We connect 1,500+ tools during setup and build the workflows to match how you work. These are the most common ones. If yours is not listed, we can still connect it. Talk to a person

Cal.com
Calendly
Gmail
Google Calendar
Google Meet
Mailgun
Microsoft 365
Microsoft Outlook
Microsoft Teams
Postmark
SendGrid
Zoom
Aircall
Messenger
Telegram
Twilio
Vonage
WhatsApp
Discord
Google Chat
Slack
Airtable
Box
Canva
Coda
Confluence
Dropbox
Evernote
Figma
Google Docs
Google Drive
Google Forms
Google Sheets
Loom
Microsoft Excel
Microsoft Word
Miro
Notion
OneDrive
SharePoint
Apollo
Close
HubSpot
Pipedrive
Salesforce
Zoho
ADP
Adyen
Braintree
Expensify
Gusto
Klarna
PayPal
Plaid
QuickBooks
Shopify
Square
Stripe
WooCommerce
Xero
Adobe Acrobat Sign
DocuSign
Asana
Basecamp
ClickUp
Jira
Linear
monday.com
Todoist
Trello
Ahrefs
Brevo
Buffer
Constant Contact
Eventbrite
Facebook
Google Analytics
Hootsuite
Hotjar
Instagram
LinkedIn
Mailchimp
Semrush
Similarweb
Squarespace
Vimeo
Webflow
Wix
WordPress
Yelp
YouTube
Zillow
Front
Help Scout
Intercom
SurveyMonkey
Typeform
Zendesk
1Password
Amplitude
BigQuery
Datadog
GitHub
GitLab
Make
Mixpanel
n8n
Okta
PagerDuty
PostHog
Segment
Sentry
Snowflake
Supabase
Zapier

Frequently asked questions

Does Sam approve anything?

No. Sam reads, sorts, flags, and drafts. The broker or a reviewer you name approves or rejects each item, and the person who wrote a draft can never approve it.

What goes into the queue?

Marketing drafts waiting for Fair Housing review, transaction folders waiting for broker review, and listing activations.

Can two people review the same item?

Yes. You can require a second reviewer on a folder or a form. Sam shows who has reviewed what, and a closing folder stays open until the required reviews are done.

Is this a compliance certification?

No. Omni keeps the queue, the flags, and the record of who decided what. It does not certify your brokerage or replace your broker's judgment. We do not claim certification or regulatory compliance.