Portal intake
Collect transferee, beneficial owner, signer, and certification details plus documents through a secure link. Counterparties can submit without creating an account.
RRE Assistant
Standardized RRE reporting for real estate organizations
Standardize case workflows, centralize evidence, and produce audit-ready reporting artifacts from a single collaborative workspace.
Workflow outcomes
RRE Assistant turns reporting into a repeatable team workflow with faster intake, clearer review, and audit-ready outputs without chasing people.
Clean handoffs
Move cases through clear status stages so your team always knows the next step and what is blocking completion.
Audit-ready exports
Generate binder-ready and packet-ready outputs plus exports, supported by a complete audit trail for review and defensibility.
How it works
Move every case through a controlled lifecycle. The blue workflow spine grows as teams progress from intake to long-term archival.
01
Capture
Collect external requests, property context, and required artifacts into a structured intake flow.
02
Collaborate
Run team review with role-based tasks, case comments, and evidence validation checkpoints.
03
Export
Generate complete outputs with traceable links to source evidence and approval history.
04
Archive
Preserve final packages and activity history for retention, downstream retrieval, and audit continuity.
A workflow engine your team can trust
Turn scattered emails and documents into a structured RRE process with clear handoffs, portal intake, and audit-ready outputs. Run your first case end to end and keep every step defensible.
Collaboration studio
Coordinate reporting across your team and external counterparties with clear roles, standardized templates, and a complete record of what changed and when.
Intake to audit continuity
RRE Assistant keeps each case coherent from first submission to final export. Intake, review, and recordkeeping stay connected so your team can move fast and stay defensible.
Intake layer
Collect information and documents through structured case sections and external portals, so submissions arrive in one place and in a consistent format.
Validation layer
Review completeness, resolve missing items, and progress status with clear ownership. Every change and key action is captured in the audit trail.
Archive layer
Export binder-ready and packet-ready outputs and retain an organized record of the case, including evidence and audit history for later review.
Pricing
Simple plans built for reporting teams. Start Solo for one operator, or choose Team for shared workflows, governance, and faster execution.
Solo
$149/mo
- 1 seat
- Support
- Unlimited filings
- Evidence Binder export (ZIP)
- Filing packet export (BSA E-Filing support)
Team
$499/mo
- 5 seats
- Team templates
- Team member management
- Permission/Roles
- Reviewer Notes
- Case Audits
- Priority support
- Everything in solo
Custom Solutions
Custom pricing
- SSO / SAML and advanced access controls
- Custom onboarding + dedicated support
- Seat bundles & flexible billing
- Security review / compliance support
- Custom exports, templates, or integrations
FAQ
Who is RRE Assistant for?
RRE Assistant is built for closing and compliance teams handling reportable all-cash residential transfers to legal entities or trusts. It helps teams collect information, coordinate review, and produce audit-ready exports.
Can counterparties submit information without creating an account?
Yes. You can share a secure portal link so buyer reps or counterparties can upload details and documents without an account. Your team reviews and finalizes inside the workspace.
Do I get unlimited cases and filings?
Yes. Both plans support unlimited case creation and filings. Pricing is based on seats, not volume caps.
What is included in the Evidence Binder and Filing Packet exports?
The Evidence Binder is a structured ZIP with organized folders plus a case summary and retention manifest. The Filing Packet includes a checklist and field mapping exports to support consistent review and submission prep.
How does team access and governance work?
Team includes organization roles, groups, and member permissions so you can control who can view, edit, and export. Every key action is captured in the audit trail for accountability.
How do reminders work?
Reminders are opt-in per user. When enabled, the system can send digest and overdue notifications so deadlines do not slip through the cracks.
Ready to run your first RRE case in a real workflow?
Create a free account to see the workspace, portal intake, and status progression in action. Upgrade when you are ready to export the Evidence Binder and Filing Packet.