Brokerage compliance officers ask three questions on the first call: where does our data live, what controls exist around it, and what records do we keep. Here are the answers.
Enterprise cloud infrastructure with US-only data residency. Encryption at rest (AES-256) and in transit (TLS 1.2+). Multi-factor authentication enforced on every account. Tenant isolation at the brokerage level. Network controls via private endpoints for production data stores.
Continuously monitored compliance program managed through an enterprise compliance platform. SOC 2 Type I audit in flight, Type II planned within the following 6-month observation window. Annual penetration testing. Trust Center with current control posture and DPA template available on request.
7-year data retention on every document, AI summary, and audit-log entry. Aligned with TREC realtor record-keeping requirements (4-year minimum). Audit-log access for the broker of record. E&O carrier reporting export.
Every component of the Residential Review stack, from cloud hosting and e-signature to payments and video conferencing, is delivered through best-in-class enterprise vendors that hold SOC 2 Type II or equivalent attestations. Specific vendor information is available to brokerage compliance officers under NDA on request.
