Savvy Estates Compliance Services offers specialized support to ensure real estate brokerages operate within regulatory guidelines. With over 8 years of experience in compliance management, the company provides a comprehensive suite of services, including contract reviews, agent support, compliance assistance, and training sessions. These services are tailored to meet the unique needs of each brokerage, aiming to facilitate smooth transactions, mitigate risks, and enhance agents’ understanding of compliance processes.

The key offerings include thorough contract reviews, ongoing agent support via email and phone, assistance with compliance tasks such as document migration and policy development, and monthly Q&A or contract training sessions. Additionally, Savvy Estates manages a centralized repository of training materials to support continuous learning. Clients commend Terin Branhan’s expertise, personalized service, reliability, and accessibility, making Savvy Estates a trusted partner for maintaining compliance in real estate operations.

Service Packages

Basic Compliance Package

  • Contract Review (up to 20 contracts per month)
  • Basic Agent Support (via email and Teams during business hours)
  • Initial Compliance Assessment

Monthly: $850 (billed monthly/weekly/bi-weekly)

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Standard Compliance Package

  • Contract Review (up to 40 contracts per month)
  • Enhanced Agent Support (via email, Teams, and phone during business hours)
  • Monthly Compliance Check-Ins
  • Q&A / Contract Training Sessions (1 per month)
  • Compliance Assistance with document migration and active listings

Monthly: $1,500 (billed monthly/weekly/bi-weekly)

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Premium Compliance Package

  • Contract Review (unlimited contracts)
  • Full Agent Support (via email, Teams, and phone, including after-hours support)
  • Bi-weekly Compliance Check-Ins
  • Q&A / Contract Training Sessions (2 per month)
  • Compliance Assistance with document migration and active listings
  • Policy Development
  • Development and Management of On-Demand Training Repository

Monthly: $2,500 (billed monthly/weekly/bi-weekly)

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