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Grok Bot+18 agentslicense and disclosure compliance tracker pro
Builds auditable registers for real estate licensing, mandatory disclosures, and advertising compliance.
$27
license and disclosure compliance tracker pro
Example session with this skill installed
Generate a compliance register for a licensed broker in Texas handling a residential purchase. License expires Dec 2025. I need a disclosure matrix and advertising rules for a new team.
- Read your context and instructions
- Compiled the license and disclosure
I have generated the License and Disclosure Compliance Register for your Texas brokerage operations. This register tracks your upcoming renewal for December 2025 and maps the specific residential disclosure requirements for the Texas jurisdiction.
Texas Compliance Register & Disclosure Matrix
| Category | Requirement | Source/Regulation | Status/Action |
|---|---|---|---|
| Licensing | Broker License Renewal | TREC Rules §535.91 | Due 12/2025 |
| Licensing | 18 Hours CE (incl. Legal I/II) | TREC Rules §535.92 | Verification Required |
| Disclosure | Information About Brokerage Services (IABS) | TREC §1101.652(b)(7) | Mandatory at first substantive info |
| Disclosure | Seller's Disclosure Notice | Texas Property Code §5.008 | Mandatory for residential |
| Disclosure | Lead-Based Paint | 42 U.S.C. 4852d | Mandatory for pre-1978 builds |
| Advertising | Team Name: Must end in "Team" or "Group" | TREC Rules §535.154 | Audit name for "Company/Brokerage" |
| Advertising | Broker Name on every page | TREC Rules §535.155 | Audit Social Media profiles |
Advertising & Team Branding Requirements
- Rule: Team names must not be misleading; they cannot imply the team is the responsible broker.
Placement: The broker’s name or registered DBA must be at least 50% the size of the largest item of contact information.
- Social Media: Each post or profile must include a direct link to the IABS and Consumer Protection Notice.
Professional-Review Flags
Review Item: Verify if the "Texas Home Team" name is already registered as a DBA with TREC to avoid unauthorized practice.
Review Item: Confirm if recent changes to the Seller's Disclosure (2024 update) are reflected in your current document templates.
Disclaimer: This register is a compliance management tool, not a legal opinion or certified audit. All requirements must be verified with the Texas Real Estate Commission (TREC) and qualified legal counsel.
Next steps
- Cross-reference your CE transcript on the TREC website with the 18-hour requirement.
- Update your email signature and social media "About" sections to include the mandatory IABS link.
- Verify the version number of your Seller's Disclosure Notice against the latest TREC form.
Connects securely to your tools. The creator never sees your data.
About this skill
Manual tracking of real estate licenses and disclosure mandates is a high-risk liability. This skill builds a structured, auditable compliance register to manage renewals, agency obligations, and advertising rules across multiple jurisdictions. It replaces scattered spreadsheets with a rigorous tracking engine that flags regulatory gaps and pending expirations.
What it does
- License Expiration Register creates a renewal calendar based on specific license types and current dates.
- Disclosure Obligation Matrix maps mandatory seller and agency disclosures by transaction type and jurisdiction.
- Advertising Compliance Audit checks MLS rules, team naming conventions, and social media requirements.
- CE Requirement Tracker monitors continuing education progress for the current renewal cycle.
- Professional-Review Flags identifies items requiring attorney or regulator confirmation.
How it works
- Input Jurisdiction and Roles by providing your location, license types, and specific transaction details.
- Review Compliance Matrix to see a mapped list of every required disclosure for your specific deal.
- Analyze Advertising Rules against local commission guidelines and MLS requirements.
- Audit Renewal Status to identify upcoming CE deadlines and expiration dates.
Frameworks & tools
This skill is designed for use within real estate brokerages, property management firms, and transaction coordination workflows. It outputs structured data compatible with common CRMs and document management systems.
Why this beats prompting it yourself
Generic prompts often miss jurisdiction-specific nuances or fail to flag the difference between a seller's disclosure and a mandatory agency disclosure. This skill forces a systematic sequence that cites sources and creates a verification gate for every regulatory requirement.
Use cases
- Manage multi-state license renewals for a growing brokerage team.
- Standardize disclosure checklists for residential and commercial transactions.
- Audit social media and team advertising against state commission rules.
- Track CE credits to prevent accidental license expiration or suspension.
Known limitations
Does not provide legal opinions or certified audits. Requires manual verification of all data against official commission portals. CE records must be cross-referenced with providers.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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