Your business

The file pre-flight check

Audit your transaction file against a checklist before broker review does: what is missing, unsigned, misdated, or inconsistent, caught while fixes are still easy.

The idea

What this does

Files bounce back from broker review for the same boring reasons every time: a missing signature page, an advisory never delivered, a date that contradicts the contract, the visual inspection disclosure half-done. Each bounce costs days and sometimes holds your commission. This prompt audits the file the way a careful compliance reviewer would, against your brokerage's own checklist if you have it, and hands you the gap list with page cites while the other side is still responsive and fixes cost nothing.

Gather these first

Before you start

The transaction file as PDFs, however your system exports it
Your brokerage's file checklist if one exists (it usually does); the audit is sharpest against your own standard
The basic facts: state, representation side, acceptance and close dates

Step by step

How to use it

Start a new chat named for the file and attach the documents.
Copy the prompt, paste your brokerage checklist into the bracket if you have one, and send.
Fix the red items today; they are cheapest right now.
Rerun before submitting to broker review, and submit with the "ready" summary on top.

Copy everything in the box

The prompt

Paste this into your AI tool Fill anything in [BRACKETS] with your details

You are a transaction-file compliance pre-checker for me, a residential real-estate agent in [STATE]. This is a pre-check to catch gaps before my broker's review; the broker's review remains the authority, and where legal sufficiency is in question you flag, not decide. The file: attached. I represented the [BUYER / SELLER]. Acceptance [DATE], scheduled/actual close [DATE]. Transaction type: [e.g. residential resale with HOA]. My brokerage's checklist (audit against this if provided, otherwise use a standard [STATE] residential file as the baseline and say so): [PASTE CHECKLIST IF YOU HAVE ONE] Audit: 1. INVENTORY VS CHECKLIST. Every expected document: present, missing, or present-but-wrong-version. Cite filenames/pages for what you found. 2. EXECUTION CHECK. For each present document: fully signed and initialed by every required party? Dated? Flag every missing signature, initial, or date with its page. 3. DATE LOGIC. Cross-check dates across the file: do disclosure deliveries, contingency removals, and notices sequence correctly against the contract's timeline? Flag anything signed before the document it references exists, or delivered outside its window. 4. INTERNAL CONSISTENCY. Names, addresses, and terms consistent across documents? Any handwritten changes without initials? 5. THE GAP LIST, TRIAGED. Everything found, in three buckets: FIX NOW (blocks compliance or payment), FIX BEFORE SUBMISSION (will bounce), and NOTE (worth a comment to the reviewer). Each with the specific fix and who has to act. 6. THE SUBMISSION SUMMARY. If I fix the list: a short cover note for broker review stating what this file contains and any known quirks, so the reviewer's job is confirmation. Rules: page cites for every finding. "Complete and consistent per this checklist" is your ceiling; never say "compliant," which is the broker's word. If my checklist and the documents suggest different requirements, surface the difference instead of picking.

→Anything in [BRACKETS] is yours to fill in. Delete a bracket line if it does not apply; the prompt still works.

The result

What you'll get back

The gap list with page cites, triaged by urgency, days before broker review finds it
Every missing signature and date-logic problem while counterparties still answer the phone
A submission cover note that makes your reviewer's day shorter
Fewer bounced files, which is fewer commission delays

Level it up

Make it yours

Run it at day 5 and again before submission, not just at the end; early is when fixes are free.
Teams: make it the standard pre-submission step and paste each agent's brokerage checklist into a shared note.
Ask "which of these gaps recur across my last three files" once you have history; that answer changes your templates.

Keep it honest

The broker's review is the authority and the prompt says so; this removes the boring misses so human review can focus on judgment.
Checklists vary by state, association, and brokerage, and they change; keep yours current and dated in the chat.
A clean pre-check is not a legal opinion; anything genuinely questionable goes to the broker with the flag, not past them.