Validates real estate agency disclosure compliance before showings or offers, citing state statutes.

How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼

Process (11 steps)

⚠ guard_deal guard

Stop if deal is missing

■ state coalesce

Use the first available value from: deal property address state, default

■ required_info switch

Map state to one of: CA, FL, NY, TX

■ showings filter

Filter by condition

■ sorted_showings sort

Sort by

■ earliest_showing_date coalesce

Use the first available value from: sorted showings 0 timestamp,

■ signed_date coalesce

Use the first available value from: deal agency disclosure signed date,

■ days_until_showing date_diff

Calculate days between signed date and earliest showing date

skip: step.earliest_showing_date is_null

■ timing_ok compare

Check if days until showing is greater than -1

skip: step.days_until_showing is_null

■ form_match compare

Check if deal signed form name equals required info form

■ compliance_checklist to_checklist

Format results as an actionable checklist

▼

Output

checklist compliance_checklist

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

state agency forms text = [object Object]