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Agency Disclosure Compliance

by recued-core v1 context

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

How it works

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 at install. Defaults shown — change anytime in the extension.

state agency forms text = [object Object]

Tags

hubspot real-estatecompliancedisclosurehubspot

Details

13 steps 1 configurable settings recipe_id: check-agency-disclosure-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-agency-disclosure-hubspot and paste it after pairing.