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Dual-Agency Compliance Checker

by recued-core v1 29 views

Validates dual-agency disclosures and consent timing for same-brokerage transactions.

How it works 7 steps

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

Data fetch
deal deal-reader-hubspot
Fetch reader from hubspot
Process (6 steps)
guard_same_broker guard
Stop if deal buyer broker id does not equal
statute switch
Map setting state code to one of: CA, FL, NY, TX
buyer_timely compare
Check if deal buyer signed date is at most deal offer date
skip: step.deal.buyer_signed_date is_null
seller_timely compare
Check if deal seller signed date is at most deal offer date
skip: step.deal.seller_signed_date is_null
consent_timely all
Check if all conditions are true
compliance_checklist to_checklist
Format results as an actionable checklist
Output
checklist compliance_checklist
Settings 2 configurable

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

state code text = CA
state dual agency statutes text = CA

Uses (1 ingredient)

Ingredient deal-reader-hubspot deal-reader-hubspot

About

Tags

hubspot real-estatecompliancedual-agencyhubspot

Details

7 steps 2 configurable settings recipe_id: check-dual-agency-compliance-hubspot