CRM Compliance & Deal SOP Enforcement for Commercial Real Estate
Listings and deals live in your CRM — but when follow-up windows are missed, transactions stall. PaceAudit monitors every deal and lead against your SOP and fires Slack, Teams, or email nudges when a follow-up window is missed. Brokers get reminded; leadership gets visibility. No manual audits. Just rhythm.
Why CRE teams use PaceAudit
Your CRM has a timestamp for every activity. When a deal or lead sits idle past your defined cadence, PaceAudit triggers a broadcast: the broker gets a nudge, and leadership gets a digest. Follow-up doesn't slip; it gets escalated. One recovered deal often pays for PaceAudit for the year.
Connect HubSpot (other CRMs coming soon), upload your deal or broker playbook, and every record is monitored automatically. Run it against your last quarter — see where follow-up slipped.
FAQ — CRE & CRM compliance
How does PaceAudit enforce broker deal follow-up in the CRM?
PaceAudit connects via OAuth and syncs deals, contacts, and activity. It compares last activity dates to your SOP rules. When a follow-up window is missed, it fires escalating alerts via Slack, Teams, SMS, or email.
Can we set different cadence by property type or deal stage?
Yes. Rules are configurable per stage and record type. Define the touchpoint windows that matter for your firm; PaceAudit monitors and escalates only when your SOP is violated.
Does PaceAudit track revenue recovered from nudges?
Yes. The dashboard tracks deals that were nudged and later closed, and estimates revenue (or commission) recovered. It also surfaces deals lost when cadence wasn't followed.