Broker workflow. BIC visibility.
A single brokerage operating layer where brokers complete transaction tasks and BicLogic turns that activity into BIC-visible supervision evidence from first substantial contact through closing.
Stage-based tasks and document prompts.
- Log WWREA review First substantial contact marked yes. Timing
- Upload agency agreement Required before offer activity. Open
- Prepare Form 2-T package Property and parties attached. Ready
Items that need judgment, evidence, or follow-up.
- Buyer signature not detected Buyer Agency Agreement · page 3. High
- Form 220 may be missing Compensation field referenced. Review
One record. Two operating lenses.
BicLogic is not two products. The broker and the Broker-in-Charge work from the same transaction record — what the broker does on one side becomes supervision evidence on the other.
Brokers act. BicLogic checks. The BIC reviews the exceptions, late items, behavior patterns, and audit evidence that work creates.
Broker task dashboard
Smith buyer file · specific property identified
- Send or log WWREA Delivery status feeds BIC timing visibility. Due
- Upload buyer agency agreement Completion review starts automatically. Upload
- Confirm offer readiness Property, parties, and pre-approval attached. Ready
BIC exception dashboard
Active files · sorted by risk and unresolved review
- Buyer signature not detected Buyer Agency Agreement · evidence on page 3. High
- Form 220 may be missing Compensation language found in offer file. Review
- Upload timing needs confirmation Offer document logged near policy deadline. Open
Supervision organized into six review buckets.
The dashboard does not flood the BIC with every broker action. It groups activity into the kinds of supervisory concerns a Broker-in-Charge actually cares about — so attention goes where judgment is required.
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Timing concerns
Right document, right transaction stage, timely upload, and delivery to the firm within the expected window.
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Completion concerns
Blanks, signatures, initials, dates, required fields, and other visible document completion signals.
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Consistency concerns
Names, property address, price, compensation terms, and deadlines compared across documents.
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Deadline concerns
Due diligence, earnest money, inspection, appraisal, financing, closing, and amendment-driven date changes.
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Compensation concerns
Buyer agency status, Form 220, compensation fields, and wrong-document risk routed for review.
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Supervision concerns
Audit trail, agent behavior, dismissed alerts, unresolved exceptions, and BIC review history.
Continuous supervision from first contact to close.
The workflow begins well before contract-to-close. Broker actions build the record as the transaction moves through disclosure, agency, offer, deadlines, and final archive — and every step leaves supervision evidence behind it.
- 01 First contact Create file, select side, choose NC, and log the contact stage.
- 02 WWREA Send, review, acknowledge, or flag missing evidence.
- 03 Agency Prompt the buyer agency workflow and completion review.
- 04 Showing Attach property and confirm disclosure status.
- 05 Offer Prepare the Form 2-T package and run compensation checks.
- 06 Under contract Extract dates, create reminders, and monitor changes.
- 07 Archive Resolve exceptions, complete review, and retain history.
Helpful review language, no legal conclusions.
BicLogic classifies, extracts, compares, and surfaces possible issues. The Broker-in-Charge stays responsible for judgment, escalation, and final supervisory review.
- Potential issue detected
- Needs BIC review
- Missing item suspected
- No visible completion issue detected
- This file is compliant
- Legally approved
- Pass / fail
- No legal issue exists
Start with NC buyer-side supervision. Prove the spine first.
Validate the broker task flow, obligation engine, document review, timeline monitor, exception queue, and BIC dashboard — before expanding to seller-side files and integrations.