Role-based permissions
Admins, agents, and staff each get capabilities matched to their responsibility — no all-or-nothing access.
Governance
Real estate compliance software should do more than store documents. ClearPath Ready's governance engine sets rules for data access, retention, and departure — then enforces them at the database level.
Brokerage owners and team leads configure policies once: who can import contacts, who can invite agents, how long files are kept, and what happens to client data when a realtor leaves. The platform applies those rules automatically, logs every exception, and prevents the accidental deletion of retained records.
How it works
Admins, agents, and staff each get capabilities matched to their responsibility — no all-or-nothing access.
Mark files as retained and the platform blocks their deletion, even by admins, until the retention period is satisfied.
When an agent leaves, access is revoked, retained files are preserved for the firm, and personal files are returned according to policy.
Decide whether agents can import personal contacts, and if so, under what review and ownership rules.
Set retention and oversight rules for team and client communications so nothing disappears when it should not.
Every policy change, access grant, and data action is timestamped and attributable — built for broker review and regulatory inquiry.
Why it is different
Most tools let you write a policy document and hope people follow it. ClearPath Ready bakes the policy into the data layer, so the system itself refuses actions that violate your firm's rules.
Run the numbers, explore the feature, and decide if ClearPath Ready fits your workflow.
