Compliance File Checker
AdminAudits your transaction file against your brokerage checklist and lists exactly what's missing.
- 5-minute guided setup — done once
- No technical skills needed
- 30-day money-back guarantee
- Free updates forever
From install to first result
Add it to Claude
A guided, one-time setup — about 5 minutes with screenshots for every step.
Ask in plain English
Try: “/compliance-file-checker Check the Hendersons' file against our brokerage checklist.”
Review and send
Everything comes back as a draft. You stay in control of what goes out.
What it does
Point it at a transaction folder and your brokerage's compliance checklist. It cross-references every required disclosure, signature and date, then returns a punch list of what's missing, unsigned or expired — before your broker review does.
What it handles for you
- Cross-references files against any brokerage checklist
- Detects missing signatures and stale dates
- Outputs a prioritised punch list
- Tracks resolution across re-checks
Built for agents, not engineers
All you need is a Claude account. Everything else is included.
No coding, no prompts to learn
You talk to it the way you'd brief an assistant. That's it.
Works where Claude already works
Phone, laptop, tablet — no new software or logins.
Guided 5-minute setup
A step-by-step guide with screenshots. You do it once.
Nothing to break
Remove it anytime in one click. Your data stays yours.
Honest answers
Ready to hand this off?
Ten minutes from now, Compliance File Checkercould be doing this job for you — and if it doesn't earn its keep in 30 days, it's free.
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