How compliance checks work

Your first transaction covers the short version: if the property has certain characteristics, Done-Deal adds the matching tasks automatically. This article covers exactly which characteristics trigger which requirements, and what gets added for each one.

The compliance check runs when you create a transaction, using whatever property details you entered or Done-Deal extracted from the contract. It's part of the base Forms & Contracts platform — you don't need the AI TC add-on for compliance tasks to be added.

Every transaction gets these tasks

Regardless of property characteristics, every transaction gets the same 22 standard tasks, split across three stages:

Under Contract

• Verify earnest money delivered to title
• Order title commitment
• Schedule inspection
• Send disclosure package to buyer agent
• Submit executed contract to your brokerage's document intake within 5 business days
• Submit Transaction Contact Sheet within 5 business days

Pre-Closing

• Coordinate final walkthrough
• Draft CDA (Commission Disbursement Authorization) for agent approval
• Draft Wire Fraud Warning email to buyer
• Confirm closing time/location with all parties
• Verify all docs signed and uploaded
• Alert title: mail-out closing notice

Post-Close

• Update MLS/CTM to Sold
• Email closing docs to your brokerage's document intake
• Upload final settlement statement (ALTA/HUD) to the transaction file
• Gather copies of commission checks for brokerage
• Coordinate key exchange between buyer and seller
• Arrange for-sale sign removal from property
• Send seller utility disconnect reminder
• Send client review request (Google, Zillow, Realtor.com)
• Schedule 1-week follow-up call
• Schedule 1-month follow-up call

Property-characteristic triggers

Beyond the standard tasks, Done-Deal checks the property details you entered against a fixed set of rules. Each one can add a requirement (a compliance item tracked on the transaction), a task (something to do), a flag (a warning shown to you), or a combination.

Built before 1978 — Lead-Based Paint Disclosure

If the property's year built is before 1978, Done-Deal adds a Lead-Based Paint Disclosure requirement (federal law) and a task: Obtain signed Lead-Based Paint Disclosure from all parties (Under Contract, medium risk).

No Seller's Property Disclosure on file — radon advisory

Colorado's 2026 law requires a radon advisory in the CBS whenever a Seller's Property Disclosure (SPD) isn't provided. Done-Deal treats this as the default: it adds the radon advisory requirement (high risk) unless you've explicitly confirmed the SPD is on file. In other words, an unknown SPD status is treated the same as "no SPD" — this trigger only clears once you mark the SPD as provided. This one adds a requirement and a flag, not a separate task.

Septic system

If the property has septic, Done-Deal adds a requirement for a county-approved septic inspection and two tasks: Order county-approved septic inspection and pump-out (Under Contract, medium risk) and Obtain county septic approval documentation (Pre-Closing, medium risk).

Well water

If the property has a well, Done-Deal adds a requirement and two tasks: Order bacteriological water test for well and Order mechanical well inspection (both Under Contract, medium risk).

Solar

Solar has three distinct sub-cases, because the CBS handles each differently:

• Owned solar — adds a CBS §2.5.1/2.5.5 compliance requirement and a task to verify it (Under Contract, medium risk).
• Leased solar — adds a CBS §2.5.8 requirement: the buyer must assume or terminate the lease. This one is high risk and adds both a task and a flag.
• Solar PPA (power purchase agreement) — adds a CBS §2.5.9 disclosure requirement, high risk, with a task and a flag.
• Solar present, type unknown — if solar is marked present but the type (owned/leased/PPA) isn't specified, Done-Deal adds a medium-risk requirement flagging it for manual review. No task is added until the type is known.

HOA / Common Interest Community (CIC)

If the property has an HOA, Done-Deal adds a CIC documents requirement and a task: Request CIC documents from HOA (Under Contract, medium risk).

Backup offers, conservatorship, and co-listing

These aren't property characteristics, but they run through the same compliance check and are worth knowing about — each adds a high-risk requirement and a warning flag, with no task:

• Backup offer — TFC dating rules apply, including a 24-hour notification window to the buyer if the primary contract fails.
• Conservatorship — court or Personal Representative approval is required; an Amend/Extend may be needed for timeline delays.
• Co-listing — broker approval is required, and E&O policy coverage must be verified.

Buyer-side transactions — NAR Buyer Representation Agreement

Every buyer-side transaction adds a high-risk requirement for the 2024 NAR settlement's Buyer Representation Agreement, plus three tasks:

• Obtain signed Buyer Representation Agreement (NAR required) — before touring homes
• Verify buyer agreement includes compensation disclosure and negotiability clause
• Track commission type and rate in transaction record

The agreement must be signed before touring any property, disclose the exact compensation amount or rate, and state that commissions are negotiable.

Missing property details

If four or more of the five key characteristics (year built, solar, HOA, septic, well) are unknown, Done-Deal can't fully evaluate compliance. It adds a high-risk task — Complete property details (Lead Paint, Solar, HOA, Septic, Well) to determine compliance requirements — and a flag prompting you to fill in what's missing.

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FAQ

Where do property characteristics come from?

From however the transaction was created: extracted automatically from an uploaded contract, or entered by hand when you set up the transaction. The compliance check runs against whatever values are on file at that point.

Does an "unknown" solar or septic status trigger anything?

Only the radon advisory (missing SPD) is designed to treat "unknown" as "not present." For solar, septic, HOA, and well, Done-Deal only adds requirements when the characteristic is explicitly marked present — but if enough fields are left blank, the "missing property details" task fires instead, prompting you to fill them in.

Do I need the AI TC add-on for compliance tasks to appear?

No. Compliance checks and the resulting tasks are part of the base Forms & Contracts platform and run automatically when a transaction is created.

Is this legal advice?

No. Done-Deal surfaces the Colorado disclosure and CBS requirements that apply based on what you've told it about the property, but compliance responsibility stays with you as the licensee. When in doubt, confirm with your broker or attorney.