This software streamlines the workflow of a compliance company seeking relevant information and documents from the corporate customers and further processing. In the current phase of the project the compliance company (client) send e-mails to onboarded clients directly to the platform to fill-out a dynamic multi-page questionnaire and uploading relevant documents. Once the information is successfully submitted the TCO officer is prompted every 3 hours. If in case the information is not submitted or is incomplete then the corporates are reminded every 4 days. 

The coroporates can login to resubmit the form annually with pre-filled fields and can change as required. As the user moves forward to the next page of the questionnaire the field details are saved in real-time. 

Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.

HOA Verified leverages advanced AI, powered by LLMs and RAG, to streamline document management, simplify adherence to local and state regulations, and enhance communication with residents. By combining intelligent search with contextual understanding, the platform delivers actionable insights, tailored compliance solutions, and robust community resources—reducing administrative burdens and fostering thriving, well-managed communities.