Insurance visibility
Track carrier, expiration, lapse notes, and whether Kayla Jane Bramante and Loom Realty are listed as additional insureds where required.
California BOR Client Portal and Document Vault
Why $500/month BOR clients should not be stuck emailing insurance and corporate documents forever.
Premium Client System
Short Answer
A premium Broker of Record service should track more than messages. Loom Realty is building a private client vault for BOR agreements, insurance, additional insured endorsements, corporate documents, billing status, unit count, locations, claims, disputes, DRE notices, and monthly check-ins.
Monthly check-ins
Capture claims, disputes, complaints, DRE notices, operating changes, new units, and open compliance issues.
Document status
Use Missing, Submitted, Under Review, Approved, Needs Update, and Expired statuses instead of searching email threads.
Admin oversight
Loom team can review users, leads, subscribers, and client compliance records from the admin dashboard direction.
Lead Capture
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