ReallyTrusted App Features (Agent)

Curated workflows for easy record completion on the go
Remote ID Verification reduces need for mandataries
Quick in person ID capture eliminates paperwork time in meetings
Send receipt of funds completion requests by email for less friction in data gathering
Completed forms are sent back to you, your assistant and/or your brokerage

ReallyTrusted App Features (Brokerage)

Automated business relationship management
Enhanced risk determination with computer-assisted risk decisioning
Automated risk warnings - identify and be notified of situations that may require special compliance attention
CSV Exports & Document Retrieval - easily locate and retrieve any document created by your agents. Great for audits

Easy completion of BCFSA Mandated Forms (DORT, DERP/DOSER, DRUP, DRET)
DERP Workflow handles calculation and email to client in one step
All forms auto-submit to brokerage upon client signature or after timeout period
Signature platform built-in, no 3rd party signature subscription needed
Rescission date and amount calculator at one click
Notice of Rescission and Confirmation on Non-Rescission create appropriate audit trail and request read receipt where required