Licensed Real Estate Brokerage · Athens, AL

An audit-ready
brokerage back office

Athens Health runs the supervisory side of real estate the way license law expects it to be run — every licensee, office policy, transaction file, trust-account entry and advertisement accounted for, dated and retrievable. This is the office behind the deals.

Open Broker Office Read the Broker Guide
Trust accounts reconciled monthly Three-year record retention Written office policy, acknowledged Self-audited on a schedule
The office

What this office runs on

A qualifying broker is personally answerable for the conduct of every licensee in the firm, for the money held in trust, and for the records that prove both. These are the systems that keep that answer a short one.

Licensee roster
Every licensee, their license number and type, expiration date, written agreement on file, mentor, team and supervision status — with unlicensed assistants tracked separately.
Office policy library
Versioned written policies — agency disclosure, advertising, trust funds, supervision — with a per-licensee acknowledgment record showing who signed which version, and when.
Transaction files
A required-document checklist per file, broker review sign-off, and a retention-until date that blocks deletion inside the three-year window — including deals that fell through and offers that were rejected.
Trust account ledger
A chronological journal of every deposit and disbursement, a ledger per beneficiary, and monthly three-way reconciliations that tie the bank statement, the journal and the ledgers together.
Advertising approval
Licensees submit signs, listing ads and social posts for review. Each one is checked for truthfulness, prominent brokerage name and owner consent before it runs — with the decision on record.
Onboarding, CE & training
Onboarding checklists for new affiliates, continuing-education hours logged against each renewal period, and a record of every in-house training session and who attended it.
Office self-audit
A repeatable self-audit checklist modeled on what a Commission office inspection actually looks at — run it, mark each item pass, fail or not applicable, and turn every failure into a dated action plan.
Compliance dashboard
One screen that pulls every open exposure forward — expiring licenses, CE shortfalls, policies overdue for review, missing acknowledgments, unreconciled months, stale earnest money and open findings.
Nothing goes quiet

The problems find you
before the auditor does

Compliance failures are rarely dramatic. A license quietly lapses. A licensee never signed the current policy. A month goes unreconciled. Earnest money sits past the disbursement window. The dashboard surfaces each one as an alert that links straight to the record it came from.

Staff sign-in
License expirations — licensees inside the renewal window, and anyone already lapsed.
CE shortfalls — hours logged against hours required for the current renewal period.
Policy reviews due — policies past their review date, plus licensees missing an acknowledgment of the current version.
Unreconciled months — any trust account without a completed three-way reconciliation.
Earnest money past the window — funds still held beyond the disbursement deadline after closing or termination.
Incomplete transaction files — required documents missing, or no broker review on record.
Open audit findings — self-audit failures with an action plan still unresolved.
Public resource

The Broker Guide

Plain-English answers to the questions brokers, agents and property owners ask most — each one written in our own words and tied back to the statute or Commission rule that actually governs it. Free to read, no sign-in.

What does a qualifying broker do?
Who is actually on the hook when something goes wrong at a brokerage — supervision, office policy, trust funds, advertising review and records.
Earnest money rules
Where a deposit has to sit, how fast it must be deposited, who signs on the account, and when the money gets released.
Advertising compliance
What has to appear on a sign, a listing ad and every social post about a property — and whose permission you need first.
Record retention
How long the paperwork is kept, where it lives, and why the offers that were turned down count too.
Agency & RECAD
Who your agent represents in a deal, what a transaction facilitator is, and what changed in the dual agency rules.
Trust reconciliation
How escrow money is checked every month, three ways, so nothing quietly goes missing.
Unlicensed assistants
The line between office help and licensed activity, with both lists spelled out.
Property management licensing
Whether an owner can rent out their own property themselves, and exactly when a license is required.
All guides →
The full index, including rental income tax basics and the honest self-manage-or-hire comparison for owners.
3 yrs
Minimum retention on every transaction file — failed deals and rejected offers included.
Monthly
Three-way trust reconciliation: bank statement, journal and beneficiary ledgers.
Written
Office policy, versioned and acknowledged by every licensee in the firm.
Reviewed
Advertising checked before it runs; contracts reviewed by the broker after it is signed.