Every offer and counter, checked before it's signed.
FiduciaryTrail reviews each document in a deal against your state form, your approved addenda and the version before it. A licensed broker approves every report, and your contracts never leave your brokerage's own environment.
Talk with us Now in development with a design-partner brokerage in Jackson Hole, Wyoming.How it works
It fits the way your agents already work. Drop each document into the deal's folder and a review comes back beside it.
Drop the document
An offer, a counter from the other side, an amendment or the executed contract goes into the deal's folder.
It's compared
Against your state's standard form, your brokerage's approved addenda, and the previous document in the same deal.
A cited report
Every finding points to the page and section it came from, so checking it takes seconds.
A broker approves
A licensed person reviews and approves before anything is sent or signed. The software never sends, signs or edits a contract.
What every report shows
Built for the negotiation, not just the closing file.
- What changedEvery term changed, added or dropped since the last version, side by side, with changes the other side didn't highlight flagged first.
- Deal termsPrice, earnest money, financing, dates, contingencies, closing and possession.
- DeviationsLanguage that differs from the standard form or your approved addenda.
- Missing itemsBlanks, initials, signatures and required documents.
- DeadlinesEvery dated obligation in the executed contract, ready for the calendar.
Your clients' privacy is the design, not a feature.
Luxury clients expect discretion. FiduciaryTrail is built so their names, prices and terms stay with the brokerage that holds them.
Runs in your environment
Each brokerage gets its own deployment in its own Microsoft Azure subscription. We manage it; you own it, and you can revoke our access at any time.
We never hold your contracts
Contracts and reports stay in your storage. What reaches us is limited to licensing and health information, never contract content.
No training on your data
AI runs under enterprise terms that exclude training on your documents. A licensed person makes every call that matters.
Interested for your brokerage?
We're working with a small number of brokerages while the product is in development. Tell us how your team handles offers and counters today.
hello@fiduciarytrail.com