Compliance AI desk for licensed pros · an AgencyTech product

AI drafts it. You seal it.

Others sell "AI-generated content." SignetDesk sells the compliance gate that lets you actually use AI: every AI-drafted client follow-up lands in a review queue, and nothing goes out until a licensed pro reviews it and applies their seal. Regulated wording is auto-flagged; sensitive data stays on a US-local model.

🔒 Sensitive data stays US-local ⚖️ DRE / NMLS compliance gate Non-sensitive on low-cost models 📋 Full audit trail

Three steps per client follow-up

Real estate · mortgage · insurance — one desk for all three
01 · DRAFT

AI drafts bilingual follow-ups

Enter a lead; AI writes an English + Chinese follow-up in seconds — advisory, no pressure, and it automatically avoids rate numbers and absolute claims.

02 · SEAL

Licensed review & seal

Drafts enter the review queue. Regulated wording (rates / guarantee / approved / lowest) is auto-flagged. You finalize, seal, and only then is it ready to send.

03 · ROUTE

Smart data routing

A lead with SSN / credit / address (PII) is routed to a US-local model — data never leaves the country. Non-sensitive work runs on low-cost models, ~80% cheaper.

Pricing

Start free, upgrade anytime · low cost buys fatter features & margin, not a price war
Free
$0
  • 3 compliance drafts / day
  • Compliance gate + audit
  • Sensitive-data local routing
Starter
$99 /mo
  • 40 drafts / day
  • Compliance gate + audit
  • 1 knowledge-base RAG bot
Popular
Pro
$199 /mo
  • Unlimited compliance drafts
  • Knowledge-base RAG bot (unlimited)
  • Lead follow-up automation (email/SMS)
  • Quoting assistant + audit export
Agency
$499 /mo
  • 5 seats · +$79/seat
  • Team collaboration + multi-reviewer
  • White-label bot + audit export

🤝 Agent Partner — move your license to us, use SignetDesk (almost) free

Move your real-estate license to Golden Gate Realty (CA DRE), your NMLS mortgage license to our brokerage, or join our insurance agency, and unlock the Agent Partner plan: SignetDesk full features for $0 / a deep discount.

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New lead → compliant follow-up

Enter a lead; AI drafts a bilingual follow-up into the review queue.

Latest draft

Once generated it goes into the review queue for sealing. Here's a preview.
No draft yet. Fill in a lead on the left.
0Pending
0Sealed
0Sensitive
0Leads
Queue is empty. Generate a draft in Copilot.

Audit log

Who did what to which draft, and when. Compliance trail.
TimeActionClientActorNote