Features

Built for everyone
who touches compliance.

One platform. Three roles. Nine capabilities. Everything your team needs — nothing they don't.

Built for your whole team

Everyone has a role.
Castrum supports all of them.

Each role gets exactly what they need — and only what they need.

Loan Officers & Realtors
"Three minutes from link to submitted."

No login required. Share the link, fill the form, done. RESPA flags show before you even hit submit.

  • No account creation — ever
  • Submit from any browser or device
  • See compliance flags in real time
  • Email notifications when status changes
Compliance Administrators
"Every review is thorough. Every decision is documented."

Requests arrive pre-flagged. Research FMV in seconds. Attest, advance, or deny — all with a full paper trail.

  • AI FMV research without leaving the review modal
  • RESPA Section 8 flags attached to every request
  • Required compliance attestation before advancing
  • Audit trail built automatically on every action
Compliance Officers & CCOs
"Full visibility. Exam-ready from day one."

A compliance program that runs the same way for every LO, every market, every agreement — and can prove it.

  • Dashboard: active, pending, denied, terminated
  • CSV export for regulatory submissions
  • Full agreement archive with document history
  • One standard applied across every lender

Platform Capabilities

Nine capabilities. One platform.

Built specifically for RESPA co-marketing compliance — not adapted from something else.

Public Submission Links
One URL per lender. LOs submit from any browser — no account, no IT ticket.
Live RESPA Compliance Flags
RESPA Section 8 rules run in real time as the form is filled, before submission.
AI FMV Market Research
Comparable rates sourced and documented in seconds. Exportable compliance PDF.
Required RESPA Attestation
Every approval requires an explicit Section 8 attestation. No checkbox, no advance.
Defined Status Pipeline
Pending → Awaiting Signatures → Active. Fixed stages. No skipping, no ambiguity.
Full Document Management
Signed agreements, FMV evidence, termination notices — categorized and searchable.
Immutable Audit Trail
Every action logged with actor, timestamp, and context. Permanent. Uneditable.
Compliance Reporting
CSV export of all agreements, denials, and audit events — ready for regulators.
Termination Documentation
Written notice attestation required before any agreement can be terminated.

See every feature in action.

Request a demo and we'll show you how Castrum works for your specific team and workflow.