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Screening engine active · rule library 2026.10.28

For regulated pros

SociePRO
re‑opens
social media.

SociePRO and you, taking it back. Content written in your voice, with every draft screened against industry-specific rules — fair lending, advertising, claims language — before it publishes. One dashboard. One audit trail.

SociePRO: the new way.

See PlansSee What We Flag
Compliance queue — sample draftsLive
R. VasquezLoan Officer“Thinking of buying? I guarantee the lowest rates —”M-02 Block
J. WhitfieldInsurance“When the worst happens before it’s too late”I-04 Block
M. OseiRealtor“New listing in a safe area with great schools”R-01 Block
T. BrennanLoan Officer“Refinance options with no closing costs today”M-04 Hold
A. LindqvistAdvisor“What to weigh when markets turn choppy…”Clear
5 drafts screened · 3 blocked · 1 held · 1 cleared
100%
Of drafts screened
before publish
96%
Of clients research an advisor
online, even after a referral
5
Regulated professions,
one dated rule library
2checks
On every draft: phrase rules,
then an AI second pass
01

Three exposures running right now across your team's feed.

None of them are skill problems. They're structural risks of publishing in a regulated profession — and the firm, not the agent, holds the liability.

Exposure / Visibility

Your referrals look you up before they call

96% of $100K+ households say they'll research an advisor online before hiring, even after a referral. If your feed is empty, or three years stale, that search ends with the advisor down the street who kept showing up.

96% research online first · Wealthtender, Aug 2025
Exposure / Regulatory

One testimonial can cost more than a year of marketing

In September 2024 the SEC fined nine advisory firms $1.24 million combined under the Marketing Rule: testimonials from non-clients, undated third-party ratings, claims they couldn't back up. All of it was marketing copy.

9 firms · $1.24M · SEC, Sept 2024
Exposure / Operational

Tax season and quarter-end swallow your calendar

The weeks your clients think hardest about money are the weeks you have no time to post. The advisors who stay visible through them are the ones prospects find when they finally start looking.

Your busiest weeks are your quietest feed
02

One pipeline, from their expertise to your audit trail.

Not a chatbot with prompts. A positioning system with a compliance engine underneath it — built around how each profession actually talks.

Node / 01

Scorecard

15-min positioning intake per agent

Node / 02

Generate

Voice-matched drafts, authority pillars

Node / 03

Screen

Two-pass rule engine, severity flags

Node / 04

Approve

Review queue, one-click rewrite

Node / 05

Publish

Scheduled, screened, logged

01

The Authority Positioning Scorecard

A per-profession questionnaire: their market, their clients, their method, what they believe. The specificity is the point — two agents in the same office never sound alike, and the content reads experience-based, not machine-generated.

02

Screened before it publishes

Every draft runs the compliance engine — deterministic phrase rules plus an AI second pass that catches the same problems reworded. BLOCK stops the post and offers a one-click rewrite. HOLD waits for review with the rule cited and a plain-language note on how the phrase is used. WARN is logged.

03

The audit trail is the product

Every check, flag, and approval is logged with the exact wording and the rule library version in force that day, in a log that can't be edited after the fact. When compliance asks "what did we publish last quarter?", you open the record — not a shrug.

03

The rule library. Filterable. Versioned. Reviewable.

A sample of what the engine flags — severity-ranked across professions. This is the difference between compliance infrastructure and a writing tool with a disclaimer.

M-01“everyone gets approved”BlockMortgageApproval promises are deceptive-practice exposure. One-click rewrite to describe the process.
M-02“the lowest rates”BlockMortgageUnsubstantiated rate claims trigger advertising rules. Rewrite as comparison or education.
M-07“safe area” / “up-and-coming neighborhood”BlockMortgageCoded neighborhood language is fair-lending steering exposure. One-click rewrite to property facts.
I-01“fully covered”BlockInsuranceCoverage promises invite E&O claims. Coverage varies by policy and state.
R-01“safe neighborhood” / “low crime”BlockReal EstateClassic Fair Housing steering proxies. One-click rewrite to objective property facts.
F-01“risk-free” / “can’t lose”BlockFinanceNever publishable in advisor marketing. The post can’t go out until it’s gone.
M-04“no closing costs”HoldMortgageTrigger terms require full disclosure. Held for review with the rule cited.
I-05Any Medicare, Medigap, Part D mentionHoldInsuranceMedicare marketing has its own rules. Always held for review.
F-05Client testimonials & endorsementsHoldFinanceMarketing Rule disclosures required. Held for review before it can publish.
R-08“$7M closed this month — yours could be next”WarnReal EstateResults as example are fine; results as promise are not. Logged.
U-01“#1” / “number one” / “top-rated”WarnUniversalUnverifiable superlatives. Allowed only with attribution (“voted #1 by [source, year]”).
The rule library is versioned and dated (current: 2026.10.28) and updated as guidance changes. Flagged content never publishes silently — it waits in review with the rule cited and a one-click rewrite. Screening is a safeguard, not legal advice: the firm remains responsible for what it publishes, which is exactly why every flag is logged, dated, and reviewable.

One contract. Every agent. Full visibility.

The Compliance Command Center turns an individual tool into firm infrastructure. Screening, the review queue and the audit log are live today for every agent. The firm features below are next, and the firms that talk to us now shape them.

  • 01Compliance Command Center (coming) — manager view of all flagged and approved content across the team
  • 02Approval workflows (coming) — broker, then compliance officer; nothing publishes without sign-off
  • 03One voice, many agents — positioning consistency without sounding templated
  • 04Adoption reporting (coming) — see who's publishing, who's quiet, what's working
  • 05Quarterly compliance report (coming) — generated from the audit log
Teams & brokerages
Priced per firm.
Every agent's own voice profileIncluded
Your profession's rule libraryIncluded
One audit log for the firmIncluded
Contract termsAnnual, invoiced
04

Priced against the fine. Not against the chatbot.

One plan per professional. Cancel anytime — you keep your content and your voice profile. Annual billing saves two months.

All plans include compliance screening
Presence
Staying visible during busy seasons
$41per month · billed $490 yearly
  • 2× / week posting, screened
  • Authority Positioning Scorecard
  • Posts written in your voice
  • LinkedIn & Facebook scheduling
  • Industry compliance screening
  • Your license number on every post
Recommended
Authority
Building a referral-worthy reputation
$83per month · billed $990 yearly
  • 3× / week posting, screened
  • Everything in Presence
  • AutoBlogPRO SEO articles (2 / month)
  • Weekly Reach Digest (coming soon)
Market Dominance
Owning the local feed
$166per month · billed $1,990 yearly
  • 7× / week (Daily), screened
  • Everything in Authority
  • AutoBlogPRO SEO articles (4 / month)
  • Compliance approval queue
  • Monthly Performance Report (coming soon)
  • Lead Attribution Report (CRM) (coming soon)
Done-With-You
Founders, rainmakers, no-time operators
$399per month · billed $4,788 yearly
  • Everything in Market Dominance
  • Human interview to capture your voice
  • Human editing of your drafts
  • Human review of your drafts before they publish
  • Concierge onboarding + quarterly strategy call

Thirty days from now, your feed is back.

Fifteen minutes on the Scorecard. Then posts in your voice, screened against your profession's rules and scheduled for the weeks you're too busy to think about it. Every flag logged and dated.

  • Authority Positioning Scorecard — 15 minutesDay 1
  • Your first screened, scheduled postsWeek 1
  • Your license number on every postEvery post
  • Flagged drafts waiting for you, rule citedOngoing
Start with your profession
$41per month to start · billed yearly
Questions first? Write to customerlove@sociepro.ai and a person answers.