What's inside

Everything you need to stay clean and compliant.

The compliance team's toolkit and the rep's creative studio, in one place. Your rules, enforced where the content is made.

Claim linter

Paste or generate any post and get an instant risk score, the exact phrases that cross the line, and compliant rewrites drawn from your approved language. Works on every piece of content, not just AI-generated.

Approved-claims library

Pre-vetted language your reps are free to use, with the substantiation attached. Compliance stops being only the word no, and becomes here is exactly how to say it.

Banned-claims library

Your prohibited claims, matched by meaning and not just keywords. Earnings guarantees, cure or disease language, risk-free or guaranteed-return promises, regulated wording, caught however they are phrased.

Compliant content generation

Generate social posts and images that respect your rules from the first draft. The same studio your reps love, with your compliance guardrails wired in.

Before/after handling

Upload a before-and-after photo and the required disclaimer is applied from your company template, with placement checked so it reads clear and conspicuous, never buried.

Officer approval workflow

Draft, AI pre-check, officer review, then approve, reject with reasons, or send back for a redo. A clean queue with SLAs and escalation so nothing sits and nothing slips.

Knowledge base & RAG

Load your compliance policy, product docs, and company material. Every judgment is grounded in your documents and a maintained feed of regulatory guidance, not a generic model guess.

Rep certification

Versioned compliance tests every rep must pass before they can publish. Update your policy and re-certification triggers automatically, with a record of who passed what, and when.

Immutable audit trail

Every scan, AI judgment, approval, and edit is logged with who, when, the policy version, and the reasons. The defensible record you want on hand if a regulator ever asks.

Officer dashboards

Violation trends, time to approval, and a risk view by rep. See where the problems cluster and which language keeps getting flagged, so you can fix it at the source.

Your branding

Your logo, your colors, your name, across every screen, light and dark. Reps see your brand, not ours.

Standalone or bolted on

Run it on its own, or bolt it onto your existing backoffice through single sign-on. Multi-tenant from day one, with strict per-company isolation.

The linter

Catch the claim before it's posted.

Reps paste a caption or generate one, and in seconds they see what is risky and how to fix it, in your words.

A risk score with the exact phrases that cross the line, highlighted in place.
One-click compliant rewrites drawn from your approved-claims library.
Works on anything, pasted text, AI drafts, captions, even DMs.

Approval workflow

Nothing publishes without sign-off.

Risky content routes straight to your compliance officer. Approve, reject with reasons, or send it back for a redo, all in one queue.

Draft, pre-check, review, decide, a clear path from idea to published.
Structured reasons on every rejection that roll straight into your reports.
SLAs and escalation so submissions never sit and reps never guess.

You stay in control. The AI flags and suggests. Your compliance officer is always the approver of record, and every decision is logged with the policy version and model used.

Create

On-brand content, compliant by construction.

Give reps a studio that already knows the rules. Posts and images come out compliant, and required disclaimers are applied for them.

Guarded image and social generation tuned to your claims rules.
Before/after disclaimers from your template, with placement validated.
Disclosures injected automatically, so material connections are always clear.

Compliant content studio with before/after disclaimer

Governance & knowledge

Your rules, enforced and provable.

Define what is allowed once, and the whole system enforces it. When the questions come, you have the receipts.

Banned and approved claims libraries that you control and version.
Grounded in your documents plus a maintained regulatory feed.
Regulator-ready export of the full audit trail, on demand.

How it works

Three steps. That's it.

01 / Create

Your rep drafts.

A rep writes a post or generates content right in the tool, with your brand and your rules already loaded.

02 / Check

The system flags.

The linter scores the content, applies required disclaimers, and routes anything risky to your compliance officer.

03 / Approve

You publish with proof.

Your officer approves or sends it back, and every decision is logged for a clean, defensible audit trail.

Who it's for

Built for the company, loved by the field.

The compliance team gets control and a paper trail. Your people get a faster path to content they can actually post. Both win.

Compliance officers

Set the rules once, review by exception, and keep a defensible record of every decision. Spend your time on judgment calls, not policing captions.

Regulated & distributed teams

Direct sales, insurance, real estate, mortgage, financial services, home services, and franchises, anywhere many people market under one brand. Give them the freedom to sell without betting the company on what they post.

Reps, agents & affiliates

Know in seconds whether a post is safe, and get the compliant version handed to you. Less waiting on approvals, more time selling.

Why Compliance

Stop violations at creation, not after the screenshot.

Caught at creation, not after the screenshot

The engine flags risky claims before anyone publishes, so violations never reach the public.

Approvals with a paper trail

Officer approval workflow, before/after disclaimers, and a full audit trail on every decision.

Built for reps, agents, and affiliates

Direct sales, insurance, real estate, home services, anywhere people market on your behalf.

Pricing

Priced to protect the whole company.

Plans by team size, with the AI claim linter, content studio, approval workflow, and audit trail included. Enterprise adds SSO and SCIM for the field. Talk to us and we'll size it to you.

Team

For a focused team that needs content reviewed and on the record.

$349/mo

Billed monthly

Request a demo

Up to 25 seats, 1,000 content scans / mo
Claim linter with compliant rewrites
Content Studio with before/after disclaimers
Approved + banned claims libraries
Officer approval workflow + audit trail
Email invite + CSV import, your branding

Catch it before it posts.

Most compliance tools watch for violations after content is already public. We stop them at creation, and hand your reps the compliant version.

	OfferStream Compliance	FieldWatch	RegEd	Build in-house
Approach	Compliant at creation	Monitor after publish	Monitor + training	DIY
Claim linter at creation	Yes	No	No	Build it
Compliant rewrite suggestions	Yes	No	No	Build it
Before/after disclaimer compositing	Yes	No	No	Build it
Officer approval workflow	Yes	Partial	Yes	Build it
Per-tenant knowledge base (your rules)	Yes	No	Limited	Build it
Rep certification	Yes	Yes	Yes	Build it
SSO + SCIM	Enterprise	Enterprise	Enterprise	Build it
Audit trail + regulator export	Yes	Yes	Yes	Build it
Time to launch	Days	Weeks	Weeks to months	Months

Competitor names are trademarks of their respective owners and are used for comparison only. Capabilities are summarized to the best of our knowledge and vary by tier; check each vendor for specifics.

Good to know

Pricing questions.

What counts as a "scan"?

One piece of content (a post, caption, or image) run through the AI claim linter. The risk score, flagged phrases, and suggested compliant rewrites are all part of that one scan. Plans include a monthly allotment; extra scans are billed per use.

Is the AI included?

Yes. The linter, rewrites, and content checks run on your included scan allotment, no separate AI bill. Very high volume draws from per-scan overage above your plan.

Is it per seat or flat?

Team and Growth are flat monthly with a seat ceiling. Enterprise is priced per seat so it scales cleanly to a field of thousands.

Do you offer SSO and user provisioning?

Yes, on Enterprise: SAML or OIDC single sign-on plus SCIM directory sync, so reps are added and removed automatically as your directory changes. Team and Growth use email invites and CSV import.

Can we embed it in our existing backoffice?

Yes. Enterprise can bolt onto your backoffice via single sign-on, so reps reach it without a second login. It also runs standalone on your own subdomain.

Is this legal advice?

No. OfferStream Compliance is a tool that helps your team apply your own compliance rules. Your compliance officer is always the approver of record. It does not replace legal counsel.

Is there a contract?

Monthly plans are month to month. Annual plans bill yearly and include two months free.

Part of OfferStream OS

The Protect stage of the Growth Operating System.

OfferStream Compliance is available standalone or as part of OfferStream OS, the Growth Operating System that runs the whole customer lifecycle on one platform. Inside the OS, OfferStream Compliance powers the Protect stage.

LeadVaultCapture

OfferStream CRMManage

StageEngage

OfferStream ComplianceProtect

Customer ServiceRetain

AffiliateExpand

One Login • Shared Data • Unified Experience

Explore OfferStream OS

Engage → Protect

Stage → Compliance

Event content, presentations, webinars, and training materials can be reviewed and governed before publication.

Protect → Manage

Compliance → CRM

Compliance posture, approvals, and governance history become part of the shared customer record.

Capture → Protect

LeadVault → Compliance

LeadVault handles Lead Compliance at the lead level. OfferStream Compliance governs marketing, content, approvals, and organizational compliance.

Two layers, clearly separated

Lead Compliance vs OfferStream Compliance.

Lead Compliance, in LeadVault

Lead-level controls applied as leads move through capture and routing:

TCPA-aware routing
Consent tracking
DNC suppression
Contact windows

OfferStream Compliance

Organization-level governance for everything your field publishes:

Content review
Claim linting
Approval workflows
Certifications & audit management

Works with your stack

Plugs into the back office you already run.

Single sign-on, your way

SAML 2.0, OpenID Connect, Google Workspace, or Microsoft Entra ID.

Or skip the provider

Email magic-link and one-time-code login, built in.

Standalone or part of OfferStream OS

Run OfferStream Compliance on its own or as part of OfferStream OS, with shared data across the operating system.

Custom integrations

Need to connect something specific? We will build the integration.

Make compliance the easy path.

See how OfferStream Compliance stops violations before they happen. Tell us about your team and we'll set up a walkthrough.