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Agent library / Compliance and risk / Branch audit

Branch audit

PitCrew prepares each branch inspection from your checklist, reviews the documents the branch provides and drafts the findings for the inspector to finalize.

When it runsOn your inspection schedule
Who approvesCompliance
Works withYour checklist, branch documents
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Prepares the checklistFor this branch
  2. Reviews documentsAgainst each item
  3. Drafts findingsWith references
  4. A person approvesInspector finalizesAnd signs off

What it reads and what it produces

Reads

  • Your inspection checklist
  • Branch documents

Produces

  • Draft findings
  • Missing items

Rules it follows

  • Never signs offThe inspector does.
  • References every findingTo the document.

Questions firms ask

Last updated: October 2026

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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