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When symmetRE, a real estate investment platform, began expanding to work with larger brokerages and institutions, the team saw a new kind of question from partners. Instead of only asking about product capabilities, prospects were asking about how the company handled identity access, vendor security, and internal risk programs.
The founders realized that to grow into the next phase of their business, they needed to show that their security practices were structured and reliable. That’s when they partnered with ComplyJet to formalize their security controls and get SOC 2 ready within weeks.
Let’s take a closer look at symmetRE, what they do, who they serve, and how their journey began.
Company
symmetRE is a technology platform that helps brokers and institutional investors manage real estate investments. Their product enables collaboration, portfolio tracking, and oversight across distributed teams.
The company operated with a lean team and used tools like Azure AD, GitHub, Notion, and Slack to manage operations. But as they scaled, it became clear that their approach to documentation, vendor reviews, and access control needed more structure.
The team wanted to grow with discipline and clarity. They needed a security program that could scale with them.
Challenge
symmetRE was preparing for SOC 2, but several issues stood in their way:
- Internal controls were handled informally across tools
- No central system tracked ownership, risks, or documentation
- Access reviews were manual and inconsistent
- The team had limited time to dedicate to compliance work
To support partner conversations and upcoming audits, symmetRE needed a solution that could deliver structure and speed without demanding full-time effort from their team.
Solution
symmetRE chose ComplyJet because it fit how their team worked. The platform offered AI-driven workflows that made it easy to structure their compliance program and surface real risks early.
The setup was fast:
- Systems connected in hours: Azure AD, GitHub, Notion, Slack, all connected and validated in less than two hours.
- Access reviews automated: Engineering and operations teams received targeted reviews, identifying permission mismatches and dormant accounts.
- Vendor risk templates applied: The team could assess critical vendors using pre-built templates aligned with industry standards.
- Policies generated dynamically: Policy Wizard created tailored documents that matched how symmetRE’s teams actually worked.
- Continuous monitoring activated: Misconfigurations and security gaps surfaced automatically before they could affect the audit.
Most importantly, the team stayed focused on the product while ComplyJet handled the operational heavy lifting.
Impact
symmetRE completed its SOC 2 Type 1 audit in under two weeks. The audit itself was coordinated through one of ComplyJet’s partner firms. Because all controls and evidence were already in place, the audit team had everything they needed from day one.
- There were no findings or delays
- The process involved minimal back-and-forth
- symmetRE passed their audit on schedule
The bigger impact came from how the company’s internal operations improved. Security wasn’t just tracked. It became part of daily work.
- Identity access controls are now reviewed regularly
- Vendor risk is visible and owned by stakeholders
- Policies reflect how the team actually works
- Leadership has better visibility into risk and control status
Looking Ahead
symmetRE now uses ComplyJet to maintain monitoring and stay ready for SOC 2 Type 2. The platform helps them keep up with policy reviews, control updates, and evidence collection without disrupting their product roadmap.
As the team grows, they plan to expand their security program with the same level of clarity and automation.
With SOC 2 in place, symmetRE is positioned as a trustworthy partner. Their customers and investors now see a company that takes reliability seriously.
