An acquired integrator's accounts checked against your terms, with every gap listed before they move.

When you buy an integrator, its accounts arrive as a pile: signed monitoring, service and inspection agreements of every vintage, the seller's billing, the central station's account list, panel and zone records, and site notes. Before an account moves onto your forms, your billing codes and your central station, someone has to confirm a signed contract stands behind it, that the contract lets it be assigned, when it renews, and that the site on the paper is the site being monitored.

In the proof of concept, AI does that matching from copies: it reads each contract, lines it up with the seller's account list and site records, compares its terms with yours, and lists every account missing a signed contract, an assignment clause, a renewal date or matching site data, each with the page it came from. No account is transferred, canceled or re-signed, and no notice goes out.

Deal papers already hold a buyer's checklist. An alarm monitoring company filed a 2005 asset purchase agreement with the SEC whose Exhibit A says when a monitoring contract counted. For a retail contract: the system installed at the subscriber's premises, fully operational and download-capable; no termination or express notice of one, oral or written; the original delivered with legible signatures of both sides; the recurring charge clearly shown; nothing restricting transfer of the contract or its central station monitoring, or requiring the subscriber's consent; a first term of at least a year, renewing at least yearly and unexpired; and a clause allowing central station monitoring. Accounts were tested against those terms again 45 days after closing. The draft scores each contract on the criteria your team writes down.

Recurring revenue has a narrow definition, and consent has a fallback. The same agreement kept time and materials, installation, reimbursed phone line charges, government taxes and fees, and false alarm assessments out of recurring monthly revenue. Where a transfer needed someone's consent, it didn't happen at closing: the seller kept seeking consent and, until it came, cooperated in an arrangement giving the buyer the benefit. A 2004 credit agreement the company filed counted none of these as Eligible RMR: wholesale monitoring accounts, stand-alone service agreements, and contracts neither written nor freely assignable. The draft sorts each recurring line into your billing codes and quotes every consent clause it finds.

A state may want a notice. Under Texas Occupations Code section 1702.288 and its rule, 37 Texas Administrative Code 35.6, an alarm systems company that contracts with another company or monitor for regulated services must tell the client within seven days the name, address, phone number and contact person of the company that bought the contract, by mail, with stickers showing the new number, unless the contact details stay the same. California's section 7599.54 wants every alarm agreement, monitoring and service agreements included, in writing, amendments too, with the operator's license number and the services after installation. A missing signed agreement or amendment goes on the list.

Cities register sites, and certificates name an issuer. West Linn, Oregon gives each alarm site with its own address or business name a separate registration, allows 30 days after a takeover to register, and bars moving a registration to another user or site. An ordinance published by the Indian River County, Florida sheriff's office has the alarm company file registration within 15 calendar days after a takeover, naming who took the system over and who monitors it. UL Solutions says only a UL Listed alarm company can issue a UL certificate for a security alarm system, never a monitoring station alone, and insurers and code officials often require one. The draft lists each account's city and any certificate in its file; whether a rule applies is your counsel's call.

What your reviewer will watch: a central station account with no signed contract behind it, a contract with no account, assignment clauses that need consent, renewal dates that don't match the billing, sites whose address or business name differs between contract, account list and zone list, stand-alone service customers mixed in with monitored ones, and certificated accounts. Customer names, addresses, passcodes, call lists and code words are removed or swapped for look-alikes before any copy moves, and the draft never needs the real ones.

Once your reviewer says yes, the same check runs for about 30 days on the next company you buy, or on accounts still waiting from the last one.

Your onboarding lead approves every account before it moves, and every customer notice, central station change and re-signed contract stays with your team.

Before you sign, the live job gets a fixed price. Anything after it is priced on its own, and monthly support starts once that job is running.