Remember: Compliance isn't optional, it's the law.
A clear system for every listing
Agent Best Practice allows your office to create structured workflow checklists that guide agents through each step of a listing. Every action is recorded, giving the Office Leader a simple way to review progress and confirm that required tasks are completed.
Set up your office in minutes
The Principal or Office Manager registers as the Office Leader and adds each agent in the office.
Every agent receives their own platform where they manage and track their listings.
The Office Leader can then see all listings across the office and monitor activity in one place.
Custom workflows for your office
Every office operates differently. Agent Best Practice allows you to adjust workflows to suit your internal processes.
You can:
- Use the provided workflow templates
- Modify templates to suit your office procedures
- Create your own checklists for any Australian state or territory
Checklist items are arranged using a simple drag and drop system. Each action can be labelled either Best Practice or Compliance.
For compliance tasks, you can include the document pathway so agents can view files without needing to download them.
Clear accountability for every step
Agents add their listings and follow the workflow checklist as the sale progresses. Each completed task is recorded, providing a transparent activity record for every property.
The Office Leader can review:
- Each agent
- Each listing
- The documents completed at every stage
This makes internal supervision simple and consistent.
Supervisor sign-off
Office Leaders can formally sign off on agent actions to confirm supervision and compliance.
Every sign-off is automatically recorded with:
- Name
- Date
- Time
This provides a clear record of oversight within the office.
Licence and CPD reminders
To help maintain compliance, the system sends email reminders for agent licence renewals and CPD requirements.
This helps offices stay organised and avoid missed deadlines.
Secure document management
All listing records can be saved and printed at any time.
Documents remain stored on your office server, maintaining privacy and control over your files.
Simple pricing
Choose the option that suits your office:
- Low monthly subscription
- Discounted 12-month subscription
Start improving office workflow
Agent Best Practice provides a practical way for principals and office managers to maintain oversight, guide agents through each listing process, and keep compliance records organised.
Sign Up your office today and get 14 days FREE access to create your structured workflows. Your credit card will not be charged until Day 15, if not cancelled by you first.