From AML due diligence to certificate tracking — EstateHQ handles the compliance burden so your team can focus on sales and lettings.
Every client risk-rated, assessed, and documented before any transaction proceeds. Full audit trail your HMRC supervisor can inspect at any point — no spreadsheets, no gaps.
OFSI screening became mandatory for estate agents in May 2025. EstateHQ guides your team through screening each client against the HM Treasury consolidated sanctions list and records every result immediately.
Compliance scores, staff activity, managed properties, and sales pipeline visible from one HQ dashboard. Drill down to any branch, any property, any check.
Gas safety, EPC, EICR, and every other mandatory certificate tracked with automated expiry alerts. Never let a certificate lapse across any of your managed properties.
Give landlords a read-only portal branded to your agency where they can view certificates, compliance status, and property information — without needing to call you.
No credit card required. Full access to all features from day one.