Everything your agency needs
EstateHQ is purpose-built for UK estate agencies. Every feature addresses a real compliance obligation or operational need — nothing superfluous.
MLR 2017 compliance, built in
AML Governance
The Money Laundering Regulations 2017 place significant obligations on estate agents. EstateHQ gives you a structured AML workflow: risk-rate every client, record your due diligence, maintain your policy documents, and produce a full audit trail at the click of a button. No more spreadsheets, no more guesswork.
- Client risk assessment (low / medium / high)
- AML policy document storage and version control
- Training record tracking per staff member
- Audit trail exportable as CSV for HMRC inspections
AML Governance
Mandatory from May 2025
OFSI Sanctions Monitoring
The Office of Financial Sanctions Implementation (OFSI) requires estate agents to screen clients against the UK Consolidated List. EstateHQ flags high-risk clients for manual OFSI review, so your team can act promptly and document every check. Penalties for non-compliance can be severe — this is not optional.
- Automatic flag on high-risk AML assessments
- Client-level sanctions status tracking
- Documented screening history for every client
- Email alert to company admin when OFSI screening is required
OFSI Sanctions Monitoring
One view of your entire agency
Multi-branch HQ Dashboard
Whether you have one branch or one hundred, EstateHQ gives you a live overview of every office. See compliance scores, pipeline values, expiring certificates, and outstanding AML tasks across your whole agency at a glance — then drill down into any branch for the detail.
- Per-branch compliance scoring (0–100%)
- Aggregate pipeline value across all branches
- Branch health alerts surfaced to HQ
- Role-based access: staff see their branch, HQ sees all
Multi-branch HQ Dashboard
From instruction to completion
Sales Pipeline Management
Track every instruction through its full lifecycle — from instructed, through under offer, to exchanged and completed. Log viewings, record offers, advance stages, and keep a timestamped timeline on every property. Your whole team stays in sync without chasing each other for updates.
- Full instruction lifecycle: instructed → under offer → exchanged → completed
- Offer management with accept, reject, and withdraw actions
- Viewing log with outcome tracking
- Instruction timeline with stage notes
Sales Pipeline Management
Never miss an expiry again
Certificate & Compliance Tracking
Gas safety, EPC, EICR, NRLA — every certificate has an expiry date and a legal obligation. EstateHQ tracks them all, sends automated email alerts 30 days before expiry, and gives you a compliance dashboard showing exactly which properties need attention. No more scrambling at the last minute.
- All certificate types: Gas Safety, EPC, EICR, PAT, Legionella, HMO, NRLA
- Automated expiry alerts 30 days in advance
- Branch-level compliance score based on certificate status
- CSV export for compliance reporting
Certificate & Compliance Tracking
Professional, self-serve access for landlords
Landlord Client Portal
Give every landlord a personalised portal where they can view their properties and certificates — without needing to call your office. Share a secure link and your landlords can check certificate status, expiry dates, and property details at any time. Reduces admin and impresses clients.
- Unique secure portal link per landlord client
- Property and certificate view (read-only)
- No login required — access by token link
- Branded with EstateHQ for a professional impression
Landlord Client Portal
Ready to get compliant?
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