How it works

Up and running
in under an hour

No consultants, no IT project, no training course. Set up EstateHQ yourself and have your whole team compliant from day one.

<1hr
Average setup time — no IT needed
3
Steps from sign-up to fully compliant
14 days
Free trial — no card, full access
0
Consultants or IT projects required
01
Step 01 — Setup

Create your
agency workspace

Sign up, add your branches, and invite your team. EstateHQ builds your compliance framework around your agency's structure — not the other way round.

✓Add agency name and logo
✓Create branches
✓Invite team members and set roles
✓Set redress scheme and TPO membership
→ Setting up EstateHQ workspace...
✓ Agency profile created
✓ Branch "London Bridge" added
✓ Branch "Greenwich" added
✓ 4 team members invited
● Workspace ready
02
Step 02 — Import

Add your
properties & clients

Import your property management records, or add properties and clients as you go. EstateHQ automatically prompts for the required compliance checks as each client or transaction is created.

✓Import or add managed properties
✓Add vendors, purchasers, and tenants
✓Upload existing certificates
○EstateHQ flags any gaps or overdue items
→ Scanning imported properties...
34 properties added
12 Gas Safety certs expiring in 30 days
3 EPC records missing
⚠ 2 AML checks required before exchange
● Action list generated
03
Step 03 — Operate

Run compliance
as you work

As your team manages properties, opens transactions, and onboards clients — EstateHQ runs each required check automatically. AML, OFSI, and certificate renewals are built into the workflow, not an afterthought.

✓AML risk-rated on every new client
✓OFSI sanctions checked automatically
✓Certificate alerts 60 / 30 / 7 days out
✓Audit trail built continuously
→ New vendor: J. Armstrong
Running AML risk assessment...
OFSI screening... No match
PEP check... Clear
Risk level: Low
✓ Client cleared — audit record saved
Typical go-live timeline
1
Day 1
Sign up and configure
Create your workspace, add branches, invite team. Takes 30–60 minutes.
2
Day 2–3
Import properties and clients
Add managed properties, upload existing certificates, review any flagged gaps.
3
Day 4–7
Run your first checks
Process live AML and OFSI checks. Team is fully trained by end of week one.

Start your 14-day free trial

No credit card required. Full access to all features from day one.

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