Features
Client identity verification
Verify a client's identity from inside the workspace, ahead of the Tranche 2 reforms for property professionals.
What you get
The short version
Send a verification invite to a personal client on a shared workspace and watch it move from pending to assessed.
The status and a risk level sit on the client record, so anyone on the deal can see where verification stands.
Re-verify when a check expires, without starting a separate process somewhere else.
Sanctions and PEP screening and AUSTRAC reporting are not built yet — they're the next piece, for the Tranche 2 regime.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.