Australia’s first AI driven, listed to settled execution platform.
TheAgencyPortal is comprised of a range of flexible and modular tools every agency needs to run smoothly, no matter the size. It uses AI, automation and advanced security to save time, reduces cost and remove administrative headaches, while reducing risk around trust accounts and anti-money laundering (AML) requirements.
The future isn’t coming. It’s already here.
AI and automation aren’t theoretical. They’re embedded in the way modern businesses operate, make decisions and eliminate risk. And in real estate, an industry responsible for our largest single asset class and the biggest finance workflow in the country, the gap between what’s possible and what’s happening is where the biggest opportunity sits. TheAgencyPortal closes that gap.
Built for the work agents actually do
Running a real estate agency today means juggling compliance, cashflow, suppliers, documentation and settlement, often across disconnected systems.
TheAgencyPortal replaces that fragmentation with a single, secure, AI enabled workflow that supports transactions from signature to settlement, without adding complexity.
Use one of the tools or all of them, it is entirely up to you.
Save time.
Let AI and automation replace manual processes, to deliver a streamlined and connected workflow. You can save up to a day of admin per listing.
Less cost.
Fewer platforms, fewer errors, fewer delays.
Reduced risk.
Trust account handling and AML obligations are built into the workflow, reducing the risk of human error or scams.
Subscription free.
AML in-person training and completion sessions – Selling FAST!
Run by Neil Jeans, Co-Author of the AUSTRAC Starter Kits.
Complete your registration and plans under expert guidance.
Small group sessions so you get to ask all your questions.
Running nationally
How it works
TheAgencyPortal integrates six purpose-built tools into one operational platform, of which you can use one, several or all of them:
- Signing and execution
- AML compliance
- Vendor funding
- Commission access
- Supplier payments
- Settlement coordination
Each tool solves a specific problem. Together, they form a complete administrative backbone for your agency.
Who it’s for
TheAgencyPortal is designed for:
- Independent agencies
- Multi-office groups
- Admins and service support
- Principals and compliance leads
- Sales teams who want less admin and more focus on outcomes
If you manage property transactions, this platform is built for you.
Modular and independent tools in TheAgencyPortal
Trust & Compliance
Built to operate where the risk is real
TheAgencyPortal is designed to remove risk, not shift it.
- Trust account processes are structured and controlled
- AML requirements are embedded directly into the transaction flow
- Security and governance are foundational, not optional
- Law Society Members in NSW, SA, Vic and Qld
This is infrastructure you can rely on especially as regulatory expectations increase.
A suite of powerful tools designed to save you time, reduce cost and remove administrative headaches.
Secure digital execution
AML/CTF compliance embedded
Funding for marketing and improvements
Commission access at exchange
Simplified supplier payments
Fewer steps, clearer control
All about the agent.
Everything we do is designed for how you work and what you need.