Estate agents are AML-obliged entities. HubSecure handles KYC for buyers and sellers, automates follow-up with voice AI, and manages your full deal pipeline — all in one compliant workspace.
Leads from portals and listing sites expect a response within minutes. Manual follow-up is too slow — and inconsistent between agents.
EU 4AMLD/5AMLD requires estate agents to perform KYC due diligence on buyers and sellers for transactions above $10,000 cash. Most still do this in spreadsheets — one inspection away from a fine.
CRM doesn't talk to the compliance system. Agents don't know if a buyer is KYC-cleared before the offer stage. Every handoff is manual and error-prone.
KYC screening triggered automatically when a buyer makes an offer. Sanctions check, PEP screening, source of funds — all documented and archived. EU 4AMLD/5AMLD aligned.
AI calls new leads within minutes of enquiry. Qualifies interest, answers questions, and books a viewing — while you focus on showings.
New listing alerts, price reduction notifications, and open house reminders via SMS — automated from your CRM pipeline.
Separate CRM pipelines for buyers and sellers. Track deal stage, KYC status, last contact, and next action — for every lead and every agent.
Store purchase agreements, ID documents, and compliance files in the encrypted Vault — with access logging and e-signature. No sensitive files in email.
Which agents are converting best? Which clients are KYC-cleared? Full analytics on pipeline performance and compliance status in one view.
The goal is not another CRM tab. The goal is one operating room for listings, buyers, sellers, offers, AML evidence, secure files and agent follow-up.
HubSecure is strongest when the agency wants faster lead response and cleaner compliance at the same time. New enquiries become CRM records, AI handles first response, agents see the next action, and compliance owners can prove what happened without rebuilding the file from inboxes and shared drives.
Use it for residential agencies, commercial brokers, property managers, franchise offices and cross-border real estate teams that need documented buyer and seller checks.
| Real estate job | What usually breaks | HubSecure workflow |
|---|---|---|
| New buyer lead | Slow callback, no qualification notes, and no clean handoff from marketing source to agent. | CRM record, source tracking, AI first response, viewing task and owner assigned automatically. |
| Seller onboarding | Valuation notes, mandate docs, disclosures and ID files sit in separate tools. | Seller workspace with secure document requests, signed mandate, reminders and activity history. |
| Offer and AML review | Compliance starts late, evidence is copied between email, folders and spreadsheets. | Offer stage triggers buyer checks, source-of-funds request, reviewer decision and exportable evidence pack. |
| Deal room | Contracts and transaction files move through unmanaged email attachments. | Secure room for buyer, seller, broker and back office with permissions, uploads, e-signature and audit log. |
| Post-close growth | Happy buyers disappear after closing and referrals are handled manually. | Customer Club and Growth Engine keep referral tasks, review requests and future move signals attached to the client record. |
No credit card required · Singapore-hosted · EU Q3 2026 · 4AMLD/5AMLD aligned
Real estate teams need secure deal documents, client status, approvals and audit history in one path.
| Workflow | Common risk | Related page |
|---|---|---|
| AML checks | Buyer/seller screening and evidence retention | View HubSecure workflow |
| Transaction rooms | Documents spread across inboxes and drives | View HubSecure workflow |
| Client updates | Status unclear across agents, finance and admin | View HubSecure workflow |
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