Industry Solutions

KeyDocs in Real Estate

Industry Context

The real estate industry in Australia is governed by state-based property legislation, Fair Trading requirements, privacy laws, trust accounting regulations, and various compliance obligations under consumer protection frameworks.

Real estate agencies and property management businesses must maintain accurate, up-to-date documentation across multiple areas, including:

  • Sales and lease agreements, agency authorities, and disclosures
  • Compliance records for property inspections, smoke alarms, and safety checks
  • Trust account documentation and audit reports
  • Staff training, licensing, and professional development records
  • Policies covering privacy, complaints, WHS, and client communication

Many agencies still rely on a mix of email attachments, shared folders, and paper files to manage these documents, creating significant operational and compliance challenges.

This often leads to:

  • Lost or outdated versions of key documents
  • Inconsistent processes across agents or offices
  • Compliance gaps during trust audits
  • Time wasted searching for the right forms or records

How does KeyDocs Support Real Estate?

KeyDocs helps real estate businesses bring order, transparency, and accountability to their documentation, reducing compliance risk and streamlining admin.

Controlled Document Management

  • Centrally manage agreements, policies, and compliance documents through structured approval workflows
  • Track version history and automatically archive outdated or superseded documents
  • Ensure sales, property management, and admin teams always access the latest approved versions

Compliance and Audit Readiness

  • Link documents to legislative or regulatory requirements
  • Instantly report on review status, version control, and document ownership
  • Be fully prepared for trust account audits, regulatory reviews, or compliance checks

Review Schedules & Accountability

  • Automate document review cycles for compliance-critical materials
  • Keep leadership and compliance officers informed with clear audit trails and approval workflows
  • Ensure timely updates and version control across all documentation

Multi-Site and Subcontractor Oversight

  • Apply consistent policies, templates, and procedures across multiple offices or franchises
  • Provide office-level access and control without losing central oversight
  • Ensure all agents and staff are working from the same approved documentation and brand standards

Move away from reactive compliance and toward proactive, structured documentation. Reduce risk, improve governance, and keep teams safe and informed

Book a Demo with Us!