Estate agency, compliant and covered
AML, GDPR, redress-scheme and client-money compliance for your agency — records and a live readiness score in one place.
90 days free · No card needed · from £49/mo · Built for sales and estate agents
Everything an estate agent needs to prove it's compliant
Anti-money-laundering
HMRC AML registration, customer due diligence and risk assessments kept current and auditable.
GDPR & data protection
ICO registration, privacy records and data-handling policies tracked so you meet your obligations.
Redress & standards
Property Ombudsman / redress-scheme membership and complaints records kept together and ready.
Client money protection
CMP scheme membership and client-account records tracked with renewal reminders.
Staff records & training
AML, GDPR and standards training per worker on a matrix that flags what is due, across branches.
Readiness & audits
See your readiness and produce your compliance pack for HMRC, the ICO or a redress-scheme audit in minutes.
Nothing expires unnoticed
The registrations, memberships and training your agency depends on — tracked with warnings before they lapse.
Best value in estate agency compliance
Compliance consultants charge a fortune for what an agency needs. Complys gives you the registrations, records and training in one place, at a fair price.
Everything included, in one place
One login for all of it — no add-ons to buy to get the core job done.
Estate-agency compliance
- ✓HMRC AML registration & due diligence
- ✓ICO / GDPR records
- ✓Redress-scheme membership & complaints
- ✓Client-money-protection membership
People & training
- ✓Staff records, DBS & right to work
- ✓Training matrix with expiry alerts
- ✓Supervisions, appraisals & competencies
- ✓Unlimited staff
Records & documents
- ✓Certificate & document store with reminders
- ✓Accident book, incidents & RIDDOR check
- ✓AI-generated Health & Safety policy
- ✓Upload and organise anything
Run your business
- ✓Quotes & invoices
- ✓Public profile & client reviews
- ✓Works on any device (phone app)
- ✓Email reminders that chase for you
How Complys compares
| Complys | Compliance consultants | |
|---|---|---|
| AML records & due diligence | ✓ | ~ |
| GDPR / ICO records | ✓ | ~ |
| Redress & complaints records | ✓ | ✕ |
| Client-money-protection tracking | ✓ | ✕ |
| Affordable for a single branch | ✓ | ✕ |
| 90-day free trial, no card | ✓ | ✕ |
Comparison is against typical software in this sector; specific products vary. ✓ included · ~ partial · ✕ not usually included.
Pricing that fits your size
Start with 90 days free. The price you start on is locked in — if we ever put prices up, yours stays put. Pay yearly and get 2 months free.
Every tier includes everything. Weekly price shown on annual billing. 90-day free trial · no card needed.
How Complys works for sales and estate agents
Complys brings your AML, GDPR, redress and client money into one place and keeps it current, so an inspection or audit is something you're always ready for. Here is how it works.
Getting set up
You add your agency, your team and the records you already hold — AML, GDPR, redress and client money. It works the same for a small operation as for a larger one, and setup takes minutes.
Anti-money-laundering
HMRC AML registration, customer due diligence and risk assessments kept current and auditable. ICO registration, privacy records and data-handling policies tracked so you meet your obligations.
Redress & standards
Property Ombudsman / redress-scheme membership and complaints records kept together and ready. CMP scheme membership and client-account records tracked with renewal reminders.
Staff records & training
AML, GDPR and standards training per worker on a matrix that flags what is due, across branches. See your readiness and produce your compliance pack for HMRC, the ICO or a redress-scheme audit in minutes.
Readiness and getting started
A readiness view maps your position against what your inspector, client or auditor looks for, and scores it so you always know where you stand. Complys works from your phone or the office, the reminders keep you ahead of renewals, and it starts at £49 a month with a 90-day free trial and no card. In Ireland it runs at getcomplys.com, built around the Irish regulators.
Questions, answered
Does it help with AML?
Yes. HMRC AML registration, customer due diligence and your firm-wide risk assessment are kept current and auditable, which is exactly what an HMRC AML inspection examines.
Can it track redress and client-money schemes?
Yes. Property Ombudsman or redress-scheme membership, client-money-protection membership and complaints records are tracked with renewal reminders.
Does it cover GDPR?
Yes. ICO registration, privacy records and data-handling policies are kept together so you can evidence your data-protection obligations.
Who is it for?
Sales and estate agents, from a single branch up to a multi-branch agency. Lettings agents are covered by our dedicated lettings edition.
What does it cost?
From £49/mo for a single branch, £99/mo multi-branch, and custom for larger agencies, with a 90-day free trial and no card up front.