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Partner workflow for real estate agencies

Real estate agencies and property managers are often the first to know when owners are thinking about sale timing, rental decisions, transfer, probate, SMSF property or investment-property questions.

The partner workflow helps agencies introduce an independent valuation pathway without giving tax, legal or financial advice.

What the agency workflow supports
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  • Owner education for landlords, vendors and investor clients.
  • One intake path for valuation requests.
  • Batch preparation for portfolio or campaign work.
  • Disclosed commercial arrangements where required.
  • Independent valuation review unaffected by the source of the referral.
  • Partner pricing details available after registration.

Best fit
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This pathway is designed for:

  • real estate agencies;
  • property management teams;
  • buyer/vendor advisory teams;
  • rent-roll and landlord education campaigns;
  • agencies supporting owners around CGT reform awareness.

Next step
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Register to request partner pricing details

You can also review how bulk upload works.