Checklists on the property, and monthly plans

Compliance checklists are made and evidenced from the property itself, and every plan is billed monthly after a free trial.

Version
v2026.09.30
Area
Compliance
Released
Reading time
1 min
Share
v2026.09.30

The product

  • Checklists on the property: make, name and edit a checklist from the property’s compliance tab, and attach a document to tick the item it proves.
  • AML references: anti-money-laundering internal references have a register of their own, numbered within your agency.
  • Sales and managements: properties narrow to the live sales or the managements, with counts to match.
  • Finding attendees: search for people by name or email when adding them to an event or a meeting.

Billing

  • Monthly plans: every plan is billed monthly, and the people who sign in decide the plan; no seat is charged.
  • A free trial: a new subscription starts with a free trial, and the first charge comes after it.
  • Cancelling: access runs to the end of the month you have paid for.

Sign-in

  • Back to the website: back on the sign-in screens returns to the website.

How versions are numbered, and what a bump means for you, is written up in How releases work.

A live look at the workspace, on a sample agency.