Policy Management
Policies and procedures management for real estate agencies
Build your agency's policy library from templates, track review dates, receive legislative update alerts, and keep every document audit-ready — without the paper.
Start free 14-day trial →Everything in your policy library, tracked and current
Auditors expect real estate agencies to maintain documented, current policies across a range of compliance areas. Outdated or missing policies are a common finding that can result in improvement notices or further scrutiny. REA Hub makes it easy to build, maintain, and demonstrate a compliant policy library.
Policy template library
Start from professionally structured templates covering privacy, complaints, trust accounting, CPD, AML, WHS, and more. Customise for your agency.
Review schedule tracking
Set a review date for every policy. REA Hub flags policies that are due or overdue for review so your library never goes stale.
Document upload
Upload your existing policies in any format. Store, categorise, and track them alongside template-based policies in one unified library.
Legislative update alerts
Receive alerts when relevant legislative or regulatory changes occur that may require you to update your policies and procedures.
Frequently asked questions
What policies must a real estate agency have in place?
Australian real estate agencies are generally required to have documented policies covering privacy and data handling, trust account management, complaints handling, AML/CTF procedures (where applicable), workplace health and safety, and CPD and licence management. Specific requirements vary by state regulator.
How often should real estate agency policies be reviewed?
Best practice is to review core compliance policies annually, or whenever relevant legislation changes. REA Hub tracks the next review date for each policy and flags those that are overdue, so nothing slips through between annual reviews.
Does REA Hub provide policy templates?
Yes. REA Hub includes a library of policy templates covering the key areas of real estate compliance — privacy, complaints, trust accounting, CPD, workplace conduct, and more. Templates are starting points only and should be reviewed by a qualified professional before adoption.
Can I upload my own policies to REA Hub?
Yes. In addition to using the built-in template library, you can upload your own policy documents in any format. Each uploaded policy is tracked in your library with review dates, status, and category.
What happens when legislation changes affecting my policies?
REA Hub sends legislative update alerts to notify you when relevant changes occur that may require a policy review. You can then update the relevant policies and reset the review date, keeping your library current.
A policy library that keeps itself current.
No more folders of outdated Word documents. Your compliance library, always up to date.
Start free 14-day trial →