Staff Compliance Management
Full compliance visibility across your entire team
One dashboard. Every agent's CPD, licence status, policy acknowledgements, and training completion — always current, always accessible for the licensee-in-charge.
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When an inspector visits your agency, they look at the office as a system — not just the principal's records. REA Hub gives you structured, auditable compliance records for every person in your office, making the team's compliance as easy to demonstrate as your own.
Office-wide compliance dashboard
A real-time view of every staff member's compliance status — CPD, licence, training, and policies — across the whole office at once.
Role-based compliance profiles
Set different compliance requirements for agents, certificate holders, and support staff. Each person is tracked against the right standard for their role.
Policy acknowledgement tracking
Distribute policies to staff within REA Hub and track who has read and acknowledged each document — and which version they acknowledged.
AML/CTF training records
Log AML/CTF training completion for each staff member as required by your AML program. Dates, topics, and evidence stored per person.
Staff onboarding checklists
Create compliant onboarding flows for new staff: licence verification, policy acknowledgement, initial training completion, and supervision setup.
Historical records on departure
When staff leave, their compliance records are archived — not deleted. A complete history is available if required by a future audit or dispute.
Staff compliance management — frequently asked questions
Why is staff compliance management important for real estate agencies?
The licensee-in-charge is personally accountable for the compliance of every person who carries out licensed functions in their agency. This means tracking CPD, ensuring licences are current, verifying that policies have been read and understood, and confirming that AML/CTF training is complete — for every staff member, at all times. Manual tracking via spreadsheets leaves gaps that expose the principal to regulatory risk.
What does REA Hub track for each staff member?
REA Hub tracks: licence details (number, class, expiry, conditions); CPD hours completed versus the state-specific requirement; policy acknowledgements (which version each person has read and signed off); AML/CTF training completion; and any outstanding compliance tasks assigned to that person. Everything is visible from a single office-wide dashboard.
How does REA Hub handle different compliance requirements for different staff roles?
REA Hub lets you set different compliance profiles by role — a fully licensed real estate agent has different CPD requirements and AML training obligations than a certificate of registration holder or an unlicensed support person. Each profile is tracked independently so the compliance view is accurate for every role in the office.
Can staff log their own CPD and compliance activities in REA Hub?
Yes. REA Hub supports self-service CPD logging — staff can enter their own CPD activities, upload certificates, and track their progress against their annual requirement. The principal retains oversight and can approve or query entries. This reduces the administrative burden on the licensee-in-charge while keeping them in control.
How does REA Hub help when staff leave or join the agency?
When a new staff member joins, REA Hub creates their compliance profile with licence details and assigns the appropriate CPD and training requirements. When someone leaves, their record is archived and retained — so the agency has a complete historical record if required by a regulator. Departure checklists can be configured to ensure offboarding compliance is captured.