Empowering The Agency to Onboard Seamlessly with Personr
"We chose Personr because it delivered exactly what we needed: a locally informed, end-to-end compliance solution that truly understands the Australian market. The platform has transformed how we manage client verification, giving our team the confidence that every transaction meets regulatory standards while saving significant time on manual processes. With Personr, we have gained both efficiency and peace of mind, allowing us to focus on delivering exceptional client experiences."
Brad Stein
GM - Business Operations The Agency Property Management WA
The Customer
The Agency Property Management WA
The Agency Property Management WA is a full-service luxury real estate brokerage and lifestyle brand redefining the way people buy, sell, and experience property. From residential and new developments to resort real estate, leasing, and luxury vacation rentals, The Agency Property Management WA represents clients across the market with a commitment to excellence and collaboration.
Founded in 2011, The Agency Property Management WA has redefined real estate, modernising and advancing the industry by creating a culture of partnership where all clients and listings are represented in a collaborative environment.
As The Agency Property Management WA’s impact grew, so did the complexity of maintaining compliance across diverse markets and high-value transactions. Operating in a sector where trust, transparency, and regulatory integrity are paramount, The Agency Property Management WA sought a modern, end-to-end AML solution to strengthen its compliance framework. The goal was to streamline client verification, reduce manual oversight, increase operational efficiency internally to save time for staff and ensure every transaction met stringent national standards without compromising the personalised experience clients expect.
The Challenge
What challenges were they facing?
The Agency Property Management WA faced inefficiencies caused by tools that didn’t align with its operational needs. Team members were spending excessive administrative time gathering and processing client information instead of focusing on high-value tasks.
Existing providers lacked local market knowledge and support. This gap created ongoing challenges in maintaining smooth operations.
Evolving regulatory changes in Australia required The Agency Property Management WA to adopt new systems capable of meeting updated compliance standards. The organisation needed a reliable, locally informed solution that could support both its operational and regulatory needs moving forward.
Personr enabled The Agency Property Management WA to consolidate data management under a single solution, giving operational leaders a holistic view of onboarding performance. This streamlined approach has significantly reduced manual workload, allowing team members to focus on higher-value tasks beyond the previously time-consuming onboarding process.
What Personr offers:
Product
A streamlined KYC/KYB compliance in one place, a solution designed to cut down processing time and simplify compliance.
Partnership
A compliance platform that listens, implements feedback, and continuously improves.
Technical Support
Continuous check-ins and responsive, accessible support.
Flexibility
The ability to scale with Novatti’s business and integrate smoothly with existing systems.
Transparency
Clear, open processes that build confidence and trust.
The Solution
What solution did Personr provide?
To address The Agency Property Management WA’s challenges, Personr implemented a suite of solutions tailored to their needs. These included Know Your Customer (KYC) screening, Identity Verification (IDV), and Anti-Money Laundering (AML) screening across Australia.
In addition, Personr’s on-the-ground team provided expert support and guidance, offering a deep understanding of Australia’s regulatory landscape to ensure full compliance and confidence in every transaction.
The Results
What results have been achieved?
Personr has centralised The Agency Property Management WA’s compliance journey, providing clear access to verification and AML data in one secure system.
Onboarding times slashed, with verification and AML checks completed in minutes rather than hours or days.
Operational efficiency improved, freeing staff to focus on client engagement and advisory work.
Compliance strengthened, ensuring ongoing adherence to Australian AML/CTF obligations.
Data sovereignty maintained, supported by Personr’s local regulatory expertise and infrastructure.
