Agents collecting ID on phones and in email? We'll help your agency keep it secure.
- Agents photograph ID on their
- Vendors and buyers email ID
- Contracts with ID attached sit
- Agents leave and their phones
In a busy agency, client ID comes in fast: photographed on an agent's phone at an appraisal, emailed by a vendor, attached to a contract or saved in a shared folder. With agents coming and going, those copies are hard to track. We help your agency find where client ID sits and keep it secure, from collection to disposal.
- Same-day or next-day, where available
- Onsite across Perth, or remote
- No lock-in contract
- Business and home IT
Where ID ends up in an agency
- Agents photograph ID on their own phones at appraisals and signings
- Vendors and buyers email ID to individual agents
- Contracts with ID attached sit in shared folders
- Agents leave and their phones and inboxes still hold client ID
- Several people in the office can open every client file
How we help agencies
Map your agency's ID flow
Appraisals, listings, contracts, property management and settlements.
Secure agents' phones
Business data on phones protected, and removable when an agent leaves.
Give ID one secure home
Restricted storage with access only for the people who need it.
Set up secure collection
A safer way for vendors and buyers to send ID than email.
Tighten offboarding
A checklist so a departing agent's access and copies are removed.
Dispose of old records properly
Old devices and records securely erased or destroyed, with a record.
What this service doesn't cover Advice on which of your activities are covered by AML/CTF rules. Check AUSTRAC's guidance or your compliance adviser.
From brief to done, in three steps
Tell us what needs to change
Book online or call. Tell us how many people and mailboxes are involved, and what you want to achieve.
We confirm the plan and scope
Before work starts, we confirm what's included, the order of work and any interruption to email.
We complete the work
Onsite or remotely, scheduled to keep disruption to your business low.
What you get
- A clear picture of where client ID sits in your agency
- Agents' phones and inboxes brought under control
- Secure storage and collection of client ID
- A simple process when agents leave
We're not AML/CTF compliance advisers. We help with the IT and data security side of handling client ID. For what your obligations are, check AUSTRAC's guidance or speak with your compliance adviser.
Why Perth businesses call PCE
No lock-in
Book a technician when you need one. No ongoing managed-services contract required.
Onsite or remote
We choose the route that gets you working again, and come onsite when it's needed.
Plain-English notes after every job
You'll know what was wrong, what we changed and what to watch for.
Scope confirmed before we start
You'll know what's included and when the work happens before anything changes.
Real estate AML data security answered
Agents use their own phones. Can you still help?+
Yes. Business data can be separated and protected on personal phones, and removed when an agent leaves.
Does this work with our property management software?+
We work around the systems you use. We'll check where ID is stored in yours.
Is this AML compliance?+
No. We help secure client ID records. For your obligations, check AUSTRAC's guidance or your compliance adviser.
Where should an agency start?+
With a client ID data health check, so you know where copies are before changing anything.
We cover most of Perth
Onsite across most of the Perth metro area, and remote help anywhere in Perth.
- Onsite across most of the Perth metro area
- Remote help anywhere in Perth
Keep your agency's client ID secure
Book an experienced technician online, or tell us what's happening and we'll recommend the right next step.
Call 08 6559 6485
Phones and technicians: Monday to Friday, 8am to 4pm