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."

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.

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.

Why choose Personr as the solution?

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.

"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," said Brad Stein General Manager of Business Operations WA.

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.

What results were 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.
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➔ Operational efficiency improved, freeing staff to focus on client engagement and advisory work.
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➔ Compliance strengthened, ensuring ongoing adherence to Australian AML/CTF obligations.
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➔ Data sovereignty maintained, supported by Personr’s local regulatory expertise and infrastructure.

“Working with Personr has been seamless from start to finish. The integration into our existing systems was straightforward, and the support team guided us through every step. What used to take hours or even days can now be completed in minutes. Personr has completely transformed our compliance process by automating key steps and giving us real-time visibility into client verification. It has made our AML journey faster, more efficient, and much easier to manage,” said Brad Stein General Manager of Business Operations WA.