Where to start
Compliance → Financial & Audit → Estate Agency AML Audit
Before you begin
Start with the existing property or case so the team keeps one connected history. Compliance View is required; changing records also needs the appropriate Edit capability.
Follow these steps
- Choose Estate Agency AML Audit for the evidence question you need to answer.
- Find the case or property and read its recorded outcome alongside the source document.
- Give any missing or overdue item to the responsible colleague through its source workflow.
- Return to the audit view to check the evidence the team can now rely on.
Check the result
A colleague can find the outcome on the same property or case and see what needs to happen next.
If something does not look right
Give the team the property or case reference and the message shown. Check the saved outcome before attempting the action again.
Fields, rules and limits
- This subject workspace assembles existing records and evidence. Correct data in its source workflow. Use Legal & Audit → Audit Pack Builder for the separate filtered export controls; this page is not an external regulator submission.
Questions and answers
What should I check before handing this over?
Make sure the property reference, saved outcome and next action are clear to the colleague taking over.
Should I start again if I do not see a confirmation?
Check the existing record first. It may already have saved, with only a later delivery or file-generation step still pending.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Review ICO / Data Protection Audit
- Review Deposit Protection Audit
- Review CMP / Client Money / Redress Audit
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.