The practical guide to estate agent client onboarding in 2025/26 — covering contracts, AML, material information, payments, and what good looks like.
Material Information for Estate Agents: The Complete Guide
What material information estate agents must collect under the DMCC Act — Parts A, B, and C explained, enforcement, consequences, and how to stay compliant.
Using AI in Your Estate Agency
48% of UK estate agents now use AI, but most lack a formal process. The agencies pulling ahead use AI for call analysis, database prospecting, and content creation – with a written policy defining which tools handle which tasks.
AML Compliance for Estate Agents: The Complete UK Guide
Everything UK estate agents need to know about AML compliance — CDD, EDD, SAR reporting, HMRC audits, and how to stay compliant every time.
Agency Fees: A Call for Cultural Change
Upfront fees are no longer unusual in estate agency; they’re becoming the norm. Our latest data shows 4 in 10 agents now charge buyers or sellers an upfront fee, with approaches ranging from modest admin charges to premium marketing packages. Here’s what we’re seeing across agencies, and why it matters.
Estate Agent Anti-Money Laundering updates 2025
On 9 September 2025, HMRC updated its AML risk assessment for estate agents, confirming property remains a high-risk sector for financial crime. Agents must now update their own risk assessments and ensure policies, controls and procedures reflect new red flags around money laundering, terrorist financing and proliferation financing. In short: review your process, evidence your compliance, and make sure your team can spot risk.
Best-Known Beats Best
At EA Masters, Simon Gates made it clear: the agents who win aren’t always the best — they’re the best known. Trust is built before a homeowner is ready to sell, and the 7-11-4 strategy is how you make that happen — 7 hours of content, 11 interactions, across 4 platforms. Consistent visibility beats one-off ads. If you want instructions in January, you need to start being seen now.
The rise of upfront fees and what we’re seeing across agencies
Upfront fees are no longer unusual in estate agency; they’re becoming the norm. Our latest data shows 4 in 10 agents now charge buyers or sellers an upfront fee, with approaches ranging from modest admin charges to premium marketing packages. Here’s what we’re seeing across agencies, and why it matters.
Making price testing effortless for Estate Agents
Estate agents face fee pressure, longer transactions, and cash flow challenges. Testing new fee strategies sounds simple but quickly becomes bogged down in admin. Kotini’s customisable fees embed payments directly into onboarding, making it effortless to trial upfront charges, flexible models, or new price points without extra work for your team.
Are you leveraging the power of your brand?
When clients see your brand throughout onboarding, they respond with confidence and follow-through. Our experiment proved branded experiences consistently outperform generic ones.
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